Attached - Equity Research Template Examples

rajsmith's picture
Rank: Senior Baboon | 234

Hi WSO,

A lot of people have asked me for equity/industry analyst report templates. In response I have attached a few BB/MM examples from JPM, GS, BMO, MS, BAML,RBC, Nomura. Enjoy!

https://mm.JPMorgan.com/EmailPubServlet?h=-otaf686&doc=GPS-961848-0.pdf

http://www.mauldineconomics.com/images/uploads/ove...

http://www.bpcplc.com/media/22382/goldman_sachs_ju...

http://www.resource-capital.ch/fileadmin/research/...

http://www.morganstanleychina.com/conferences/apsu...

http://www.resource-capital.ch/fileadmin/research/...

http://www.merrilledge.com/publish/content/applica...REIT-Primer.pdf

https://www.Nomura.com/events/Nomura-upstream-conference/resources/upload/a-closer-look-at-production-and-cashflow.pdf

Best,
R

Comments (56)

Nov 15, 2013

What the hell GS, landscape??

    • 1
Nov 15, 2013

B/c Woody is a prick here is a GS report on AAPL - http://pdf.cyberpresse.ca/lapresse/dufour/AAPLBUY.pdf

    • 1
Nov 15, 2013

RBC's looks really nice imo. I hate Nomura and Jeffereies ER; something about the red just turns me away.

Nov 16, 2013

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

Nov 16, 2013

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

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Side-by-side comparison of top modeling training courses + exclusive discount through WSO here.

Nov 16, 2013

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.

Nov 16, 2013

it's awesome....thanks!!

Nov 16, 2013
    • 2
    • 1
Nov 16, 2013

Silver bananas! Any chance you have more thematic REIT research?

Nov 17, 2013

anything on healthcare/ pharma/ biotech/ med tech?

Best Response
Nov 17, 2013

@Couchy - Here you go.

william blair and company - http://www.acgchicago.com/UserFiles/file/chicago/W...

    • 2
Nov 17, 2013
rajsmith:

@couchy - Here you go.

william blair and company - http://www.acgchicago.com/UserFiles/file/chicago/W...

You're the fucking shit, I have a huge meeting with a big WB guy coming up, this'll come in handy

Do you have anything for consumer retail?

Nov 17, 2013

Great thanks!

Nov 18, 2013

This site might be usefull. Just type equity-research dot com/reports

    • 1
Nov 18, 2013

@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/2013/0...

    • 1
Nov 18, 2013
rajsmith:

@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/2013/0...

Works for what I was looking for, thanks bud

Nov 18, 2013

Credit Suisse Research from the TMT group on Wearables Fashion - https://doc.research-and-analytics.csfb.com/docVie...

    • 1
Nov 21, 2013

many thanks

Nov 21, 2013

anything on MCK CAH or ABC?

Jul 5, 2019

MCK has been a huge value play since the last 1-2 years. Trading much higher now though... It's a stock I actively follow and definitely worth looking into.

Feb 25, 2014

Hi
I do need some equity research report on commercial real estate....Can you help? I do appreciate your help!
BR

Feb 25, 2014
    • 1
Feb 27, 2014

Hi

Can anyone help find real estate research for UK market....

Thanks
BR

Mar 4, 2014

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

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

Mar 28, 2014

This really is amazing. Thank you so much for sharing.

Jun 26, 2014

This is goldmine!
Rajsmith, take a bow, SIR! You're awesome!!

Jun 26, 2014

This is goldmine!
Rajsmith, take a bow, SIR! You're awesome!!

Jun 29, 2014

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

Oct 10, 2014

Thanks for sharing! It's a great resource for beginners.

Jan 19, 2015

@"rajsmith" you're AWESOME man !!

Jan 20, 2015

@"cynicalhbk"I aim to please

    • 1
Jan 20, 2015

@"cynicalhbk"I aim to please

Jan 20, 2015
    • 1
Jan 20, 2015

@"rajsmith" - Thanks so much !!

Let me know if you're able to get hold of any initiation / earnigs review notes, but this is super helpful as well. Thanks again!!

Jan 20, 2015

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

Jan 20, 2015

Yep, working on it. Thanks for your help!

Jan 20, 2015

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

http://www.sportsworld.com.mx/inversionistas/pdf/r...

Jan 20, 2015

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_Sa...

Jan 20, 2015

Anything about equity research and bond markets research from Nomura?

Jan 20, 2015

Here's one more on Nomura EM Brazil Fixed Income:

http://frombrazil.blogfolha.uol.com.br/files/2013/...

Jan 20, 2015
Jan 21, 2015

@rajsmith thanks man! Do you know if these are similar to 'case studies' at their global markets research interviews?

Jan 28, 2015

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

Feb 2, 2015

@"rajsmith" Anything on gold mining companies?

Feb 13, 2015

@"rajsmith" Do you have JPM research reports on SMID cap banks? Thanks in advance

Feb 28, 2015

Equity researchs reports by Goldman Sachs are great. Can anyone give me some more. I am searching for "2012/2011 US equity outlook" by Goldman Sachs as well as other researchs on firms.

Thank so muchs

Mar 31, 2015

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

Aug 30, 2015

Thank you for sharing!

Aug 31, 2015

Awesome. thanks for the post

Oct 18, 2015

Awesome posts here, anyone have anything from Barclays?

Oct 18, 2015
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