Research Coverage Policy

Decisions to initiate or discontinue coverage on a particular stock are made by Research management in conjunction with the analyst. Research management may take into account input with respect to coverage requests from other business areas within Morgans. 

There are several factors taken into consideration when an analyst initiates coverage or ceases coverage on a stock. These may include:

• Market capitalisation, index position, liquidity
• Investment attractiveness including fundamental analysis
• Potential catalysts (e.g. index inclusion)
• Merger & Acquisition activity
• New to market
• Under-covered in the market
• Rounds out sector coverage
• Well held by clients
• Available resources to cover

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