By Jyoti Singh
Equity Research Tutorials
Equity Research is a step by step process of analyzing a company's financings with the help of ratio analysis, financial modeling and valuation. With this approach, a research analyst is able to recommend BUY/SELL on the stock. Here, you will learn the equity research fundamentals from the basic to the advanced level.
Top topics covered here in Equity Research Fundamentals -
This article on Equity Research Fundamental Skills focusses on discussing the top tangible skill sets that students should acquire including Report Writing, Accounting, Financial Modeling etc
Equity Research Report is a document prepared by Equity Research Analysts or Financial Brokers.
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Sell-side includes the entities which facilitate the decision making of the buy side. Whereas Buy-side includes entities that are involved in making the Investment Decisions.
Industry analysis is one of the primary tasks of the equity research analysts.
Primary market is the part of the capital market where new securities are created are directly purchased by the investors from the issuer.
Secondary Market is a market where securities are offered to the general public after being offered in the primary market.
Fundamental Analysis is Stock value for calculated using economic factors and company’s financial data. Whereas Technical Analysis is Security price movements used to predict future price movements.
Bull Market is defined as when the general market scenario is upbeat and the stock market is rising. Whereas if the market is moving downwards, it is referred to as a ‘Bear Market’.
Equity research fundamentals involves undertaking the stock analysis including financial modeling and valuation and Analysis of Financial Statement. Whereas Sales & Trading are responsible for marketing the securities to their clients by getting in touch with them to provide timely and relevant information necessary to make a decision.
Investing vs trading are interdependent wherein without the existence of traders, investors will have no liquidity to buy and sell stock and without investors, traders shall have no origin from which to buy and sell.
The earnings season starts just one to two weeks after the last month of the quarter.
Ticker symbol is string of letters which is used to identifying of a Bond, Stock, Mutual Fund, ETF or any other security traded on the stock exchange.
Small cap stocks have a lower market price and have easier access to funds required for growth.
Large Cap companies are very stable making them a safer investment opportunity compared to others.
Blue Chip Stocks are stocks of companies which are leading in its sector and are famous at the national level having a record of giving continuous dividend payments and other strong investment qualities.
Sec Filings collects all the documents which details out the financial and operational health of the companies which have stock owned and traded by the public.
An employee who trades the securities of the company is knowns insider trading.
Capital gain is a rise in the value of the investment or real estate which gives it a higher worth than the purchase price. Whereas dividend is a portion of the earnings of a firm which is distributed to the shareholders as a reward.