Services

Equity Story & Valuation Advisory

A clear growth logic that investors can follow and test.

THE CHALLENGE

Many companies trade at a discount to peers without being able to explain why. The story the market hears is often years behind the business.

WHAT WE DO

Market and industry analysis to identify value drivers and growth opportunities

Strategic repositioning and equity story development

Investment highlights that show growth, financial strength and efficiency

A forward story covering business layout, progress, innovation and shareholder returns

Roadshows and our buy-side channel to take the story to investors

Ongoing monitoring of sentiment, trading activity and peer performance

HOW WE WORK

Diagnose

Identify where the valuation gap lies.

Reposition

Rebuild the equity story around value drivers.

Communicate

Take the story to investors and analysts.

Monitor

Track sentiment and trading to measure progress.

WHAT YOU RECEIVE

Equity story documentRedesigned investor presentationInvestor Q&AIR calendarMonthly monitoring report

For companies listed in mainland China, our approach is consistent with the CSRC’s Listed Company Regulatory Guideline No. 10 — Market Value Management (November 2024), which links market value management to company quality, investor relations and disclosure.

QUESTIONS

Frequently asked

No. Share prices depend on many factors. We work on what we can influence: how clearly investors understand the business.

Is the market seeing your full value?

Book a 30-minute call. We will give you an initial view of your perception gap.

Book a consultation

or email [email protected]