SG Analytics is a renowned equity research firm, offering high quality equity outsourcing services. Our objective in equity research is to offer in-depth domain knowledge and distribute analysis to clients enabling them to choose the right stocks.
Our equity research services are focused on sector and company fundamentals to identify the right stocks for investment. In today's fast-paced environment, monitoring market news & events, creating industry profiles to view relevant information in one place, building & updating financial models and preparing insightful reports can be exceedingly challenging. Hence, we provide research equity services to cater to all these requirements.
Our Equity Research Services Include:
Company reports featuring the investment recommendation in a structured and logical manner, with well-defined and articulated investment thesis, valuations and risks.
End-to-end customised equity research reports that include sector introduction, market sizing, SWOT analysis, Porter’s five-force analysis, key sector themes or active sub-sectors and outlook.
Research focused on corporate restructuring (spin-offs, carve-outs and split-offs), covering transaction from its announcement up to a year from completion; our valuation exercise aims to provide a holistic picture of whether the sum-of-the-parts exceeds the current valuation.
Event updates include but are not limited to periodic earnings releases, merger and acquisition announcements, economic or regulatory updates and management upheaval.
Developing internally tubed equity valuation models with multi-year financial forecasts based on key driver inputs, financial valuation using different techniques, scenario & sensitivity analysis and special modeling assignments like LBO modeling.
Applying multi-level filtering techniques to arrive at a coverage universe by sector, geography or size.
Analysis of various technical indicators and patterns to give intra-day trading calls for stocks across various exchanges around the globe.
We are focused on providing customized and independent equity research to meet every client’s personal needs. Our equity research analysts possess deep understanding of accounts and financial fundamentals, equity research skills as well as higher analytical abilities. The international experience and expertise of our analysts allow us to better understand our client requirements and deliver high-quality, customized and cost-effective equity research reports, regardless of their home country.Industries Where Our Offerings Are Applicable:
- Industrials and Utilities
Calculation of Risk Weighted Assets and Capital Adequacy Ratio under Basel 3 norms for a US Bank
Calculation Risk Management for EMEA Fund
Principal Component Analysis for a Chicago based Hedge Fund
Macro economic stress testing for a mid-sized European bank on their Tier 1 Capital
Preparing detailed ICRs on 70+ small-mid cap stocks in Europe
Preparing ICRs quarterly/event based updates on 150+ large cap US/European stocks spanning 6 sectors
Preparing daily technical analysis reports for the Qatari stocks/indices
Performing analysis for fixed income asset classes, asset allocation research and fundamental credit analysis
Conducting relative value, rating analysis using cash bonds & CDS spreads, portfolio Optimisation & fundamental research
Revamping screening process and credit appraisal methodology, preparing credit notes for new obligors
Valuing hotel property, preparing information memorandum and identifying prospective buyers
Detailed M&A research on global aero-structures market
Provided due-diligence support
Preparing a detailed report on the global deal activity in the Mobile Gaming space
Preparing a comprehensive Investment Memorandum to raise funds from strategic investors through a stake sale
Converting financial models of 2000+ stocks spanning several sectors from one database to another
"We have worked with many vendors and have found SG Analytics, both the firm and the leadership, to excel in meeting our needs for several reasons. First and foremost it’s the spirit of partnership on every level of the relationship, which drove an intense collaboration allowing us to achieve what would have been difficult to do in a traditional vendor arrangement.”
"I am overall extremely pleased with SGA since we started. The analysts have shown an ability not only to do what is asked really well but also to take initiatives and come up with innovative solutions. I completely rely on their ability and as a team we will now involve them even more."