Case studies Monthly archive

Sep 28, 2021
How to manage investor relations in a bear market
‘It is still the largest cash transaction ever,’ says Karl Mahler, the multi-award-winning head of investor relations at Basel-headquartered pharma giant Roche, of the company’s acquisition of Genentech, which in 2009 was a part-owned subsidiary of Roche. ‘We had to get more than $40 bn out of the system and we had to do it in the middle of the Lehman crisis. Now that really was a bear market.’ Mahler describes the experience as ‘the most horr...
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Sep 28, 2021
IR in a bear market: An energy industry case study
A shorter version of this interview appears in the fall issue of IR Magazine as part of a wider piece looking at IR in a bear market. Click here to read that feature now.  We all know what good IR should look like – and have a good idea of how IR should respond to a crisis or a market downturn. But what actually happens when the market shifts? Nick Mazi...
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Sep 16, 2021
CFOs bemoan supply chain disruption
Supply chain disruption has caused a notable rise in costs and further negative impacts are expected during the rest of the year, according to a survey of mainly US-based CFOs by Deloitte. In the quarterly poll of finance chiefs, 44 percent say supply chain issues have increased costs by 5 percent or more this year, while 32 percent expect a reduction in sales for the remainder of 2021. But the shortages and delays caused by the Covid-19 pandemic have not aff...
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Sep 15, 2021
Just 13 FTSE 100 firms report ethnicity pay gap
Just 13 companies in the FTSE 100 have published figures on their ethnicity pay gap, according to new research from the Chartered Institute of Personnel and Development (CIPD), which is calling for mandatory reporting around pay and ethnicity. ‘Last year’s Black Lives Matter protests led many organizations to publicly condemn racism and discrimination in our societies and workplaces,’ says the professional body in a statement. ‘But few have voluntarily repor...
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Sep 03, 2021
Companies with strong corporate purpose outperform on financial and valuation metrics, finds study
One of the challenges of stakeholder capitalism – where companies work in the interests of all stakeholders, not just shareholders – is how to balance the needs of different groups. For example, decisions that are good for investors, such as cost-cutting or automation of factory processes, may be painful for the workforce. But investment in stakeholder value should not be viewed as detrimental to shareholder value, argue the authors of a ...
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