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 18 June 2014
First Solar First Solar Jim Fontanelli 09 January 2014
GCL-Poly Energy GCL-Poly Energy Emily Liu 11 November 2014
JA Solar JA Solar Emily Liu 03 September 2014
Meyer Burger Meyer Burger Emily Liu 11 November 2014
Motech Motech Emily Liu 08 October 2014
REC REC Jim Fontanelli 03 September 2014
Samsung SDI Samsung SDI Nam Hyung Kim 24 November 2014
SMA SMA Jim Fontanelli 03 September 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 11 November 2014
 

Digital Consumer

  Title Analyst Published
Apple Apple Richard Kramer 27 October 2014
LG Electronics LG Electronics Richard Kramer 17 June 2014
Technicolor Technicolor Richard Kramer 28 August 2014
 

Internet

  Title Analyst Published
Alibaba Alibaba Muzhi Li 11 November 2014
AOL AOL Richard Kramer 02 September 2014
Baidu Baidu Muzhi Li 11 November 2014
Criteo Criteo Rocco Strauss 23 September 2014
Facebook Facebook Richard Kramer 21 October 2014
Google Google Richard Kramer 19 December 2013
Qihoo Qihoo Muzhi Li 25 July 2014
Rocket Fuel Rocket Fuel Rocco Strauss 23 September 2014
Tencent Tencent Muzhi Li 14 November 2014
Twitter Twitter Richard Kramer 01 August 2014
Vipshop Vipshop Muzhi Li 19 November 2014
Weibo Corp Weibo Corp Muzhi Li 09 June 2014
Yahoo! Yahoo! Richard Kramer 22 October 2014
 

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 28 October 2014
ARM ARM Dan Gardiner 03 September 2014
Broadcom Broadcom Brett Simpson 03 June 2014
Fusion-io Fusion-io Nam Hyung Kim 03 June 2014
Hynix Semiconductor Hynix Semiconductor Nam Hyung Kim 04 August 2014
Imagination Imagination Dan Gardiner 14 January 2014
Infineon Infineon Brett Simpson 03 September 2014
Intel Intel Dan Gardiner 10 February 2014
InvenSense InvenSense Brett Simpson 22 September 2014
Lenovo Lenovo Nam Hyung Kim 30 June 2014
LG Display LG Display Nam Hyung Kim 31 October 2014
MediaTek MediaTek Brett Simpson 15 September 2014
Micron Technology Micron Technology Nam Hyung Kim 03 June 2014
NVIDIA NVIDIA Dan Gardiner 09 July 2014
NXP Semiconductor NXP Semiconductor Dan Gardiner 10 November 2014
Qualcomm Qualcomm Brett Simpson 09 July 2014
Samsung Electronics Samsung Electronics Nam Hyung Kim 13 November 2014
SanDisk SanDisk Nam Hyung Kim 12 September 2014
SMIC SMIC Brett Simpson 09 October 2014
STMicro-Electronics STMicro-Electronics Dan Gardiner 11 November 2014
Synaptics Synaptics Brett Simpson 17 October 2014
Texas Instruments Texas Instruments Brett Simpson 02 April 2012
TPK TPK Nam Hyung Kim 06 March 2014
TSMC TSMC Dan Gardiner 05 June 2014
Universal Display Universal Display Nam Hyung Kim 20 November 2014
 

Software and IT

  Title Analyst Published
Capgemini Capgemini Alex Tout 25 September 2014
Citrix Citrix Adam Shepherd 10 November 2014
Informatica Informatica Alex Tout 28 August 2014
Microsoft Microsoft Adam Shepherd 25 November 2014
Oracle Oracle Adam Shepherd 23 September 2014
Qlik Technologies Qlik Technologies Alex Tout 21 November 2014
Red Hat Red Hat Adam Shepherd 01 September 2014
Salesforce.com Salesforce.com Adam Shepherd 20 November 2014
SAP SAP Adam Shepherd 22 October 2014
Tableau Software Tableau Software Alex Tout 21 November 2014
Teradata Teradata Alex Tout 10 November 2014
VMWare VMWare Adam Shepherd 27 October 2014
 

Telecom Equipment

  Title Analyst Published
ADVA Optical ADVA Optical Richard Kramer 14 January 2013
Alcatel-Lucent Alcatel-Lucent Richard Kramer 15 July 2014
Blackberry Blackberry Richard Kramer 10 April 2014
Cisco Cisco Richard Kramer 12 June 2014
Ericsson Ericsson Richard Kramer 26 November 2014
F5 Networks F5 Networks Alban Cousin 18 September 2014
Global Handset Model Global Handset Model Richard Kramer 13 October 2014
HTC HTC Richard Kramer 17 June 2014
Ixia Ixia Alban Cousin 30 October 2013
Juniper Networks Juniper Networks Richard Kramer 05 November 2014
Nokia Nokia Richard Kramer 07 August 2014
Sony Sony Richard Kramer 27 November 2014
Spirent Spirent Richard Kramer 20 March 2014
ZTE ZTE Richard Kramer 25 September 2014
 

Telecom Operators

  Title Analyst Published
Altice Altice Andrew Beale 01 October 2014
America Movil America Movil Will Milner 25 April 2014
AT&T AT&T Andrew Beale 11 September 2014
BSkyB BSkyB Steve Malcolm 06 May 2014
BT Group BT Group Steve Malcolm 25 November 2014
C&W Communications C&W Communications Steve Malcolm 28 February 2014
Charter Charter Will Milner 21 November 2014
Comcast Comcast Will Milner 25 July 2014
Deutsche Telekom Deutsche Telekom Andrew Beale 04 September 2014
DirecTV DirecTV Andrew Beale 07 August 2014
DISH Network DISH Network Andrew Beale 14 November 2013
Iliad Iliad Andrew Beale 03 November 2014
KPN KPN Will Milner 18 November 2014
Level 3 Level 3 Will Milner 18 March 2011
Liberty Global Liberty Global Will Milner 18 November 2014
NII Holdings NII Holdings Will Milner 07 March 2014
Numericable Numericable Andrew Beale 06 November 2014
Orange Orange Andrew Beale 03 November 2014
OTE OTE Andrew Beale 19 January 2012
Sky Deutschland Sky Deutschland Steve Malcolm 06 October 2014
Sprint Nextel Sprint Nextel Andrew Beale 11 September 2014
TalkTalk Telecom Group TalkTalk Telecom Group Steve Malcolm 20 November 2014
Telefonica Telefonica Will Milner 16 October 2014
Telefonica Deutschland Telefonica Deutschland Will Milner 21 November 2014
Telenet Telenet Will Milner 29 October 2013
Time Warner Cable Time Warner Cable Steve Malcolm 23 May 2014
T-Mobile US T-Mobile US Steve Malcolm 11 September 2014
Verizon Verizon Andrew Beale 11 September 2014
Vodafone Vodafone Andrew Beale 27 November 2014
Ziggo Ziggo Steve Malcolm 19 April 2013