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ESG Red Spikes #3 - Royal Mail (IDS.L)
5/17/2023 ~ 9:11:49 AM

๐—˜๐—ฆ๐—š ๐—ฅ๐—ฒ๐—ฑ ๐—ฆ๐—ฝ๐—ถ๐—ธ๐—ฒ๐˜€ ๐Ÿ“ˆ

๐—จ๐—ป๐—ถ๐—ผ๐—ป ๐—ฑ๐—ถ๐˜€๐—ฝ๐˜‚๐˜๐—ฒ๐˜€, '๐—ฃ๐—ผ๐˜€๐˜๐—ฎ๐—น ๐—ฑ๐—ฒ๐˜€๐—ฒ๐—ฟ๐˜๐˜€' & ๐—ฅ๐—ฒ๐—ด๐˜‚๐—น๐—ฎ๐˜๐—ผ๐—ฟ๐˜† ๐—ฎ๐—ฐ๐˜๐—ถ๐—ผ๐—ป

๐—ช๐—ต๐—ฎ๐˜ ๐—ฑ๐—ถ๐—ฑ ๐˜„๐—ฒ ๐˜€๐—ฒ๐—ฒ?

Our Real-time ESG Tracker picked up growth in negative sentiment for Royal Mail (IDS.L), flagging numerous stories across the past week which correlated with falling share value.

Our systems immediately sent out an alert to our clients with Royal Mail in their portfolio.

๐—ช๐—ต๐—ฎ๐˜ ๐—ฑ๐—ถ๐—ฑ ๐˜„๐—ฒ ๐—น๐—ฒ๐—ฎ๐—ฟ๐—ป?

In what seems to be a worrying trend for Royal Mail, with the company only earlier this year having threatened to declare insolvency, both investor and consumer confidence continues to be challenged - we were able to capture each different story early and flagged it to our clients.

๐—ช๐—ต๐—ฎ๐˜ ๐—ผ๐˜‚๐—ฟ ๐—ฅ๐—ฒ๐—ฎ๐—น-๐—ง๐—ถ๐—บ๐—ฒ ๐—˜๐—ฆ๐—š ๐—ง๐—ฟ๐—ฎ๐—ฐ๐—ธ๐—ฒ๐—ฟ ๐˜€๐—ฎ๐˜„

We have summarised the main stories which we captured across wider media and Twitter for you below:

๐Ÿ—“๏ธ ๐—ง๐˜‚๐—ฒ๐˜€๐—ฑ๐—ฎ๐˜† ๐Ÿต๐˜๐—ต ๐— ๐—ฎ๐˜†

Reports begin to filter through that Royal Mail CEO, Simon Thompson, is set to announce his departure from the company as a step to finally resolve a long running dispute with the Communication Workers Union (CWU).

Share price for IDS.L had a high of 250.20 ๐Ÿ”ป to a low of 244.47. ๐Ÿ“ˆ

๐Ÿ—“๏ธ ๐—ช๐—ฒ๐—ฑ๐—ป๐—ฒ๐˜€๐—ฑ๐—ฎ๐˜† ๐Ÿญ๐Ÿฌ๐˜๐—ต ๐— ๐—ฎ๐˜†

The story regarding the soon-to-be resignation of the Royal Mail CEO begins to spread throughout wider media.

Outsourcing firm and government contractor Capita, whose systems are used to administer pensions for the Royal Mail amongst other organisations, reveal it will take a hit of around ยฃ20m from a recent cyber attack that saw some customer, supplier and colleague data accessed by hackers.

Share price for IDS.L had a high of 246.62 ๐Ÿ”ป to a low of 232.8. ๐Ÿ“ˆ

๐Ÿ—“๏ธ ๐—™๐—ฟ๐—ถ๐—ฑ๐—ฎ๐˜† ๐Ÿญ๐Ÿญ๐˜๐—ต ๐— ๐—ฎ๐˜†

Reports that Royal Mail reportedly failing to frequently deliver post were causing dozens of areas to become โ€œpostal desertsโ€ - with some areas receiving letters as little as once a fortnight.

Share price for IDS.L had a high of 236 ๐Ÿ”ป to a low of 229.2. ๐Ÿ“ˆ

๐Ÿ—“๏ธ ๐— ๐—ผ๐—ป๐—ฑ๐—ฎ๐˜† ๐Ÿญ๐Ÿฑ๐˜๐—ต ๐— ๐—ฎ๐˜†

It is widely reported that the UK regulator Ofcom has launched an investigation into Royal Mailโ€™s failure to meet its delivery targets in the past year - and will fine the company if it cannot reasonably explain why it missed the targets.

Share price for IDS.L had a high of 229.13 ๐Ÿ”ป to a low of 224.9. ๐Ÿ“ˆ

๐—ช๐—ต๐˜† ๐—ฑ๐—ผ๐—ฒ๐˜€ ๐˜๐—ต๐—ถ๐˜€ ๐—ต๐—ฒ๐—น๐—ฝ ๐—ผ๐˜‚๐—ฟ ๐—ฝ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ผ๐—ฟ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€?

ESG data providers are often criticised for being โ€˜backward-lookingโ€™ - even โ€˜controversiesโ€™ assessments are written after the event.

Our proprietaryย Real-Time ESG trackerย will give you an immediate email alert when ESG sentiment on a company is deteriorating or improving - you can even drill down to see what are the top articles and tweets causing the controversy.

We aim to alert youย early, and give you the data you need toย engageย your portfolio company - or even toย trade.

Want to learn more? Email us viaย contact@integrumesg.comย or fill in this formย HEREย to book in a demonstration on our own approach to ESG analysis.

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