Managing Analyst Presentation

Transcription

1 Managing Analyst Presentatin

2 Agenda Analyst Presentatin Timeline Delivering Presentatin and Dealing with Questins The Value f Feedback

3 Analyst Presentatin Timeline

4 Analyst Presentatin Timeline Week 4 Week 3 Week 2 Week 1 Planning Presentatin Day Pst Audience Infrmatin & Data Venue Wh will yu target? Are they new r familiar with yur cmpany? Hw many will yu invite? Hw many d yu expect? D yu already have their cntact inf r d yu need t get them first? Is this yur first time r yu have dne this regularly? Cllect data frm finance/ accunting and ther related departments Cmpany bard rm Htel functin rm (clse t BTS/MRT) Translatrs (if necessary)

5 Analyst Presentatin Timeline Week 4 Week 3 Week 2 Week 1 Pst Wrking Presentatin Day Key message and presentatin Invitatin Start develping theme, agenda and verall message Find ut Key Message t be delivered Draft strybard f the presentatin Check whether necessary inf/ data is enugh; if nt wrk mre clsely with ther related parties Prepare the presentatin and make sure all inf/ data supprts key message Prepare expected QA Wrk with IT t develp nline registratin, if pssible ut invitatin t bth analysts and head f equity research (his/ her bss) Avid mass ing as many systems will treat yur as spam

6 Analyst Presentatin Timeline Week 4 Week 3 Week 2 Week 1 Pst Reviewing Presentatin Day 1 st Review 2 nd Review Questinnaire & Press Release G thrugh the presentatin and expected QA with tp executives Make sure numbers and calculatins crrect and tp executives are cmfrtable with the level f disclsure Take ntes and cmments frm tp executives t adjust the presentatin Run thrugh the presentatin again t ensure their cmments and key cncerns have been included Run thrugh expected QA and prvide guidance fr sensitive issues Prvide tp executives with related current news/ issues abut the cmpany Prepare a questinnaire t get analyst s pinins f the presentatin and verall event Prepare news releases fr business media

7 Analyst Presentatin Timeline Week 4 Week 3 Week 2 Week 1 Pst Getting Ready Presentatin Day Final Review Cheat Sheet ut Printing Review final Presentatin apprved by CEO and CFO Fix last errrs, including last minute cmments frm CEO/CFO Prepare spreadsheets fr key peratinal and financial perfrmance with breakdwn numbers and analysis Prepare ther supprting data (e.g. investment prgress, surce f funding, news, regulatins, industry inf, peers cmparisns) ut invitatin reminder t audience similar t Week 4 Send ut the presentatin t translatr fr preparatin Print ut presentatin & questinnaire Prepare list f cnfirmed attendees fr registratin

8 Analyst Presentatin Timeline Week 4 Week 3 Week 2 Week 1 Pst Presentatin Day Registratin: IR and supprt staff welcme attendees Cllect business cards and cntact inf Hand ut presentatin hard cpy and questinnaire t all attendees Intrductin: MC welcmes attendees and intrduces speakers Delivering the presentatin and QA Presenters deliver presentatin and answer questins frm the flr Suggest time fr presentatin: 45 min. t 1 hrs. Suggest time fr QA: min. Clsing and Thank yu MC clses the event with thank yu and reminds attendees t fill ut questinnaire; IR staff cllects questinnaire

9 Analyst Presentatin Timeline Week 4 Week 3 Week 2 Week 1 Pst Presentatin Day T+1 T+2 T+3 Uplad presentatin t the cmpany s website Send thank yu t attendees PDF presentatin t attendees and interested individuals wh culd nt attend the event Summarize QA frm attendees fr CEO and CFO Summarize questinnaire results/ cmments and deliver it t CEO and CFO

10 Delivering Presentatin and Dealing with Questins

11 Delivering Presentatin During Befre After Practice Practice Practice Cnfident Sund excited Smth and natural Dn t try t cver t much material Friendly pen up fr questins

12 Delivering Presentatin Preparing Expected Q&A Fcus n Tugh Questins It s OK t say I m nt sure, BUT will get back t yu (Admit yu dn t have all the answers)

13 13 The Value f Feedback

14 The Value f Feedback What is Feedback? Why is it imprtant? 14

15 The Value f Feedback 15

16 The Value f Feedback 16

17 The Value f Feedback Ding a radshw withut prviding the feedback is kind f missing the pint f the whle thing. -Annymus State Brker IR Magazine

18 The Value f Feedback Wh are they t give yu feedback? Clsed Questins Fcus n Key Areas yu want t get feedback frm Industry Cmpany Management IRO Be Clear and Direct Allw suggestins fr imprvement 18

19 The Value f Feedback Sample f feedback questinnaire Investrs Feedback Questinnaire Event: Very Gd Gd Fair Pr Very Pr Cmments/ Suggestins Name (Optinal) Name f yur cmpany (Optinal) Yu are: Buy Side Analyst Sell Side Analyst Fund manager Banker Others please specify: Industry Industry grwth in 1-3 years? Industry grwth in 3-5 years? Business The Cmpany's business structure The Cmpany's sharehlders structure The Cmpany's capital structure Operatin results cmpared t peers Operatinal grwth in 1-3 years Operatinal grwth in 3-5 years Cnfidence in Management Team Dividend payment meets expectatin Please prvide cmments r suggestins abut ur Cmpany r Investr Relatins team Investr Relatins IRO's knwledge abut the Cmpany IRO's ability t explain and answer questins The willingness f IR t supprt investrs' requests Quality f financial statement Quality f presentatin Overall satisfactin abut IR Nte: Very Gd = 91% - 100% Satisfactin r Cnfidence Gd = 81% - 90% Satisfactin r Cnfidence Fair = 61% - 80% Satisfactin r Cnfidence Pr = 31% - 60% Satisfactin r Cnfidence Very Pr = 0% - 30% Satisfactin r Cnfidence 19

20 The Value f Feedback Sample f Feedback Reprt IR Feedback Questinnaire Event: Venue: Date: Cmpany Representative: xxx xxx xxx 6% 44% 4% 17% 29% Buy Side Analyst Sell Side Analyst Fund Manager Banker Others Industry Investrs see ur industry is likely t grw In the L-T rather than S-T 45% 78% Business Investrs mst cncerns are n sharehlders structure and dividend payment plicy 79% 44% 78% 94% 76% 78% 90% 45% S-T Grwth L-T Grwth Business Structure Sharehlder Structure Capital Structure Peers Cmpetitiveness S-T Grwth L-T Grwth Management Quality Apprpriate Dividend Suggestins/ Cmments xxx xxx xxx Investr Relatins IRO needs an imprvement in cmmunicatin 85% 64% 74% 80% 95% 80% Cmpany Knwledge Ability t cmmunicate Availability FS Quality Presentatin Quality Overall Satisfactin 20

21 The Value f Feedback 21