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Equity Research


Extensive industry knowledge and insightful analysis drives actionable investment ideas. MKM Partners’ equity research team was designed to address the unmet needs of institutional investors.  Our analysts generate company-specific research and the sector teams also work with our macro, technical and derivatives research teams to identify investment ideas.

Our mission is to provide proprietary insights into institutionally relevant companies and our analysts strive to be thought leaders in their respective industries. To accomplish this mission our analysts utilize their well-established networks of industry contacts, perform extensive channel checks and generate comprehensive returns based analysis.  The result is tactical stock ratings focused on picking secular winners and losers within consumer and cyclical based sectors.

   

RETAIL

• Discount

• Restaurants

• Specialty Retail Apparel

TECHNOLOGY

• Service Oriented Architecture (SOA)

• Wireless

   

CONSUMER SERVICES

• Entertainment & Media

• Travel & Leisure

ENERGY

• Oilfield Services

   

As with all of MKM’s research products, the dissemination of the information is timely and actionable. Please contact your salesperson for current research and/or to schedule a call with one of MKM’s analysts.

 

   
 
 
    In the Financial News  
   
 

CNBC: What's in Store for Retail? >>
CNBC: Shopping for Discount Retailers >>

 
    Sample Research  
 
 
 

Avis Budget Group (AVIS) - Initiation Report >>
Pride International (PDE) - Initiation Report >>

 
 
 
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