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Case Study – Hong Kong Listed Company Experiencing Extraordinary Share Volatility

Hong Kong Stock Exchange listed Financial Services Holding Company

Assignment and Challenges

Our client, a Beijing headquartered financial service holding company retained Alliance Advisors 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 Alliance Advisors to focus on two specific dates of extraordinary activity.

Results

Using our proprietary data base of institutional investors, Alliance Advisors 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.

Investor Ownership Intelligence

Hong Kong Stock Exchange listed Financial Services Holding Company

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