Equity Research Reports and Models
For a variety of clients, we have produced Equity Research covering stocks in sectors ranging from Asian Technology to US Retail.
Taking a bottom-up approach, we analyse company fundamentals, determine drivers of growth and consider macroeconomic/sector trends to produce a forecasted model that will determine the target price of a stock using intrinsic (DCF) and relative (Comparable Companies) valuation methods.
We produce professional equity research reports that are short, concise, informative and use a variety of sources to determine whether a stock should be bought, held or sold short. Examples of tickers we have already covered include;
Nike, Lululemon, Alibaba, PDD, Tesla, Disney, Celsius
Lululemon Initial Coverage Equity Research Report
Description: A professional initiation report on Lulullemon (LULU) prior to Q3 2024 Earnings announcement.
Features: Business model, Analysis of 5-Year Share Price, Revenue Modelling, 3-Statement Financial Projections, SWOT Analysis, DCF, Peer Analysis, Reccommendation
Lululemon Post FY2024 Equity Research Update Report
Description: A professional update report on Lululemon (LULU), update to forecasts and update to target price.
Features: Forecasts v Actual, Update to revenue forecasts, Analysis of 5-Year Share Price, SWOT Analysis, DCF, Peer Analysis, Update to Target Price, Reccommendation
Lululemon (LULU) Financial Appraisal Valuation Model
Description: Full 3-Statement financial model used to derive an intrinsic valuation and relative valuation for a company stock.
Features: 4 different valuation methods, ability to model revenues and individual line items, Choose between terminal multiple or terminal growth rate method