Case studies Archive

Jun 10, 2020
What happens to investor relations in a downturn?
In 2008, Laura Graves, then Cisco’s director of global IR, stood up to kick off her company’s analyst day in Silicon Valley. She had spent many months helping to craft the agenda and prepping senior management, but she knew the audience’s thoughts were elsewhere. The previous day, Lehman Brothers, the 164-year old investment bank, had gone bankrupt. ‘We had to walk on stage knowing that Lehman Brothers, Bear Stearns, all of that was crumbling,’ Graves says. ...
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Jun 04, 2020
IR lessons learned during the Sars outbreak
Severe Acute Respiratory Syndrome (Sars) hit Singapore on the back of the aftermath of the 9/11 terrorist attacks and amid economic doldrums that had persisted since the dotcom bubble burst in the new millennium. At the time, I was at Singapore Exchange (SGX), where I was responsible for corporate strategy and marketing, including a broad remit of communications, of which IR was the key market-facing role. I had joined SGX following the IPO of what was then only the...
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May 28, 2020
Class action
One of the biggest interruptions to normal life caused by Covid-19 is the shutdown of schools and universities. At time of writing, more than 1.5 bn learners worldwide have been affected by these closures, according to data from UNESCO. For teachers and students, the pandemic has led to a global crash course in digital education. In England, for example, the number of primary schools using an online learning platform rose from 20 percent to 50 percent in two weeks, ...
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May 06, 2020
How the IR community is coming together during Covid-19
During the last two months we’ve heard some remarkable stories of companies pivoting their business model to provide personal protective equipment (PPE), hand sanitizer and many other forms of support during this crisis. The same is true in the investor relations industry, where companies have offered additional services, complimentary services or extraordinary support to IR teams, finance teams and the wider community. This article provides a list of the above-an...
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May 05, 2020
Covid-19 casts gloom over German IR community
The mood among German IR professionals is unsurprisingly gloomy but they are split over whether the situation is likely to get better or worse, according to research from IR association DIRK The organization has released the findings from its annual mood barometer, which polls members on their current and future outlook, as well as other subjects such as analyst coverage and team size.  The survey, conducted between February 19 and March 20, finds 39 percent...
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Apr 29, 2020
CFOs focus on costs to mitigate financial hit of Covid-19, says survey
CFOs in the US expect ‘substantial’ impacts on their 2020 financial performance as a result of Covid-19 and are heavily focused on controlling costs to weather the crisis, according to new research.  The findings appear in the same week that companies and investors brace for official US GDP figures, which are expected to show the world’s largest economy shrunk by 4 percent in the first quarter. The regular survey of finance chiefs, conducted by PwC in ...
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Apr 07, 2020
Covid-19 response highlights shift to stakeholder value
The high number of companies stepping up to help Covid-19 relief efforts underlines the shift in corporate focus from shareholder to stakeholder value, according to a report from Bank of America Merrill Lynch (BofAML)’s Global Research team.  The bank asked its equity analysts around the world to provide names of companies that are taking action to help with the spread of Covid 19 – and they came back with more than 400 examples.  ‘We estimate the in...
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Apr 02, 2020
A tale of two transactions
For investor relations teams, a major corporate transaction can be both a nerve-wracking challenge and an opportunity to showcase quite how important a role they can play in the long-term health of the company. IROs may not be included in decisions to engage in M&A, restructure, go public or take some other step, but they are key to determining how those decisions are received by shareholders and analysts. Key aspects of the IR team’s role in the run-up to and...
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