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Elliott · activist-deck

Bank of East Asia, Limited (0023.HK)

23 pages · 3 arc beats · 3 loops

Activist-Deck Download JSON
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Bank of East Asia, Limited (0023.HK)

Elliott · 2016-02
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 21 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 19 hits
— 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides 100% 2/2 slides Agitate 11 slides 100% 11/11 slides 100% 11/11 slides · 82 hits
— 0/11 slides
9.1% 1/11 slides · 2 hits 81.8% 9/11 slides 100% 11/11 slides 81.8% 9/11 slides Solution 8 slides 100% 8/8 slides 100% 8/8 slides · 50 hits
— 0/8 slides
37.5% 3/8 slides 75% 6/8 slides 100% 8/8 slides 100% 8/8 slides

Slide inventory

23
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
The slide uses a list-based argument structure to build a case for management failure.diagnose_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
04
The slide frames the current situation as a 'cumulative damage' to shareholders and proposes a specific strategic exit (auction) as the solution.state_demand
Open slide detailBeat · ProblemLoop · Cost Of Inaction
05
transition
Open slide detailBeat · Agitate
06
The slide uses a line chart to show indexed performance and a table to show annualized returns over various time horizons.compare_peers
Open slide detailBeat · AgitateLoop · Mece Breakdown
07
The slide uses a line chart for ROE trends and a grouped bar chart for BPS CAGR to illustrate the performance gap.compare_peers
Open slide detailBeat · AgitateLoop · Mece Breakdown
08
Uses a combination of a stacked bar chart for dilution breakdown and a grouped bar chart for performance comparison.expose_contradiction
Open slide detailBeat · AgitateLoop · Mece Breakdown
09
The chart illustrates indexed stock performance from 1997 to 2015, highlighting the superior returns of banks that were divested.compare_peers
Open slide detailBeat · AgitateLoop · Mece Breakdown
10
The slide uses a consistent color-coding scheme where BEA is highlighted in red to emphasize its underperformance relative to the peer average.compare_peers
Open slide detailBeat · AgitateLoop · Mece Breakdown
11
BEA is highlighted in yellow in the charts. The slide argues that a lower proportion of customer deposits (specifically current/savings) leads to higher fundingcompare_peers
Open slide detailBeat · AgitateLoop · Mece Breakdown
12
The slide uses a series of bar charts to highlight BEA's underperformance relative to peers, with BEA highlighted in red.compare_peers
Open slide detailBeat · AgitateLoop · Mece Breakdown
13
BEA is highlighted in red across all three charts, consistently ranking near the bottom.compare_peers
Open slide detailBeat · AgitateLoop · Mece Breakdown
14
The slide uses a consistent color coding where BEA is highlighted in red to emphasize its underperformance relative to the peer average (dashed line).compare_peers
Open slide detailBeat · AgitateLoop · Mece Breakdown
15
The slide uses a strong accusatory tone, framing the management team as 'entrenched' and the share placements as 'defensive' and 'dilutive'.name_villain
Open slide detailBeat · Agitate
16
transition
Open slide detailBeat · SolutionLoop · Before After
17
The chart uses a 100% stacked bar format to show market share composition, with BEA highlighted in red.compare_peers
Open slide detailBeat · SolutionLoop · Before After
18
The slide uses a combination of bar charts and a check-mark matrix to demonstrate competitive advantage.compare_peers
Open slide detailBeat · SolutionLoop · Before After
19
The table highlights BEA's superior scale in China and Hong Kong compared to peers, supporting the thesis of its strategic value.compare_peers
Open slide detailBeat · SolutionLoop · Before After
20
Uses Wing Lung Bank (WLB) as a precedent for successful acquisition-led performance improvement.cite_precedent
Open slide detailBeat · SolutionLoop · Before After
21
The slide uses historical M&A data to anchor valuation expectations for a potential target.cite_precedent
Open slide detailBeat · SolutionLoop · Before After
22
The chart uses color coding to group shareholders into categories (Independent, Current Sellers, and others).decompose_segments
Open slide detailBeat · SolutionLoop · Before After
23
summarize
Open slide detailBeat · SolutionLoop · Before After