Equity Research Services

Providing clients with high-quality research support on global stocks

Trusted Equity Research Outsourcing Partner 

A cornerstone of SG Analytics, our equity research services cater to the requirements of buy-side as well sell-side firms around the globe. We create value for our clients across the entire research process through our strong domain expertise, ability to leverage automation and technology, and our service-driven culture that enables us to be an ‘extended arm’ of our clients.  

One of the Most Preferred Equity Research Firms 

As one of the leading equity research firms in the US, our value proposition lies in our seamless integration with the onshore team to deliver higher productivity, enhanced research output and flexible engagement models. Through our sector-focused delivery model, we deliver high-quality and accurate research inputs that help our clients take informed decisions and channelize their time in core business activities. 

Why SGA ?

CLIENTS WE SERVE

Company Research

Company research as a part of equity research services | SG Analytics
  • As a part of our equity research services we conduct detailed fundamental research on companies, including developing driver-based financial forecasts, industry-specific valuation, scenario and sensitivity analysis
  • Producing content on coverage initiation reports, event notes, flash notes, etc.
  • Updating models and reports during reporting season, attending and summarising earnings calls
  • Developing and updating decks and company memos for marketing trips
  • Performing shadow coverage for cross-reads and competitive insights
  • Performing deep-dive research tasks such as competitive benchmarking, M&A analysis, cash flow analysis, Corporate actions/restructuring analysis
  • Producing periodicals such as newsletters, trade ideas and technical analysis notes for the trading desk

Sector and Macroeconomic Research

Sector and macroeconomic research as a part of equity research services | SG Analytics
  • Robust equity research solutions to prepare and update sector outlook notes across various industries
  • Equity research outsourcing support that helps identify sector trends and themes, and prepare detailed research pieces to generate actionable investment ideas
  • Creating and maintaining sector compendiums for identifying macro factors that affect the investment potential of the sector/company
  • Helping strategy teams in strategy identification, strategy validation, benchmarking analysis and back-testing
  • Preparing sector and economy newsletters and event alerts for continuous monitoring

Technology and Automation Advantage

Technology and automation advantage as a part of equity research services | SG Analytics
  • Automatic model structure creation for various sectors and automatic model rollover with offshore equity research support
  • Being one of the top equity research companies, we provide automated news collation and filtering for industry/economy newsletters using Python, Spyder, etc.
  • Technology-driven e-channel checking for social media trends, price movements, product sentiment, etc. to improve quality of assumptions
  • Automated data tables and charts in marketing decks for efficient updates
  • Automated relative valuation models with automatic checks and balances that identify red flags
  • Automated macroeconomic calendars, earnings release schedules and price movement trackers
  • Generating automated content of standard sections in research reports

Research Production and Other Value-Adds

Research production and other value-adds as a part of equity research services | SG Analytics
  • Providing supervision and review support across research publications
  • As one the leading equity research firms, we provide round-the-clock desktop publication support to ensure client-mandated formatting across all research products
  • Building visualisation and dashboards on readership analytics to understand readership trends across analysts, sectors and geographies

Our Work

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