Case Studies

Providing research support to a marquee South African brokerage firm

Posted by | Fuld & Company

Background + Challenge

The brokerage business of one of South Africa’s largest banks engaged Fuld & Company to provide ongoing research support to its Metals & Mining team. Its research requirement included initiating and maintaining coverage of all metals and mining companies listed on the Johannesburg Stock Exchange (JSE) and the London Stock Exchange (FTSE 100). It was also looking for research support including updates on top mining producers and consumers such as Brazil, Canada, Australia, China, and India.

Fuld & Company’s Solution

Fuld & Company initially deployed one analyst to support the client’s Metals & Mining team and later expanded to two analysts – one dedicated to covering listed names in the JSE and the other covering the broader sector. The research coverage included building and maintaining detailed discounted cash flow (DCF) models, preparing company notes and investment thesis, and quarterly as well as special events updates. Sector coverage comprised the creation of company-specific commodity indices, guidance versus production analyses, and China-specific updates.

Outcome for Client

Fuld & Company analysts made independent site visits, and participated in roadshows and investor conference/ presentations. As a result of this successful engagement, the client decided to expand the research support to other sector/ industry groups.

Download Case Study

Tags:

Related Resources

Read More

Global medical equipment company discovers a new competitor…and a new market

A leading medical equipment manufacturer was concerned about a new entrant that had moved into one of its high-value, diagnostic […]

Read More

Identifying Drug Repurposing Collaboration Partners

A top pharma company actively working in the drug repurposing sector wanted to expand its portfolio by adding new indications […]

Read More

Identifying the most effective prophylactic/therapeutic oral anti-inflammatory agents

A global FMCG leader sought to expand their current oral care product range with a line of products that had […]

Subscribe to our mailing list for our latest updates:

Wednesday, February 15

10:30 ET | 15:30 GMT

Join us to learn about:

  • Cultural nuance issues
  • Methods to mitigate bias
  • Optimizing survey design
  • Interpreting global results