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Securities Research
Security (finance), Securities research is a discipline within the financial services industry. Securities research professionals are known most generally as "analysts", "research analysts", or "securities analysts"; all the foregoing terms are synonymous. Research analysts produce research reports and typically issue a recommendation: buy ("overweight (stock market), overweight"), hold, or sell ("Underweight (stock market), underweight"); see Stock valuation, target price and trade idea. These reports can be accessed from a number of sources, and brokerages will often offer the reports free to their customers. Research can be categorized by the security type, as well as by whether it is buy-side research or sell-side research; analysts further focus on particular industries. Although usually associated with fundamental analysis, research also focuses on technical analysis, and reports will often include both. See also . Analyst specialization Securities analysts are common ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Jefferies Financial Group
Jefferies Financial Group Inc. is an American financial services company based in New York City. It is listed on the New York Stock Exchange and is a part of the ''Fortune'' 1000. Investments The company's major holdings are as follows: Financial Services * Jefferies Group (100%) - investment banking & capital markets * Berkadia Commercial Mortgage (50/50 joint venture with Berkshire Hathaway) - commercial mortgage banking, investment sales and servicing *HomeFed (65% ownership) - Builder of Master Planned Communities, Income Properties, Land Holdings * FXCM (49.9%) - online foreign exchange trading *Foursight Capital (100%) - vehicle finance Others * HRG Group (23%) - insurance and consumer products * Vitesse Energy (96%) - oil and gas exploration and development * Juneau Energy (98%) - oil and gas exploration and development * Garcadia Holdings (75%, Joint venture with Ken Garff Automotive Group) - automobile dealerships * Linkem (57%) - fixed wireless broadband services ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Standard & Poor's
S&P Global Ratings (previously Standard & Poor's and informally known as S&P) is an American credit rating agency (CRA) and a division of S&P Global that publishes financial research and analysis on stocks, bonds, and commodities. S&P is considered the largest of the Big Three credit-rating agencies, which also include Moody's Ratings and Fitch Ratings. Its head office is located on 55 Water Street in Lower Manhattan, New York City. Corporate history The company traces its history back to 1860, with the publication by Henry Varnum Poor of ''History of Railroads and Canals in the United States''. This book compiled comprehensive information about the financial and operational state of U.S. railroad companies. In 1868, Henry Varnum Poor established H.V. and H.W. Poor Co. with his son, Henry William Poor, and published two annually updated hardback guidebooks, '' Poor's Manual of the Railroads of the United States'' and ''Poor's Directory of Railway Officials''. In 1906, ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Morningstar, Inc
Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential in the asset management industry, and a positive or negative recommendation from Morningstar analysts can drive money into or away from any given fund. Through its asset management division, the firm currently manages over . The firm also provides software and data platforms for investment professionals, including "Morningstar Research Portal", "Morningstar Direct" and "Morningstar Advisor Workstation". History Founder Joe Mansueto initially had the idea for Morningstar in 1982 while reviewing mutual fund annual reports he had requested from several prominent fund managers. However, it was only after a year working as a stock analyst for Harris ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Bloomberg L
Bloomberg may refer to: People * Daniel J. Bloomberg (1905–1984), audio engineer * Georgina Bloomberg (born 1983), professional equestrian * Michael Bloomberg (born 1942), American businessman and founder of Bloomberg L.P.; politician and mayor of New York City (2002–2013) * Ramon Bloomberg (born 1972), American artist and film director Other uses * Bloomberg L.P., financial news and media company founded by Michael Bloomberg ** Bloomberg News Bloomberg News (originally Bloomberg Business News) is an international news agency headquartered in New York City and a division of Bloomberg L.P. Content produced by Bloomberg News is disseminated through Bloomberg Terminals, Bloomberg T ..., a news agency ** '' Bloomberg Businessweek'', weekly business magazine and website ** '' Bloomberg Markets'', a monthly financial magazine ** Bloomberg Radio, a business radio network ** Bloomberg Television, a business news channel *** Bloomberg TV Canada *** Bloomberg TV ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Wells Fargo
Wells Fargo & Company is an American multinational financial services company with a significant global presence. The company operates in 35 countries and serves over 70 million customers worldwide. It is a systemically important financial institution according to the Financial Stability Board, and is considered one of the "Big Four (banking)#United States, Big Four Banks" in the United States, alongside JPMorgan Chase, Bank of America, and Citigroup. The company's primary subsidiary is Wells Fargo Bank, N.A., a National bank (United States), national bank that designates its Sioux Falls, South Dakota, site as its main office (and therefore is treated by most U.S. federal courts as a citizen of South Dakota).Rouse v. Wachovia Mortgage, FSB', 747 F.3d 707 (9th Cir. 2014) (citing cases on each side of circuit split and joining majority rule that a national bank is only a citizen of the state in which its main office is located). It is the List of largest banks in the U ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
SMBC Nikko Securities
SMBC Nikko Securities Inc. (SMBC日興証券株式会社) is a securities firm in Japan which engages in the operation of large-scale comprehensive securities broking and trading services. The company was founded in 2009 and is headquartered in Tokyo, Japan. It is a wholly owned subsidiary of the Sumitomo Mitsui Financial Group. It is the third largest securities brokerage firm in Japan. History The origins of SMBC Nikko Securities can be traced back to a company named Kawashimaya Shoten (川島屋商店) which was formed in July 1918 by Genichi Toyama. It was formed to buy and sell stocks and bonds. In 1920, the firm was created out of the securities department of the Industrial Bank of Japan and incorporated as a stock company. In 1939, Kawashimaya Shoten spun off its securities division forming Kawashimaya Securities. In 1943, Kawashimaya Securities absorbed Kawashimaya Shoten. In 1944, Kawashimaya Securities and Nikko Securities merged, and the resulting company used the ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
RBC Capital Markets
RBC Capital Markets is a global investment bank providing services in banking, finance, and capital markets to corporations, institutional investors, asset managers, and governments globally. Locations span 58 offices in 14 countries across North America, the UK, Europe, and the Asia-Pacific region. Employment estimates for RBC professionals are roughly 7,800 per company reports. Services provided include insights required to raise capital, access markets, mitigate risk, and acquire or dispose of assets for clients worldwide. Overview RBC Capital Markets is part of Royal Bank of Canada (RBC). Operating since 1869, RBC is the fifth largest in North America and the 11th largest bank globally as measured by market capitalization. Broker dealers Depending on the jurisdiction, the division uses different broker dealer subsidiaries of RBC: * Canada: RBC Dominion Securities * United States: RBC Capital Markets, LLC * Europe: RBC Europe Limited (RBCEL) * Japan: RBC Capital Markets (Japa ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Nomura Holdings
is a financial holding company and a principal member of the Nomura Group, which is Japan's largest List of investment banks#Largest full-service investment banks#Bulge Bracket#Membership, investment bank and Broker-dealer#Japan, brokerage group. It, along with its broker-dealer, banking and other financial services subsidiaries, provides investment, financing and related services to individual, institutional, and government customers on a global basis with an emphasis on securities businesses. History Origins The history of Nomura began on December 25, 1925, when Nomura Securities Co., Ltd. (NSC) was established in Osaka, as a spin-off from Securities Dept. of Osaka Nomura Bank Co., Ltd (the present day Resona Bank). NSC initially focused on the bond market. It was named after its founder Tokushichi Nomura II, a wealthy Japanese businessman and investor. He had earlier established Osaka Nomura bank in 1918, based on the Mitsui zaibatsu model with a capital of ¥10 million. ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Needham & Company
Needham & Company, LLC is an independent investment bank and asset management firm specializing in advisory services and financings for growth companies. Needham & Company is a wholly owned subsidiary of The Needham Group, which also operates a private equity investment business and an investment management business. Since its founding, the firm has acted as lead or co-manager in more than 775 public offerings, including 268 IPOs, been an agent on more than 115 private placements, and completed over 380 mergers and acquisitions. Together, the transactions total over $200 billion. The firm is headquartered in New York City, with offices in Boston, Massachusetts, Chicago, Illinois, Menlo Park and San Francisco, California. History Needham was founded in 1985 by George Needham, Raymond Godfrey, and David Townes. George Needham was formerly a managing director of First Boston Corporation, where he established its business development and technology investment banking groups. Ra ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Morgan Stanley
Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 42 countries and more than 80,000 employees, the firm's clients include corporations, governments, institutions, and individuals. Morgan Stanley ranked No. 61 in the 2023 Fortune 500 list of the largest United States corporations by total revenue and in the same year ranked #30 in Forbes Global 2000. The original Morgan Stanley, formed by J.P. Morgan & Co. partners Henry Sturgis Morgan (a grandson of J.P. Morgan), Harold Stanley, and others, came into existence on September 16, 1935, in response to the Glass–Steagall Act, which required the splitting of American commercial and investment banking businesses. In its first year, the company operated with a 24% market share (US$1.1 billion) in public offerings and private placements. The current Morgan Stanley is the result of the merger of the origi ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Mizuho Securities
is a Japanese investment banking and securities firm. It is a wholly owned subsidiary of Mizuho Financial Group. History The current Mizuho Securities is established by a merger between Shinko Securities and the former Mizuho Securities. The former Shinko Securities (a former equity-method affiliate of Mizuho Financial Group) and the former Mizuho Securities (a former consolidated subsidiary of Mizuho Financial Group) merged on 7 May 2009 after it was postponed due to the 2008 financial crisis. The surviving entity was the former Shinko Securities, which changed its name to Mizuho Securities upon the merger. After the merger, Mizuho Financial Group holds 59.51% equity ownership of the new Mizuho Securities. In 2004, the Polaris Capital Group was divested, focusing on private equity investment. Mizuho Securities is involved in bond and stock trading, debt and equity financing, and advisory services for structured finance; its clients include financial institutions, public corpora ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
