Ooredoo Q.p.s.c · QSE:ORDS
Ooredoo Q.p.s.c — Ooredoo — Investor Presentation (November 2018)
14 slides from Ooredoo Q.p.s.c's investor presentation, November 2018
Slide 1: Practical IR: How to get started?
OOREDOO GROUP ----- Practical IR: How to get started? Andreas Goldau
Slide 2: Ooredoo IR in Numbers
2 OOREDOO IR IN NUMBERS IR TEAM OF TWO 320,320,0 8 More 00 shares Almost 6 Stock Exchange than a Market Cap of 4,00 100+ Conferences listings, DOZEN QR 24 0 Investor per year operating in sell side meetings 10 KEY analysts BILLIO shareholder s MARKETS N Ooredoo Numbers
Slide 3: The Ooredoo Group Investor Relations Team
3 THE OOREDOO GROUP INVESTOR RELATIONS TEAM Indosat Ooredoo Ooredoo Asiacell Ooredoo Kuwait Wataniya Ooredoo Maldives Palestine Oman Investor Relation Team
Slide 4: Investor Relations at Ooredoo: Two Way Communication / Dialog
4 INVESTOR RELATIONS AT OOREDOO TWO WAY COMMUNICATION / DIALOG ORDS markets the Talking to: How? company to investors ⇢ Explains the ⇢ Sell side analysts ⇢ Face to face company’s equity ⇢ Buy side analysts & (conferences, roadshows, reversed roadshows) story to achieve a fund mangers fair ⇢ Retail i
Slide 5: Opportunities to Inform and Influence
5 OPPORTUNITIES TO INFORM AND INFLUENCE Investors Conferenc es Roadshow Site Visits s 5 ‘Cs” of IR: ⇢ Committed top Management Capital Market Analyst ⇢ Consistent in good AND bad Day Research times ⇢ Clear messages ⇢ Credible IROs ⇢ Conduit - two way information flow Conferenc Salesforce e Call O Br
Slide 6: How to Get Started? Develop IR Plan
6 HOW TO GET STARTED? DEVELOP IR PLAN 1 2 3 4 5 Get board and Investor Sell side senior management Buy Side Outreach / Website coverage buy-in IR calendar ⇢ Advantages of IR ⇢ Local & regional ⇢ Who are existing ⇢ Quarterly results ⇢ First point of ⇢ Establish your brokers shareholders? ⇢ Investor c
Slide 7: How to Get Started
7 HOW TO GET STARTED QUARTERLY SELL / BUY CONFERENC WEBSITE RESULTS SIDE ES / ROADSHOW • Select a good • Local Brokers: S time slot QNB Masraf • Widely used by investors and • Presents Alrayyan • Focus on sell-side earnings, • Regional: Emerging • Often a first results and Arqaam, EFG, point of cont
Slide 8: How to prepare spokespersons for quarterly results?
8 How to prepare spokespersons for quarterly results? Scripted text Trial run IR Quarterly digital book: Presentations including disclaimers, press releases, consensus numbers, key & detailed Q&A, customer & ARPU data, full financials Offer webcasts, replays, brokers can host, transcripts… Spokesper
Slide 9: IR Calendar / Investor Outreach
9 IR Calendar / Investor Outreach FY Results Q1 1H Q3 Feb 13 Apr 29 Jul 29 Oct 29 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC AGM Capital Markets Day HSBC EEMEA Mar 4 (tbc) London JP Morgan HSBC GEM UBS GEM CEEMEA conf, NY NY London BoA/Merril Lynch Citi Telco conf, Cal Gem & Debt, London US Mor
Slide 10: Where to get help?
10 Where to get help? Qatar Exchange and MEIRA: Middle Eastern Investor Relations Society (Qatari Cha 1 • https://www.meira.me/ • Best practices, training, events, awards for best annual reports/ IR, guidelines 2 External consultants 3 Brokers 4 Peers 5 IR magazine, IR societies other regions Help
Slide 11: IR Do's and Don'ts
11 IR DO’S AND DON'TS •PUBLIC •CONFIDENTIA INFORMATION L INFO DO’s •HISTORIC •FORWARD DATA LOOKING •FAIR STATEMENTS Don’ts DISCLOSURE •SELECTIVE DISCLOSURE Do’s & Don'ts
Slide 12: Top IR Tips
12 TOP IR TIPS Rehearse quarterly Have a corporate Use webcasts, presentations, presentation for replay functionality prepare expected new investors and transcripts Q&A, poll analysts Do investor Combine investor targeting, get Ask for feedback, conferences with suggestions from track investors, top
Slide 13: Special Trends in IR+
13 IR+ 1 2 3 Special Trends in Situations ESG Reporting Corporate Communications Governance 4 5 6 Understanding Impact of MiFID II Passive and Technology on Considerations Active EM Capital Markets investors IR+
Slide 14: Thank You!
Take a picture with your phone using a barcode scanner app ----- http://ooredoo.com/og-ir- nov-2018-presentation.pdf Thank You!