Research categories
1 ASML‘I’m sure other people must have mentioned the senior management members at ASML. Quite simply, they know what they are doing and they are doing it well’ – Germany, buy side‘Peter Wennink and Roger Dassen of ASML are accessible, know the business well and understand exactly what to say in order to calm any investor concerns’ – UK, buy side
‘There are never any surprises with ASML’s numbers as senior management gives good guidance and is very attentive to investors’ – Italy, buy side 2 Novo Nordisk‘Novo Nordisk’s management is transparent in its communications and operations. Now that it has a tailwind, its consistent upgrades are enhancing performance’ – Denmark, buy side ‘Novo Nordisk’s senior management has a long-standing record of clear communica-tion and trustworthiness, which is appreci-ated by all analysts’ – Denmark, buy side
3 UniCredit‘UniCredit is good because it provides an opportunity to have a call with the CFO after the main earnings call, which is open to all analysts. You can ask more technical questions and get more detail on the numbers’ – Italy, sell side 4 EDP – Energias de Portugal‘EDP’s senior management provides excellent communication and visibility of its strategy. Whenever I need to talk with people, they are available’ – Portugal, sell side =5 Allianz‘Allianz gives good access to management. It is a close-knit environment with straightfor-ward communication’ – Germany, buy side
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=5 Intesa Sanpaolo‘Intesa’s management is really solid in presenting guidance, with effective communication. The people inspire confidence about their capacity to reach targets’ – Italy, sell side 7 Nestlé‘Nestlé’s CEO is present and has character. I appreciate how he communicates and listens to questions and tries to answer them from the heart, rather than from a document written by the board. He is willing and able to shed light upon points of concern’ – Switzerland, buy side
=8 AstraZeneca‘AstraZeneca is close to all investors. It gives access to top management multiple times a year, even to small firms like us, which is remarkable’ – France, buy side =8 CaixaBank‘CaixaBank’s senior management team is efficient, direct, open and pragmatic’– UK, sell side =10 OTP Bank‘OTP’s senior management members are a reliable source, always presenting a full picture of the company. They have never made a wrong forecast or misled investors’ – Hungary, buy side
=10 Vonovia‘At Vonovia, the CFO is particularly strong. In tumultuous times, execution-wise, he does the negotiating and makes sure he has liquidity. With transparency, he announces big moves to come’ – Belgium, buy side
