Presentation on theme: "XYZ PLC Sector Head Analyst: Joe Blogs Analysts: Joe Title of Report Here 1 line, something summarising the report REPLACE WITH COMPANY LOGO Kindly Sponsored."— Presentation transcript:
XYZ PLC Sector Head Analyst: Joe Blogs Analysts: Joe Title of Report Here 1 line, something summarising the report REPLACE WITH COMPANY LOGO Kindly Sponsored By:
Company Summary: Target Price: CEO: 52wk low/high: Market Price: CFO: Free Float: % Upside:Index:M. Cap £m:
Kindly Sponsored By: Investment Thesis: This page should have 4+ reasons why you are recommending the company. It is good to be specific and use figures to back up your points. Graphs or charts are Also good.
Kindly Sponsored By: Economic Tailwind: What are the economic conditions facing the various business segments of the company.? Will the assist or hamper the companies profits in the foreseeable future? It is good to include a pie chart of the business and/or geographic segments on this section to highlight what percentage or revenue is being talked about. (This is found on factset on the company snapshot page).
Kindly Sponsored By: Brand Strength What is the company doing regarding its brand? Some may consolidate their brand name, change names, increase marketing. A strong brand means that a company keeps its competitive advantage for longer (think Coca Cola).
Kindly Sponsored By: Risk Analysis Look at the companies risk profile. This will be influenced by its sector and also the decisions made by management. Specifically the way it is capitalised (Gearing ratios). A lot of information can be found in the annual reports. However, by simply researching the company and looking at its product or service you can start to understand the potential risks faced by the company.
Kindly Sponsored By: Relative Valuation: This page should be about looking at P/E, P/E to growth and P/cash flow ratios to see how the company is valued relative to its peers. Charts can be good here to illustrate your point.
Kindly Sponsored By: Conclusion: Conclude the presentation by stating how many shares the group recommend buying and ask members for questions. When thinking of how many shares, this is dependent upon how confident you are in the company.