How do I find analyst reports (investment bank research)? (2024)

FAQs

How do I find analyst reports investment bank research? ›

To find analyst reports (also known as sell-side, broker, or equity research reports) for a specific company, search for that firm's ticker symbol or name in the top search box. Then, on the News & Research menu, click on Company Research. Use filters to on the left-side menu to refine your search.

How Do I Find Analysts Reports? To access analysts reports on companies, using Bloomberg, type the symbol of the company, the country code (if needed), press the EQUITY button, type ANR, and then press GO. Alternately, from the security's analysis page, type ANR and press GO.

Generally a research report is produced by the investment industry analysts in order to provide guidance to investors. Not all investment reports are public. The depth and quality of analyst reports vary considerably.

To locate research reports on a specific company: Search for a specific company by name or ticker and open the profile. Select News & Research from the navigation bar, then click on Company Rsearch (New)

Click on “Advanced Research Page” located on the right to see search options or to begin a new search. Type the name of a company into the search box. Select the one you're looking for, then click “Search.” From here, you can choose to view all of the results or just the Investext reports.

Within Refinitiv Workspace, recent reports are linked from a company profile or you can find historical reports using an advanced search. You can also search by date or keywords- for example finding all reports within a specific quarter that mentioned a certain product.

Using Capital IQ, you can search for analysts' research reports on public companies, mutual funds and industries. From your dashboard, or any other screen on Capital IQ, place your cursor over the tab titled Research, on the horizontal row of tabs near the top of the page.

Are annual financial reports public? ›

The U.S. Securities and Exchange Commission (SEC) requires that companies distribute annual reports to their shareholders. Annual Reports are also available freely to the public for most U.S. companies that offer stock.

Investment analysts collect information, perform research, and analyze assets, such as stocks, bonds, currencies, and commodities. Investment analysts often focus on specific niches to become experts in their chosen fields, such as a particular industry, a geographical region, or a specific asset class.

The firm's chartist, Rich Ross, won out as the No. 1 technical analyst.

Bloomberg Terminal users gain even more value from the Bloomberg Indices by using the integrated analytics, research and index publications available on the Terminal. Learn more.

$103,671. The estimated total pay for a Financial Research Data Analyst at Bloomberg L.P. is $103,671 per year. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users.

Goldman Sachs annual research and development expenses for 2021 were $0.553B, a 37.91% increase from 2020.

How accurate are Wall Street analyst ratings? Some Wall Street analyst ratings are highly accurate, meaning their ratings lead to successful returns for investors. However, in the stock market, nothing is truly guaranteed. This means investors want to interpret analyst ratings with a healthy dose of skepticism.

Which banks have best equity research? ›

All Answers (2) Clarativate is the present name of the company which was earlier known as "Thomson Reuters. Earlier, it was known as Institute for Scientific Information (ISI). Once upon a time it was ISI then known as "Thomson Reuters" and presently known as Clarivate Analytics.

A fully loaded Reuters Eikon terminal costs $1,800 per month. On average Reuters users stay with a setup costing around $800 and it starts at $300 for the bare bones version. That is dwarfed by the price of the Bloomberg terminal, which clocks in over $2,200 dollars per month, before additional live fees.

There are three main types of technical analysis charts: candlestick, bar, and line charts. They are all created using the same price data but display the data in different ways.

In most cases, based on our experience, most professional traders prefer using candlesticks in trading. A candlestick is a chart pattern that has clear-to-see open, high, low, and high prices.

In candlestick chart, ChartIQ is more accurate than TradingView. draw trend lines on both and you will understand the difference.

To access the Industry app, search for Industry or enter “INDUS” in the search box and select it from the results. Update the content on the page by selecting an industry and region. The Price Chart includes relevant TRBC indexes, commodity futures, ETFs and economic series affecting the industry.

In general, Cap IQ is known for being a more affordable option than Bloomberg, however, the pricing can vary substantially based on the features requested. Therefore, for the most accurate, up-to-date pricing data, we recommend reaching out directly to Capital IQ's client support team.

Do investment bankers use Capital IQ? ›

CapIQ (short for Capital IQ) is a market intelligence platform designed by Standard & Poor's (S&P). The platform is widely used in many areas of corporate finance, including investment banking, equity research, asset management, and more.

Absolutely! All the files and templates needed in a course are available for download.

A company's annual report is the single most important way for potential investors to understand the financial state of a company.

Financial statements are essential since they provide information about a company's revenue, expenses, profitability, and debt.

How much does an Investment Analyst make in the United States? The average Investment Analyst salary in the United States is $96,104 as of March 28, 2023, but the range typically falls between $81,783 and $115,119.

For most 1st year analysts in investment banking, the average “all-in” comp comes out to around $170,000 to $190,000.

The preeminent professional qualification for equity research analysts and others working in securities research is the Chartered Financial Analyst (CFA) designation, which is awarded by the CFA Institute.

Who is the best analyst in the world? ›

How Do I Find Analysts Reports? To access analysts reports on companies, using Bloomberg, type the symbol of the company, the country code (if needed), press the EQUITY button, type ANR, and then press GO. Alternately, from the security's analysis page, type ANR and press GO.

For all research, type RES for the Bloomberg Research portal. Search for company name. From the Company overview page, click on the "Research" tab. Use the filters to look for specific analyst research reports.

Bloomberg pays the lowest earners $84,000 a year, while the top 10 percent are paid over $188,000. The department you work in can have an impact on your salary as well.

Data Research Analyst salary in India ranges between ₹ 1.3 Lakhs to ₹ 5.6 Lakhs with an average annual salary of ₹ 3.5 Lakhs.

Data Analyst salaries at Bloomberg can range from $45,000 - $95,000. The Marketing Department at Bloomberg earns $10,293 more on average than the Design Department. Comparably data has a total of 1 salary record from Bloomberg Data Analysts. Last updated 3 days ago.

We access analyst reports via Mergent Online. Click the "Investext" tab toward the right to search by company, ticker, or other field.

Basic Description: Equity research reports generally start with some basic information about the company. The section contains the name of the company, ticker symbol, sector of operation, net debt, the stock exchanges it is listed on, and market capitalization.

Giving data scientists, quants and developers free, easy and intuitive access to high-quality Refinitiv data sets and notebooks.

How do I get Refinitiv in Excel? ›

In the Microsoft365 admin center, go to the Settings > Add-ins page. If you cannot find the Add-in page, go to the Settings > Integrated apps page and choose Add-ins.

How Do I Find Industry Information? On any page in Bloomberg, type BI (which is a mnemonic for Bloomberg Industries) and then press GO. Select your industry, using the All Industries menu. Scroll or page down to see the full list of Bloomberg's industry sectors.

Yes, you can place a wide range of order types and trade from the Bloomberg Terminal. The Bloomberg Terminal can serve as a complete end-to-end trading system across a wide range of markets and financial products, such as trading stocks and options.

Visitors have access to a limited number of complimentary articles each month on Bloomberg.com, and Bloomberg's flagship mobile and tablet apps. Your free, limited access resets at the beginning of each calendar month. You can reread an article as many times as you like.

To access analyst reports in Mergent Online, click the Investext tab. Search company ticker. Then click Report Style and select "Company Equity Reports.

Equity Research Reports

To find analyst reports for a company, type the company's ticker symbol, press the yellow Equity key, type BRC, and then press the GO key. For all research, type RES for the Bloomberg Research portal. Search for company name. From the Company overview page, click on the "Research" tab.