Equity frameworks, ESG methodology, M&A analysis, and market commentary from the Centaur analyst team.
The standard ESG methodology accounts for Scope 3 in name only. Supply chain analysis of 200 FTSE companies found systematic underreporting.
We reviewed 43 tech M&A pitch decks from 2022–2025. Synergy assumptions were optimistic by 34% and took 18 months longer to materialise.
The DRAM correction is bottoming. Three scenarios for how AI chip demand interacts with the traditional inventory cycle through year-end.
Every claim in a Centaur report traces back to a source. The full methodology behind reasoning chains that compliance teams can actually review.
NRR and gross margin get all the attention. Sales efficiency ratio is the better leading indicator of margin pressure.
With CSRD Phase 2 enforcement beginning, we identify the 12 sectors where reporting gaps create material equity risk.
Traditional research treats companies as isolated data points. The 360° View maps relationships and surfaces second-order risks that point-in-time analysis misses.
The private credit market has grown faster than its risk infrastructure. Second-order effects on listed credit and equity markets.