1. What sources of information are used to make morning calls/reports/updates/briefs (whatever you prefer to call it)?
2. Additionally is it finalized in a meeting or sent individually by analysts to the sales dept?
3. If there are meetings are the members of the sales dept part of it?
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Morning research meeting during my summer stint was held in a conference room with the presenting analysts, sales desks, whoever else wanted to attend. Also broadcast over net/tv.
and the sources of information?
It's the senior research analyst who covers the name.
I think there might be some confusion as to what role morning calls play in equity research.
Morning calls are for senior analysts to more effectively spread out a message to clients. Think of it as a microphone for a senior analyst. The senior analyst goes on, communicates their thesis to salespeople (which is usually coming from a research report that they just published), and then sales goes and spreads a short and sweet version of that idea to their clients that they think might be interested.
The "source" is usually a research note, which was written by the senior analyst.
the source for the research note?
Surely - depends on the research note (e.g. company-specific note, industry-wide note, commodity-specific note if you're with a natural resources team etc.).
So to answer the question: Conference Calls Company Financials Company Presentations Information gathered from independent industry experts Information gathered from the company's clients/suppliers etc. BB sector-specific information or sector-specific/generic external data providers like Wood Mackenzie etc.
And so forth. So yeah - everything and anything if that's your question.
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