Academic literature on the topic 'Sell-side analyst'

Chapter 4 discusses a particular set of fund managers and analysts, those who follow investment strategies which are based on quantitative research. They might be expected to be more solitary in their practices and less enmeshed in relations to clients and to other intermediaries than their colleagues who rely on more qualitative reasoning. The chapter shows, however, that this is not so. Quantitative managers’ investment ideas often come from others in the investment chain. Brokers and sell-side analysts are one major source; another source of ideas is those occupying similar roles in other f

This chapter investigates the challenges faced by sell-side analysts in engaging with companies with material stranded assets through the lens of Becksian risk society theory. The research unravels the usefulness of sustainability reports in deriving the intrinsic value of energy companies in the UK, and whether they take Environmental Social and Governance (ESG) factors into consideration in doing so. Qualitative data were collected via dual methods comprising longitudinal participant observation at IR meetings and interview of sell-side analysts and institutional shareholder. Findings indicate dissatisfaction with the existing risk reporting system is a key factor in divestment decisions and asset stranding. The growing Responsible Investment (RI) awareness notwithstanding, the inadequate risk reporting system continues to represent a major source of agitation amongst shareholders and analysts, making the overhaul of the current financial reporting system inevitable.

Sentenced to create—be it molecules, or laws, or paintings you may love or hate—we give in, with feeling, make new substances, transform old ones. Still others in the economic chain sell them; I teach about them. Each of us has a role in the use of chemicals. That use does immense good. And just sometimes does harm to people or property. Even though molecules are molecules, not in and of themselves good or evil. What is an individual chemist’s ethical responsibility when this occurs? Well, each of us confronts ethical questions in the light of his or her traditions. Nothing is simple when goods collide. I don’t want to preach; the only advice I would presume to give is: “Mind the shade.” Let me explain. Political campaign ads to the contrary, very little in this world is pure good or pure evil. Yet evil gets done. No, it is not the work of Satan; it is the work of pretty normal men and women, who are likely to be kind to their children and goldfish. And those who mean ill intuitively know that responsibility for exploitation or hurt had best be diffused, so that an individual in a necessarily long chain be little tempted to see the ethical consequences of the whole. Also people intent on no good construct, subconsciously, for themselves (and their collaborators) a mind-set that transforms the act psychically, taking it outside some personal ethic. In the analysis of evildoing by real people, not comic-book characters, one finds incredible compartmentalization, and the fanning of dehumanizing prejudices. Why? To self-justify actions that—in another part of life, dealing with others—would clearly be counter to the ethics that everyone, even evildoers, carries around. Given this tendency of evil to diffuse and transform itself, it is precisely those actions that are ethically gray or shaded, neither clearly good nor bad, which should be thought through in greatest depth. If there be a data point that indicates disagreement with a theory, or hints at side effects of a drug, shall I discard it before I tell my supervisor? To do so seems easy, so harmless, especially when little is certain.

This paper demonstrates an opinion indicator (OI) generation system, named Crowd View, with which traders can refer to the fine-grained opinions, beyond the market sentiment (bullish/bearish), from crowd investors when trading financial instruments. We collect the real-time textual information from Twitter, and convert it into five kinds of OIs, including the support price level, resistance price level, price target, buy-side cost, and sell-side cost. The OIs for all component stocks in Dow Jones Industrial Average Index (DJI) are provided, and shown with the real-time stock price for comparis