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Equity Research

Capitalize is a comprehensive global investment research company that provides a range of services to support investment managers and research analysts in making informed investment decisions. Our services are tailored to meet the specific needs of our clients and cover various sectors, including technology, healthcare, energy, consumer goods, and financial services.

Our detailed research reports are thorough and encompass a wide range of information, including:

  • Industry/Sector Analysis: Providing insights into the overall market dynamics and trends within a particular sector.
  • Key Investment Rationale: Explaining why a particular investment opportunity is attractive and worth considering.
  • Management Background: Providing information about the leadership team of the companies being analysed.
  • Business Model: Describing how the company operates and generates revenue.
  • Operating/Financial Performance: Assessing the company's historical and current financial performance.
  • Peer Group Comparison: Comparing the company's performance and valuation to its peers within the industry.
  • Valuation: Determining the fair value of the company's equity based on various financial metrics and models.
  • Investment Outlook: Offering insights into the future prospects and potential risks associated with the investment.
  • Financial Tables: Providing detailed financial data and tables to support the analysis.

Here's a breakdown of the services we offer:

  • Building Financial Models: This involves creating complex financial models to help clients assess the financial health and future performance of companies.
  • Initiating Coverage Notes: We provide coverage initiation reports that introduce clients to new investment opportunities and companies they may want to analyse.
  • Maintaining Existing Company/Sector Coverage: We offer ongoing coverage and updates on companies and sectors to keep clients informed about developments and changes.
  • Equity Valuation: Our team assesses the value of equities to determine whether they are overvalued or undervalued, helping clients make investment decisions.
  • Periodic Updates on News/Events: We keep clients informed about significant news, events, financial results, and corporate actions related to their investments.
  • 6. AI-Powered Research Solutions: We use advanced tools and technology, such as AI-powered solutions, to automate research tasks, which can increase efficiency and accuracy.

Fixed Income Research

Capitalize offers a comprehensive range of fixed income and credit research services tailored for asset managers and investment banks. These services cover various aspects of financial analysis and research. By providing these services, our firm helps asset managers and investment banks navigate the complex world of fixed income and credit markets, make informed investment decisions, and manage risks effectively. We specialize in offering both macroeconomic and credit market insights which adds value to our clients' investment strategies.

Here's a breakdown of the key services we provide:

  • Daily Macro and Credit Market Outlook: Our service involves providing daily updates and insights into the macroeconomic conditions and the credit markets. It helps clients stay informed about the latest developments that might impact their investment decisions.
  • Periodic Economic Periodicalsk: We offer a range of periodic reports, including monthly, quarterly, semi-annual, and annual publications. These reports cover various asset classes, such as equities, fixed income, foreign exchange (FX), and commodities. Clients can rely on these reports to gain a deeper understanding of market trends and make informed investment choices.
  • Sovereign Analysis: We conducts in-depth analysis of sovereign debt issuers. This likely includes assessing the creditworthiness of different countries, evaluating their fiscal policies, and providing insights into government bond markets.
  • Rate Analysis: Interest rates play a crucial role in fixed income markets. Our rate analysis service likely involves monitoring and analysing interest rate movements, yield curves, and the implications for various fixed income securities.
  • Thematic Reports: Thematic reports delve into specific topics or trends that are relevant to our clients investment strategies. These reports cover areas like industry trends, global economic themes, or emerging opportunities.
  • Geopolitical Insights: Geopolitical factors can significantly impact financial markets. We offers geopolitical insights to help clients understand how geopolitical events and developments may influence their investment decisions.
  • Econometric Modeling with Stress Testing and Scenario Analysis: Econometric modeling involves using statistical techniques to analyze economic and financial data. Stress testing and scenario analysis help clients assess the resilience of their portfolios under adverse conditions and make risk management decisions.
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