Attached - Equity Research Template Examples

Comments (57)

Nov 16, 2013 - 12:18am
tonydaboiii, what's your opinion? Comment below:

Shit son... really appreciate your share. Do you have any Deutsche reports btw? Thanks!

Nov 16, 2013 - 8:56am
neil joseph, what's your opinion? Comment below:

Golden bananas for you...or wd you prefer handshakes instead

"A man travels the world over in search of what he needs and returns home to find it." ~George Moore
Nov 16, 2013 - 12:29pm
WSRenaissanceMan, what's your opinion? Comment below:

Looking at equity research reports makes me feel much better about my working all this weekend on 2 M&A deals. Technical writing makes me cringe!

Make opportunities. Not excuses.
Best Response
Nov 16, 2013 - 6:51pm
rajsmith, what's your opinion? Comment below:

Thanks WSO,

Here's more:

Suntrust Robinson Humphrey - http://www.thestreetsweeper.org/ckfinder/userfiles/files/KEYWParrotReport1.pdf

deutsche bank - http://www.bbbiotech.ch/fileadmin/user_upload/files/bbbiotech/de/pdf/Analystenberichte/2013/Deutsche_Bank_-BB_Biotech-_August_2013.pdf

Nov 17, 2013 - 11:34am
rajsmith, what's your opinion? Comment below:

BluenoseMonkey - Here you go.

JPM HK Link REIT - https://mm.jpmorgan.com/EmailPubServlet?h=n92o91lq&doc=GPS-983509-0.pdfMS FX Repot - http://www.morganstanley.com/public/FXPulse_11152013.pdfRBC REIT - http://www.investorvillage.com/uploads/51535/files/RBCdundeefeb2013.pdf

Nov 17, 2013 - 2:44pm
rajsmith, what's your opinion? Comment below:

@Couchy - Here you go.

william blair and company - http://www.acgchicago.com/UserFiles/file/chicago/Web%20docs/HCare%202011%20Orthopedic%20HCare.pdf

Nov 18, 2013 - 1:50pm
rajsmith, what's your opinion? Comment below:

@Stryfe - Here you go!

It's not equity but I thought I would change it up. GS Credit Research on JC Penny.

Goldman Sachs Credit Research - http://www.valuewalk.com/wp-content/uploads/2013/09/170903704-JCP-GS1.pdf

Nov 18, 2013 - 4:09pm
rajsmith, what's your opinion? Comment below:

Credit Suisse Research from the TMT group on Wearables Fashion - https://doc.research-and-analytics.csfb.com/docView?language=ENG&source=ulg&format=PDF&document_id=805349560&serialid=g9lEUAU7uOFgKHIGT9ZG65xrGGoRvXYXhI1Ez%2FGEECU%3D

Mar 4, 2014 - 9:54pm
Arnie S, what's your opinion? Comment below:

Thanks for the resources!

Consumption smoothing is retarded. If you stay in this game for a handful of years, money will be the least of your worries. Live it up, because this is the one time in your life where you might actually have time to spare.
Mar 23, 2014 - 11:23pm
GA123, what's your opinion? Comment below:

Does anyone have any actual tutorials/resources about how to create reports like this from scratch?

Jun 29, 2014 - 10:27am
ramadjaffri, what's your opinion? Comment below:

Great! I'm an incoming analyst and these sure would be a good read. SB-ed.

Fortes fortuna adiuvat.
Jan 20, 2015 - 12:37am
rajsmith, what's your opinion? Comment below:

@"cynicalhbk" Saw your PM on Men's Warehouse - Here's a little something.

http://www.jefferies.com/CMSFiles/Jefferies.com/files/TheHolidays.pdf

Old Report from Asia - http://www.hsbcnet.com/nutshell/attachments/pdf/asiaPacific-consumer-discretionary.pdf

http://content.stockpr.com/menswearhouse/media/a63438bb9fd67a0c0b9e500686ab0156.pdf

Jan 20, 2015 - 1:22am
rajsmith, what's your opinion? Comment below:

@"cynicalhbk" - if i had it i would have posted it....do you own research for your interview. good luck

Jan 20, 2015 - 1:25am
rajsmith, what's your opinion? Comment below:

For the WSO Spanish and Portuguese speaking members here's Santander

http://www.sportsworld.com.mx/inversionistas/pdf/reportesaccion/14Q2%20Sports.pdf

Jan 20, 2015 - 1:30am
rajsmith, what's your opinion? Comment below:

Again for our Latin American friends here's the Santander analyst deck for their LatAm coverage (with analyst names/emails). Also you guys/gals don't know how lucky you are you have the best asses in the world!

http://www.santander.com.br/document/wps/3_Book_Santander%20LatAm%20Handbook.pdf

Jan 20, 2015 - 10:57pm
rajsmith, what's your opinion? Comment below:

@astfin-juki BOOM!

https://www.nomura.com/events/global-quantitative-equity-conference/resources/upload/2013/morris.pdf

https://www.nomura.com/events/global-quantitative-equity-conference/resources/upload/vasant_naik.pdf

http://www.lupin.com/pdf/14/20140508%20-%20Lupin%20-%204QFY14-%20Nomura.pdf

http://www.policyexchange.org.uk/images/WolfsonPrize/nordvig%20-%20rethinking%20european%20monetary%20union.pdf

Jan 28, 2015 - 10:38pm
rajsmith, what's your opinion? Comment below:

Goldman Sachs Report on Retail Liquid Alternatives - http://www.alphacapitalmgmt.com/media/pdfs/120613_Retail_Liquid_Alternatives.pdf

Mar 31, 2015 - 8:46am
UKtop, what's your opinion? Comment below:

For people looking for more recent reports, this page seems to have a good and up-to-date selection: http://equity-research.com/reports/

Oct 18, 2015 - 8:48pm
A-Type, what's your opinion? Comment below:

Equity Research Template MS word (Originally Posted: 12/20/2015)

I wanted to ask if anyone has a MS Word Equity Research template with a functionality to fetch the standard financial statements, historical price and standard ratios from the internet. It would be a great help to input the ticker info and get all that information without having to copy/paste it.

I am sure this is not a hard thing to automate...

Oct 18, 2015 - 8:49pm
MLang, what's your opinion? Comment below:

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//Signed// MLang
Oct 18, 2015 - 8:50pm
Esuric, what's your opinion? Comment below:

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Jul 27, 2021 - 3:15am
Chocolate.iceccream811, what's your opinion? Comment below:

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