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Equity Research Report is a document prepared by Equity Research Analysts or Financial brokers. An equity research report may focus on a specific stock or industry sector, currency, commodity or fixed-income instrument, or even on a geographic region or country. Research reports generally, have some recommendations as to why buy or sell that stock. In this post we will look at the basics of Equity Research Reports with practical case studies and examples. We also look at the tips and tricks to improve your Equity Research Report Writing.

What is Equity Research Report?
Who are the clients of Brokerage Firms?
Types of Equity Research Report
Initiation Report
Industry / Sector Report
Strategy/Economics Reports
Results Update Report
Flash Report
Do’s & Don’ts of Equity Research Report Writing
Equity Research Report Writing Standardization
Anatomy of Equity Research Report First Page
Equity Research Report Writing – Case Studies
Using Readability Statistics – Flesch-Kincaid Grade


What is Equity Research Report?
A document prepared by an analyst or strategist who is a part of the investment research team in a stock brokerage or investment bank. A research report may focus on a specific stock or industry sector, a currency, commodity or fixed-income instrument, or even on a geographic region or country. Research reports generally, but not always, have “actionable” recommendations (i.e. investment ideas that investors can act upon).

Source: Investopedia

Key Takeaways
The equity research report is a communication from a securities firm to its clients with a very specific purpose.
It is intended to help an investor make a decision about the allocation of resources.
All other purposes are secondary.


Who are the Clients of Brokerage Firm?
A Financial broker is basically an intermediary between the clients and the investment world. Broker are organizations like J.P.Morgan, Goldman Sachs, Credit Suisse, Nomura, Morgan Stanley etc. Clients are large investment funds like Pension Funds, Life Insurance Companies, Mutual Funds, FIIs etc.

Although, brokers facilitate the investments, they also provide investment advice. Sometimes this investment advice is paid for by the clients. However, in most cases, the investment advice is provided for free. “Brokerage houses basically sell their Ideas”. They charge commissions on each transactions executed through their trading division.
Now think of this, there are more than 300+ brokerage firms who are connected to these clients. Each day clients receives more than 100+ research reports (ideas) emails from brokerage firms. Do you think the client has time to read all the research reports from head to toe?

We should understand that at best, clients may spend not more than a minute or two minutes reading you research report. Obviously, if this is so, a 50+ page report would not make any sense. A novel style research report is trash!

For the reasons above, research reports must be crisp, to the point and precise. We explore later on the best practices for writing a research report.

Types of Equity Research Report
Initiation Report
As the name suggest, these are the reports when the brokerage firms takes coverage of the company. This means they started tracking the company for the first time.
As this is the first research piece from the brokerage firm, it can typically be a detailed report and can vary from 20-50 page report
This detailed report contains not only the stock details, but also overall competition, industry dynamics etc.

For more information visit:-http://www.wallstreetmojo.com/equity-research-report-writing/