IFC Consulting is a Fintech specialized in the provision of financial information to the African and European markets destined for financial institutions: banks, trading venues, brokerage firms, Intermediation and portfolio management companies, insurance and listed companies. It consolidates and provides transparent, global or bishop market data to its clients. It also offers a technological Omni-canal information distribution platform (web, mobile and tablets) and acts in synergy with prestigious international and local partners.
For more information go to: www.ifc-consulting.net.
Created in 2015, BeeAM is a services and partnership company specifically dedicated to management companies. It acts as a link between the management companies and their referenced partners, offering an original and innovative approach to the development of asset management companies. BeeAM offers flexible solutions in the fields of custody, middle & back-office, risk management, marketing & distribution but also legal advice and communication. Its management team, values and know-how make BeeAM a privileged partner on a daily basis.
Contact : Jérôme Coirier , Co-founder, + 33 1 42 65 87 40 – firstname.lastname@example.org
Steve Lucas & Alan Collins are the co-founders and chief technical analysts of 3cAnalysis. Both have been traders, across the asset classes, for more than 30 years and have developed a practical and pragmatic application of technical analysis with an emphasis on live adaptation of targets and risks as price action develops.
Our analysis is used throughout the UK and Europe by major Institutions, Hedge funds, family offices, private banks, high net worth individuals and professional traders. It is consistent, clear, concise and accurate – published in a graphic, simple style that means the forecast and technical reasoning is easy to grasp with definitive risk and target levels.
3cAnalysis reports cover 14 currency pairs, 5 Fixed Income markets and 6 Equity Indices across 3 time frames, daily, weekly and quarterly and our analysts have a record of more than 70% directional accuracy over the 9 years they have been produced independent technical analysis research.
Depuis 2003, le Groupe ARKEON aide les entreprises petites et moyennes, cotées et non cotées, à accélérer leur création de valeur et celle du patrimoine de leurs actionnaires, au travers de ses trois entités, ARKEON Finance, ARKEON Gestion et ARKEON Assurances.
Créé par des entrepreneurs pour des entrepreneurs, ARKEON Finance est un acteur indépendant, entièrement dédié aux sociétés petites et moyennes, et nous avons développé au cours de ces dernières années une véritable expertise de l’écosystème des small et midcaps en bourse.
Capital - Our capital is held by private investors, and we are free of any ties to Financial Institutions, who come to us to enjoy and benefit from our unconflicted, transparent advice. Indeed, we have no involvement on neither primary nor secondary capital markets.
Credo - We launched the company in 2000. The managers and shareholders had the conviction that the Internet bubble would revolution the financial world, and open up to a new era for research and brokerage activities. Independent research boutiques had to come of force, and technical analysis was to expand in Europe, where it remains much under-used compared to the USA.
Independence - DBD is involved in promoting independent research. We are members of the European Association for Independent Research, and contributed to the AMF report headed by Mr. Demandolx on “Unbundling”. DayByDay is a member of EUROIrp, European Association of Independent Research Providers (www.euroirp.com)
IT - DBD invests heavily on proprietary IT tools. We developed our own charting software. This allows us to update our views much faster than any other bureau. We store all our analysis in databases and are able to retrieve any in a wink, according to market action, or to any set of criteria. We build our own dynamic websites, and quickly adapt them to customer requirements.
Coverage - Of course, we have a Global index, interest rates and currencies coverage. We pride ourselves on the widest Pan-European Equity coverage, humanly analysed. With about 400 stocks covered in Europe, 100 in the USA, 150 in Asia, we are able to help you make an informed decision on any European large and mid-caps.
Behavioural Finance - Our methodology is based on technical and consensus analysis. At any time, prices convey all the information available on a market. We believe that a careful study of price history, concentrated on major articulation levels, and reinforced by volume and consensus analysis, leads to regular proper understanding of trends.
Leadership - Successful investment on capital markets has always been difficult, and will always be. With insight, it feels that “it was easier a decade ago”. In our opinion, all knowledge, all tricks, quickly spread around the planet. Once they become common, they are useless to make money.
Bvba Demes is the operating company of Gert De Mesure. He has more than 25 years experience in financial markets, of which more than 20 years in buy/sell-side research (Bank Delen, Delta Lloyd Securities and as an independent analyst). He is specialised in Belgian small- and mid-caps, as well as in Belgian REITs. Thanks to his long-term approach in financial analysis he has a very good contact with the CEO’s, CFO’s and investor relations officers of these companies. This all allowed him to build up a good professional reputation in Belgium and a good contact with the Belgian media.
Bvba Demes also holds a Belgian licence (FSMA 106894B) to operate as a broker in financial services. Today the company also delivers research services for the VFB (Flemisch association of private investors), Gert De Mesure is also a member of the investment committee of a Belgian online bank (top-down approach).
DeSaque Macro Research Limited was formed by Said DeSaque in April 2012 with the intention of delivering independent global macro investment insights and new thematic long-term ideas to investors, along with an agnostic opinion of the markets.
Said DeSaque has over 29 years of experience working as a professional economist in financial services, primarily based in London. His working role has involved extensive travel around the world, bringing him into contact with investors of different cultural backgrounds and investment requirements. Prior to establishing DeSaque Macro Research, Said held positions as Senior Economist and Investment Strategist at US banks Robert W Baird and William Blair. He began his career as a graduate at PaineWebber in 1986, where he became Head of the London Economics Department in 1996. This role allowed him to engage with senior investment professionals, alongside regulators and provided a unique perspective of market intelligence at work.
East Value Research GmbH is a management-owned independent research house, which has been founded by professionals with long capital market experience in both Western Europe and the CEE region. We are one of very few independent research houses, which operate in Emerging Europe. Our primary focus is on Poland, which has the largest stock exchange in the region.
Our firm has been created due to two reasons: (1) For example in Poland, only c. 10% of >800 companies, which are listed on the stock exchange, have coverage by sell-side analysts. Because of that the liquidity and market efficiency outside the main indices WIG20 and WIG30 is very low (2) Although even Polish smallcaps generate an increasing share of their revenues abroad, their IR activity still concentrates on the domestic market. At the same time, there is increasing interest in Polish small- and microcap stocks outside Poland.
By publishing research reports in English and distributing them on the most important platforms worldwide, we increase both the transparency and visibility of smaller companies in Eastern Europe. Moreover, we introduce them to international investors during roadshows and conferences and thus help them to diversify their shareholder structure.
Among our publications, there are research reports, which have been mandated, but also those, which are completely free of any conflicts of interest.
Edison, the investment intelligence firm, is the future of investor interaction with corporates. Our team of over 100 analysts and investment professionals work with leading companies, fund managers and investment banks worldwide to support their capital markets activity. We provide services to more than 400 retained corporate and investor clients from our offices in London, New York, Frankfurt, Sydney and Wellington.
Companies of all sizes benefit from our research service where we provide the highest standards of research and unrivalled distribution of our reports on a truly global and unrestricted basis. Our corporate services also include an Investor Access Service where we actively market companies to professional investors, with a particular focus on private client wealth managers, and a Commercial Due Diligence Service where we assist companies, private equity houses and corporate finance teams in identifying and assessing potential corporate transactions.
Edison also provides a highly valued service to institutional investors, and our client list includes a large number of Europe’s leading investment institutions. These investors are serviced by a dedicated team who provide them with access to our analysts, bespoke research and alpha-generating investment ideas.
Edison Investment Research Limited is authorised and regulated by the Financial Conduct Authority, (http://www.fsa.gov.uk/register/firmBasicDetails.do?sid=181584), and is owned entirely by its Directors and Employees.
Emerald Financial Advisers connects investors to corporates. We offer bespoke equity research, backed by the two founders’ combined equity markets experience of close to 40 years, having worked in London, Paris and Brussels, and having serviced institutional investors worldwide.
We covered of over 60 different listed companies ranging from small caps to (very) large caps, who are operating various business models in different sectors.
Please note that we may have been mandated by the company to produce the research report (clearly indicated on the front page of the report), but that (1) our fees are not linked at all to our opinions and views, and (2) that we will refund the company as soon as the proceeds have reached the compensation we received for producing the report.
This is an innovative business model, which we hope will contribute to improving the visibility among worldwide investors of small & mid caps that deserve wider market attention and ownership.
Equity Development enables companies to become better understood and supported by investors. Since our launch in 1996 we have consistently focused on helping our clients improve their communication and relationships with both existing and potential shareholders. Our clients have come from a wide variety of sectors and domiciles, are both private and quoted and range in size from micro-cap to $multi-billions.
Contact Number: 020 7065 2690
Contact Email: email@example.com
Address: Equity Development, 3rd Floor, New Liverpool House, 15 Eldon Street, London, EC2M 7LD
EthiFinance est une agence d’analyse et de conseil extra-financiers qui accompagne les investisseurs et les entreprises dans la gestion des risques et opportunités liés au développement durable. Nous proposons à nos clients investisseurs des analyses ESG (Environnement, Social, Gouvernance) des émetteurs. Créé en 2004, EthiFinance est devenu un leader européen dans la notation des petites et moyennes entreprises, cotées ou non cotées.
Les analyses Gaïa sont des analyses ESG (Environnement, Social, Gouvernance) dédiées aux entreprises de tailles intermédiaires (PME, ETI) françaises. Elles présentent 120 indicateurs quantitatifs sur les trois derniers exercices.
Les analyses Geol sont des analyses ESG (Environnement, Social, Gouvernance) couvrant des entreprises européennes larges caps et small et mid caps, cotées ou non. Ces analyses, basées sur les risques ESG identifiées, présentent la performance tant quantitative que qualitative des émetteurs sur les enjeux ESG, en une synthèse d’une dizaine de pages.
EthiFinance is a CSR rating and consulting agency. We accompany investors and companies in the management of risks and opportunities related to sustainable development. We offer investors ESG (Environment, Social, Governance) analyses of issuers, as well as other services. Created in 2004, EthiFinance has become a European leader in the rating of small and medium-sized companies, listed or non-listed.
Gaïa analyses are ESG (Environmental, Social and Governance) analyses dedicated to small and mid cap French companies. They are composed of 120 quantitative KPIs over the past three years.
Geol analyses are ESG (Environment, Social, Governance) analyses covering European large caps and small and mid caps, listed or non-listed. Those analyses, based on the ESG risks identified, show the qualitative and quantitative performance of issuers, in a ten-page synthesis.
FuturesTechs is one of the UK's a leading Independent providers of Technical Analysis, established in 2000. FuturesTechs provides analysis across all asset classes to Professional Traders and Money Managers in the UK and Europe.
Chief Analyst Clive Lambert is a member of the UK Society of Technical Analysts and sat on the Board between 2004 and 2011, and is the Author of “Candlestick Charts”, published in 2009.
FuturesTechs won three awards at the 2014 Technical Analyst Awards: Best Independent Research House for FX, Best Independent Research House for Fixed Income, and Independent Research House of the Year. The 2015 Awards completed the set; named the winner in the Best Commodities, Energy and Power Research category.
FuturesTechs' daily Analysis covers a variety of Asset Classes; Commodities, Bond Futures, STIRs, Equity Indices, Individual Equities, and Forex.
FX Renew is a provider of Forex signals and education from ex-bank, industry and hedge fund traders.
Founded in 2010, FX Renew is a fully regulated and licenced financial services business operating out of Sydney, Australia. FX Renew partners exclusively with 3CAnalysis, a provider of technical analysis to major banks and hedge funds, to deliver retail traders access to award winning signals.
FX Renew runs three trading programs:
Additionally, FX Renew provides training and education in Forex system development, technical and fundamental analysis and trading psychology.
FX Renew is owned and operated by Industry veteran and system development expert Sam Eder, and signals are provided by a team of five traders with over 100 years combined trading experience.
Créée en 2007 à l’initiative d’Hervé Guyot, Genesta est une société indépendante spécialisée dans le conseil financier aux entreprises. Au service des sociétés de taille moyenne, Genesta se positionne comme un partenaire privilégié des dirigeants d’entreprises en apportant son expertise sur les métiers :
Activités de Corporate Finance:
Fort de l’expérience de ses collaborateurs et d’un track record déjà significatif, Genesta dispose d’une réelle légitimité sur le marché du corporate finance pour les small et mid caps. Les compétences pluridisciplinaires de nos équipes nous permettent d’intervenir efficacement sur tout type d’opérations afin de répondre spécifiquement à l’ensemble des réflexions stratégiques et financières de nos clients.
Activités Equity Research:
Professionnels de l’analyse financière et de l’évaluation de sociétés small et mid caps, nos analystes couvrent aujourd’hui un univers de prés de 30 valeurs. Au service de la visibilité des entreprises, nos contenus sont largement diffusés aussi bien auprès des investisseurs institutionnels que du public.
En pièces jointes nos locaux en fonction de nos activités.
Established in 2011, GreenSome Finance specializes in independent financial analysis and financial advice to SMEs, listed and unlisted. Our role is to support managers in their strategy of value creation
For the past 20 years Hardman has been producing specialist research designed to improve investors’ understanding of companies, sectors, industries and investment securities. Our analysts are highly experienced in their sectors, and have often been highly rated by professional investors for their knowledge. Our focus is to raise companies’ profiles across the UK and abroad with outstanding research, investor engagement programmes and advisory services. Our firm operates under a strict code of conduct designed to maintain integrity and transparency.
Our research is designed to ensure that investors obtain an independent and detailed analysis of the clients for whom we act.
Sectors we cover include:
|Agriculture||Media & Leisure||Social Impact Investing|
|Building & Construction||Property||Support Services|
|Life Sciences||Retail Bonds|
Hardman Agribusiness provides a full range of capital markets advisory services to businesses operating along the entire agribusiness value chain and to the providers of debt & equity capital to this sector.
Specialist focus areas include tropical tree crops and agritech – a developing platform of technologies to enhance crop yields, functionality and quality, to optimise efficient use of farm inputs and to strengthen the sustainability of food production.
To find out more visit www.hardmanagribusiness.com
We provide a unique customised marketing programme, targeted at both institutional, private client and wealth management investors.
We organise investor forums in London and other major regional financial centres. The focus of our investor forums is to enable companies to meet with private client brokers and high net worth individual investors. These events are by invitation only. If you are interested in attending or being invited to our forums please email firstname.lastname@example.org
The firm is experienced in providing advice to its corporate clients in fields such as acquisition analysis, fund raising and disposals.
Our industry expertise, and extensive database covering all sectors of the UK and global economy, enables us to undertake highly sensitive projects in the field of corporate valuation, for example, for court cases.
Impact Economy is a global impact investing and strategy firm headquartered in Switzerland. The firm was named “impact investing firm of the year 2015, Switzerland” by Wealth & Finance International’s Finance Awards. We provide strategy advisory, investment services and corresponding research to companies and professional investors. We provide strategy advisory, investment services and corresponding research to companies and professional investors, and especially target the following sectors: renewable energy, textile and garments, real assets and frontier markets (especially Bangladesh and Cuba).
Whether creating value from business innovation and investments in the USD 5 trillion Base of the Pyramid economy, the USD multibillion “Lifestyles of Health and Sustainability” consumer segment, raising total resource productivity and accelerating green growth, or designing innovative public-private partnerships, Impact Economy provides the holistic view and execution capabilities for clients to benefit from new opportunities to create both economic value added and social impact.
The firm’s work has been featured in media including Il Sole 24 Ore, Energética XXI, Buzz Feed, The Financial Express, Australian Power Energy News, Cleantech Republic, CleanTechIQ, Energía Renovables, Ecotextile News, Nanowerk, Impact Investor, Singapore Institute of Directors, Stanford Social Innovation Review, Dowser, Dhaka Tribune, Business of Fashion, Daily Sun, Apparel Magazine, Ecotextile, Die Zeit, Mötesplats Social Innovation, VITA, Hürriyet Daily News, International Business Daily, The Guardian, Myanmar Business Today, Global Corporate Venturing, Alliance Magazine, Real Leaders, Colombia Reports, Le Temps, Huffington Post, Investment News, and Addis Standard.
Website: Impact Economy
Founded by Philip Morrish, Intellisys is a boutique independent UK research house with a global distribution platform, offering institutional and sophisticated private investors a range of research products based on its unique Fusion Analysis models. Intellisys also provides company research services for underrepresented small – mid-cap UK listed companies.
Philip is a highly respected and experienced business and financial analyst, with a 35-year equity capital markets career in company and industry research, institutional broking and market making. A former Number One ranked analyst in the Chemical and Waste Management sectors as well as a former Head of Research for a number of investment banks. Philip produced his first structured models for financial analysis in the early 1980s and rapidly evolved them into the complex and sophisticated Fusion Analysis products for which he is recognised today.
Fusion Analysis is a combination of technical, fundamental and behavioural analysis techniques that can help investors, in an increasingly information noisy environment, optimise investment decisions and maximise performance. Intellisys is the only provider of equity orientated Fusion Analysis in the UK.
InTouch Capital Markets Ltd provides institutional level financial market information, specialising in the Fixed Income, STIRs and the major Macro Markets.
ITCM was founded in 2004 to provide flow and market intelligence to our clients. The firm was originally founded, and is still run, by a team of former bank traders, brokers & portfolio managers.
As the financial world moves away from the old system of pit trading and towards fully electronic markets, information about what is driving the markets (institutional activity, large trades, new issuance, trader chatter, rumours, etc) at any time has become harder to obtain. ITCM has developed a very wide, global network of contacts at major & regional banks, brokers and funds. Through constant dialogue with our contact base we seek to fill this information gap.
Our product areas include:
- ITC Markets Fixed Income and STIRs: Written product; time sensitive & market moving market intelligence
- In Touch Charts: Combines technical analysis with multi asset market flows and macroeconomic research
- ITC Markets Training, Intelligence and Consultancy: Understanding market drivers; from advanced institutional traders to graduate training
- InTouchFX: Written product; time sensitive & market moving market intelligence on Foreign Exchange markets.
- ITC PurePlay: Model based approach that identifies and removes the Beta from any market position. This model can be applied to FX, Fixed Income, Equities and Commodities markets.
- ITC CRVM: Computational Relative Value Matrix is a relative value model to enhance the ability of portfolio managers to invest in European Government Fixed Income.
Marten & Co is a boutique that specialises in the provision of high quality equity investment research.
Focus - Rather than providing thin coverage of the whole of the market, we concentrate on sectors where we have in-depth expertise. Currently we focus on listed Investment Trusts and Investment Companies, family holding companies and conglomerates, selected specialty financial companies, property companies and other asset-backed companies. We are starting coverage in resource stocks soon.
Research - We strive to provide clear, comprehensive research to as wide an audience as possible, in order to give them the information they need to make informed investment decisions.
We are authorised and regulated by the Financial Conduct Authority.
Find out more at www.martenandco.com
New Street Research was founded in 2003 as an independent research house, initially specialising in the Telecommunications sector and later expanding into Healthcare. We embrace a simple research philosophy: provide fundamental, independent ideas that add value for our clients. We only make money through the value of our analysis.
Our Telecoms team provides research coverage of over 100 European and Emerging Market Telecom Services, Cable and Tower operators (equity and debt), whilst our Healthcare group covers Europe, Japan and US Pharmaceutical and Healthcare companies. We constantly review our stock universe to identify further opportunities for our investor clients.
Our research products include:
We can tailor delivery of our research to specific investor requirements. We offer one-on-one meetings with investors; we can provide regular telephone, conference call, email and Bloomberg interaction with portfolio managers and buy-side analysts, as requested; and assist investors in company meetings.
Based in Paris, France, Olier Etudes & Recherche is an equity research company focusing on French small-caps. Olier E&R is committed to writing in-depth research and analysing listed companies' fundamentals in a medium/long term view. Its mission is to provide research to stock-pickers and long-only portfolio managers.
La recherche produite par Olier Etudes & Recherche se positionne avant tout sur les valeurs peu ou pas suivies par les grands brokers de la place de Paris, avec une approche différenciante (cf études échantillon ci-joint) qui privilégie les fondamentaux des entreprises et leurs perspectives de long terme, ce qui répond à un besoin clairement exprimé par les investisseurs, et rarement satisfait en ce qui concerne les small et mid caps. Olier Etudes & Recherche édite aussi le site éponyme http://www.olier-etudes-recherche.fr/
Jérôme Lieury - Gérant-Associé et premier analyste de Olier Etudes & Recherche
Analyste Financier - Membre de la Société Française des Analystes Financiers
Entré dans la finance en 1987 comme négociateur sur le marché obligataire, a acquis depuis une expérience d'une vingtaine d'années en tant qu'analyste Actions "sell side" et "buy side", et en tant que gérant de portefeuilles dans des banques de gestion privée. Ecrit à présent avant tout sur les PME cotées. Secteurs de prédilection : valeurs technologiques, sociétés immobilières.
PrimeView est un cabinet indépendant de recherche économique et financière d’une dizaine de personnes, fondé en 2008 par Pierre Sabatier et agréé par le Ministère de l’Enseignement et de la Recherche. La recherche PrimeView repose sur une promiscuité avec les sciences du Vivant, qui a permis de construire une méthodologie et une expertise basées sur une meilleure compréhension de la complexité des univers de la finance et de l’économie. Elle prend la forme d’analyses transversales, faisant appel à des disciplines aussi différentes que la macroéconomie, la démographie, l’environnement, la sociologie, la politique ou encore la géopolitique, qui cherchent à identifier les paramètres qui vont modifier les lignes d’équilibre de nos modèles de développement et ainsi influencer l’investissement sur les marchés à moyen et long termes. PrimeView est aujourd’hui une référence sur de nombreux sujets comme l’impact des bouleversements démographiques en cours ou encore la Chine (« La Chine, une bombe à retardement » a reçu la mention d’honneur du Prix Turgot 2013).
We provide access to research on Pan European companies and as we expand we want to roll into new sectors. Currently we cover Investment Companies, Investment Trusts and Property, Resource and Mining Companies. We cannot offer you advice on your investments - the aim is to give you all the information you might need to make your own investment decisions.
Nothing contained in this note constitutes or should be construed to constitute investment, legal, tax or other advice.
QuotedData is part of Marten & Co Limited and Regulated by the FCA.
Find out more at www.quoteddata.com
PROSPECTIVE ÉCONOMIQUE ET FINANCIERE INTERNATIONALE, PRÉVENTION DES RISQUES ET ALLOCATION D’ACTIFS
RichesFlores Research (RF Research) élabore des diagnostics économiques et financiers. Elle produit des analyses et prévisions économiques et financières internationales, assure un suivi des risques et propose des recommandations d’investissement multi-actifs.
Indépendance et transparence
RF Research est une entreprise totalement indépendante et transparente, dotée des bases de données et des moyens d’information nécessaires à la préservation de son indépendance et de son impartialité. Cette indépendance est protégée par le fait que RF Research n’est prestataire d’aucun service d’investissement ou de vente de produits financiers susceptibles d’influencer ses conclusions, recommandations ou conseils. La Recherche Indépendante produite par RichesFlores Research entre dans le cadre des Services d’Aide à la Décision d’Investissement et d’Exécution (SADIE).
La recherche de RichesFlores Research est organisée autour de quatre principaux pôles :
Sea Change Partners is the leading UK Geopolitical Risk consultancy led by Michael Burleigh and George Walden. Sea Change provides sophisticated political risk analysis and informed general commentary on global affairs for a select group of clients through our global network of experienced commentators, from former diplomats and politicians to journalists and business leaders.
We send out breifing notes, typically of 500-750 words, two to three times a day. This allows us to pick up on key events as they are happening and provide timely insights about current events in their broader geopolitical context. We avoid jargon at all costs, and favour pithy insights over voluminous data.Our aim is to transcend the narrow political moment and provide a considered strategic view across geographies. Geopolitical risk has returned with a vengeance and with it global business and financial uncertainty. The days of modeling and measuring risk in excel are over. We are looking for future trends and “swans”, whether black, grey or white.
Our briefing notes are formatted for easy reading on smart phones or tablets. They must never be copied or forward to unauthorized parties without our written permission.
We also offer regular face-to-face briefings for clients, including open Q&A sessions with Senior Executives. Occasionally we prepare longer reports on subjects of particular importance. These are sometimes speculative, more often commissioned for specific clients.
Seven Days Ahead sells Multi-asset trading research and strategies, both technical and fundamental, to banks, market-makers, brokers, hedge funds and the wider community of expert private investors around the World.
A wide selection of research is published on a weekly and daily basis covering stock indices, single stocks, fixed income, FX, bonds and commodities.
Our methodology is grounded in a belief of the power of both Technical and Fundamental analysis to transform trading performance.
We specialise in multiple time-horizon analysis that matched the requirements of a wide variety of trading and investing styles with clear, measurable strategies and recommendations.
As gauge of the value we can add to trading and investment decisions check the performance of our specific trade and investment recommendations.
Seven Days Ahead is authorized and regulated by the UK Financial Conduct Authority FRN 232104
Valquant s’adresse aux professionnels de l’investissement et aux entreprises : sociétés de gestion de portefeuille, sociétés de conseil en gestion de patrimoine, gestion privée des banques, entreprises d’assurance et de réassurance, mutuelles de santé, sociétés de gestion collective, entreprises cotées, …
Conseil et aide aux investisseurs en matière d’allocation d’actifs et de stock picking,
Aide à la compréhension et à l’interprétation de l’actualité économique, financière et boursière à destination des dirigeants d’entreprise.
ValuEngine (VE) is a stock valuation and forecasting service founded by Ivy League finance academics and Wall Street professionals in 1996. ValuEngine provides individual stock valuation and forecasting reports on over 5300 US stocks (including 800+ ADRs) and 900 Canadian stocks. In addition, we provide reports on 16 Sectors which are further broken down into 140 Industries. All reports are updated daily after market close.
Our Rating and Forecast Report incorporates the outputs from all of our proprietary models and includes a valuation overview, rating, fair value assessment, return forecasts, market ratio-based valuations, comparable stock analysis, and complete company financials.
ValuEngine's Rating and Forecast Reports for over 5000 stocks provide a recommendation that is based on the proprietary ValuEngine one-year forecast return model output for each individual equity. ValuEngine's Five-Engine rating stocks have an averaged annual return of 26.40% since 2002.
ValuEngine also provides a forecast for 1-3-6 months as well as 1-2-3 years. The predictive variables used in Valuengine's forecast model include both proprietary and well-established variables derived from credible financial studies and publications. We use a distinct forecasting model for each time horizon and apply the most advanced statistical/econometric techniques to ensure that our stock return forecasts are as reliable as possible.