Investors’ Relationship Management
Players
Capital markets and theirs players
Stock price
Competitive position
public’s perception
Company Message
Buy-side
Sell-side
Media
Government
Regulations
Customs
Suppliers
The Financial Communications' Filter
Capital markets and theirs players
Capital markets and theirs players
Sell-Side: who are they and what they do
company
investors
Sell-side
link
Research
Recommendation
research analysts
investment bankers traders, sales traders,
institutional salespeople
brokers
Research is still a very important source for unbiased views on any company.
The media, trades, employees, and competitors all read it.
Research still has an effect on visibility, liquidity, share price and valuation.
Research affects the overall cost of capital, which can fuel a company’s expansion.
Buy? Sell? or Hold?
Sell-Side: IR relationship with sell-side
Knowing How to Position a Company for Research Coverage is one of the most important fundamentals of IR.
Stock pool
Pick up
Buy-side
How to get on an analyst’s radar?
IR can make analysts smart by delivering timely and incrementally valuable information about the company or the industry .
Sell-side
Research
Buy-Side: who are they and what they do
Stock Price Appreciation
Target
Individual investors
Institutional investors
Value investors
Growth investors
Income investors
Other investors
Objectives
Category
unrecognized potential
and
trading at a discount
consistent,
above-average increases
dividends
short-sellers ,
momentum or
tape players
Buy-Side: IR relationship with buy-side
How to get on an portfolio managers’ radar?
An investor who understands the long-term investment thesis
is a Valuable Partner
It is not only possible, but very productive, to match specific investors with specific companies for long-term partnerships
IR identify, establish, and maintain strong relationships with investors
Stock pool
Pick up
Buy-side
Sell-side
Research
Confidence
Promotion
The Media: who are they and what they do
None can be more Powerful or Pervasive than the Media
The media can influence investor perception, their investment choices, and stock prices.
It can also affect public perception, which can then affect consumer behavior, and ultimately have an impact on a company’s business
So be prepared for anything!
Good reporters not to annoy companies but uncovering information and the story line
The Media: who are they and what they do
Relationship
