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Morgan Stanley · consulting-deck

Morgan Stanley | Investment Banking Pitch Book | 40 slides

40 pages · 4 arc beats · 2 loops

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Morgan Stanley | Investment Banking Pitch Book | 40 slides

Morgan Stanley · 2020-09
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 40 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 4 slides 100% 4/4 slides 100% 4/4 slides · 16 hits
— 0/4 slides
— 0/4 slides
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100% 4/4 slides
— 0/4 slides
Problem & Complication 6 slides 100% 6/6 slides 100% 6/6 slides · 34 hits
— 0/6 slides
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— 0/6 slides
100% 6/6 slides 100% 6/6 slides Evidence & Proof 10 slides 100% 10/10 slides 100% 10/10 slides · 50 hits
— 0/10 slides
10% 1/10 slides 10% 1/10 slides 100% 10/10 slides 100% 10/10 slides Impact & Next Steps 20 slides 100% 20/20 slides 100% 20/20 slides · 90 hits
— 0/20 slides
55% 11/20 slides 45% 9/20 slides 100% 20/20 slides
— 0/20 slides

Slide inventory

40
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
other
Open slide detailBeat · Situation & Context
03
front_matter
Open slide detailBeat · Situation & Context
04
transition
Open slide detailBeat · Situation & Context
05
The slide outlines the offer price, valuation, premium analysis, ownership structure, and financing mix.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
06
Includes a small inset table for Key Cash & Debt Figures.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
07
transition
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
08
Includes CAGR calculations and segment-level margins for Revenue and Gross Profit.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
09
Includes segment-level breakdowns for revenue and gross profit, and margin trends for EBITDA and net income.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
10
The slide uses two line charts to show LTM and 3-year performance relative to an offer price of $43.30.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
11
Data sourced from Capital IQ; includes specific methodology for multiple calculations.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
12
Data sourced from Capital IQ; includes specific methodology for AV and P/E calculations.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
13
Includes LTM ADS Price Trading Range histogram and SINA Trading Range and VWAP comparison table.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
14
Data sourced from Bloomberg; includes selection of major brokers.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
15
The table includes a median row and detailed footnotes explaining the valuation methodologies and adjustments.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
16
transition
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
17
Includes CAGR and margin percentages for various business segments.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
18
Includes a pie chart showing 2019 expenditure, a combo chart showing online ad growth, and a stacked bar chart showing channel breakdown.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
19
Includes a dual-axis chart showing revenue size (bars) and growth rate (line).analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
20
The chart uses a 'football field' format to display valuation ranges across different methodologies, comparing them against the Unaffected Price and Final Offerquantify_impact
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
21
The slide uses a comparison table structure to justify the selection of peer companies for valuation analysis.compare_peers
Open slide detailBeat · Impact & Next Steps
22
Includes footnotes regarding methodology, data sources, and specific company adjustments.compare_peers
Open slide detailBeat · Impact & Next Steps
23
Data sourced from Capital IQ and company filings; includes averages and medians for peer groups.compare_peers
Open slide detailBeat · Impact & Next Steps
24
The chart displays paired bars for each company representing initial vs final offer premiums, with a median line at 18%.analyze_data
Open slide detailBeat · Impact & Next Steps
25
The chart displays annual median premiums (bars) against the S&P 500 index (line).analyze_data
Open slide detailBeat · Impact & Next Steps
26
Includes specific valuation assumptions like WACC, PGR, and HoldCo discount rates.analyze_data
Open slide detailBeat · Impact & Next Steps
27
Includes sensitivity analysis tables for WACC and one-off wind-up costs.analyze_data
Open slide detailBeat · Impact & Next Steps
28
Includes specific assumptions for Market Risk Premium, Risk Free Rate, Beta, and debt/tax components.analyze_data
Open slide detailBeat · Impact & Next Steps
29
Includes sensitivity analysis tables for both aggregate and equity value.analyze_data
Open slide detailBeat · Impact & Next Steps
30
Includes a detailed footnote explaining the excess cash adjustment methodology.analyze_data
Open slide detailBeat · Impact & Next Steps
31
The slide presents five separate sensitivity tables for different variables: Key Accounts CAGR, Key Account ARPU CAGR, SMEs CAGR, SME ARPU CAGR, and Average Opequantify_impact
Open slide detailBeat · Impact & Next Steps
32
The slide provides a detailed breakdown of SINA's investment portfolio, applying various discounts (liquidity, monetization, withholding tax) to arrive at valuaanalyze_data
Open slide detailBeat · Impact & Next Steps
33
The table details specific investment entities, their business nature, book values, and valuation rationales, including liquidity discounts and write-down plansanalyze_data
Open slide detailBeat · Impact & Next Steps
34
Source: Capital IQ. Notes detail the methodology for calculating long-term investments and the assumption that SINA's other business contributes zero value.analyze_data
Open slide detailBeat · Impact & Next Steps
35
The table displays theoretical SoTP values versus implied market caps to derive the HoldCo discount percentage.compare_peers
Open slide detailBeat · Impact & Next Steps
36
Morgan Stanley branded slide, includes detailed footnotes regarding methodology.analyze_data
Open slide detailBeat · Impact & Next Steps
37
Includes detailed footnotes regarding tax assumptions, share counts, and valuation methodology.analyze_data
Open slide detailBeat · Impact & Next Steps
38
transition
Open slide detailBeat · Impact & Next Steps
39
The slide uses a structured table format to compare Status Quo/Secondary Listing, Leveraged Dividend Recapitalization, and Sale of Weibo Stake.compare_options
Open slide detailBeat · Impact & Next Steps
40
The slide uses a structured table format to compare strategic options, likely for a board or management presentation.compare_options
Open slide detailBeat · Impact & Next Steps