Comments on: What’s in an Equity Research Report?

By: M&I - Brian

M&I - Brian — Wed, 03 Nov 2021 16:18:00 +0000

In reply to Vicente. We use Word templates. Some large banks have specialized/custom programs, but not sure how common they are.

By: Vicente

Vicente — Fri, 22 Oct 2021 09:10:18 +0000

Hi Brian, what softwares are available to publish Research Reports?

By: M&I - Brian

M&I - Brian — Tue, 20 Oct 2020 23:55:05 +0000

In reply to codie t leighton. We only have PDF versions for these, but Word should be able to open any PDF reasonably well.

By: codie t leighton

codie t leighton — Thu, 15 Oct 2020 18:59:13 +0000

Is it possible if you can send me a template in word of an equity report? It will help the graduate stock management fund a lot at Umass Boston.

By: M&I - Brian

M&I - Brian — Wed, 27 May 2020 19:35:23 +0000

In reply to Robert. We have editable examples of equity research reports in Word, but we generally only share PDF versions on this site.

By: Robert

Robert — Wed, 27 May 2020 18:15:33 +0000

Do you also provide a pre constructed version of an ER in word?

By: Siddharth Jain

Siddharth Jain — Mon, 29 Oct 2018 13:48:08 +0000

In reply to M&I - Brian. No worries. Thanks!

By: M&I - Brian

M&I - Brian — Tue, 23 Oct 2018 01:06:37 +0000

In reply to Siddharth Jain.

We have an example of an oil & gas stock pitch on this site… do a search…

https://mergersandinquisitions.com/oil-gas-stock-pitch/

Beyond that, sorry, we cannot look for reports and then share them with you or we’d be inundated with requests to do that every day.

By: Siddharth Jain

Siddharth Jain — Mon, 22 Oct 2018 12:12:15 +0000

Hey Brian
Can you please help me with coverage initiated reports on oil companies. I could not find them on the net. I need to them to get equity research experience, after which only I will be able to get into the field.
I searched but reports could not be found even for a price.
Thanks

By: M&I - Brian

M&I - Brian — Wed, 18 Apr 2018 11:16:40 +0000

In reply to James. Word