Fellow Monkeys, what do you use for industry research? Free or not. IBIS, firstresearch, bloomberg, CapIQ, freedonia?
I've seen a few IBIS reports that were pretty well put together. I've heard a license for them can be expensive though. Anyone know what a typical corporate license would cost? The others mentioned never seem to have anything substantial.
Our group has had a few industry research providers that were garbage. Just wondering what else is out there and at what cost. Appreciate the insight.
See I've always used Reuters or Bloomberg. Reason being, they're free, but also because Reuters and Bloomberg are competing to be the best free source of data you're almost guaranteed a good and true article. That's the way i see it anyway.
These news sources typically don't have a holistic view on an industry. They write more directly about what impacts the topic of the article, as in very specific facts and details. They never seem to have overarching views on an industry. I'm looking more for forward looking industry trends, KPI's to follow, major players, what affects various trends, etc.
bump.
451 Research is awesome for tech M&A and industry reports.
Bloomberg at work or the hotel room (the latter of which is more likely than the former these days), CapIQ at home. Bloomberg is obviously provided by the firm but CapIQ runs me about $20k per annum.
Edit: not sure why this comment got posted where it did as opposed to a general reply in the thread
Appreciate the insight. I've heard Gartner has some pretty serious tech industry research but at a hefty price tag.
IBIS is decent for a general industry overview. Gartner is fine, but very expensive. The Big Four will generally issue industry research that is very detailed and sometimes available for free online.
IBIS, Euromonitor, S&P NetAdvantage (surprisingly good), Wood Mackenzie (for natural resources), and sell-side initiations / industry overview pieces
Sell side research - sector coverage and initiation notes are usually decent for the main drivers - and sometimes FactSet Industry to get a better idea of financials momentum and exposures.
Anything good for the financials industry?
http://www.theonion.com/
Send a phishing email to a kid at Wharton. Tell them it's an application for a highly prestigious and obscure internship. Use their log in information to access all of the databases you need.
Should I read something really technical to learn my sector? (Originally Posted: 10/31/2017)
Hi everyone, I am starting a long-term internship in a lower MM ER. I am thinking about buying a book from Amazon to learn something very technical (for example, a book called basics of quantum mechanics, its applications, etc. ) regarding my sector covered.
It is an engineering/renewable energy related sector.
What do you guys think? Thanks
What? No... Just read existing equity research reports in your sector as well as news from financial news sources (bloomberg, wsj, TR, etc.) relating to your sector. That should be more than enough.
Thanks DL...
Yeah why not
Wait..so buy or not..
yeah man, read a book on quantum mechanics for your internship. then buy a textbook on string theory for extra prep
Actually I am reading General Relativity right now ! Then I will finish thermodynamics.......
I worked for Utilities and the only information I needed was to be aware of the value chain of the industry and major players at each node, how tariffs were set, and how regulated the companies were.
Apart from that, reading ER reports would be more than sufficient for your purpose.
Thank you. There is one thing that really confuses me: if someone ER analysts don't know what the products are exactly, how are they going to contribute real research?
Where to find info on industry trends? (Originally Posted: 01/19/2010)
Any suggestions where to find info on industry trends in tech & healthcare?
Honestly, read the newspaper every day. Even if you find nice and concise summaries somewhere, they will be someone's opinion.
If you just want a quick overview, you can read Market Insight S&P reports. I think they require paid subscription (nobody wants to give info for free).
Check through your schools business library. You may have access to IBIS world or something similar.
I'm a big fan of using the old bloomberg terminal but obviously that requires access
Any free online portals?
Best way to learn/research the Industrials space? (Originally Posted: 09/28/2010)
I'm interested in the Industrials area (particularly aerospace and transportation) and want to get familiar with the space so that I'm prepared to network and interview and know what I'm talking about.
Can anyone recommend websites, newsletters, blogs, etc that would help in that pursuit? I already get the Dealbook email to keep up to speed on general banking news, but it would be great if someone could recommend a source specifically for Industrials.
Thanks,
dublin
Read as many industry reports as you can get your hands on - most of the BB's issue industry updates as a complement to their equity research. If you're still in school, most universities have subscriptions to databases such as IBISWorld or First Research - some even offer access to Thomson Banker, in which case you might be able to get your hands on some of those industry updates I mentioned above.
Another great way to learn about an industry is to know the industry's top players inside and out - read 10K's/Annual Reports. If you're interested in aerospace/transportation, start with large companies like Boeing, Airbus, Lockheed Martin, as well as the major global airlines.
The absolute best way though, but unfortunately also the least accessible - network/meet with someone who works in the industry.
autoblog.com
Best Source for Sector Information/Summaries? (Originally Posted: 11/06/2012)
Hey guys,
I'm a sector specialist and am interviewing for a generalist fund and was wondering how others generally prepare for these types of interviews in terms of being up to speed on multiple sectors. Where is the best source to deep dive into specific sectors?
Thanks ya'll.
-W
Many banks post primers/white papers/industry overviews as do Big 4, MBB. http://www.deloitte.com/view/en_US/us/Industries/index.htm http://www.mckinsey.com/insights
[quote=futurectdoc]Many banks post primers/white papers/industry overviews as do Big 4, MBB. http://www.deloitte.com/view/en_US/us/Industries/index.htm http://www.mckinsey.com/insights[/quote]
Thank you sir - great call.
Help with Industry Information (Originally Posted: 01/24/2013)
Hello,
I am new to this site and my first post.
I am currently going through Uni will be graduating in 1 and a half years and taking the traditional route as an analyst.
I know that analysts usually specialise in a specific industry so I thought it would be a good idea to start learning about a few different industries to get ahead/see what I find interesting etc.
Was going to start on the energy sector first so just wanted to get some advice on where to look and how to get started in figuring out how the industry as a whole works from a beginners perspective.
Any help would be appreciated.
David
If you use the search function (see the WSO logo up top), you will find a wealth of information on energy and where to learn about energy AND where to learn about anything in general.
Financial Sector - Research Sources (Originally Posted: 08/27/2013)
Hi all,
I am looking for industry coverage sources - specifically, the financial industry. Does anyone have advice on sources for current events and expected direction of the industry?
Thank you!
Ea a unde sunt quisquam inventore sequi. Ducimus accusantium quam perspiciatis iste. Quae fugit perferendis saepe quas velit alias quis.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...
Eum iure repellat itaque ipsam expedita nulla mollitia. Libero totam voluptate saepe voluptatem aut harum aut. Fugiat corporis at esse reprehenderit similique.
Amet id rem sint consectetur sit. Neque eum delectus totam saepe maxime eius pariatur architecto. Sunt blanditiis nihil voluptatum consequatur sit. Esse quisquam ea atque assumenda autem. Quia hic fugit quod laborum expedita architecto. Ut eum facilis non quasi.
Necessitatibus eum provident ea quis accusantium. Illum omnis consequatur eius eaque similique enim fugiat. Cupiditate nisi eveniet non temporibus quo nulla in. Similique rerum dolores voluptatem dolorem.