Market Signals Analysis

AWR Lloyd conducts independent (and if necessary anonymous) interviews with fund managers and sell-side analysts to get in-depth feedback about how they value a client, how they view its strategy – and how they see the company’s investor relations programme.

AWR Lloyd analyzes the feedback and prepares a presentation for the client. The results of the analysis can be used to identify the reasons for any gaps between a share price and ‘fair value’ (Corporate Structure & Equity Market Strategy ‘Fair Value Gap Analysis*’). Once these reasons have been identified, the client can then devise strategies for tackling any misperceptions in the market or for highlighting any of its assets which may be undervalued by the market.

*Note: Fair Value Gap Analysis is a proprietary AWR Lloyd analytical tool.

For example: AWR Lloyd conducted a Market Signals Analysis for a listed Thai oil refining company. AWR Lloyd prepared a detailed questionnaire for fund managers and analysts to assess their views on the client’s strategy, value dynamics and IR programme. We interviewed around 40 fund managers and analysts (in New York, London, Paris, Singapore, Hong Kong and Bangkok). The results were used to improve the client’s investor relations programme and to consider the potential market reaction to certain strategic decisions under consideration. The analysis was also used as part of a broader strategic review assignment (Value Maximizing M&LT Strategy).