Insights
Notes on markets, IPOs and IR practice.
Equity Story
Is your equity story out of date?
When analyst questions keep returning to old businesses, or peers trade at a premium you cannot explain, the story needs work. A checklist for management teams.
Read more →
Regulation
Market value management in mainland China: what Guideline No. 10 asks of listed companies
The CSRC's November 2024 guideline links market value management to company quality, investor relations and disclosure, with specific duties for index constituents and companies trading below book value.
Read more →
IR Practice
Reading CCASS: what your shareholder register is telling you
Week-on-week changes in custodian holdings show who is building or reducing positions. How to read the data, and how to turn it into an outreach plan.
Read more →