Deliverable Schedule
One-Time Balanced Initiation Report
10-25 Pages
- Balanced Description of Business
- Overview of Competitors/Peers
- Strategy
- Comps to Peers
- Outlook with Detailed Estimates through 2020
- Risk Factors
- Price Target and Methodology
- Ratings
Quarterly Reports on Earnings Releases
6-10 Pages
- Comparison of Quantitative Results to Expectations
- Summary of Key Developments in the Quarter
- Comps of Peers
- Updates to Estimates
- Risk Factors
Important Development Reports
5-8 Pages
- Reports of M&A, Change in Management, Important New Product Launch and other Significant Events Outside Earnings Reports
- Active Engagement with Analyst on Quarterly Conference Call and Throughout the Year
Readership Reports
Varies
- Detailed Readership Reports of all Institutional Readers as Provided by Platforms Following Their Embargo Periods (typ. 60 days)
Extensive Platform Coverage
Platforms | LHR Research Reports | LHR Estimates |
---|---|---|
Major Platforms | ||
Alphametry (European Union) | x | x |
Bloomberg | x | x |
FactSet | x | x |
NASDAQ | x | x |
NYSE Connect | x | x |
Research Exchange (European Union) | x | x |
S&P Cap IQ | x | x |
Thomson Reuters (includese IBES/First Call) | x | x |
Specialty Platforms | ||
AlphaSense | x | x |
Knobias – (retail) | x | x |
Markit on Demand | x | x |
Naviga (formerly Acquire Media) | x | x |
Nucleus195 | x | x |
Q4 | x | x |
Sentio | x | x |
Track Data | x | x |
William O’Neill | x | x |
Database/Estimate Aggregators | ||
Alacra | x | |
Morningstar Research | x | |
RIMES | x | |
SunGard – FAME | x | |
Yahoo Finance | x |