Execution is a leading provider of equity research in the aerospace and defence, banks, industrial goods, food & beverages, insurance, media, household and personal goods, retail, telecoms, utilities and leisure sectors.
Execution’s research concentrates on large cap companies across Europe. Sector coverage amounts to over 65% of the European market.
Our team of senior, established analysts, many with long standing sector leading rankings, seeks to identify companies where our earnings forecasts are significantly at variance with market consensus. This differentiated research is backed up by a timely analysis of upcoming catalysts that will highlight these earnings anomalies. In addition, we try and spot potential company and sector specific factors that could lead to major changes in cash flows even if the circumstances or environment that will give rise to these changes has yet to occur.
Execution has been one of the pioneers in using Primary Research as a key proposition in our research offering. Our Primary Research projects include a proprietary monthly consumer survey which tracks attitudes towards household spending as well as a quarterly retail clothing survey which tracks participants’ attitudes towards a range of UK, mass-market clothing brands. In addition, Execution undertakes timely ad hoc primary research which seeks to uncover trends which will directly impact company earnings forecasts. Examples of this research in sectors such as Telecommunications, Retail, Media, Food and Beverage and Banks are available on request.