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

How Fuld & Company helped a middle-market private equity client to ramp up their deal origination and due diligence activities

Background A longstanding mid-market private equity client that was still harvesting its third Fund, obtained the first close for its […]

Read More

Market Expansion Study to Understand Consumer Responses in 5 Markets

Background A manufacturer, marketer, and distributor of well-known consumer and commercial brands across a wide range of products was considering […]

Read More

Using Analytics to Optimize Oil & Gas Drilling Processes

Background Recent research shows that the Oil & Gas industry is running well below its maximum production potential (https://www.mckinsey.com/industries/oil-and-gas/our-insights/why-oil-and-gas-companies-must-act-on-analytics). With […]

Subscribe to our mailing list for our latest updates: