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Buy-Side Equity Research by ValueAdd
Buy-Side Equity Research by ValueAdd
Founded by experienced professionals from research, banking, and engineering domain. End-to-end service
Company
delivery to global clients across regions, sectors, and research areas. Truly a customer-centric organization
Our reputed clientele includes global sell-side and buy-side firms, global banks, private equity firms,
Clients
corporations, business consulting firms, and market research firms
Comprehensive offerings including equity research, fixed income and credit research, investment banking
Services
research, and business/strategic & market research
We provide service across sectors including automotive, telecom, BFSI, media, technology, energy, oil &
Sectors
gas, utilities, retail, food, and healthcare
Our team of analysts is well experienced in respective areas, sectors, and regions; and are also cross-
Analyst team
trained on multiple areas of research
4% 3% 2% 15%
Paper &
Utilities Transportation Others
Packaging
ValueAdd Research | Introduction to Equity Research | June 2017 4
Our offerings span across the research spectrum Suite of Services
BU NES
Corporate Strategy & M&A
CO
SI QUUL
CNHG
Research
ARKI &
Structured Finance
NE ITT
SEANME
SS IYNGR
Procurement Research
RET B O
ST ERSE
ITEN INC
Macro Research
R ESAE
Intellectual Property Research
AT RA
ETDMED
EG CRHC
CRS IX
VE F
Y H
Counter-Party Credit Risk Corporate Business Surveillance
&
IN
Valuation Modeling Equity Capital Market
Technical analysis/
Prop Trading Desk
News Monitoring
In-depth forecasted models Investment summary & Earnings & corporate Quantitative/qualitative
arguments actions update screening to find mispriced
Detailed valuations
(DCF/SOTP/RV) Industry analysis/Porters Earnings blurbs opportunities
model Top-bottom & bottom-up
Sensitivity & surprise Daily morning news &
analysis Business, operating, market wrap analysis
financial performance & Primary issuance grading
Equity Income
Fixed database & analytics Sector-wise earnings
valuation
Research analysis
Client Requirements
A multi-billion dollar hedge fund based in the US needed a dedicated equity research coverage support to enhance their research bandwidth
to focus on idea generation and create alpha
ValueAdd offers two types of engagement models, a) full-time equivalent analyst model, and b) Bespoke or ad hoc model
Description: ValueAdd supports its clients with dedicated Description: ValueAdd supports its clients for bespoke project
analyst(s) who exclusively work on specific client mandates requirements with best suitable analysts
Suitability: Mostly suitable for recurring and ongoing Suitability: Mostly suitable for ad hoc or bespoke requirements
requirements with visibility of volumes Period: Bespoke
Period: Generally annuity (12 months) Pros & Cons:
Pros & Cons: + Flexibility
+ Continuity of service + Manage projects profitability effectively
+ High probability of achieving productivity benefits & cost
+ Relevant analysts (e.g. sector expert) for varied/niche
saving requirements
+ Volume-discounted pricing - Less probability of achieving productivity benefits
+ Direct contact with ValueAdd analyst(s) - Relatively higher pricing to factor the downtime
info@valueadd-
511, Marathon Max, LBS Road, Mulund US: +1 646 461 1721
387 Park Avenue South, 5th Floor, New research.com
York City, New York, 10016, USA (W), Mumbai 400 080, India India: +91-982 076 3536
www.valueadd-research.com