Ooredoo Q.p.s.c · QSE:ORDS
Ooredoo Q.p.s.c — Ooredoo — Investor Presentation (November 2017)
27 slides from Ooredoo Q.p.s.c's investor presentation, November 2017
Slide 1: International Investor Relations
International Investor Relations Andreas Goldau Sara Al Sayed
Slide 2: Ooredoo IR at a glance
6 Conferences per year 8 100+ Stock Exchange listings, Investor operating in meetings 10 KEY MARKETS IR TEAM OF TWO Almost More than a 4,000 DOZEN shareholders sell side 320,320,000 analysts shares Market Cap of QR 28 BILLION 2
Slide 3: Ooredoo operating brands
Ooredoo Ooredoo Kuwait Wataniya Palestine Maldives Indosat Ooredoo Asiacell Ooredoo Oman 3
Slide 4: Two way communication / dialog
TWO WAY COMMUNICATION / DIALOG ORDS markets the Talking to: How? company to investors • Sell side analysts • Face to face (conferences, • Explains the company’s • Buy side analysts & fund roadshows, reversed equity story to achieve a fair mangers roadshows) valuation/reduce funding • Retail investor
Slide 5: Help market develop balanced view of company's prospects
Help market develop balanced view of ‘Get the share price up’ company’s prospects Many issues are outside the company’s Identify issues of concern and alert control management External factors Assist in the formulation of strategy Market issues Ensure management awareness of disclosure Sector issues
Slide 6: Good IR will...
Good IR will... Good IR will... INVESTORS •Ensure proper value is •Encourage new investors. reflected in the share •Build third party support price and rating. and strengthen goodwill. •Encourage ongoing investment. GENERATE SUPPORT VALUE MANAGEMENT Good IR will... Good IR will... •Explain performan
Slide 7: Conferences
Conferences IR IS FUNDAMENTALLY AN INTERPERSONAL Investors FUNCTION 3 primary blocks • Financial calendar activity • Regular investor contact • Ongoing communication activity Conference Salesforce A crucial aspect of the marketing process is Calls Briefing personal interaction • The product incl
Slide 8: Taking the lead in representing the company
CONFERENCE ANALYST COMPANY Website CALLS DAYS ORGANISED ROADSHOWS Widely used by Presents earnings, Meetings with different investors and results and significant levels of management sell-side Identify investors events universe On-site facility tours Often a first Scripted to ensure delivery point o
Slide 9: Results announcements and investor meetings
Results announcements (Mid Feb, Investor meetings (Ooredoo meets with End April, July & October) 100+ investors per year) IR Quarterly book for all spokespersons: Main conferences: EFG Hermes in contains presentations, press releases, London/Dubai, Arqaam in Dubai, consensus numbers, detailed Q&A,
Slide 10: Public information, historic data, fair disclosure
• PUBLIC INFORMATION • HISTORIC DATA • FAIR DISCLOSURE • CONFIDENTIAL INFO • FORWARD LOOKING STATEMENTS • SELECTIVE DISCLOSURE 10
Slide 11: Investment banks covering Ooredoo
oorecoo INVESTMENT BANKS COVERING OOREDOO 11
Slide 12: Feedback to management from investor meetings
• Feedback to management from investor meetings. • Perception studies with analysts. • Daily share price mailing with industry news/ analyst reports/ media. • Monthly news letter “View on Ooredoo”. • Internal presentations to colleagues. 12
Slide 13: Commitment, Clarity, Consistency, Credibility
1 3 5 Commitment - Clarity - Conduit – be a of top message, two way flow of management to strategy, key information the IR process points 2 4 Consistency - Credibility - talk in good and IROs need to be bad times! authoritative spokespersons 13
Slide 14: Have a corporate presentation for new investors
Have a corporate Rehearse quarterly Use webcasts, replay presentation for new presentations, prepare functionality and transcripts investors expected Q&A, poll analysts Do investor targeting, get Combine investor Ask for feedback, track suggestions from multiple conferences with roadshows investors,
Slide 15: Definitions: IR / Fair disclosure / material information
1 Definitions: IR / Fair disclosure / material information/ buy side/sell side / forward looking statements 2 IR website: http://www.ooredoo.com/en/section/investor-relations 3 Twitter: OoredooIR 4 Link to quarterly result presentation / Ooredoo at a glance Contact: agoldau@Ooredoo.com 15
Slide 16: Investor relations definition
The broad range of ways in which a quoted company communicates with the various investors-and potential investors in its shares. Enhancing corporate value through effective communications 16
Slide 17: IR stakeholders importance and frequency
HIGH Regulators IMPORTANCE Buy-side COMPANY XYZ Analyst/PMs CEO BOARD IR Corporate Consultants Broker CFO & FINANCE LEGAL INVESTOR Corporate Sell-side RELATIONS Business Division Corporate Access Analysts Secretariat Media Relations Retail Investor FREQ UENCY LOW HIGH LOW 17
Slide 18: Buy-side and sell-side analysts
2 BUY-SIDE analysts usually work for a pension SELL-SIDE analysts work for a brokerage or firm that fund or mutual fund company. These individuals manages individual accounts and makes recommendations to the perform research and make recommendations to clients of the firm. Sell-side analysts are tho
Slide 19: Fair disclosure principles
• Treating all investors equally, and that’s by disclosing company information at the same time for all and not favoring anyone. • Price sensitive information is not accidentally given out – Price sensitive information should not be selectively disclosed either on purpose or by accident. • Output is
Slide 20: Material information
Information which would be likely to affect a stock's price once it becomes known to the public. Examples include: A takeover, a divestiture, significant management changes, and new product introductions. also called material news. 20
Slide 21: Guidance
• We give guidance with FY results in February for the current year on Group level only, NOT on Opco level (except Indosat Ooredoo) • Revenue, EBITDA & Capex 21
Slide 22: Transparency, disclosure and perception
• Transparency and disclosure • Consistency of 60-80 % information 20-40 % Perception & Financial understanding of performance performance • Corporate positioning • Managing expectations • Accessibility to management 22
Slide 23: IR advisors and service providers
1 Corporate Brokers Accounts and 5 Web Designers 2 Investment Banks 6 Shareholder ID Financial PR 3 Agencies 7 Lawyers Investor Relations 4 advisors 23
Slide 24: Backed by a strong foundation
INTERNATIO- DIVERSIFIED NAL AND COMMUNICATI BALANCED ONS PORTFOLIO COMPANY EXPERIENCED GOVERNMENT MANAGEMENT OWNERSHIP FINANCIAL CLEAR VISION AND AND FOCUSED CREDIT STRATEGY STRENGTH …is backed by a strong foundation 24
Slide 25: Ooredoo has outperformed the market
OOREDOO HAS OUTPERFORMED THE MARKET FOR THE PAST 12 MONTHS 25
Slide 26: MSCI Emerging Markets Index
The MSCI Emerging Markets Index captures large and mid cap representation across 24 Emerging Markets (EM) countries*. With 838 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in each country. *EM countries include: Brazil, Chile, China, Colombia, Cze
Slide 27: Download the presentation
Take a picture with your phone using a barcode scanner app http://ooredoo.com/og-ir-nov- 2017-presentation.pdf