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Equity Research is where LIS began and where we excel. From long-standing partnerships to our own published work, we turn ideas into investment-grade analysis.

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Proprietary Reports

Our proprietary research showcases the work of LIS analysts across sectors and themes. These reports are published independently and reflect the rigor and creativity of our teams.

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META

With it's 3.58 billion daily active people across its Family of Apps (Facebook, Instagram, Messenger, and WhatsApp), and Instagram surpassing 3 billion monthly active users, Meta runs one of the world’s largest social platform ecosystems and generated $200.97 billion in revenue in 2025.

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ACM Research

With preliminary 2025 revenue of $885–$900 million and 1,500+ electroplating chambers shipped, ACM Research (NASDAQ: ACMR) designs and sells semiconductor wafer-processing equipment, led by single-wafer cleaning and electroplating systems, to help fabs improve yield and throughput.

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Uber Technologies Inc

With over 180 million monthly active users and 6 million active drivers and couriers. It coordinates an average of 36 million trips and delivery orders per day, and has coordinated 64 billion trips and delivery orders since its inception in 2010. 

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SK Hynix

A South Korean supplier of dynamic random-access memory (DRAM) chips and flash memory chips. SK Hynix is one of the world's largest semiconductor vendors. The company's major customers include Microsoft, Apple, Asus, Dell, MSI, HP Inc. 

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The Walt Disney Company

Spanning film, television, streaming, and theme parks. Its franchises include Marvel, Pixar, and Star Wars, alongside the classic Disney animation library. The company operates 12 theme parks worldwide and Disney+ has over 150 million subscribers. ​

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e.l.f. Beauty, Inc.

The company sells items include bath and skin-care products, mineral-based makeup, professional tools, eyeliners, lipstick, glosses, blushes. Its products are sold in 17 countries and in several stores including Target, Kmart, Dollar General and Walmart. Over half the company's sales come from its website.

Sustainability Research

Our Sustainability vertical integrates environmental, social, and governance factors into traditional equity analysis. In addition to stand-alone thematic reports, we embed ESG perspectives directly into valuations, risk assessments, and investment theses.

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Semiconductors

Semiconductors power AI but carry a heavy footprint: ~0.3% of global emissions directly (~1% indirectly) and up to 10 million gallons of water per day for a single advanced fab. As capacity expands, ESG is becoming a competitive lever, forcing decarbonization, water efficiency, and stricter supply-chain.

Partner Research

Since 2020, LIS has partnered with Vitalis/today-for-tomorrow to deliver high-quality equity research under a multi-year contract. Over the past five years, our teams have produced more than 200 full reports, supporting investment decision-making with consistent analysis and timely coverage. This collaboration reflects our ability to operate at a professional standard while training the next generation of analysts.

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