Equity Research at a glance:
Driving growth and profitability in equity research is never easy. Especially when so much time is spent modelling, tracking the news and writing reports, taking away time from the high-value and client-oriented face-to-face tasks that drive revenue.
Reach new audiences by expanding stock coverage across sectors and geographies.
Connect data sources for a complete, 360-degree view of companies, financial models and valuations, including alternative data sets from social media, third party sources and bespoke surveys.
Ensure accurate, up-to-date insights by monitoring news and market changes to provide clients with timely information, when they need it.
Accelerate and automate time-consuming processes such as modelling and reporting, to spend more time on deeper analysis and face time with key clients.
Our Equity Research solution provides your teams with cost-effective access to highly-qualified and experienced analysts, so you can rest assured your analysis, modelling and reporting is in the very best hands. Our insights, experience and useful technological toolset support equity research teams, as well as transaction advisory teams focusing on equity capital raising and M&A activities. With Equity Research from The Smart Cube, you get:
Proven expertise in building comprehensive financial models across sectors and valuation techniques using a combination of conventional and new approaches.
Expertly written initiating coverage, sector and thematic reports, as well as information memorandums, which can be customised to client needs or used as white-labelled products.
Keep insights up to date with ongoing news tracking, model updates and evaluations – and share your findings via events notes, earnings previews and reviews, and roadshow presentations.
Integrate environmental, sustainability and governance factors into your investment research with in-depth and bespoke ESG analysis.
Automate processes, conduct in-depth analytics and combine alternative data sources to provide industry-leading insights.
With Equity Research from The Smart Cube, you can:
Whether you want full analyst support, white label stock coverage, or a mix of our services and technologies, we can offer a customised combination to meet your exact business requirements.
We work with you to make sure we understand your overall requirements and specific expectations from us.
Liaising with your team, we get to know your current research process and identify the areas where we can help.
We then set up the required infrastructure for you to meet your needs, with the right combination of analyst expertise and modern technology.
A proof of concept is deployed, helping you to realise the value of our solution and enabling us to make improvements along the way.
The process of improvement continues as we incorporate feedback and identify new opportunities for adding value to your organisation.
When you choose Equity Research from The Smart Cube, you always get:
A stable partnership: With over 17 years’ experience in delivering high-value custom research, we’re perfectly placed to provide the stability and expertise you need.
Deep sector knowledge and expertise: We’ve researched over 5,000 companies across sectors and geographies, giving us the experience to seamlessly support clients across value chains.
More than just a service provider: We take pride in our emphasis on engagement and service quality. When you work with The Smart Cube, we become a true extension of your team – in whatever way adds the most value.
The best tools for the job: We have the data sources, analytics tools and cutting-edge AI and machine learning technologies to help you deliver more value, more quickly.
Additional perspectives: Our specialist teams that span functions and sectors, and our access to alternate data streams, enhance and strengthen your research insights, resulting in greater value for your clients.
An independent equity research provider wanted to expand its research coverage across numerous sectors during the growth phase of its operations. The company was looking for highly experienced and skilled analysts to help initiate and maintain stock coverage in a cost-effective manner.
We provided a white-labelled coverage solution leveraging our in-house analysts who are not only responsible for executing end-to-end equity research but also for directly dealing with end-investors. Our team comprises high-calibre and high-tenure sector experts. We also supported the client in generating additional insights through analytical tools related to consumer sentiment analysis and commodity price forecasting.
The client’s stock and sector coverage with The Smart Cube grew by more than 3 times since the inception of engagement. Our analysts have a 12-month outperformance over Bloomberg consensus for about 60% of covered stocks.
A US-based healthcare-focused M&A advisor wanted to pitch for the sale of a non-core division of a US-based multinational conglomerate and required a team of corporate finance specialists to augment the productivity of its in-house team.
Our team supported the client across the entire deal lifecycle, including creation of the pitch book, teasers, information memorandum and management presentations as well as assisting on marketing activities post deal announcement. Additionally, we designed the presentations and improved readability with our in-house design and editorial teams.
Our support helped the client close a billion dollar deal within 6 months and earn $3–4 million as fees. Our engagement enabled the client to focus on marketing and relationship building, while we managed the research and material preparation on their behalf.
The client wanted a high degree of accuracy and expertise to enhance its coverage of certain key sectors in a scalable way, while reducing non-core activities.
We delivered a one-stop solution to the client for core and non-core equity activities (such as publishing support, e-products for retail investors, automation support) through a highly-customised dedicated analyst support model across 10+ equity sectors. In addition, a flexible engagement model meant the client could access short-term and medium-term analyst capacity as required.
The client was able to enhance coverage by 20–50% in 4 sectors and increase Desk Top Publishing (DTP) coverage/publishing time by 2.5 hrs – enhancing the availability of service by 28% every day.