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內容描述
今天我們邀請到已深耕台灣投資人關係(Investor Relations, IR)領域達10年之久的瑪亞投資(Markis Capital)董事長蔡鴻德(Teddy Tsai)來到我們節目現場。 瑪亞服務的客戶涵蓋石化、海運、光電、IC設計、金控、食品、金屬、租賃、建設等產業。所以今天分析師出身的Teddy跟我們分享什麼是IR,以及交我們如何從公開資訊和法人思維去找出各產業的投資好標的。
On this episode, we have Teddy Tsai, Chairman of Markis Capital, who has been deeply involved in the field of Investor Relations (IR) in Taiwan for 10 years. His IR clients include petrochemical, shipping, optoelectronics, IC design, financial control, food, metal, leasing, construction and other industries. Teddy, who started his career as an equity analyst, shares with us what IR is and how we can find good investment targets in various industries using public information and thinking like institutional investors.