Aranca

 

Investment Research Case Studies

Welcome to Aranca's Investment Research Case Studies section. We have presented them in an easy-to-navigate format. Feel free to browse and download our case studies.

By Client

Brokerage Firms

Project:
Initiating and maintaining coverage on 200+ global stocks (ADRs) listed in NYSE

Client:
A large UK based Independent Research Provider was seeking to ramp up its research coverage. This included about 200+ stocks across the globe

Project:
Initiation of coverage, quarterly earnings and special events update for 120+ stocks in MENA

Client:
A large Investment Bank and Brokerage house in Saudi Arabia was seeking to expand sell-side coverage of MENA listed stocks (with emphasis on Saudi stocks

Project:
Quarterly updates on 400+ S&P500 stocks in the US

Client:
A large Independent Research Provider in the US wanted continuous qualitative-based research assistance on 400+ S&P500 stocks. It involved putting across a brief qualitative investment argument supporting quant-based stock recommendation generated by the client’s proprietary rating model.

Project:
Stock tracking and financial model updates of 1000+ US listed stocks

Client:
A U.S. focused long/short equity strategy Hedge Fund, with AUM of $2.5 billion, engaged Aranca for research support

Project:
Sector focused coverage of stocks for portfolio managers

Client:
A U.S. based long only global Hedge Fund with AUM of $3.8 billion. Primarily focuses on Agriculture, Consumer, Energy sectors in the US, India and Middle East & North Africa regions.

Project:
Investment screening of stocks

Client:
A leading Asset Manager in the US wanted a stock screener based on fundamental parameters – quantitative & qualitative – to help select securities for its portfolio.

Project:
High dividend yield portfolio creation and back-testing

Client:
A leading GCC based Investment Firm was looking to build a stock portfolio with fundamentally strong stocks that will generate higher returns.

Project:
Model creation and maintenance of 200+ stocks – United States

Client:
A leading US based Brokerage wanted assistance in creating valuation models and updating these models with quarterly earnings on over 200 stocks under their coverage.

Project:
Credit notes on 80+ corporate bonds – United States

Client:
A full service securities brokerage and investment banking firm in US with a focus on the below-investment-grade debt markets for institutional clients.

Project:
Daily market report for a brokerage house – Middle East & North Africa

Client:
A leading GCC based brokerage house was planning to come out with a daily market report on the MENA markets highlighting movements in key indices and stocks.

Project:
Daily market report for a brokerage house – United Kingdom

Client:
A UK based brokerage house required a daily market report for distribution by 7:00am UK time to its UK clients and global investors on its distribution list.

Asset Managers

Project:
Comparable equity database...

Client:
Client, a prominent hedge fund based out of UK, was looking to scale up its research capabilities to enable it analyze an identified stock universe in a comprehensive manner

Project:
Creation and maintenance of a database on high yield bonds in emerging markets to help fund manager in making investment decisions

Client:
One of the largest institutional asset managers in US wanted to create and maintain a database on high yield bonds in emerging markets.

Project:
Dedicated research support team for US based hedge fund (AUM of $2.5 billion)

Client:
A U.S. focused long/short equity strategy Hedge Fund, with AUM of $2.5 billion, engaged Aranca for research support

Project:
High yield bond –model on recovery analysis

Client:
A leading investment manager in U.S looking for model on recovery analysis of high yield bonds

Project:
Investment screening of stocks

Client:
A leading asset manager in US, was interested in building a screener of US listed companies with market cap above 500 mn and screen them based on certain fundamental and technical parameters.

Project:
Model creation and maintenance on 100+ agricultural / soft commodities stocks for a US hedge fund

Client:
A U.S. based long only global hedge fund with AUM of $3.8 billion. Primarily focuses on Agriculture, Consumer, Energy sectors in the US, India and Middle East & North Africa regions.

Project:
Portfolio creation: high dividend yield portfolio construction

Client:
A leading asset manager in the US evaluating a proposed fund strategy with an aim to launch a portfolio of high dividend yield stocks

Project:
Preparation of Credit evaluation notes

Client:
One of the largest institutional asset managers in Europe wanted to cover debt instruments of a company from a view of evaluating the company’s capacity to honor its commercial commitments

Project:
Sector focused coverage of stocks for portfolio managers

Client:
A leading US based fund (AUM of USD4.4 billion) was looking for analyst support to assist portfolio managers of different sectors. The key task was to provide working models and background research on various stocks and identify opportunities.

Project:
Stock overview: Notes and Sell-Side Analyst call Summary...

Client:
A leading U.S. based hedge fund, with AUM of $4.4 billion, looking for analysts who could assist portfolio manager in creating / maintaining valuation models and conduct conference calls with sell side analysts.

Project:
Stock tracking and financial model updates of 1000+ global stocks

Client:
A long only equity strategy Hedge Fund, with AUM of $2.2 billion, looking to expand their coverage universe; engaged Aranca for financial modeling and tracking stocks

Investment Banks

Project:
Pitch book to obtain an IPO mandate from Nielsen Media

Client:
A mid-sized investment bank in the US

Project:
Pitch book for a sell side mandate on employee benefit company

Client:
An investment bank in Europe

Project:
Precedent transaction analysis as a part of deal evaluation support

Client:
An investment bank in the US

Project:
Identifying potential acquisition targets in the bakery segment in Europe

Client:
A mid-tier investment bank in the US

Project:
Pitch book and private placement memorandum for raising money and to acquire a company in the affordable housing sector in Brazil

Client:
A leading investment bank and investment firm in the GCC

Private Equity/Venture Cap firms

Project:
Identifying investment opportunities in the global Toll Road theme

Client:
A large European Asset Management firm looking for research support to identify and assess investment opportunities in the infrastructure (toll roads) space during times of high inflation.

Project:
Dedicated analyst support –preparation of sector and thematic report, PPM documents and monthly newsletters

Client:
A large PE firm in the Middle East focusing on investments in education, healthcare and renewable energy sectors . Aranca supports the client with a dedicated analyst model

Project:
A comprehensive financial model to capture a PE firm’s business and operating plan

Client:
A PE firm focused on investing in key infrastructure sectors in Africa, engaged Aranca to develop a comprehensive financial model which will act as an internal tool for management information, budgeting, financial analysis, performance assessment and other related purposes.

Project:
Initial review note and financial model auditing of potential investment opportunities for a Europe based PE firm

Client:
A large European PE firm focusing on investments across different geographies. Aranca supports the client with preparation of initial review notes on potential investment opportunities and also with financial model audit

Project:
Developing business plan for portfolio companies for a MENA based PE

Client:
A leading PE firm based in the Middle East. Aranca assisted the client with the preparation of a detailed business plan for one of its portfolio companies planning to set up age management clinics. Aranca submitted a business plan document supported by a financial model

Project:
Market study on ARM based SoCs used in computing, consumer and electronic devices

Client:
A European PE firm commissioned Aranca to do a detailed study on end-markets where ARM architecture based system-on-chips (SoCs) are used extensively and the potential for X86 processors to make in-roads into these devices

Project:
Identification and profiling of companies in target sectors with specific technology capabilities

Client:
A US based PE firm looking for profiles of mid-market companies across specific investment themes. Aranca supports the client through a dedicated team model

Research Solutions

Equity Research

Sell Side Case Studies

Project:
Initiating and maintaining coverage on 200+ global stocks (ADRs) listed in NYSE

Client:
A large UK based Independent Research Provider was seeking to ramp up its research coverage. This included about 200+ stocks across the globe

Project:
Quarterly updates on 400+ S&P500 stocks in the US

Client:
A large Independent Research Provider in the US wanted continuous qualitative-based research assistance on 400+ S&P500 stocks. It involved putting across a brief qualitative investment argument supporting quant-based stock recommendation generated by the client’s proprietary rating model.

Project:
Initiation of coverage, quarterly earnings and special events update for 120+ stocks in MENA

Client:
A large Investment Bank and Brokerage house in Saudi Arabia was seeking to expand sell-side coverage of MENA listed stocks (with emphasis on Saudi stocks)

Buy Side Case Studies

Project:
Stock tracking and financial model updates of 1000+ US listed stocks

Client:
A U.S. focused long/short equity strategy Hedge Fund, with AUM of $2.5 billion, engaged Aranca for research support

Project:
Sector focused coverage of stocks for portfolio managers

Client:
A U.S. based long only global Hedge Fund with AUM of $3.8 billion. Primarily focuses on Agriculture, Consumer, Energy sectors in the US, India and Middle East & North Africa regions.

Project:
Investment screening of stocks

Client:
A leading Asset Manager in the US wanted a stock screener based on fundamental parameters - quantitative & qualitative - to help select securities for its portfolio.

Project:
High dividend yield portfolio creation and back-testing

Client:
A leading GCC based Investment Firm was looking to build a stock portfolio with fundamentally strong stocks that will generate higher returns.

Fixed Income Research

Project:
Preparation of credit evaluation notes

Client:
One of the largest institutional asset managers in Europe wanted to cover debt instruments of a company from a view of evaluating the company’s capacity to honor its commercial commitments

Project:
New issues analysis

Client:
A full service securities brokerage and investment banking firm in US with a focus on the below-investment-grade debt markets for institutional clients

Project:
High yield bonds analysis

Client:
A leading investment manager in the US looking for analysis of the high yield bonds

Project:
Creation and maintenance of a database on high yield bonds in emerging markets

Client:
One of the largest institutional asset managers in US wanted to create and maintain a database on high yield bonds in emerging markets. The objective was to track these bonds on a daily basis and help fund manager in making investment decisions.

Project:
Analysis of debt covenants of high yield bonds to aid to his investment decision making

Client:
A fixed income focused asset manager in US wanted to analyze debt covenants of HY bonds to aid to his investment decision making. The objective was to ascertain whether companies are likely to breach their debt covenant terms and if yes, when

Project:
Corporate credit rating analysis

Client:
One of the largest asset managers in GCC wanted to generate credit ratings for GCC companies to help him in making investment decisions.

Project:
Corporate risk tolerance modeling

Client:
One of the largest insurance brokers in US wanted to measure a company’s ability to manage financial/operational risks and impact on credit metrics

Project:
Macroeconomic Research

Client:
Aranca helps its clients, primarily banks, brokerages and investment banks, with macroeconomic forecasting, database creationand maintenance, periodic reviews of key economic indicators, and analysis of policy and major themes/ sectors

Investment Banking Research

Project:
Pitch book to obtain an IPO mandate from Nielsen Media

Client:
A mid-sized investment bank in the US

Project:
Pitch book for a sell side mandate on employee benefit company

Client:
An investment bank in Europe

Project:
Precedent transaction analysis as a part of deal evaluation support

Client:
An investment bank in the US

Project:
Identifying potential acquisition targets in the bakery segment in Europe

Client:
A mid-tier investment bank in the US

Project:
Pitch book and private placement memorandum for raising money and to acquire a company in the affordable housing sector in Brazil

Client:
A leading investment bank and investment firm in the GCC

PE-VC Research

Project:
Identifying investment opportunities in the global Toll Road theme

Client:
A large European Asset Management firm looking for research support to identify and assess investment opportunities in the infrastructure (toll roads) space during times of high inflation.

Project:
Dedicated analyst support –preparation of sector and thematic report, PPM documents and monthly newsletters

Client:
A large PE firm in the Middle East focusing on investments in education, healthcare and renewable energy sectors . Aranca supports the client with a dedicated analyst model

Project:
A comprehensive financial model to capture a PE firm’s business and operating plan

Client:
A PE firm focused on investing in key infrastructure sectors in Africa, engaged Aranca to develop a comprehensive financial model which will act as an internal tool for management information, budgeting, financial analysis, performance assessment and other related purposes.

Project:
Initial review note and financial model auditing of potential investment opportunities for a Europe based PE firm

Client:
A large European PE firm focusing on investments across different geographies. Aranca supports the client with preparation of initial review notes on potential investment opportunities and also with financial model audit

Project:
Developing business plan for portfolio companies for a MENA based PE

Client:
A leading PE firm based in the Middle East. Aranca assisted the client with the preparation of a detailed business plan for one of its portfolio companies planning to set up age management clinics. Aranca submitted a business plan document supported by a financial model

Project:
Market study on ARM based SoCs used in computing, consumer and electronic devices

Client:
A European PE firm commissioned Aranca to do a detailed study on end-markets where ARM architecture based system-on-chips (SoCs) are used extensively and the potential for X86 processors to make in-roads into these devices

Project:
Identification and profiling of companies in target sectors with specific technology capabilities

Client:
A US based PE firm looking for profiles of mid-market companies across specific investment themes. Aranca supports the client through a dedicated team model

Economic Research

Project:
(Turkey) Macroeconomic forecasting model, scenario analysis, and risks to growth

Client:
A leading bank in the Middle East

Project:
(South Africa) Macroeconomic forecasting model with analysis on risks to growth

Client:
A leading brokerage house in South Africa

Project:
(Canada) Monthly macroeconomic indicator watch

Client:
A leading brokerage house in North America

Project:
(Middle East and North Africa) Monthly economic update

Client:
A leading bank in the Middle East

Project:
(India) Sector study – Innovation in Indian manufacturing

Client:
India Brand Equity Foundation (IBEF), a trust established by the Ministry of Commerce (India) with the Confederation of Indian Industry (CII) as its associate

Project:
(United States) Correlation analysis – Federal funds rate vs. key banking indices

Client:
A leading pension fund in North America

Project:
(Currencies and Commodities) Asset correlation/ pattern analysis – WTI crude versus EUR-USD currency pair

Client:
A leading brokerage firm in the UK