The Best of Sell-Side Research – None of the Demands
Like every sell-side shop we write initiation, quarterly and as-needed reports with price targets and ratings held to FINRA 2241 and 3110 rules (defines objectivity and supervision)
Where we differ from the sell-side:
- Distribution of reports to 17 platforms used by institutional investors – Estimates on 22 platforms
Global readership reaches every institutional investor worldwide
Ability to target our reports to any public company news feed, sector or GICS segment that match your target investor
We provide detailed readership reports following each published research report
No ongoing demand on you or your management team
We are a resource for the IRO
Deliverable Schedule
One-Time Balanced Initiation Report
10-25 Pages
- Balanced Description of Business
- Overview of Competitors/Peers
- Strategy
- Comps to Peers
- Outlook with Detailed Estimates through 2020
- Risk Factors
- Price Target and Methodology
- Ratings
Quarterly Reports on Earnings Releases
6-10 Pages
- Comparison of Quantitative Results to Expectations
- Summary of Key Developments in the Quarter
- Comps of Peers
- Updates to Estimates
- Risk Factors
Important Development Reports
5-8 Pages
- Reports of M&A, Change in Management, Important New Product Launch and other Significant Events Outside Earnings Reports
- Active Engagement with Analyst on Quarterly Conference Call and Throughout the Year
Readership Reports
Varies
- Detailed Readership Reports of all Institutional Readers as Provided by Platforms Following Their Embargo Periods (typ. 60 days)
Extensive Platform Coverage
| Platforms | LHR Research Reports | LHR Estimates |
|---|---|---|
| Major Platforms | ||
| Alphametry (European Union) | x | x |
| Bloomberg | x | x |
| FactSet | x | x |
| NASDAQ | x | x |
| NYSE Connect | x | x |
| Research Exchange (European Union) | x | x |
| S&P Cap IQ | x | x |
| Thomson Reuters (includese IBES/First Call) | x | x |
| Specialty Platforms | ||
| AlphaSense | x | x |
| Knobias – (retail) | x | x |
| Markit on Demand | x | x |
| Naviga (formerly Acquire Media) | x | x |
| Nucleus195 | x | x |
| Q4 | x | x |
| Sentio | x | x |
| Track Data | x | x |
| William O’Neill | x | x |
| Database/Estimate Aggregators | ||
| Alacra | x | |
| Morningstar Research | x | |
| RIMES | x | |
| SunGard – FAME | x | |
| Yahoo Finance | x |
