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Fundamental Reports

Fundamental Reports1

These reports provide fundamental insights of stock market data and industry updated analysis which enable clients to take advantage of this vital interpretation of data and take informed investment decisions. Here's a look at the fundamental reports that we offer our customers

Morning EQ-Tea

A morning dossier, highlighting, analyzing and interpreting overnight news & events which have a bearing on stock prices over different time horizons. It provides relevant market data which is reproduced in such a manner as to offer an insight into the trend and can aid investors in their decision making process.

View a sample report of our advisory report titled Morning EqTea

Weekly Wrap

It is a weekly dossier which analyzes the performance of markets in the previous week. It includes key corporate and macro news that had an impact on the markets. It also carries performance of global indices, commodities and FII trends. It carries market outlook for the forthcoming week and key data - both international and domestic which is likely to have a bearing on the market.

View a sample report of our advisory report titled Weekly Wrap covering market performance of the previous week

Sectoral Update

A report which gives an update on a specific sector based on monthly data released by the corresponding industry association. It contains details on trends in the industry and suggests a buy/sell call on the major stocks in the sector.

View a sample report of our advisory report titled Sector Update covering detailed anlaysis of a particular sector

Result Update

This report carries analysis of the results of a company and whether the view taken on a stock is maintained in light of the latest disclosures by the company. It also carries the revised price target (if any).

View a sample report of our advisory report titled Sector Update covering analysis of the results of a company

Visit Notes

It is essentially a quick note prepared on the basis of interaction of our advisory team with a company's management team. It carries the basic facts of the company along with a quick view on the stock.

View a sample report of our advisory report titled Visit Note prepared on the basis of interaction of our advisory team with a company's management team

Smart Idea

Smart Idea is an investment idea with a buy/sell recommendation with a short to medium term view. While selecting the stock, emphasis is laid on the fundamentals of the company in conjunction with the technicals. The basic idea is to ride on the growth of a company which has the potential to grow to a large-cap in the future. The investment horizon is medium to long term.

View a sample report of our advisory report titled Smart Idea with a buy/sell recommendation with a short to medium term view

IPO Note

A report covering the analysis of a company raising money through both the IPO or FPO route. It provides an updated analysis of the company, the valuation and the risk involved.

View a sample report of our advisory report titled IPO Note covering the analysis of a company raising money through both the IPO or FPO route

Smart Portfolio

Smart Portfolio is an ideal long term portfolio created for the benefit of investors. The portfolio is carefully created looking at the overall macro economic scenario and trying to keep the risk to a minimum. Weightage is assigned to all the stocks in the portfolio. While focus on churn is low, the stock prices are aggressively monitored and exit given as and when the price objective is reached.

Balanced Portfolio

It is suitable for risk averse clients. The stocks and weightages are assigned to restrict the beta of the portfolio near the benchmark beta. Besides capital protection the aim is also to generate decent alpha with respect to BSE 500.

View a sample report of our advisory report titled Smart Portfolio, an ideal long term portfolio created for the benefit of investors

Note: To view the sample reports, you will need Adobe Acrobat reader.
1This data is for the general information and does not take into account the particular investment objectives, financial situation or needs of any individual customer, and it does not constitute a personalized recommendation of any particular security or investment strategy. HSBC InvestDirect makes no representations or warranties as to the completeness or adequacy or accuracy of Information and expressly disclaims liability for any errors or omissions or delays in updating this information. Before acting on any advice or recommendation in this document, a customer should consider whether it is suitable given the customer's particular circumstances and, if necessary, seek professional advice.
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