Sell-side Equity Trading Desk Research Support
About Client:
The equity-trading desk of a large brokerage firm based in the US. They had experienced traders previously worked with bulge-bracket banks. And, the focus was on trading on US equities across the mainstream sectors such as technology, media, telecom, banking, automotive, and CPG.
Business Problem:
The research team of the firm did not have a bandwidth to support the traders. Also, the traders had limited bandwidth to do their own research, do idea generation, and service clients.
ValueAdd Solution:
A dedicated experienced equity analyst led by a Delivery Manager was responsible for screening ideas, preparing teasers, relative valuations, deep-dive equity models, and news and impact analysis.
Comprehensive Equity Research Solution:
- Initiated equity valuation models & trading notes for 200+ stocks, across technology, media, telecom, utilities, banking, automotive, and CPG.
- Also, published brief sector reports summarizing their key drivers, demand-supply, peer comps, and future outlook.
Ongoing Coverage Update:
- Regular update models & notes for earnings, corporate actions, and news releases.
Product & Ad hoc Support:
- Provide support on products including daily morning meeting notes & market wraps, weekly equity market roundup, monthly sector update, quarterly & annual strategy reports, and annual sector packs.
- Ad hoc support such as relative valuation, sensitivities, and technical analysis.
Benefits Delivered:
- Significant increase in trading volumes, backed by accelerated number of trade ideas.
- High quality research notes with actionable research.
- Cost-effective research support across focused sectors.