Arete is a leading independent provider of equity research, specialising in the global technology, telecoms and alternative energy sectors. Founded in early 2000, Arete was the pioneer in independent research.


Over the past decade Arete has grown to 26 analysts, sales and support staff with offices in London, Boston and Hong Kong. Research from Arete presents investors with a global perspective of the key themes and companies across the sectors it covers. Arete research is totally independent, free of any conflict of interest from corporate advisory work and proprietary trading. As a matter of principle Arete never receives any form of compensation from the companies it analyses; its sole purpose is to help investors better understand the complex dynamics of the sectors it covers.

 

Arete is a leading independent provider of equity research, specializing in the global technology, telecoms and alternative energy sectors.
Arete Research provides a global perspective on key themes and market-leading companies across the sectors our analysts cover.
Arete Best Ideas is a monthly publication highlighting the firm's highest conviction long and short recommendations.
Arete Access is the firm's global corporate access initiative providing clients with access to top management teams around the world.

While we have extensive coverage of these stocks, we pride ourselves on thematic research in each of the following spaces.

Alternative Energy
Canadian Solar (CSIQ:US)China Singyes Solar (750:HK)First Solar (FSLR US)
GCL-Poly Energy (3800 HK)JA Solar (JASO US)Meyer Burger (MBTN SE)
Motech (6244 TT)REC Silicon (REC NO)Samsung SDI (006400:KS)
SMA Solar Technology (S92:GR)Sungrow (300274 CH)Yingli Green Energy (YGE US)
 
Cable, Satellite & Media
Altice (ATC NA)Charter Communications (CHTR US)Comcast (CMCSA US)
DIRECTV (DTV US)Dish Network (DISH US)Liberty Global (LBTYA US)
Netflix (NFLX:US)Numericable (NUM FP)Sky Deutschland (SKYD GR)
Sky PLC (SKY LN)Telenet (TNET BB)Time Warner Cable (TWC US)
 
Digital Consumer
Apple (AAPL US)Lenovo (992 HK)LG Display (034220 KS)
LG Electronics (066570 KS)Samsung Electronics (005930 KS)Sony (6758 JP)
Technicolor (TCH.FR)Universal Display (OLED.US)
 
Enterprise Software & IT Services
Capgemini (CAP FP)Citrix (CTXS US)Informatica (INFA US)
Microsoft (MSFT.US)Oracle (ORCL US)Qlik Technologies (QLIK US)
Red Hat (RHT US)Salesforce.com (CRM US)SAP (SAP GR)
ServiceNow (NOW:US)Tableau Software (DATA US)Teradata (TDC US)
VMware (VMW US)
 
Internet & Retail
Alibaba (BABA US)AOL Inc. (AOL US)ASOS (ASC:LN)
Autohome (ATHM:US)Baidu (BIDU US)Bitauto (BITA:US)
Criteo (CRTO US)Facebook (FB:US)Google (GOOGL.US)
Qihoo (QIHU US)Rocket Fuel (FUEL US)Tencent Holdings (700 HK)
Twitter (TWTR US)Vipshop (VIPS:US)Weibo Corp (WB US)
Yahoo! (YHOO US)Zalando (ZAL:GR)
 
Semiconductors
Advanced Micro Devices (AMD US)AMS (AMS-SWX)ARM (ARM LN)
ASM International (ASM NA)ASML Holding (ASML NA)Broadcom (BRCM US)
Imagination (IMG LN)Infineon (IFX GR)Intel (INTC US)
InvenSense (INVN:US)Japan Display (6740:JP)MediaTek (2454 TT)
Micron Technology (MU US)NVIDIA (NVDA.US)NXP Semiconductors (NXPI:US)
Qualcomm (QCOM US)SanDisk (SNDK US)SK Hynix (000660 KS)
SMIC (981:HK)STMicro (STM US)Synaptics (SYNA US)
Texas Instruments (TXN US)TPK Holding (3673 TW)TSMC (2330.TT)
 
Telecom Equipment
Alcatel-Lucent (ALU FP)BlackBerry (BBRY US)Ericsson (ERICB SS)
HTC (2498 TT)Nokia (NOK1V FH)
 
Telecom Operators
America Movil (AMX US)AT&T (T US)BT Group (BT/A LN)
C&W Communications (CWC:LN)Deutsche Telekom (DTE GR)Iliad (ILD FP)
KPN (KPN NA)Mobistar (MOBB:BB )NII Holdings (NIHD US)
Orange (ORA FP)OTE (HTO GA)Sprint (S.US)
TalkTalk Telecom Group (TALK:LN)Telefonica (TEF SM)Telefonica Deutschland (O2D GR)
T-Mobile US (TMUS US)Verizon (VZ US)Vodafone (VOD LN)
 
 

Arete tracks over 100 other companies which we do not formally cover.

Arete's research is thematic, fundamental, action-oriented and typically <5pp in length. Arete analysts uncover unique opportunities in the sectors they cover and write their research on these areas & companies. Arete does not publish earnings reports or maintenance research. Arete's research is not published on FirstCall & is not widely distributed.

Below please find a representative sampling of our research:

The Arete Pyranometer No. 12 The Arete Pyranometer No. 12
Alternative Energy
March 2010
Ericsson: Burying the Herring? Ericsson: Burying the Herring?
Telecom Equipment
January 2010
Outlook '10: When Worlds Collide Outlook '10: When Worlds Co ...
Digital Consumer
January 2010
Outlook '10: The Dementors Outlook '10: The Dementors
Telecom Operators
January 2010
Citrix - Little Fish, Big Seas Citrix - Little Fish, Big Seas
Enterprise Software & IT Services
January 2010
Handsets: Demolition Derby Handsets: Demolition Derby
Telecom Equipment
November 2009
Apple: Exploring the Final Frontier Apple: Exploring the Final Fron ...
Digital Consumer
November 2009
VMware: Gorilla in the Mist VMware: Gorilla in the Mist
Enterprise Software & IT Services
October 2009
First Solar: Unstoppable? First Solar: Unstoppable?
Alternative Energy
October 2009
Intel: The Empire Strikes Back Intel: The Empire Strikes Back
Semiconductors
June 2009
April 2009: Arete Best Ideas April 2009: Arete Best Ideas
Best Ideas
April 2009
Vodafone: It's All About the Money, Mummy Vodafone: It's All About th ...
Telecom Operators
December 2008