-ibd-presentation-2013-asiainfo-linkage-inc-goldman-sachs-1 · deck
28 IBD presentation 2013 Asiainfo Linkage Inc Goldman Sachs 1
63 pages · 0 arc beats · 0 loops
28 IBD presentation 2013 Asiainfo Linkage Inc Goldman Sachs 1
-ibd-presentation-2013-asiainfo-linkage-inc-goldman-sachs-1 · 2013-01 arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
15101520253035404550556063
Deck intelligence map
1 coverage by narrative range · generated from this deck JSON
Narrative range 63 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 63 slides 100% 63/63 slides 100% 63/63 slides · 300 hits — 0/63 slides
44.4% 28/63 slides · 33 hits 20.6% 13/63 slides — 0/63 slides
— 0/63 slides
Slide inventory
63 every slide · same image gating as the playbook
06
Includes valuation metrics (EV/EBITDA, P/E) based on IBES and Management estimates.compare_peers
08
Includes a small data table for 52-week and 3-year high/low prices.establish_context
09
The slide uses a dual-axis chart (line for price, bar for volume) with callout boxes for event-driven price movements.analyze_data
10
The chart highlights the impact of the Linkage merger and subsequent acquisition rumors on Aurora's stock price relative to its peers.analyze_data
12
The slide displays four bar charts showing volume distribution by price range, with percentages indicating the proportion of shares traded.analyze_data
13
The chart compares the implied cost basis against a fixed CITIC offer price of $12.00.analyze_data
15
Includes a table of financial estimates, a pie chart of analyst recommendations, and a bar chart of individual analyst price targets.analyze_data
16
The slide uses a 'paper scrap' visual motif to present external analyst commentary.cite_precedent
19
The slide uses a hierarchical grouping structure to present potential corporate actions.present_solution
20
Includes specific growth rates for China Mobile, China Unicom, and China Telecom, as well as labor cost and margin projections.analyze_data
22
The slide uses a floating bar chart (waterfall-style) to visualize valuation ranges per share.compare_peers
23
Includes both Management Case and IBES Estimates for valuation multiples.analyze_data
26
Includes a line chart for future values and two sensitivity tables for present values of 2015 and 2016 stock prices.analyze_data
28
The slide uses a simple comparison structure to weigh the pros and cons of an acquisition strategy.frame_problem
31
Includes specific assumptions regarding debt issuance, amortization, and share repurchase mechanics.analyze_data
32
Includes specific financial assumptions regarding debt issuance, interest rates, amortization, and dividend payout mechanics.analyze_data
33
Includes two line charts showing future values over time and two tables showing PV sensitivity to cost of equity and P/E multiples.analyze_data
35
The slide uses a structured table format to break down the transaction logic.present_solution
36
Includes specific deal metrics such as purchase price, debt leverage, and transaction fees.analyze_data
37
Includes four distinct sensitivity tables based on management model financials.analyze_data
38
The slide highlights a structural constraint regarding leverage due to the company's offshore/onshore setup.analyze_data
41
Includes logos of companies and specific footnotes regarding exchange rates.compare_peers
42
Includes assumptions for cost of cash, cost of debt, and marginal tax rates for both companies.analyze_data
47
Includes operating, investing, and financing cash flow sections, as well as cash balance reconciliation.analyze_data
52
Includes a highlighted callout box noting the median EV/EBITDA multiple after the financial crisis.cite_precedent
54
Includes sensitivity analysis tables for WACC based on D/(D+E) and Cost of Equity.analyze_data
55
Data as of March 16, 2012. Note: No debt on any of Aurora's comps, equity beta is the unlevered Beta for comps.analyze_data
58
The slide presents a scenario analysis framework for financial modeling.analyze_data
59
Includes CAGR metrics and margin/growth percentages for each financial metric.analyze_data
60
Includes CAGR metrics and margin/growth percentages for each financial metric.analyze_data
61
Includes CAGR metrics and margin/growth percentages for each financial metric.analyze_data
62
The table displays historical 2011 data alongside projections for 2012-2016, including CAGR calculations.compare_peers