INVESTOR RELATIONS

ROCKWELL LAND

• Real estate operating/development/management company
• Institutional (87%)/Retail Investors(13% Free Float)
• Staff (595) 12/31/2013
• www.e-rockwell.com

What is Investor Relations?

• Strategic management responsibility
• A two-way communication tool
• Helps the company achieve fair valuation

Stategic Management Tool

• Compliance(Securities law)
• Finance
• Marketing Communications

Two way communication tool

• Investors
• Financial Community
• Media

Achieving Fair Valuation

• Communicate the company's financial strategy.
• Communicate the strategic direction.
• Maintain the company's image.

Top 3 questions from IROs

• Role/scope of work
• KPIs of an IRO
• How to get buy in from senior management

The importance of IR to an issuer(company) depends on its IRO's strategic value

Tools?

Strategic IRO TOOLKIT

• Website
• Shareholder Analysis
• Investor targeting
• Perception study
• Multimedia Solutions

Website

• DISCLOSE to institutional & retail investors.
• ENGAGE a global audience by best practices.
• MEASURE the impact of your communications.

EXECUTION vs. STRATEGIC

EXECUTION VALUE

• Manage investor expectations
• Communicating with the financial community
• Peer benchmarking
• Board reporting/Annual IR reporting
• Compliance

STRATEGIC VALUE

• Competitive intelligence
• Strategic messaging
• Image building
• Anticipate market reactions
• Crisis management

INVESTOR RELATIONS 123

• Proactively understand & approach the market
• Collect Market feedbsck
• Do communication & Compliance Execution

SHAREHOLDER ANALYSIS

• Identify your investors at both the firm/fund levels.
• Prioritize management time with investors
• Plan for ASM, roadshows or press conference

Able to bring in global public, proprietary trading & holding data for analysis.

Local analyst to hand hold you throughout the whole study.

PERCEPTION STUDY

• Know how your company, strategy & management is perceived.
• Gain insight into institutional positioning & investment approaches.
• Benchmark perceptions of your company's strategy & messages.
• Gauge the impact of your outreach effort.

MULTIMEDIA

• For earnings release
• For showcasing projects
• For sharing strategic directions

Strategic Value
+
IRO Toolkit
=
SUCCESS

IRO KPIs for Consideration

• %Share of long term investments.
• %Share of foreign investments.
• Relstive P/E in the same industry.

INVESTORS VALUE 123

• Investors with capital injection.
• Investors with market insight.
• Investors that bring strategic partnership.

Key Performance Indicators

• Securing excellent returns.
• Adding significant value in the long term.
• Protecting existing assets.

EXCELLENT RETURNS

REVENUES (PhP bn)

EPS