Who are the analysts to watch? | WeConvene

Analysts You Should Start Paying Attention To Now

In our last blog post, we wrote about how for IR teams, the number of analysts covering a company is in some respects less important than ensuring coverage from the influential analysts or to put it another way, the analysts that investors “value” enough to deem worth paying for in a post-MiFID II world. Our rationale being that the analysts most highly valued by investors are the ones that are most likely to survive the MiFID II fallout facing the industry in the next 12-18 months.

We previously listed the highest ranked analyst in each sector according the Extel 2017 survey, but by its very nature, this is a select and well known group that may not hold many surprises for the IR teams who are well aware of who is the leading analyst in their sector.

For the IR teams looking to pinpoint the analysts in their sector that are increasing their reputations with investors or even the younger generation of analysts who are currently proving themselves and will one day lead the pack, we have again worked with the Extel 2017 survey data to try and provide some guidance.

Below is a selection of analysts that in addition to seeing large year on year rises in their Extel rankings, received increased number of votes from investors and are also relatively new to the Extel vote (existed in the vote for less than 5 years) - A good place to start for IR teams who want to focus on aligning themselves with the rising stars who are gaining popularity with investors.

Sector
Analyst
Firm
Autos and Automotive Components
Chervine Golbaz
UBS
Autos and Automotive Components
Dominic O'Brien
Exane BNP Paribas
Banks
Francesco Di Giambattista
UBS
Banks
Phelbe Pace
Societe Generale
Beverages
Callum Elliot
Bernstein
Beverages
Gavin Douglas
Exane BNP Paribas
Capital Goods
Andrew Wilson
J.P.Morgan
Capital Goods
Sebastian Kuenne
Berenberg
Chemicals
Sebastian Bray
Berenberg
Construction & Building Materials
Miguel Borrega
UBS
Construction & Building Materials
Yves Bromehead
Exane BNP Paribas
Food Manufacturers
Vincent Baron
ODDO BHF
Food Manufacturers
Fintan Ryan
Berenberg
Insurance
Guilhem Horvath
Exane BNP Paribas
Insurance
Andrew Sinclair
BAML
Leisure, Entertainment & Hotels
Ed Young
Morgan Stanley
Leisure, Entertainment & Hotels
Najet El Kassir
Berenberg
Luxury Goods
Zuzanna Pusz
Berenberg
Luxury Goods
Guido Lucarelli
Exane BNP Paribas
Media
Katherine Tait
Goldman Sachs
Metals & Mining
Andrew Quail
Goldman Sachs
Metals & Mining
Rachel Zhang
Morgan Stanley
Oil & Gas
Biraj Borkhataria
RBC Capital Markets
Oil Services
Kevin Roger
Kepler Cheuvreux
Pharmaceuticals & Biotech
David Evans
Kepler Cheuvreux
Pharmaceuticals & Biotech
Pierre Corby
ODDO BHF
Real Estate
Anna Pan
Kempen & Co
Retailers (Food)
Molly Johnson-Jones
Exane BNP Paribas
Retailers (Non-Food)
Georgios Pilakoutas
Exane BNP Paribas
Retailers (Non-Food)
Michelle Wilson
Berenberg
Speciality & Other Finance
Gregory Simpson
Exane BNP Paribas
Support & Business Services
Sylvia Foteva
Deutsche Bank
Support & Business Services
Josh Puddle
Berenberg
Telecommunications Services
Simon Coles
Barclays
Telecommunications Services
Agathe Martin
Exane BNP Paribas
Tobacco
Alberto López Rueda
J.P.Morgan
Transport
Ross Harvey
Davy
Transport
Annelies Vermeulen
Morgan Stanley
Utilities
Hugo Liebaert
UBS
Utilities
Sara Piccinini
Mediobanca

In a similar vein, we also mined the Extel rankings data to find analysts under the age of 40 who saw both a significant jump in their ranking and are also ranked within the top 20 in their sector - these are the analysts to watch as they continue to establish themselves with investors.

Sector
Analyst
Firm
Aerospace & Defence
Benjamin Heelan
Baml
Aerospace & Defence
Phil Buller
Barclays
Capital Goods (inc. Eng & Mach)
Klas Bergelind
Citi
Capital Goods (inc. Eng & Mach)
Andrew Wilson
J.P.Morgan
Chemicals
Stephanie Bothwell
BAML
Food Manufacturers
Fintan Ryan
Berenberg
Forestry, Paper & Packaging
Thomas Burlton
BAML
Insurance
Andrew Sinclair
BAML
Insurance
Guilhem Horvath
Exane BNP Paribas
Leisure, Entertainment & Hotels
Chris Stevens
UBS
Luxury Goods
Helen Brand
UBS
Luxury Goods
Zuzanna Pusz
Berenberg
Luxury Goods
Ashley Wallace
BAML
Metals & Mining
Daniel Major
UBS
Oil Services
Nick Green
Bernstein
Oil Services
Kevin Roger
Kepler Cheuvreux
Retailers (Food)
François Halconruy
Morgan Stanley
Retailers (Non Food)
Michelle Wilson
Berenberg
Retailers (Non Food)
Graham Renwick
Exane BNP Paribas
Software & IT Services
Adithya Metuku
BAML
Software & IT Services
Gal Munda
Berenberg
Speciality & Other Finance
Gregory Simpson
Exane BNP Paribas
Speciality & Other Finance
Christopher Turner
Goldman Sachs
Support & Business Services
George Gregory
Exane BNP Paribas
Support & Business Services
Bilal Aziz
UBS
Telcos. Equip./IT Hardware & Semis
Tammy Qiu
Berenberg
Telecommunications Services
Agathe Martin
Exane BNP Paribas
Tobacco
Clementine Arramon Berdot
Exane BNP Paribas
Tobacco
Jemima Benstead
Citi
Transport
Sathish Sivakumar
BAML

To return to a point made both in this and previous blog posts, as the impact of MiFID II takes hold there is a high probability that the industry will start to see a reduction in the number of analysts and for many corporates, there will be a subsequent reduction in analyst coverage. In this environment looking to the analysts who may not be the highest ranked but are increasing their reputation with investors is a useful tactic for IR teams to ensure they are aligned with the analysts of the future.


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