Girish Bhise

Girish Bhise

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The corporate credit includes securities issued by corporates i.e.The corporate credit research spans across investment grade, non-investment grade (high yield), stressed/distressed, and leveraged loans.It includes building cash flow models, distressed & recovery models, performing covenants analysis, writing insightful & opinionated credit research notes/ tearsheets/ credit memos, arriving at shadow ratings, bond termsheets, and doing news & impact analysis.For more details on our corporate credit research, please drop a line at [email protected] or reach us on +1 646 583 1991/ +1 646 461 1721 or visit us at https://www.valueadd-research.com/corporate-creditfinancials/
The sell-side equity research is the equity-focused research offered by sell-side firms or broking firms.When this research is bought using the broking commissions paid by clients, then it is called as ‘Soft-dollar research’, or if otherwise, it is called as ‘hard-dollar research’.There are numerous broking firms who provide equity research to its institutional and retail clients.The aim is to help clients make smart and well-informed investment decisions and help generate huge returns.This requires a scientific research approach and a good market knowledge to arrive at the accurate equity stock valuations.Some of the sell-side firms are using ValueAdd’s equity research services for all their publishing requirements.
The corporate credit includes securities issued by corporates i.e.The corporate credit research spans across investment grade, non-investment grade (high yield), stressed/distressed, and leveraged loans.It includes building cash flow models, distressed & recovery models, performing covenants analysis, writing insightful & opinionated credit research notes/ tearsheets/ credit memos, arriving at shadow ratings, bond termsheets, and doing news & impact analysis.For more details on our corporate credit research, please drop a line at [email protected] or reach us on +1 646 583 1991/ +1 646 461 1721 or visit us at https://www.valueadd-research.com/corporate-creditfinancials/
The Corporate and Investment Banking (CIB) is another synonym for investment banking.The function is typically focused on mergers & acquisitions and capital raising, followed by proprietary trading desk research.The CIB requires detailed research & execution support to accelerate their fee-based income and increase their market share.ValueAdd actively supports CIBs to accelerate their revenue by providing real-time deal execution support.For more details on our investment banking services, please drop a line at [email protected] or reach us on +1 646 583 1991/ +1 646 461 1721 or visit us at https://www.valueadd-research.com/investment-banking-research/
Corporate merger and acquisition is an inorganic growth strategy used by several global firms.This a typical ‘Make or Buy’ decision, where a company feels buying an established business is more advantageous than making on its own.The common objectives for mergers and acquisitions include business or market expansion, accelerated revenue growth, consolidation, profit maximization, among many others.The M can make or break a corporate’s future, hence often requires specialized experts in researching and executing M For more details about our mergers and acquisition services, please drop a line at [email protected] or reach us on +1 646 583 1991/ +1 646 461 1721 or visit us at https://www.valueadd-research.com/mergers-acquisition-advisory/
The best equity research firms are known for their objectivity of research, proactive research recommendation, exhaustive coverage, in-depth scientific research, quality and experience of their team of research analysts, number of and size of customers, market acceptance, strict compliance, ethical standards, and ISMS policies and practices.Some of the leading names of 2020 include Merrill Lynch Bank of America, JP Morgan, Morgan Stanley, and Wells Fargo Securities (Source: dealroom.net).For more details on our equity research services, please drop a line at [email protected] or reach us on +1 646 583 1991/ +1 646 461 1721 or visit us at https://www.valueadd-research.com/equity-research/
Globally, the companies are actively looking for acquiring strategic stakes in other companies for high growth.The probability of success for the mergers & acquisition deals is high who do a thorough research of the target or acquiring company.The research analyzing the target companies and potential acquirers, finding a perfect-fit, analyzing business synergies, accurate proforma merger model to find the right valuation (accretive/decretive), and advise on transactions, accordingly.For more details on our mergers and acquisition research, please drop a line at [email protected] or reach us on +1 646 583 1991/ +1 646 461 1721 or visit us at https://www.valueadd-research.com/mergers-acquisition-advisory/
ForewordThis blog article presents an investment view of Atwood Oceanics Inc., from an equity and credit perspective, based on ValueAdd’s proprietary financial model.This model helps portfolio managers/research analysts generate multiple investment ideas across the capital structure (equity and credit/debt), thus enhancing their probability to outperform the market.This article was first published on Seeking Alpha on September 6, 2016.Summary Of Atwood AnalysisThe oil and gas drilling services industry is under acute pressure due to low crude oil prices, sluggish demand, and an excess supply of rigs.Drillers are facing contracting backlogs, difficulty locking in new contracts, and declining utilization and day rates.Atwood is no exception, with contracted days falling from 61% for 2H FY 2016 to 23%, and 10% over the next two fiscal years.Liquidity is key, and, I believe – despite the uncertainty in revenue flow – that ATW can comfortably service its obligatory payments and capital expenditure plan.A fundamental valuation indicates a further downside for equity.I believe that yields on the senior note will tighten and will offer an opportunity for bond holders.More Details: https://www.valueadd-research.com/blog/atwood-oceanics-opportunity-disguise/
A fixed income credit analyst is responsible for generating new investment ideas across fixed income securities such as sovereign bonds, municipal bonds, corporate bonds, MBS/ABS, Swaps, and other structured securities.Also responsible for maintaining research coverage updated for news, credit events, corporate actions/ announcements, and earnings releases.A fixed income credit research analyst possesses a good knowledge of economy, public finance, corporate credit (across investment grade, high yield, stressed/distressed credit), and other sub-segments of fixed income.ValueAdd has a team of fixed income credit analysts supporting buy-side firms and wealth management firms, with high-quality research, to facilitate effective investment decisions.For more details on our fixed income and credit research services, please drop a line at [email protected] or reach us on +1 646 583 1991/ +1 646 461 1721 or visit us at https://www.valueadd-research.com/fixed-income-and-credit-research/
An enterprise value (EV) is a good measure of valuation of any firm.The EV comprises of market capitalization of the firm, net debt and minority interest in the firm.The accurate calculation of the EV of the firm is important to arrive at the right valuation or acquisition price for the firm.For a private company valuation, EV is crucial as calculation of market capitalization is a challenge as the company is not listed on the stock exchange.Hence, one needs a specialist to value the private company with scientific calculation of the enterprise value.ValueAdd has valued over 2,000 on EV-basis, with its expertise in valuing private companies.
SummaryAs an asset class, public finance was & is always considered to be the safe haven for conservative investors, and a good hedging instrument for active investors in the capital markets.However, some of the bankruptcies filed in the history of US public finance space defy this investment perception.This article highlights some of the key learning from the US public finance bankruptcy cases, by decoding the possible reasons behind the fall & rise of some of these US public finance entities.More Details: https://www.valueadd-research.com/blog/key-learning-past-us-public-finance-bankruptcy/
The credit analysis is bifurcated into two categories, a) investment credit analysis and b) lending credit analysis.The investment credit analysis includes analysis of issuer entity or company to understand various risks involved from investing in debt securities such as bonds or loans issued by entities/ companies.The types of risks include credit or default risk, liquidity risk, market risk, regulatory risk, forex risk, etc.The lending credit analysis includes analyzing the lending risk of a company for lending money in the form of commercial term loans or revolving credit facilities, equipment loans, and project financing.The objective is to ensure safety of capital and interest for the lender (typically a bank or a financial institution).For more details on our fixed income credit research, please drop a line at [email protected] or reach us on +1 646 583 1991/ +1 646 461 1721 or visit us at https://www.valueadd-research.com/fixed-income-and-credit-research/
The global advisory firms are focused on providing objective and accurate corporate and investment advisory services to institutions and individuals (retail).The corporate advisory services may include capital structure analysis, debt restructuring, business process re-engineering, industry or product benchmarking, competitive studies, mergers and acquisitions, and treasury investments.The retail advisory may include, wealth management, portfolio management, insurance risk coverage, real estate planning, etc.The Advisory function to be effective in its investment advice, it needs a strong research partner who can offer an in-depth, accurate, timely, and unbiased opinionated research.ValueAdd has been servicing some of the fund management and wealth management and advisory firms across equity, fixed income, ESG, and alternative investments.For more details on our research solutions, please drop a line at [email protected] or reach us on +1 646 583 1991/ +1 646 461 1721 or visit us at https://www.valueadd-research.com/research-solutions/
Investment management is an important function in any asset management company (AMC).The key objective of the investment management is to generate positive returns to their investors irrespective of the market situation.The AMCs are expected to outperform the markets and the peers, in order to satisfy their investors and meet their investment goals.The investment management is supported by the experienced research analysts with expertise across regions, markets, and asset classes.For more details on our investment management research services, please drop a line at [email protected] or reach us on +1 646 583 1991/ +1 646 461 1721 or visit us at https://www.valueadd-research.com/client-segments/asset-managers-hedge-funds/
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