Investor presentation is the most important jigsaw to achieve IR objectives Close the gap between market value and company’s own valuation
Expand investor base
Provide investors with a true and fair view of the Company
3 levels of Investor Relations Objectives
We believe that the best investor presentation is the one done with outside-in approach.
• Founder and Managing editor of Charting Thailand’s Economy, a premium interactive database on the economy www.ChartingThailandEconomy.com • Ex-investment professionals with 8 years of experiences • 6 years of experiences investing in Thai stock market for private fund clients at Tonson Capital / Merchant Partners • 2 years of experiences investing in international fixed-income for Siam Commercial Bank’s proprietary trading team • MBA, Insead (France / Singapore) • Bachelor of Economics (First-class honor), Chulalongkorn University
Best investor presentation delivers good story in great format
Great format
Good story
• Basic data about stock and company are helpful but not enough • Investors buy future cash flow, so they want to know • The company today • The company in the future • What company should focus in communicating to investors is the story that reflects accurate view of the future based on today’s information
• • • • • • •
Story line as agenda Clean and clear Charts instead of just numbers Graphic, graphic, graphic Thai / English Precise and to-the-point messages Avoid information overload
4 bullet‐proof steps for better investor presentations Understand investors Activities
• Develop investor profiles database • Develop FAQ database
End products
Understand company • Identify company’s business model and its economic • Discuss company’s aspiration and strategy with top management
• Database of existing • Company profile investors with pack profiles and platform • Company’s 5‐year to collect data for strategy pack future use • FAQ and answers • Types and specific interests of investors
Develop story line • Work with top management to develop the story line
• Investing story: what is the story with this stock?
Develop presentations • Develop investor presentations to be verified by top management
Call: 088 8181891 Email: editor@chartingthailandeconomy.com