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Episode 44: Ciarån Donnelly - Investor Relations in the TMT Sector: What Analysts Want from IROs
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When done right, the collaboration between analysts and investor relations professionals can transform how a company's story is told, understood, and valued by investors. In this episode, we speak with Ciarán Donnelly, Technology & Media Equity Research Analyst at Berenberg to hear his insights of the technology, media, and telecommunications (TMT) sector.
Consistency, Availability, and Proactivity: An Analyst’s IR Wish List
Ciarán shares stories from his decade-long career in investment banking. You’ll hear what a typical day looks like for him, from dissecting results day announcements to communicating with IR to running global roadshows.
We hear what Ciarán would most like to see from IROs when it comes to assessing his modelling approach and why he thinks that IR should be involved far earlier in the process when it comes to an IPO.
While there’s been some negativity about the UK market, Ciarán is confident that things are looking up and explains why many analysts like him have an optimistic view of UK equities. As a topic that affects Ciarán’s sector a great deal, we discuss how AI is impacting both his role internally and the companies he researches. We hear his take on AI in the wider TNT market and why it can be a productivity enhancer.
In This Episode
- The typical day of a sell-side analyst
- Why IR should be involved earlier in an IPO process
- How AI is impacting IR
- What makes meetings with IR, companies, and investors more productive
- The key attributes of great IROs when communicating with analysts
- Why now is the time for optimism in the UK market
Quotes:
"We are starting to see practical examples of where [AI] is either benefitting or changing business models."
“The equity story is hugely important to whether or not an IPO gets done. If an IR professional can be in situ in a private company even 12 months in advance, I think that is a really good opportunity.”
"There's always going to be demand for quality assets and there is a lot of quality assets in the UK. So we think you're likely to see that trend continue in 2025 and beyond."
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