Investment Research

Real-Time Research Year-End Review

* 80 Real-Time Research Providers Added in 2014
* Expanded Multi Asset Class Coverage in All Regions
* New Oil & Gas Research and Industry/Company Metrics Available

S&P Capital IQ offers, on a real-time, permissioned basis, insightful, high quality and award-winning investment research and earnings estimates produced by leading research firms across the globe.

Clients are highly reliant on these key inputs so that they can uncover new investment opportunities and monitor existing ones across one or more local markets, asset classes, industries and/or companies.

Accordingly, S&P Capital IQ continues to rapidly expand the number of high quality, local research firms available on the S&P Capital IQ platform. Recent notable additions by region include:

Region

Top New Research Providers

APAC

SWS (#3 ranked Chinese broker) and Kyobo Securities (S. Korea)

EMEA

Italy’s Intermonte SIM Spa (ranked in the top 20 among all European research houses)

LATAM

Banco Factor (Brazil), Brasil Plural (Brazil), Interacciones (Mexico), INVEX (Mexico), LarrianVial (Chile), and Votorantim (Brazil)

Additionally, we have expanded coverage in the fixed income asset class and important industries such as Oil & Gas. S&P Capital IQ also offers (through a separate package) proprietary detailed earnings estimates and key performance metrics for individual companies within the Oil and Gas sector.

Oil & Gas Coverage:
S&P Capital IQ’s clients actively rely on Real-Time Research from leading brokers & analysts, as well as our proprietary Oil & Gas sector-level earnings consensus estimates & forecasts, to spot new opportunities and assess the markets in this recently volatile sector. The top 20 most widely read Oil & Gas coverage brokers on the S&P Capital IQ platform are:

Top Oil and Gas Research Contributors

Barclays

Nomura Securities

BMO Capital Markets

Oppenheimer & Co.

BofA Merrill Lynch

Raymond James

Brean Capital

Raymond James & Associates

Citigroup

RBC Capital Markets

Credit Suisse

Sanford C. Bernstein & Co.

Deutsche Bank

Stifel, Nicolaus & Co.

Jefferies

TD Securities

JP Morgan

UBS Investment Bank

Morgan Stanley

Wells Fargo Securities

















Key certain local brokers that cover facets of the Oil & Gas sector are also available via the S&P Capital IQ platform, including Al Maha Financial (Oman), Aljazira Capital (Saudi Arabia), BCS Financial (Russia), DNB Markets (Norway), DomMaklerski mBanku (Poland), Gazprombank (Russia), Haitong (China), and Itau (Brazil).

Oil & Gas Key Industry Metrics from S&P Capital IQ:
S&P Capital IQ now offers its proprietary Oil & Gas operating forecasts. Compiled from brokers throughout the globe, these new data items are critical to the analysis of companies in the Energy sector, providing deeper insight into the production potential that is associated with current and planned exploration activity. Such measures include Average and Total Daily Production of Oil, Gas, Natural Gas Liquids, as well as Exploration Expenses.

Coverage includes over 350 companies globally, with complete guidance, consensus and detailed level estimates available for all future annual and quarterly periods. The S&P Capital IQ Oil & Gas Estimates contain history back to 2013 and has the same level of granularity and analytics as provided for all current forecast measures.

Key metrics available include:
  • Crude Oil – Brent Consensus Price Targets
  • Crude Oil – WTI Consensus Price Targets
  • Natural Gas – Henry Hub Consensus Price Targets
  • Average Daily Production - Natural Gas
  • Average Daily Production – NGL
  • Average Daily Production – Oil
  • Exploration Expense
  • Revenues - Natural Gas
  • Revenues – NGL
  • Revenues – Oil
  • Total Average Daily Production
  • Total Production
  • Total Production - Natural Gas
  • Total Production - NGL
  • Total Production – Oil
Note: More detail is available via your local S&P Capital IQ sales representative.

New Research Firms Available On A Real-Time Basis:
FIXED INCOME
Over 110 cross asset class research providers can be accessed in our Real-Time Research offering as entitled by each broker on the S&P Capital IQ platform. New additions in 2014 include Norddeutsche Landesbank (Germany), Lanka Rating Agency (Sri Lanka), Fondsfinans ASA (Norway), Tris Rating Co (Thailand), E*Trade Korea Co. (Korea), and Kyobo Securities (Korea).

ASIA PACIFIC
China
S&P Capital IQ now provides Real-Time Research access to 28 local Chinese research providers, including the top 14 firms in the Institutional Investor All-China Research Team. These top 14 include #1 ranked China International Capital Corporation (CICC) and recently added #3 ranked SWS Research. SWS Research is ranked among the top 3 local research providers by AsiaMoney, and received recognition from the Crystal Ball Sell-Side Analysts Awards and The Wall Street Journal.

Malaysia
With the addition of 12 new research providers from Malaysia, our total Real-Time Research providers in the country grew to 25, covering over 1,500 local and regional companies.

South Korea
In 2014, S&P Capital IQ added four contributors in South Korea, increasing the total number of research providers in the region to 22. Newly added firms such as Hanwha Securities, HMC Investment Securities, Kyobo Securities, and E*Trade Korea provide extensive coverage of local small-cap companies.

EMEA
Italy
Italy’s Intermonte SIM Spa is now available on a real-time basis. It is ranked 18th among all European research houses and 55th worldwide by Institutional Investor in 2014. Previously, it was named #1 Brokerage on Italian Stock Market in the first half of 2012. Based in Milan, Intermonte’s research focuses on Italian (160 companies covered) and European (40 companies covered) stocks. Among their 30 analysts is Guglielmo Manetti, who has been recognized by Institutional Investor for his coverage of companies based throughout Western Europe.

LATIN AMERICA
S&P Capital IQ now offers access to 100% of the LATAM 2014 Institutional Investor ranked firms, including Itau BBA, BTG Pactual, Santander, Bradesco Corretora, and Raymond James Latin America. Recently Banco Factor (Brazil), Brasil Plural (Brazil), Interacciones (Mexico), INVEX (Mexico), LarrianVial (Chile), and Votorantim (Brazil) became available on a real-time entitled basis.

Click here to see more information on all the S&P Capital IQ’s research contributors.

Click here for all inquiries regarding access to Real-Time Research or detailed earnings estimates.



Newly Added
Contributors
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