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
Canadian Solar Canadian Solar Emily Liu 17 February 2015
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 25 March 2015
JA Solar JA Solar Emily Liu 03 September 2014
Meyer Burger Meyer Burger Emily Liu 11 November 2014
Motech Motech Emily Liu 13 January 2015
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 13 January 2015
Sungrow Sungrow Jim Fontanelli 09 January 2014
Yingli Green Energy Yingli Green Energy Emily Liu 11 November 2014
 

Cable, Satellite & Media

  Title Analyst Published
Altice Altice Andrew Beale 26 March 2015
BSkyB BSkyB Steve Malcolm 06 May 2014
Charter Charter Will Milner 19 February 2015
Comcast Comcast Will Milner 27 February 2015
DirecTV DirecTV Andrew Beale 25 February 2015
DISH Network DISH Network Andrew Beale 14 November 2013
Liberty Global Liberty Global Will Milner 12 March 2015
Numericable Numericable Andrew Beale 26 March 2015
Sky Deutschland Sky Deutschland Steve Malcolm 06 October 2014
Telenet Telenet Will Milner 28 November 2014
Time Warner Cable Time Warner Cable Steve Malcolm 19 February 2015
 

Digital Consumer

  Title Analyst Published
Apple Apple Richard Kramer 21 January 2015
Lenovo Lenovo Nam Hyung Kim 08 December 2014
LG Display LG Display Nam Hyung Kim 31 October 2014
LG Electronics LG Electronics Richard Kramer 17 June 2014
Samsung Electronics Samsung Electronics Nam Hyung Kim 13 November 2014
Sony Sony Richard Kramer 27 November 2014
Technicolor Technicolor Richard Kramer 28 August 2014
Universal Display Universal Display Nam Hyung Kim 04 March 2015
 

Enterprise Software & IT Services

  Title Analyst Published
Capgemini Capgemini Alex Tout 25 September 2014
Citrix Citrix Adam Shepherd 03 February 2015
Informatica Informatica Alex Tout 05 February 2015
Microsoft Microsoft Adam Shepherd 29 January 2015
Oracle Oracle Adam Shepherd 22 January 2015
Qlik Technologies Qlik Technologies Alex Tout 23 February 2015
Red Hat Red Hat Adam Shepherd 01 September 2014
Salesforce.com Salesforce.com Adam Shepherd 10 March 2015
SAP SAP Adam Shepherd 22 January 2015
ServiceNow ServiceNow Adam Shepherd 24 March 2015
Tableau Software Tableau Software Alex Tout 23 February 2015
Teradata Teradata Alex Tout 13 February 2015
VMWare VMWare Adam Shepherd 29 January 2015
 

Internet / Retail

  Title Analyst Published
Alibaba Alibaba Muzhi Li 03 February 2015
AOL AOL Richard Kramer 27 February 2015
ASOS ASOS Rocco Strauss 26 January 2015
Autohome Autohome Muzhi Li 05 December 2014
Baidu Baidu Muzhi Li 19 January 2015
Bitauto Bitauto Muzhi Li 14 January 2015
Criteo Criteo Rocco Strauss 27 February 2015
Facebook Facebook Richard Kramer 27 February 2015
Google Google Richard Kramer 04 February 2015
Qihoo Qihoo Muzhi Li 28 January 2015
Rocket Fuel Rocket Fuel Rocco Strauss 27 February 2015
Tencent Tencent Muzhi Li 27 March 2015
Twitter Twitter Richard Kramer 23 February 2015
Vipshop Vipshop Muzhi Li 23 February 2015
Weibo Corp Weibo Corp Muzhi Li 09 June 2014
Yahoo! Yahoo! Richard Kramer 16 February 2015
Zalando Zalando Rocco Strauss 12 January 2015
 

Semiconductors

  Title Analyst Published
AMD AMD Dan Gardiner 29 October 2013
AMS AMS Dan Gardiner 15 December 2014
ARM ARM Dan Gardiner 03 September 2014
ASM International ASM International Jim Fontanelli 03 March 2015
ASML Holding ASML Holding Jim Fontanelli 11 February 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 March 2015
Imagination Imagination Dan Gardiner 14 January 2014
Infineon Infineon Brett Simpson 05 September 2014
Infineon Infineon Dan Gardiner 12 February 2015
Intel Intel Dan Gardiner 10 February 2014
Intel Intel Dan Gardiner 26 January 2015
InvenSense InvenSense Brett Simpson 22 September 2014
MediaTek MediaTek Brett Simpson 15 September 2014
Micron Technology Micron Technology Nam Hyung Kim 04 March 2015
NVIDIA NVIDIA Dan Gardiner 09 July 2014
NXP Semiconductor NXP Semiconductor Dan Gardiner 10 November 2014
Qualcomm Qualcomm Brett Simpson 09 July 2014
SanDisk SanDisk Nam Hyung Kim 04 March 2015
SMIC SMIC Brett Simpson 02 February 2015
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 19 January 2015
 

Telecom Equipment

  Title Analyst Published
ADVA Optical ADVA Optical Richard Kramer 14 January 2013
Alcatel-Lucent Alcatel-Lucent Richard Kramer 22 January 2015
Blackberry Blackberry Richard Kramer 30 March 2015
Cisco Cisco Richard Kramer 12 June 2014
Ericsson Ericsson Richard Kramer 26 November 2014
F5 Networks F5 Networks Alban Cousin 29 January 2015
Global Handset Model Global Handset Model Richard Kramer 13 October 2014
HTC HTC Richard Kramer 17 June 2014
Ixia Ixia Alban Cousin 20 January 2015
Juniper Networks Juniper Networks Richard Kramer 05 November 2014
Nokia Nokia Richard Kramer 07 August 2014
Spirent Spirent Richard Kramer 20 March 2014
ZTE ZTE Richard Kramer 25 September 2014
 

Telecom Operators

  Title Analyst Published
America Movil America Movil Will Milner 25 April 2014
AT&T AT&T Andrew Beale 25 February 2015
BT Group BT Group Steve Malcolm 19 February 2015
C&W Communications C&W Communications Steve Malcolm 10 February 2015
Deutsche Telekom Deutsche Telekom Andrew Beale 04 September 2014
Iliad Iliad Andrew Beale 26 March 2015
KPN KPN Will Milner 18 November 2014
Level 3 Level 3 Will Milner 18 March 2011
Mobistar Mobistar Louis Citroen 12 March 2015
Netflix Netflix Will Milner 16 March 2015
NII Holdings NII Holdings Will Milner 07 March 2014
Orange Orange Andrew Beale 25 March 2015
OTE OTE Andrew Beale 19 January 2012
Sprint Nextel Sprint Nextel Andrew Beale 09 March 2015
TalkTalk Telecom Group TalkTalk Telecom Group Steve Malcolm 05 February 2015
Telefonica Telefonica Will Milner 03 December 2014
Telefonica Deutschland Telefonica Deutschland Will Milner 21 November 2014
T-Mobile US T-Mobile US Steve Malcolm 11 September 2014
Verizon Verizon Andrew Beale 25 February 2015
Vodafone Vodafone Andrew Beale 27 November 2014
Ziggo Ziggo Steve Malcolm 19 April 2013