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
First Solar First Solar Jim Fontanelli 10 April 2013
GCL-Poly Energy GCL-Poly Energy Emily Liu 03 April 2013
JA Solar JA Solar Emily Liu 23 May 2013
LDK LDK Emily Liu 15 January 2013
Meyer Burger Meyer Burger Emily Liu 31 October 2012
Motech Motech Emily Liu 16 January 2013
REC REC Jim Fontanelli 15 January 2013
SMA SMA Jim Fontanelli 01 May 2013
Solar Supply Demand Solar Supply Demand Jim Fontanelli 22 May 2013
Sungrow Sungrow Jim Fontanelli 02 May 2013
Suntech Suntech Emily Liu 15 January 2013
Yingli Green Energy Yingli Green Energy Emily Liu 08 March 2013
 

Digital Consumer
  Title Analyst Published
Apple Apple Richard Kramer 01 May 2013
LG Electronics LG Electronics Richard Kramer 16 May 2013
Technicolor Technicolor Richard Kramer 18 April 2013
 

Internet
  Title Analyst Published
Baidu Baidu Catherine Leung 30 April 2013
Google Google Richard Kramer 24 April 2013
Tencent Holdings Tencent Holdings Catherine Leung 16 April 2013
Youku Tudou Youku Tudou Catherine Leung 12 April 2013
 

Semi Cap Equipment
  Title Analyst Published
ASML Holding ASML Holding Jim Fontanelli 16 January 2013
 

Semiconductors
  Title Analyst Published
AMD AMD Dan Gardiner 27 September 2012
ARM ARM Dan Gardiner 03 May 2013
Atheros Atheros Brett Simpson 14 September 2011
Broadcom Broadcom Brett Simpson 03 May 2013
CSR CSR Brett Simpson 14 September 2011
Elpida Elpida Nam Hyung Kim 17 January 2012
Epistar Epistar Nam Hyung Kim 13 January 2012
Fusion-io Fusion-io Nam Hyung Kim 03 May 2013
Hynix Semiconductor Hynix Semiconductor Nam Hyung Kim 29 April 2013
Imagination Imagination Dan Gardiner 25 February 2013
Infineon Infineon Brett Simpson 26 November 2012
Inotera Memories Inotera Memories Nam Hyung Kim 10 September 2012
Intel Intel Dan Gardiner 17 May 2013
InterDigital InterDigital Brett Simpson 07 June 2012
Lenovo Lenovo Nam Hyung Kim 05 March 2013
LG Display LG Display Nam Hyung Kim 29 April 2013
LG Innotek LG Innotek Nam Hyung Kim 01 February 2012
MediaTek MediaTek Brett Simpson 27 June 2012
Micron Technology Micron Technology Nam Hyung Kim 29 April 2013
Nanya Technology Nanya Technology Nam Hyung Kim 10 September 2012
NVIDIA NVIDIA Dan Gardiner 23 May 2013
Powerchip Semiconductor Powerchip Semiconductor Nam Hyung Kim 25 May 2011
Qualcomm Qualcomm Brett Simpson 03 May 2013
Samsung Electro-Mechanics Samsung Electro-Mechanics Nam Hyung Kim 16 January 2013
Samsung Electronics Samsung Electronics Nam Hyung Kim 10 May 2013
SanDisk SanDisk Nam Hyung Kim 25 April 2013
Spreadtrum Spreadtrum Brett Simpson 12 July 2012
STEC STEC Nam Hyung Kim 16 January 2013
STMicro-Electronics STMicro-Electronics Dan Gardiner 13 December 2012
Synaptics Synaptics Brett Simpson 13 August 2012
Texas Instruments Texas Instruments Brett Simpson 02 April 2012
TSMC TSMC Dan Gardiner 06 June 2012
Universal Display Universal Display Nam Hyung Kim 16 May 2013
 

Software and IT
  Title Analyst Published
Atos Origin Atos Origin Alex Tout 22 April 2013
Capgemini Capgemini Alex Tout 08 March 2013
Citrix Citrix Adam Shepherd 23 April 2013
Informatica Informatica Alex Tout 29 January 2013
Microsoft Microsoft Adam Shepherd 22 April 2013
Oracle Oracle Adam Shepherd 23 April 2013
Red Hat Red Hat Adam Shepherd 20 March 2013
Salesforce.com Salesforce.com Adam Shepherd 23 April 2013
SAP SAP Adam Shepherd 21 May 2013
Temenos Temenos Alex Tout 15 May 2013
Teradata Teradata Alex Tout 08 May 2013
VMWare VMWare Adam Shepherd 23 April 2013
 

Telecom Equipment
  Title Analyst Published
ADVA Optical ADVA Optical Richard Kramer 14 January 2013
Alcatel-Lucent Alcatel-Lucent Richard Kramer 08 May 2013
Blackberry Blackberry Richard Kramer 18 April 2013
Cisco Cisco Richard Kramer 12 March 2013
Ericsson Ericsson Richard Kramer 08 February 2013
Global Handset Model Global Handset Model Richard Kramer 04 April 2013
HTC HTC Richard Kramer 05 February 2013
Juniper Networks Juniper Networks Richard Kramer 07 February 2013
Motorola Mobility Motorola Mobility Richard Kramer 17 January 2012
Nokia Nokia Richard Kramer 12 April 2013
Spirent Spirent Richard Kramer 17 January 2013
ZTE ZTE Richard Kramer 21 January 2013
 

Telecom Operators
  Title Analyst Published
America Movil America Movil Will Milner 29 April 2013
AT&T AT&T Andrew Beale 26 April 2013
BSkyB BSkyB Steve Malcolm 03 August 2012
BT BT Steve Malcolm 03 August 2012
C&W Communications C&W Communications Steve Malcolm 19 September 2012
Deutsche Telekom Deutsche Telekom Andrew Beale 16 May 2013
DISH Network DISH Network Andrew Beale 24 May 2013
France Telecom France Telecom Will Milner 19 April 2013
Iliad Iliad Will Milner 18 September 2012
Kabel Deutschland Kabel Deutschland Andrew Beale 31 July 2012
KPN KPN Will Milner 30 April 2013
Level 3 Level 3 Will Milner 18 March 2011
Liberty Global Liberty Global Will Milner 08 February 2013
MetroPCS MetroPCS Steve Malcolm 16 May 2013
NII Holdings NII Holdings Will Milner 22 April 2013
OTE OTE Andrew Beale 19 January 2012
Sprint Nextel Sprint Nextel Andrew Beale 24 May 2013
Swisscom Swisscom Will Milner 11 July 2011
TalkTalk Telecom Group TalkTalk Telecom Group Steve Malcolm 28 February 2013
Telcos - Fixed Market Data Telcos - Fixed Market Data Will Milner 11 July 2011
Telcos - Mobile Market Data Telcos - Mobile Market Data Will Milner 11 July 2011
Telefonica Telefonica Will Milner 14 January 2013
Telefonica Deutschland Telefonica Deutschland Will Milner 06 December 2012
Telenet Telenet Will Milner 05 October 2012
Telenor Telenor Will Milner 19 January 2012
Verizon Verizon Andrew Beale 26 April 2013
Vimpelcom Vimpelcom Will Milner 29 February 2012
Virgin Media Virgin Media Andrew Beale 03 August 2012
Vodafone Vodafone Andrew Beale 20 March 2013
Ziggo Ziggo Steve Malcolm 19 April 2013