@Hanna was in OP’s hot seat. 
What do investor relations actually look like behind the scenes? This episode features Hanna-Maria Heikkinen from Wärtsilä, who was voted IR Director of the Year. What do investors ask Heikkinen the most? How are expectations for a company formed? Can a company’s good story carry it without strong numbers? Heikkinen talks about the daily life of investor relations and her own investing. We also discuss market sentiment: stocks are rallying, the war continues, and the AI hype is running hot. Is the market living a life of its own, and how does an IR professional view all this? In the final HOT or NOT: Wärtsilä’s share and the July earnings season.
Exceptionally, this episode was recorded already on Friday, May 29th.
Topics:
00:00 Intro and market news
05:01 What does an IR Director’s job involve?
21:05 Hanna-Maria as an investor
23:30 An IR Director’s view on equity analysts and an equity analyst’s view on IR
27:40 Why do companies in the US almost always beat forecasts?
31:51 What kind of companies are in Hanna’s portfolio? Latest purchase?
38:17 Where should an investor look for information about Wärtsilä?
41:26 How and when did Hanna-Maria become interested in investing?
44:30 HOT or NOT: Wärtsilä’s share and the July earnings season