Coverage Universe

Below is the Arete research coverage universe, broken down by sub-sector. Arete analysts cover global subsectors, working in small global teams to avoid "silo" thinking which often prohibits regional analysts from uncovering key global trends impacting the competitive environment. By clicking on an individual company/link, clients can view analysts' ratings on individual stocks, performance since inception of that rating, and remaining upside/downside, as well as download the most recent notes published on that company and the full financial model.

Alternative Energy

First SolarLDKRECSuntech
GCL-Poly EnergyMeyer BurgerSMA Solar TechnologyYingli Green Energy
JA SolarMotechSungrow
 

Digital Consumer

LG ElectronicsTechnicolor
 

Internet

BaiduTencent HoldingsYahoo!Youku Tudou
Google
 

Semi Cap Equipment

ASML Holding
 

Semiconductors

Advanced Micro DevicesIntelNVIDIASTEC
ARMInterDigitalQualcommSTMicro
BroadcomLenovoSamsung ElectronicsSynaptics
Fusion-ioLG DisplaySanDiskTexas Instruments
ImaginationMediaTekSK Hynix TSMC
InfineonMicron TechnologySpreadtrumUniversal Display
 

Software and IT

AtosInformaticaRed HatTemenos
CapgeminiMicrosoftSalesforce.comTeradata
CitrixOracleSAPVMware
 

Telecom Equipment

ADVA OpticalBlackBerryHTCSpirent
Alcatel-LucentCiscoJuniper NetworksZTE
AppleEricssonNokia
 

Telecom Operators

America MovilFrance TelecomOTETelenor
AT&TIliadSprint NextelT-Mobile US
BSkyBKabel DeutschlandTalkTalk Telecom GroupVerizon
BT GroupKPNTelefonicaVimpelcom
C&W CommunicationsLiberty GlobalTelefonica DeutschlandVodafone
Deutsche TelekomNII HoldingsTelenetZiggo
Dish Network