Corporate Research

PortfolioDirect offers capital market research services for companies engaged in mining and oil and gas exploration and development.  Companies can utilise the PortfolioDirect research service by commissioning a rating review.

A corporate initiated rating review will be based on the published rating criteria.

The PortfolioDirect approach categorises companies according to their stage of development and rates them against relevant transparent criteria.

The PortfolioDirect approach recognises how macro factors - well beyond the control of companies - may determine market values.  The PortfolioDirect approach focuses on whether a company is going to meet its business targets and its capacity to add underlying value without relying on changes in business conditions.

PortfolioDirect does not make 'buy' or 'sell' recommendations.  The emphasis on risk and potential portfolio positioning allows investors (whether individuals or institutions) to decide whether a company suits its own risk/return objectives.  A relatively high risk rating (with a commensurate prospective return) may suit some investors.

The PortfolioDirect approach assists companies to more effectively position themselves for investors and their advisers.

The PortfolioDirect research package includes:

To discuss the PortfolioDirect corporate service and pricing, please call 03 9500 8110 or email Tony Wiggins: tony.wiggins@eimcapital.com.au.

A sample PortfolioDirect weekly investment report with company rating reviews can be accessed here.

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