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1. Welcome to the stock market

2. Learn More about Stock Market

3. Fundamental Analysis

4. Technical Analysis

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Module 2 Learn More about Stock Market Chapter 4

Equity Research

In the financial world, most investors and their investment decisions depend on accurate information. The decision includes exploring the situations where one can buy or sell the stock.

Equity Research refers to the analysis of a company’s financials, performing ratio analysis, and forecasting the financials in excel.

Who does equity research?

The person engaged in doing equity research is called an equity researcher. An equity researcher performs detailed research on the company, entity, and sector. The data provided by these research analysts is used by investors, private equity firms, and investment banks.

  1. Do check out the website to see our research reports by clicking here.
  2. If you are new to the stock market, check our education section by clicking here.

What steps are followed when conducting equity research?

When we invest in a particular stock, it is important that we follow the below steps:

  1. See developments and news related to the company.
  2. Management overview and commentary
  3. Company analysis for investment purposes.
  4. Financial statement analysis of the company.
  5. Historical financial results.
  6. Conduct a valuation of the Company stock.
  7. Write a report and note all the analysis in one place.
  8. Based on the analysis, decide to buy or sell stock.