Model Downloads

Below is the Arete research coverage universe, broken down by sub-sector. Arete analysts typically model each business in detail using industry and/or customer data and combine DCF-based techniques with peer group and historic multiples to assess valuation. By clicking on an individual company/link, clients can download the full financial model for any company under coverage.

Alternative Energy

  Title Analyst Published
China Singyes Solar China Singyes Solar Emily Liu 10 March 2014
First Solar First Solar Jim Fontanelli 09 January 2014
GCL-Poly Energy GCL-Poly Energy Emily Liu 09 January 2014
JA Solar JA Solar Emily Liu 27 March 2014
Meyer Burger Meyer Burger Emily Liu 16 April 2014
Motech Motech Emily Liu 18 November 2013
REC REC Jim Fontanelli 15 January 2013
SMA SMA Jim Fontanelli 14 April 2014
Solar Supply Demand Solar Supply Demand Jim Fontanelli 09 January 2014
Sungrow Sungrow Jim Fontanelli 09 January 2014
Yingli Green Energy Yingli Green Energy Emily Liu 09 January 2014
 

Digital Consumer

  Title Analyst Published
Apple Apple Richard Kramer 31 October 2013
LG Electronics LG Electronics Richard Kramer 29 October 2013
Technicolor Technicolor Richard Kramer 18 March 2014
 

Internet

  Title Analyst Published
Google Google Richard Kramer 19 December 2013
Yahoo! Yahoo! Richard Kramer 14 November 2013
 

Semi Cap Equipment

  Title Analyst Published
ASML Holding ASML Holding Jim Fontanelli 11 February 2014
 

Semiconductors

  Title Analyst Published
AMD AMD Dan Gardiner 29 October 2013
AMS AMS Dan Gardiner 25 March 2014
ARM ARM Dan Gardiner 15 November 2013
Broadcom Broadcom Brett Simpson 03 May 2013
Fusion-io Fusion-io Nam Hyung Kim 13 January 2014
Hynix Semiconductor Hynix Semiconductor Nam Hyung Kim 13 January 2014
Imagination Imagination Dan Gardiner 14 January 2014
Infineon Infineon Brett Simpson 24 September 2013
Intel Intel Dan Gardiner 10 February 2014
InvenSense InvenSense Brett Simpson 10 February 2014
Lenovo Lenovo Nam Hyung Kim 17 March 2014
LG Display LG Display Nam Hyung Kim 13 January 2014
MediaTek MediaTek Brett Simpson 14 January 2014
Micron Technology Micron Technology Nam Hyung Kim 13 January 2014
NVIDIA NVIDIA Dan Gardiner 23 May 2013
Qualcomm Qualcomm Brett Simpson 05 August 2013
Samsung Electronics Samsung Electronics Nam Hyung Kim 24 February 2014
SanDisk SanDisk Nam Hyung Kim 13 January 2014
STMicro-Electronics STMicro-Electronics Dan Gardiner 28 November 2013
Synaptics Synaptics Brett Simpson 07 February 2014
Texas Instruments Texas Instruments Brett Simpson 02 April 2012
TPK TPK Nam Hyung Kim 06 March 2014
TSMC TSMC Dan Gardiner 06 June 2012
Universal Display Universal Display Nam Hyung Kim 28 March 2014
 

Software and IT

  Title Analyst Published
Atos Atos Alex Tout 22 April 2014
Capgemini Capgemini Alex Tout 26 February 2014
Citrix Citrix Adam Shepherd 04 February 2014
Informatica Informatica Alex Tout 24 January 2014
Microsoft Microsoft Adam Shepherd 03 April 2014
Oracle Oracle Adam Shepherd 21 March 2014
Qlik Technologies Qlik Technologies Alex Tout 17 March 2014
Red Hat Red Hat Adam Shepherd 02 April 2014
Salesforce.com Salesforce.com Adam Shepherd 25 November 2013
SAP SAP Adam Shepherd 06 February 2014
Tableau Software Tableau Software Alex Tout 06 February 2014
Temenos Temenos Alex Tout 18 October 2013
Teradata Teradata Alex Tout 26 March 2014
VMWare VMWare Adam Shepherd 05 February 2014
 

Telecom Equipment

  Title Analyst Published
ADVA Optical ADVA Optical Richard Kramer 14 January 2013
Alcatel-Lucent Alcatel-Lucent Richard Kramer 01 November 2013
Blackberry Blackberry Richard Kramer 10 April 2014
Cisco Cisco Richard Kramer 22 November 2013
Ericsson Ericsson Richard Kramer 14 February 2014
Global Handset Model Global Handset Model Richard Kramer 27 March 2014
HTC HTC Richard Kramer 04 October 2013
Ixia Ixia Alban Cousin 30 October 2013
Juniper Networks Juniper Networks Richard Kramer 26 March 2014
Nokia Nokia Richard Kramer 19 September 2013
Sony Sony Richard Kramer 18 February 2014
Spirent Spirent Richard Kramer 20 March 2014
ZTE ZTE Richard Kramer 17 April 2014
 

Telecom Operators

  Title Analyst Published
America Movil America Movil Will Milner 29 April 2013
AT&T AT&T Andrew Beale 23 April 2014
BSkyB BSkyB Steve Malcolm 07 June 2013
BT Group BT Group Steve Malcolm 20 November 2013
C&W Communications C&W Communications Steve Malcolm 28 February 2014
Charter Charter Will Milner 18 February 2014
Comcast Comcast Will Milner 18 February 2014
Deutsche Telekom Deutsche Telekom Andrew Beale 27 January 2014
DirecTV DirecTV Andrew Beale 14 November 2013
DISH Network DISH Network Andrew Beale 14 November 2013
France Telecom France Telecom Will Milner 19 April 2013
Iliad Iliad Will Milner 05 September 2013
KPN KPN Will Milner 03 December 2013
Level 3 Level 3 Will Milner 18 March 2011
Liberty Global Liberty Global Will Milner 29 October 2013
NII Holdings NII Holdings Will Milner 07 March 2014
OTE OTE Andrew Beale 19 January 2012
Sprint Nextel Sprint Nextel Andrew Beale 27 January 2014
TalkTalk Telecom Group TalkTalk Telecom Group Steve Malcolm 20 March 2014
Telefonica Telefonica Will Milner 11 December 2013
Telefonica Deutschland Telefonica Deutschland Will Milner 11 December 2013
Telenet Telenet Will Milner 29 October 2013
Time Warner Cable Time Warner Cable Steve Malcolm 18 February 2014
T-Mobile US T-Mobile US Steve Malcolm 27 January 2014
Verizon Verizon Andrew Beale 14 March 2014
Vodafone Vodafone Andrew Beale 27 March 2014
Ziggo Ziggo Steve Malcolm 19 April 2013