How do I get sell-side equity models?
My bank has access to sell side reports from a few brokers, including ourselves. But how can I get the corresponding models?
My bank has access to sell side reports from a few brokers, including ourselves. But how can I get the corresponding models?
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With MS you can download it from matrix. Everyone else you ask.
GS usually posts it on the portal. Jefferies has an very formulaic naming convention that, once they give you the link to one, you can just dl the rest yourself. SIG also posts it on their portal.
What's the JEF naming convention?
Check your internal library. If they aren't posted ask the analyst directly. Given how sophisticated email surveillance is in banks nowadays I'm afraid you'll be stuck with your however.
Get a CapitalIQ login, they have a fair amount of models from the diff ibanks
A lot of sell-side analysts I've had meetings with will give you a flash drive now which is really nice. Usually I model everything myself. If I do want their model however I usually email them or their associate and just ask for it.
so if I'm working on a pitch and want to take a look at someone's model, if I email the analyst/associate in charge of coverage and just ask for their model would that work? what's a better way to ask for the model?
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