Assignment and Challenges
Our client, a Beijing headquartered financial service holding company retained 新月直播app to conduct an ownership intelligence analysis to determine the cause of extreme volatility in their stock.
The company had a new IR team on board, and they wanted to get information on which institutions were the source of the unusual buying and selling activity. They asked 新月直播app to focus on two specific dates of extraordinary activity.
Results
Using our proprietary data base of institutional investors, 新月直播app were able to identify both the buyers and sellers in less than two weeks and were able to provide rolling updates based on custodial disclosure.
We were able to identify several institutional and broker accounts responsible for selling, and specific retail accounts connected to retail stockbrokers responsible for buying.
Armed with this Investor Intelligence, the companies’ IR team began engagement and outreach to specific shareholders. This information was critical to managing communications into the market.