How to Find Original Brokerage Research by Title, Author, and Publication Date
Find research on official brokerage websites and manage the scope of your collection. Separate company and industry material, identify original documents, and check access conditions.
Find brokerage research on official websites by matching the title, author, and publication date. Distinguish company reports from industry and strategy research, and collect the material your question requires first. Do not assume a portal’s search results include every publication from that brokerage.
Identify documents in official research lists
If you discover a title in a post sharing research, go to the issuing brokerage’s official site and find the matching title and date. An official list displaying titles, authors, and dates, such as Samsung Securities’ Research Explorer, can provide a direct verification route. Menus and access conditions vary by brokerage, so do not assume registration or an account is always required, or that everything is free. If the original you need is not publicly available, do not cite another document’s summary as though it were the original. Distinguish obtained material from material you found but could not read in your analysis notes.
Choose a reading order that fits the research question
Start with company reports to understand earnings, then supplement industry pricing or demand assumptions with industry reports. Market strategy research may not explain an individual company’s cost structure sufficiently. Do not collect material with different purposes and average it as though it were the same kind of opinion. Consecutive reports by one author help show how a judgment changed, while material from other authors can reveal differences in assumptions. The purpose of comparison is to identify where assumptions changed and the evidence behind those changes, rather than increase the number of documents.
Preserve source details from the cover through the disclosures
After opening the original, check the company name and stock code, the date of the reference share price, and the earnings forecast period. Also read the investment rating definitions and conflict-of-interest disclosures at the end. Do not assume rating language from brokerages with different rating systems uses the same scale. In tables you create, record the publication dates and calculation bases of the materials used, and identify the version of the judgment if amendments or follow-ups appear. Access to an original does not establish redistribution rights, so when sharing, focus on sources and your own brief analysis rather than extensive copying.
Worked example
As a practical procedure for researching a company’s earnings release, search official research lists by company name and the period around the release. Record the author and reference year for each original obtained, then compare earnings tables and key assumptions. Even when additional material is discovered through an aggregator such as Hankyung Consensus, link the ultimate source to the actual publisher. Do not count the same original as multiple opinions merely because it appears on several websites.
What to check
- Do identifying details in the official list match the original cover?
- Have you distinguished the purposes of company, industry, and strategy research?
- Have you read the investment rating definitions and disclosures?
- Have you avoided double-counting multiple postings of the same original?
Sources and primary materials
This is educational material about research methods. For an actual company decision, verify the filings and primary sources for the relevant period.