Offshore on-the-ground research to help drive edge in your investment process
Field work, industry access and data on the offshore businesses behind ASX-listed companies — from someone based in-market.
Built from being there
Differentiated content on ASX-listed offshore earners
- Initial focus on technology, travel and consumer, expanding through 2027
- Focus on non-Australian earnings streams
- No formal coverage list — flexible and topical
Full-time offshore presence
- Based outside Australia, in-market of the revenue streams being researched
- Remote structure enables deep dives into any business, in any location
Focus on the key deltas
- Depth and velocity on what moves share prices
- Relationships with subject matter experts driving high quality insights
- No maintenance research — more value-add time
Three workstreams
Conference and trade show intelligence
Multi-day immersion across customers, competitors and partners — pattern recognition rather than one or two anecdotes.
Industry contacts and corporate access
Group investor calls with known, high-quality contacts, drawing on comprehensive industry work. Run by an investment analyst, for investment analysts.
Timely coverage of datapoints and newsflow
High-frequency datapoints tracked between results — store networks, vehicle registrations, pricing, register moves — alongside company newsflow. Each lives in an interactive tracker, and when something moves, the callout lands in your inbox.
Latest research
The datapoints that matter, as they move
Interactive trackers on the data behind ASX-listed companies, with the callouts emailed as they land.
Over a decade of listed equity research across buy-side and sell-side
Get The Confluence Catch-up
Field notes and result reads, straight to your inbox. Platform access for clients on request — [email protected].