What We Do > Investment Insights > Equity Research Services

Equity Research Services

Blogs | Beyond the Foundational: Generative AI Investors Turn to Applications in 2024

Read more

Trusted Equity Research Outsourcing Partner

As a cornerstone of SG Analytics, our equity research services cater to the requirements of buy-side as well as 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 companies, 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... Read More

Get in touch
top equity research firms in india

Equity Research Offerings

One of the best equity research firms, SGA provides comprehensive research on public and private companies, including detailed financial modeling with valuation, initiation, and event-based reports. Our support includes the ongoing maintenance of coverage through model updates, earnings previews, and review notes and periodicals on covered companies. 

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

Our sector and macroeconomic research identifies and elaborates trends and themes at play across sectors and economies and helps clients ascertain potential winners and losers. Additionally, we provide support in preparing sector compendiums, strategy reports, and periodicals.

  • Robust equity research solutions to prepare and update sector outlook notes across various industries
  • Equity research outsourcing support identifying sector trends and themes, and preparing detailed research pieces to generate actionable investment ideas
  • Helping strategy teams in strategy identification, strategy validation, benchmarking analysis, and back-testing
  • Preparing sector and economy newsletters and event alerts for continuous monitoring

Our technology-driven automation provides significant efficiency gains to our clients. As an early adopter of technology, we have been at the forefront of transforming regular manual tasks into automation-powered activity and have been able to harness alternative data.

  • 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 the 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

As a part of our end-to-end offerings, we provide desktop publication support that leverages our expert skills combined with innovative tools that help in realizing our clients’ vision for research outputs. We also provide our clients in the US, elegant and effective dashboards and visualizations that facilitate decision-making.

  • Providing equity research support on reviewing and supervision across research publications
  • Ensuring mandatory formatting by the client across all research products through 24x7 desktop publication support

Why SGA

4000+ stocks

Over 4,000 stocks covered across sizes and geographies such as the US, Europe, Middle East, and Asia-Pacific

Flexible Engagement Models

Flexible engagement models for handling niche projects to large-scale engagements with defined SLAs and governance mechanisms

75+ GICS Sectors & Industries

Sector-focused delivery model comprising well-qualified and experienced analysts MBA, CFA, CA covering 75+ GICS sectors and sub-industries

All-round Research Solutions

Proven capability to blend high-quality research and insights with technology and automation to provide competitive and efficient research solutions

Get in touch

Who We Work With

Insights

SG Analytics_Investment Insigts_Whitepaper_China Real Estate

White Papers

China Real Estate - In Desperate Need of More Policy...

China’s real estate sector has been significantly impacted by the introduction of the three red lines policy, eventually leading to a liquidity crunch...

SG Analytics Whitepaper European Defence Spending

White Papers

The Super Cycle in European Defence Spending

Regardless of its errors in judgment, political blunders, and glaring lack of soft power, Russia will only be able to win in Ukraine if it has a military...

Whitepaper China Real Estate 3

White Papers

China Real Estate Signs of Moderation in Free Fall

Since the announcement of China's three red lines policy in August 2020, the real estate sector has been heavily impacted by it, eventually leading to a...

View All

CASE STUDIES

Solutions Tailored to Client Specifications: SG Analytics Explore Investible Targets Opportunities in Commercial FLS Systems

Delivering Holistic Investment Support: SG Analytics Identifies Investment Theme Creation and Target Opportunities in Healthcare

An Efficient Approach to Fostering Growth: SG Analytics Optimized Portfolio Monitoring Across Key Investments Sector

End-to-end Workflow Optimization: SG Analytics Empowers the Exploration of Favorable Market Conditions to Approach Potential Investors
View All

An equity research company, SGA provides high-quality fundamental research on global stocks across the investment research lifecycle.