Analyst Reports - Kresge Library

Analyst Reports

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Compiled By Corey Seeman

Here are some links to finding Analyst Reports in Kresge Library Resources.

Contents


[edit] Investext Analyst Reports

Thomson Research (Ross School Access Only)

  • use the ‘Research > Company Research’ link on the left
  • Research Reports will appear on the upper right hand side of the data for the companies that you are searching. It also shows up on the first page. Click on that link to conduct a search.
  • If you have pulled up a company record, Thomson Research will show the most recent reports for that company. You can also pull up three different groups of reports:
    • Click Morning Meeting Notes to view the collection that contains "timely information on companies and industries from analysts at some of the world's leading investment banks."
    • Click Investext Research Reports to view the collection of Investext reports "authored by top analysts from over 800 brokerage houses, investment banks, and consulting firms worldwide."
    • Click Complete Reports List to view both of these reports together.
  • Viewing Reports
    • Once you have found reports via the search or browse, you can view them.
    • Select the reports that you wish to view (clicking in the check box)
    • Click the View button.
      • At this point, you can select either the full report (check box next to the investment bank's name) or individual pages.
      • If you are using Internet Explorer, you can click on the Select All button. If you are using Firefox, you need to re-select the reports individually.
    • Click the View button to open the PDF.
    • Thomson Research will pull together ALL the selected reports into a single PDF file.
  • Additional Notes
    • Ignore the cost associated with the report - that is for informational purposes only. Our subscription to this database pays for all usage.
    • The Email Order will only send report information, NOT the full reports.
    • The Save Results to File option will only send the report information such as titles, authors, & dates.


Thomson ONE (Ross School Access Only)

  • After you search for a company in Thomson ONE Banker, you will have a new option on the left hand column, Research.
    • Research Reports will show the reports available for the company that is pulled up. you completed the search on.
    • Conduct Research Report Search will allow you to search all Investext Reports in the database. Please remember that the default time period is the last 90 days, so that might make the result set smaller and exclude all reports from companies that are no longer in business.
  • Viewing Reports
    • Once you have found reports via the search or browse, you can view them.
    • Select the reports that you wish to view (clicking in the check box)
    • Click the View button.
      • At this point, you can select either the full report (check box next to the investment bank's name) or individual pages.
      • If you are using Internet Explorer, you can click on the Select All button. If you are using Firefox, you need to re-select the reports individually.
    • Click the View button to open the PDF.
    • Thomson Research will pull together ALL the selected reports into a single PDF file.
  • Additional Notes
    • Ignore the cost associated with the report - that is for informational purposes only. Our subscription to this database pays for all usage.
    • The Email Order will only send report information, NOT the full reports.
    • The Save Results to File option will only send the report information such as titles, authors, & dates.


OneSource Global Business Browser: US and AsiaPac Editions / Link for non-Ross Students

  • OneSource includes recent Investext Reports (up to 50 per company OR industry). Reports are often lengthy and contain statistics and data not available elsewhere (e.g., revenues by major product line and future growth potential)

[edit] Searching Analysts not in Investext

  • You might be asked to search for a specific analyst whose reports are not included in Investext.
  • One possible solution is to search in Factiva for the analyst's name and the company that you are looking for.
  • This will not likely yield the report, but it could return discussion about their thoughts through analyst transcripts, news releases and news stories.