use bloomberg to change the way you manage investor relations ralf haslbeck equity application...
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USE BLOOMBERG TO CHANGE THE WAY YOU MANAGE INVESTOR RELATIONS
RALF HASLBECKEQUITY APPLICATION SPECIALISTBLOOMBERG L.P., FRANKFURT
SEPTEMBER 2015
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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
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20 YEARS PERFORMANCE OF DIFFERENT ASSET CLASSES
High Vola for EM and EEU
Equities
High Correlation between EM,EEU
stocks and Commodities
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ROLE OF IRO‘S IS BECOMING MORE IMPORTANT
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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
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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 ExecutivesTreasury, Corporate Strategy, Legal,
Accounting, Marketing, Public Relations
C-SuiteCEO, CFO, CTO, CMO, CIO
WHO DOES THE IRO INTERACT WITH?7
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IR<GO> A single, integrated platform News & research, analyst recommendations, consensus estimates and recent developments on one single screen
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IR-PLATFORM FOR SOPHARMA AD
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PBAR<GO> 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.
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PBAR<GO> Peer BarometerMarkets tab displays pricing data like volume weighted average price, betas, options and performance data.
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PBAR<GO> Peer BarometerIf you don’t agree with our list of peers, you can customize your list via the settings tab and store it for the future.
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PBAR<GO> Peer BarometerRecommendations Tab displays analyst ratings and price targets for the company and its peers. Buy and sell recommendations are shown.
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14PBAR<GO> Peer BarometerEstimates Tab displays aggregated analyst estimates and trends for a company and its peers.
Distribution of estimates to
see the outliers
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15PBAR<GO> Peer BarometerThe Credit Tab displays credit spreads from the market or the BB Credit Model for the company and peers.
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16QM<GO> Quote MontageDisplays 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.
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17MDM<GO> Market Depth MonitorTraders can analyze the best bids and offers and get insight into the whole orderbook.
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18IGPV<GO> Volume AnalysisDisplay 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
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19BAS<GO> Broker Activity SummaryBroker activity summary provided by exchanges. The
Nordic Exchanges are fully transparent.
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20RANK<GO> Broker Dealer RankingsIt provides brokers’ advertised trade volume on a post-trade basis in order to analyze broker liquidity rankings for a stock.
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21HDS<GO> HoldingsProvides information on the institutional holders of a company including recent changes.
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22IR<GO> Investors TransactionsProvides the changes in holdings of institutional holders/the biggest buyers and sellers.
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23MEMB<GO> Member WeightingsIt displays the membership and weightings of a stocks within a specific index.
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24DES<GO> DescriptionIt provides a broad, comprehensive range of equity information in one place.
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25CCB<GO> Company Classification BrowserIt displays the revenue of the different product lines and looks for best fit peers.
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THANKYOU