Research Coverage Policy

There are several factors taken into consideration when an analyst initiates coverage or ceases coverage on a stock. These may include:

  • Market capitalisation, index position, liquidity
  • Investment attractiveness including fundamental analysis
  • Potential catalysts (e.g. index inclusion)
  • Merger & Acquisition activity
  • New to market
  • Under-covered in the market
  • Rounds out sector coverage
  • Well held by clients
  • Available resources to cover
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