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 SolarMeyer BurgerSMA Solar TechnologySuntech
JA SolarMotechSolarWorldYingli Green Energy
LDKREC
 

Digital Consumer

LG ElectronicsTechnicolor
 

Semi Cap Equipment

ASML Holding
 

Semiconductors

Advanced Micro DevicesInfineonMicron TechnologySTEC
ARMInotera MemoriesNanya TechnologySTMicro
BroadcomIntelNVIDIASynaptics
Elpida MemoryInterDigitalQualcommTexas Instruments
EpistarLG DisplaySamsung ElectronicsTSMC
Hynix SemiconductorLG InnotekSanDiskUniversal Display
ImaginationMediaTek
 

Software and IT

AtosMicrosoftSalesforce.comTemenos
CapgeminiOracleSAPVMware
Citrix
 

Telecom Equipment

ADVA OpticalCiscoJuniper NetworksResearch In Motion
Alcatel-LucentEricssonMotorola MobilitySpirent
AppleHTCNokiaZTE
 

Telecom Operators

America MovilIliadOTETelenor
BSkyBKabel DeutschlandSprint NextelVerizon
BT GroupKPNTalkTalk Telecom GroupVimpelcom
C&W CommunicationsLiberty GlobalTelefonicaVirgin Media
Deutsche TelekomNII HoldingsTelenetVodafone
France Telecom