Equity Analysis™ is a proactive trading intelligence service that reveals share supply and demand, and the forces behind them. Equity Analysis™ maps the money behind your stock by categorizing executed order flow.
We monitor daily order flow, prepare weekly snapshots, and provide personalized analytical support. With Equity Analysis, you'll be able to measure results of road shows, calls and other outreach activities, gauge reaction to news, and know if trading activity is speculative, program-driven or supported by real interest.
Equity Analysis™ is not stock surveillance. Stock surveillance is based on settlement, which relies on analyst interpretations of data to determine who actually purchased your stock. This is fast becoming irrelevant in an algorithmically dominated market. For more information, please see: Stock Surveillance - Getting What You Pay For?
| Flash Overview* | PDF Overview | Open to new ideas? |
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The above Equity Analysis™ snapshot indicates categorized executed order flow:
Once the order flow has been categorized, the following analysis can be extracted:
Categorized order flow can reveal if:
What's more, IROs can make better decisions. Is a supply imbalance forming? Focus on value investors. Did arbitrage spike after a road show? Your message may not be resonating with long-term investors. Are analyst upgrades and downgrades generating institutional or retail reactions?
Bottom line, knowing the forces affecting supply and demand is essential. As the old adage goes, if you want the truth, follow the cash.
| Equity Analysis™ Service Plan | |
|---|---|
| Equity Analysis™ weekly snapshot | |
| Daily extraction and processing of executed order data | |
| Determine price-setting forces | |
| Identify key desks behind order flow | |
| Highlight effects of program trading | |
| Initial and on-going classification of desks trading your stock | |
| Overview of market structure information and analysis | |
| Scheduled weekly call with your ModernIR analyst | |
| Detailed commentary on weekly snapshot data | |
| Unlimited phone and email access | |
| In-depth market structure training and analysis |
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Margaret E. Wyrwas - Knight Capital Group, Inc. (Nasdaq: NITE)
Senior Managing Director, Corporate Communications & Investor Relations
Equity Analysis™ subscriber since March 2007
"In global markets driven by automation, changing market structure regulation and dynamic investment objectives, today's investor relations professionals require new data points in order to remain relevant and add value in their company's quest to reduce its cost of capital."
