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投资者关系MichaelJacobi[简介]籍：德国出生年月：1953年1月30日学位：经济学博士工作经历：MichaelJacobi于1978年加入汽巴-嘉基公司的财务部门。1980年，Jacobi到巴西出任公司会计主任，后又被任命为财务主任。1986年，他前往美国，管理新泽西汤姆斯里弗工厂的财务部门。在哈佛完成管理培训之后，他于1987年回到巴塞尔的财务部门，任管理会计总监。1990年，他出任汽巴-嘉基的集团会计主任，负责整个集团的财务会计和报告。1997年，他被任命为汽巴精化的首席财务官，负责公司资产、投资关系、控制及信息管理。Jacobi还任职于会计和报告建议基金委员会，在瑞士的会计和披露准则制定方面发挥了重要作用。他的学术经历包括担任圣加仑大学的教授，并出版发表了多部财务和行政管理方面的著作和论文。汽巴精化首席财务官11月29日汽巴精化首席财务官MichaelJacobi于2002年11月29日访问中欧国际工商学院，并就投资者关系问题向MBA学生发表主题演讲。MichaelJacobi给大家介绍了投资者关系的定义以及在新时代面临的竞争形势和投资者关系从业人员应承担的责任。他认为一个成功的投资者关系主管，首先应该坦诚，在对企业内部，尤其是财务状况了如指掌的情况下，能和企业管理层之间形成良好的沟通。MichaelJacobi先生还给在座的MBA学生们阐述了汽巴精华的产品结构以及所在行业的发展状况。中欧国际工商学院院长伯纳德博士和副院长张国华教授会见了MichaelJacobi先生一行，双方就商学院和企业之间如何进行更好的合作交换了意见。InvestorRelations(Excerptsfromthespeech.ContentrightsreservedbythespeakerandCEIBS.UseofthecontentmustbewiththepriorapprovalfromCEIBS.)MichaelJacobi(Biography)CFOofCibaSpecialtyChemicalsNov.29,2002Goodafternoon.Iampleasedtobewithyou.WhohereknowsCiba?IwouldliketoveryquicklytalkalittleaboutCibaandtalkaboutinvestorrelations.AsCFOofourcompany,Ispendonethirdofmytimeoninvestorrelations.Letmegiveyouapieceofadvicethatweuseforinvestors.I'lltellyou:WhoisCiba?Whatisinvestorrelations?Whatdoesitmean,really?Whoareourcustomers?Howdowemeetthem?Whatisthatthingcalledinvestorrelations?Andsomeinvestorrelationsdosanddon'ts.WeareCibaSpecialtyChemicals.Weproduceso-calledspecialtychemicals.It'ssomethingyoudonotfindinshops.Youcannotfindus.Weworkprimarilyonthingsthatchangethecolour,performanceorlookandfeelofcertainproductsyoubuy.Youwillalwaysfindusinsmallingredientsinsomethingbigger.It'slikespicesinfood.Wearenotspicesinfood,butingredientsinotherproducts.Thesearethesegments,thebusinessareasthatwearein.I'llgiveyouanexampleofourproductsaswegoalong.Overall,thecompanyhasabout$5billionUSdollarsinsales.WeareinSwitzerland.ThatiswhywetalkaboutSwissfrancs.OurheadquartersisinBasel,Switzerland.Ourfoursegmentswe'reinareaboutthesamesize,soitisaverybalancedportfolioandwehaveverystrongmarketpositions.That'soneofthegoodthingswhenyou'retalkingaboutinvestorrelations.Wearealargecompany,abillion-dollarindustry,andwehaveverystrongsegmentsandleadingpositions.It'smucheasiertoexplainyourcompanyandinvestorrelationsthiswaythanifyoucomeinandsay,Weareasmallcompanyandwedon'tparticularlydefinethemarket.Whatareourproducts?Oneisplasticadditives.Allthesecorebusinessesareabout$1.5billionUSDollarsinsize.Theyareverylargecompaniesthatarenumberoneinthemarketworld-wide.Theyarespreadallovertheworld,obviouslyalsoinChina.BeingaEuropean-basedcompany,forus,thebiggestmarketistheUnitedStates.ThesecondbiggestisGermany.ThethirdbiggestmarketisChina.Forus,Chinaisveryimportantintermsofpresence.Wehaveaverylargepresencehere.Wehavealotoffactories,severalinShanghaiandQingdao.It'sreallyaveryimportantmarket.Whatdoweproducehere?Youhaveplastic,polyethylene.Youcan'tusepolyethylene-plasticbagsandwrapping-anymorewithoutusingadditivesthatstabiliseagainstlight.Otherwiseitfallsapart.Inordertostabiliseit,weproducetheseadditivesfortheplasticindustry.Weproducethemhere,amongothers,inShanghai.It'soneofourmostrecentplants,righthereinPudong.Ifyouwanttoseetheplant,we'dbehappytoshowyouaround.Justgetintouchwithus.It'saveryniceplant,definitelyanexpensiveplant.Wealsomakecoatingeffects.Theseareveryexcitingthings.Wheredoyoufindus?Youfindusbasicallyoncars.Ifanyonehasaredcar.Redcars,theyusedtoturnkindofbrownish.Thenewcarsdon'tanymoreandthat'sbecausetheyusesomethingthatcomesfromourcompany.Theredcolourcomesfromus.YoualsofindthiswithCDRs.It'saninterestingexample.CDRs,recordableCDs,ifyoulookfromtheside,youseesomegreenshade.It'susuallysilveryorgold,thenagreenshade.Thatisapigment.Wemakethatpigment.Wehaveamodestmarketshare.It'stheregistrationonwhichthelaserburns.Itregisterstheinformationonthecolour,thepigment.Thepigmentcomesfromus,primarilysoldinTaiwan.Thesearetypicalthingswehavehere.Alessi,typicalkitchenwareinEurope.Thesecoloursallcomefromus.Wemakemodernpapertreatmentproducts,whichgointopaperproduction.Iseesomeofyouhavewhitepaper.Theadditivethatmakesthepaperlookwhite,two-thirdsworld-widecomesfromus.Inwatertreatment,cleaningwater,wearequitestrong.Inoiltrimming-separatingtheoilandwater-thechemicalsusedintheextractionindustryarechemicalsweproduce.Wearenotsolarge,butstillquitecommonintheindustry.Textilechemicals,dyesandspecialeffectsfortextiles.Wearetheworld'snumberoneproducerofchemicalsforthetextileindustry.Allthecolourscomefromus.Bytheway,inthetypicalbusinesssuit,thereare60chemicalsinasuit.Anotherthingthatcomesfromusisallkindsofspecialeffectsforthefashionindustry.Wehaveoneproduct,toprotectclothes.Youcanspillbeerandfoodandanythingonclothesanditdoesn'tgetdirty.Thisisaproductweproduceandsellintheindustry.Thisis,forus,animportantthingforyoutoseeus,comingintotheseindustries.Lastbutnotleastishomeandpersonalcare.Whitenersforthedetergentstocleanthewash,ormicrobialagents.Theseareproductsweproduce.Thatgivesyouanideaofwhatthecompanyisallaboutintermsofbusiness.Intermsofprofitability,youseeitisacompanywithprofitability.Oursalesareverymuchontrack.Wewillreachour$5bill