How to build Equity Research Report

An equity research report is a document prepared by an equity research analyst that often provides insight on whether investors should buy, hold, or sell shares of a public company. In an equity research report, an analyst lays out their recommendation, target price, investment thesis, valuation, and risks.

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16 Hours 55 Mins
₹14,999/-₹19,999/-
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Jobaaj Learnings

Course description

Who Should Take This beginner course for how to build equity research report?

Graduates in the field of commerce, finance, or investment are usually preferred, but it's not a compulsion. If you aren't a graduate in any of these fields, you can pick up certifications like those of a Chartered Financial Analyst (CFA) to make yourself eligible for the role of an equity research analyst.

What is the Career Path of an Equity Research Analyst?

As an analyst, you will be working in the research division of one of these firms –

  • credit rating agency, 
  • Investment banks
  • Insurance companies
  • Asset Management Companies
  • Investment Advisory firms and
  • Boutique investment firms (these provide specialized services to a specific category of investors).

What's the motive behind launching this how to build equity research report course?

According to the The Bureau of Labor Statistics equity research analyst employment is expected to increase by 38% between 2020 and 2030, which is substantially faster than the average for all occupations. Over the next ten years, there are expected to be, on average, 86,000 new jobs for equity research analysts.

What I can expect after taking this course?

Most equity research analysts begin in entry-level research associate positions after completing this course. Research associates work under the direction of a senior equity research analyst creating financial models and conducting research and get high pays in the above  research division.


Trainers Profile:-
Senior Equity Research Analyst
Having Experience more than 4.6 years.
Having Research Experience in US Stock Market, Australian Stock Market and Indian Stock Market,Portfolio Management.
Having Experience in Forex trading and commodities trading.
Having Experience in building different financial models like Discounted Cash Flow Model etc.

Prerequisite
  • No prerequisites
What you will Learn ?
  • You will be taken through the topics right from the fundamentals to the advanced aspects of them.
  • You will learn how to build a professional equity research report from the scratch.
  • You will learn how to source data from different reliable sources.
  • You will learn how to use data from ample of data provided and its utilisation for the report presentation.
  • You will learn how to do fundamental analysis using financial modelling.
  • You will learn how to do financial analysis and financial projections using financial modelling.
  • You will learn how to do technical analysis using price action and technical indicators.

Lesson List

0

LESSON 1

Trailer
1

Introduction

How to build research report
00:17:53
How to Source Data
00:26:31
How to Use Data - Annual Report Part 1
00:22:44
How to use Data from reliable sources Part 2
00:23:16
How to use Data from reliable sources Part 3
00:08:31
Fundamental Analysis
00:27:17
Fundamental Analysis ( financial projections based on financial modelling) Part 1
00:28:27
How to put past and present data in Profit and loss statement (Part 2A)
00:20:21
How Profit and Loss Statement Projections are done with the help of past and present data (Part 2B)
00:28:47
How to put past and present data in balance sheet (Part 3A)
00:22:29
How Balance Sheet Projections are done with the help of past and present data (Part 3B)
00:27:20
Annual Report Interpretation and its data application Part 1
00:18:34
Annual Report Interpretation and its data application Part 2
00:24:57
IBEF application and it's interpretation Part 1
00:29:07
IBEF application and it's interpretation Part 2
00:26:00
Association of Industries Part 1
00:26:58
Association of Industries Part 2
00:27:56
National Stock Exchange Analysis Part 1
00:25:36
National Stock Exchange Analysis Part 2
00:24:01
Bombay Stock Exchange Analysis Part 1
00:24:32
Bombay Stock Exchange Analysis Part 2
00:27:21
Bombay Stock Exchange Analysis Part 3
00:28:18
Bombay Stock Exchange Analysis Part 4
00:25:47
2

Introduction to technical analysis

Basics of Technical Analysis Part 1
00:23:09
Technical analysis part 2
00:20:57
Support and Resistance
00:28:02
Support and Resistance Part 2
00:23:08
Introduction of Chart Pattern
00:24:06
Chart Pattern Analysis Part 2 (Wedges Pattern)
00:23:45
Chart Pattern Analysis Part 3 (Cup and Handle Pattern)
00:18:14
Double Top & Double Bottom Pattern
00:18:42
Technical Analysis Indicators
00:20:02
Types of Technical Analysis Indicators
00:25:09
Volume Indicators Final
00:22:16
Volatility Indicator
00:20:39
How to do analysis and apply indicators
00:23:28
Technical analysis part that concludes
00:25:19
3

Final Report

Report Concluding Part 1
00:22:44
Report Concluding Part 2
00:26:10
Report Concluding Part 3
00:24:00
Report Concluding Part 4
00:24:04
Report Concluding Part 5
00:27:26
Report's concluding
00:11:44

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