12
Shareholding Structure:
BUSINESS OVERVIEWStock Information :
2004
2007
2011
AirAsia Berhad Management
Thai AirAsia(Opco)
Public
100%
45%
46% 54%
55%
AirAsia Investment
Asia Aviation(Listco)
2012
2009
2013
Stock Movement: AAV
2
Average Price 52 Weeks: 4.74 Baht
Average Volume 52 Weeks: 145.89 MB
Ticker : AAV
Industry : Services/Transportation
IPO Price (Baht) : 3.70
Listed Date : 31 May 2012
Market Capital : 650 MMUSD (TH:SET100, G:SMALL)
Free Float : 54.46%
Foreign Limit : 0.10%
Foreign Shareholders : 0.10%1
NVDR Shareholders : 10.33%1
CG Report :
Note : Exchange Rate : 35.50 Baht/ 1USD1As of 27/11/2015
INVESTOR RELATIONS
GAP ANALYSIS
4
IR OBJECTIVES & STRATEGY REFINEMENT
IR Objectives & Strategies Tools Evaluation Process & KPIs
Enhance engagement with existing shareholders
Increase international shareholder ownership
Improve disclosure Increase research
coverage
Informal feedback from investment community
Number of analyst covering the stock
Number of international shareholder ownership
None of official notification letter from SET and SEC
1-on-1 meeting/Roadshows/Conf.
Answering telephone /E-mail queries
Emailing information to circulation list
Investor relations section on website
Webcasts Social Medias Site Visits
Best Practices Likely Best Practices Immediately to improve
INVESTOR RELATIONS
STRATEGIEs
TOP 5 GOALS FOR IR
PROGRAMS 2014 1. Expand or enhance
engagement with existing shareholders
2. Increase international shareholder ownership
3. Improve disclosure
4. Diversify investor base
5. Increase research coverage
6
IR STRATEGIES / PRIORITIES
Source: Global Trends In Investor Relations 2013, NINTH EDITION, BNY MELLON
INVESTOR RELATIONS
TOOLs
INVESTOR TOOLKIT
• Annual report
• Fact sheet/Company Filling
•
• IR website/ E-mail
• Webcast/Video
• Phone /Conference Call
• Newsletter/IR releases/Press releases
• Plant/ Site Visit
• Group/ One-on-One meetings at Conf. or Roadshow
• Shareholders 'meeting (AGM)
• Events (SET in the City & Money Expo)
• Social Medias
8
Examples of Investor Kit
NEWOLD
9
USE OF TECHNOLOGYTime to revamp IR website
INVESTOR RELATIONS
KPIs
MEASURING RESULT
• Did your message resonate?
– Post-event survey
• Comment form at sessions/events
• Deliver results of follow-up survey to management/board
11
Investment Community Feedback
0
2
4
6
8
10
12
Jan-14 Mar-14 May-14 Jul-14 Sep-14 Nov-14 Jan-15 Mar-15 May-15 Jul-15 Sep-15 Nov-15
1st Inbound Roadshow
POST IMPLEMENTATION
Thai NVDR (Non-voting depository shares) is a wholly owned subsidiary of SET to facilitate foreign ownership, having equal Rights as ordinary shares except for voting rights. As AAV has foreign limits of 0.1%, any foreign ownership shall be held through Thai NVDR. Source: SET
Roadshows 2014 / 2015Inbound (Fund, Retails) : 9 / 11Outbound (Asia, EU, US) : 6 / 7Analyst Coverage (initial): +3 / +6
Gaps Analysis->
% of foreign SH
Launch New Website/Webcast
+3 research coverage
Revisited Existing SH
Tapped New Market (US/JP)
Revamp Website
+6 research coverage
1st Outbound Roadshow
