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USE BLOOMBERG TO CHANGE THE WAY YOU MANAGE INVESTOR RELATIONS RALF HASLBECK EQUITY APPLICATION SPECIALIST BLOOMBERG L.P., FRANKFURT SEPTEMBER 2015.

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Presentation on theme: "USE BLOOMBERG TO CHANGE THE WAY YOU MANAGE INVESTOR RELATIONS RALF HASLBECK EQUITY APPLICATION SPECIALIST BLOOMBERG L.P., FRANKFURT SEPTEMBER 2015."— Presentation transcript:

1 USE BLOOMBERG TO CHANGE THE WAY YOU MANAGE INVESTOR RELATIONS RALF HASLBECK EQUITY APPLICATION SPECIALIST BLOOMBERG L.P., FRANKFURT SEPTEMBER 2015

2 2

3 Agenda:  Equity Environment for IR  Upcoming Challenges for IR  Bloomberg Integrated Platform for IR  Estimates and Recommendations  Intraday Monitoring and Time Series Analysis  Trading Volume and Liquidity Analytics  Holders and institutional investors  Peer-Group analysis

4 20 YEARS PERFORMANCE OF DIFFERENT ASSET CLASSES 4 High Vola for EM and EEU Equities High Correlation between EM,EEU stocks and Commodities

5 ROLE OF IRO‘S IS BECOMING MORE IMPORTANT 5

6 6 Target & understand investors Stay on top of your peers and industry Manage sellside analysts with their estimates and recommendations Monitor the equity, FI, CDS, FX and commodity markets Manage news flow & social media Investor Relations BLOOMBERG – YOUR PARTNER IN THIS CHALLENGING AND TURBULENT TIME FOR INVESTOR RELATIONS OFFICERS

7 Investor Relations Investor Surveillance Holder Briefings Crisis Management Research Coverage Ratings Coverage Media Coverage Hedge Funds Pension Funds Mutual Funds Retail Investors Fin. Sponsors Lenders Bondholders INVESTORS Analysts Bankers Ratings Agencies Stock Exchanges Regulators Media STAKEHOLDERS Other Executives Treasury, Corporate Strategy, Legal, Accounting, Marketing, Public Relations C-Suite CEO, CFO, CTO, CMO, CIO WHO DOES THE IRO INTERACT WITH? 7

8 IR A single, integrated platform News & research, analyst recommendations, consensus estimates and recent developments on one single screen 8

9 IR-PLATFORM FOR SOPHARMA AD 9

10 PBAR Peer Barometer Overview tab provides insight in pricing and volume data, news activity/sentiment, recent analyst updates and upcoming events for your list of companies. 10

11 PBAR Peer Barometer Markets tab displays pricing data like volume weighted average price, betas, options and performance data. 11

12 PBAR Peer Barometer If you don’t agree with our list of peers, you can customize your list via the settings tab and store it for the future. 12

13 PBAR Peer Barometer Recommendations Tab displays analyst ratings and price targets for the company and its peers. Buy and sell recommendations are shown. 13

14 PBAR Peer Barometer Estimates Tab displays aggregated analyst estimates and trends for a company and its peers. 14 Distribution of estimates to see the outliers

15 PBAR Peer Barometer The Credit Tab displays credit spreads from the market or the BB Credit Model for the company and peers. 15

16 16 QM Quote Montage Displays quotes and volumes from all exchanges on which a selected stock trades. Best feature for liquidity analysis. Exchange listed and Multilateral trading facilites MTFs OTC High OTC Volume for Chimimport AD which is higher than the exchange traded volume.

17 17 MDM Market Depth Monitor Traders can analyze the best bids and offers and get insight into the whole orderbook.

18 18 IGPV Volume Analysis Display different volume analytics on an intraday price chart in order to identify time and price patterns. Volume traded at different prices to get insight in support and resistance levels

19 19 BAS Broker Activity Summary Broker activity summary provided by exchanges. The Nordic Exchanges are fully transparent.

20 20 RANK Broker Dealer Rankings It provides brokers’ advertised trade volume on a post-trade basis in order to analyze broker liquidity rankings for a stock.

21 21 HDS Holdings Provides information on the institutional holders of a company including recent changes.

22 22 IR Investors Transactions Provides the changes in holdings of institutional holders/the biggest buyers and sellers.

23 23 MEMB Member Weightings It displays the membership and weightings of a stocks within a specific index.

24 24 DES Description It provides a broad, comprehensive range of equity information in one place.

25 25 CCB Company Classification Browser It displays the revenue of the different product lines and looks for best fit peers.

26 THANK YOU


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