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The Equity Research team is working quickly and diligently to publish timely, value-added reports addressing the coronavirus pandemic and its possible effects on public policy, the overall equity markets and our company coverage universe. For more information, please contact your financial advisor.
Raymond James Equity Research employs more than 60 research analysts dedicated to providing insights and context that help investors connect the dots in key industries and across national borders, and make informed investment decisions. They cover over 1,100 companies in nine highly focused industries – consumer, energy, financial services, healthcare, industrial, mining and natural resources, real estate, technology and communications, and transportation – and collaborate to produce detailed supply chain surveys, reports and industry updates.
Please see below for brief overviews of some of our recent in-depth equity research reports. The full reports are available to clients via their financial advisor, institutional salesperson or other Raymond James representative. Institutional clients can access our equity research by logging in below. If you would like to learn more about becoming a client of Raymond James, please contact us. For all relevant equity research disclosure, visit the Disclosures and Definitions page.
Restaurant Evolution: The Ghost Kitchen Opportunity
The combination of third-party aggregators and the ghost kitchen model could have a significant influence on the way customers interact with restaurants in the future, and that evolution could occur quite rapidly.
Amid COVID, U.S. Power Use Set for Record Fall in 2020 – Renewables Gain Record Share
U.S. power usage is set to drop more steeply in 2020 than in any year over the past two decades and renewables are poised to gain more share in 2020 than ever before.
Indices & Benchmarks 101
This report provides a comprehensive overview of both financial index providers and commodity price reporting agencies. With high barriers to entry, significant operating leverage, and low capital requirements, the index and benchmarks business has become a high-margin foundation for many of the companies in our coverage universe.
If a COVID-19 Therapy Doesn’t Benefit a Stock, Does It Even Exist?
Our early COVID-19 therapeutics take examines the potential treatments for the disease, including chloroquine, remdesivir, and Kaletra/Aluvia.
Updated S&P 500 Scenario Analysis and Historic Recession Lessons
We examine possible paths for the S&P 500 based on the variables of when non-essential businesses begin to reopen, will there be an effective therapeutic for severe cases of COVID-19 approved, and what will consumer behavior look like as the economy opens back up.
1Q IT Survey; Channel Performing Triage as Some Patients Are Much Healthier Than Others
Our 1Q survey of technology resellers and distributors showed some of the largest variances in trends we’ve ever seen. Growth rates ranged from mildly positive to strongly negative.
Looking Through Our Coverage for Mispriced Situations
With the kind of market volatility we are seeing on a daily basis, this report highlights where some of the potentially mispriced situations are in our Canadian Technology coverage list. We posit that from their peak valuation earlier this year, most stocks should now factor in the impact from an expected recession, a higher risk profile and maybe even some permanent changes in customer behavior.
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