Our Financial Research Methodology
Rigorous analysis backed by decades of market experience and proven analytical frameworks
The solentariqex Research Process
Every financial recommendation we make goes through this systematic six-step verification process. No shortcuts, no guesswork — just thorough analysis that Australian investors have relied on since 2019.
Market Data Collection
We gather comprehensive financial data from ASX reports, company filings, and verified third-party sources. Our team reviews quarterly earnings, cash flow statements, and balance sheets going back at least five years to establish baseline patterns.
Industry Context Analysis
Every company operates within broader market conditions. We examine sector trends, regulatory changes, and competitive positioning. This includes analyzing peer performance and identifying industry-specific risks that might affect future growth.
Quantitative Assessment
Our analysts apply proven financial ratios and valuation models. We calculate price-to-earnings ratios, debt-to-equity levels, and return on investment metrics. These numbers get compared against historical performance and industry benchmarks.
Risk Factor Evaluation
We identify potential downsides that could impact investment performance. This covers everything from currency fluctuations affecting international operations to management changes that might alter company direction. Risk assessment drives our recommendation confidence levels.
Independent Verification
A second analyst reviews all findings without seeing initial conclusions. This helps catch potential oversights and ensures our research maintains objectivity. We also cross-reference our analysis against external financial databases.
Report Compilation
Final reports combine technical analysis with clear explanations for different investor experience levels. We include specific scenarios showing how various market conditions might affect potential outcomes, plus actionable next steps.
Data Sources and Standards
Our research draws from multiple verified financial databases including Refinitiv, Bloomberg Terminal access, and direct ASX feeds. We maintain subscriptions to professional-grade analytics platforms that most individual investors can't access.
"We've learned that thorough research takes time. Our analysts spend an average of 156 hours on each comprehensive company report — that's nearly four full work weeks dedicated to understanding one investment opportunity."
Quality control happens at every stage. Raw data gets validated against multiple sources before entering our analysis workflow. When we find discrepancies between financial reports, we contact company investor relations directly for clarification rather than making assumptions.
The Australian market has unique characteristics that require specialized knowledge. Our methodology accounts for franking credits, SMSF regulations, and ASX-specific reporting requirements that international analysis frameworks often miss.
Research Team Leadership
Sarah Bloomfield leads our research methodology development and ensures consistent application across all analyst reports. She joined solentariqex in early 2021 after eight years with major Australian investment firms, bringing expertise in both quantitative analysis and practical portfolio management.
Professional Background
CFA charterholder with advanced certification in financial risk management. Previously worked as senior equity analyst at Macquarie Group and Commonwealth Bank's investment division. Sarah holds a Master of Applied Finance from University of Melbourne and regularly speaks at Australian investment conferences.