Getting the most out of sell side conferences boils down to good preparation and clear communication. In our experience, more can be done leading up to, during, and following these events to maximize the ROI.
When thoughtfully utilized, long-term targets influence key decisions and help shape the trajectory for growth and stability at a company. These targets are not just numbers; they represent a commitment to shareholders, a roadmap to fulfilling the company’s vision, and a benchmark against which The Street can measure progress. They also serve as an internal motivator.
When thoughtfully utilized, long-term targets influence key decisions and help shape the trajectory for growth and stability at a company.
To provide insights and data on current trends, our Research Center of Excellence analyzed 45 short reports that have been issued between 2022 and 2023 to date, across market caps and sectors, to identify if and how the targeted companies responded.
At their core, short reports are research documents typically authored by institutions or individuals who expect to profit from the decline in the target’s stock price. Their fundamental aim is to present an argument as to why a company may be overvalued, which can include discussions around traditional valuation metrics and financial statement forensics all the way down through misrepresented facts, ethical issues, or even outright fraud.
Despite the gains seen in equity markets through July and increased hope for averting a hard economic landing, there is still a lot of uncertainty out there for both our clients and investors (we’re seeing some of that nervousness manifest itself in August’s market performance). We heard this loud and clear (and early) in our latest Inside The Buy-Side® Earnings Primer®.
With Q2 2023 earnings season in the books, we “Close the Quarter” with some notable themes:
In this week’s Sector Beat, we analyzed annual revenue and EPS guidance provided by Consumer Discretionary companies with market caps greater than $500M that have reported to date.
There is little question that the consumer has held up better than most feared entering 2023. As a result, many of the companies in the consumer sector that have reported thus far have been able to navigate this environment due to conservative assumptions heading into the year.
As part of our commitment to sharing timely and actionable insights, we’ve captured key takeaways from the event, as well as supporting data from both investors and corporates as a part of our 2023 Global ESG Survey.
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