[Corporate Finance & Investment Banking] September 29, 2011 Sofia, BULGARIA
<ul><li>Leading investment intermediary </li></ul><ul><li>Full national and foreign markets services license </li></ul><ul...
<ul><li>Complex service approach  </li></ul><ul><li>High quality services in the investment banking and investment interme...
<ul><li>Wealth Management </li></ul><ul><li>Brokerage </li></ul><ul><li>Investment Research </li></ul><ul><li>Corporate Fi...
<ul><li>Established in 1994 </li></ul><ul><li>Leader in compensatory instruments turnover </li></ul><ul><li>Leader in stoc...
<ul><li>Intermediary on behalf of the Sofia City Privatization Agency for the sale of the majority stakes of the following...
<ul><li>IPOs and private placement of equity and fixed-income; </li></ul><ul><li>Investment projects and business consulti...
<ul><li>Shorter listing period </li></ul><ul><li>Admission to a EU member state capital market;  </li></ul><ul><li>Legisla...
<ul><li>Admission to trading on the BSE </li></ul><ul><ul><li>Securities issued by an issuer domiciled in a member-state o...
<ul><li>Investors interest study; </li></ul><ul><li>Financial analysis; </li></ul><ul><li>Financial consulting; </li></ul>...
Business environment in Bulgaria
ORGANIZED MARKETS AND TRADED INSTRUMENTS Units of mutual funds Stocks Warrants Corporate bonds  Municipal bonds Mortgage b...
New issues and capital raised through the capital market Money raised through IPOs by years  ( BGN mln. )   1H 2011 2010 2...
Current state of the capital market and main tendencies Decrease in the market  capitalization of local listed companies S...
Performance of regional markets
<ul><li>Corporate Finance & Investment Banking : </li></ul><ul><li>1  Bulgaria sq., Sofia 1414, Bulgaria </li></ul><ul><li...
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Beta Corp Presentation Corporate Finance&amp;Investment Banking

  1. 1. [Corporate Finance & Investment Banking] September 29, 2011 Sofia, BULGARIA
  2. 2. <ul><li>Leading investment intermediary </li></ul><ul><li>Full national and foreign markets services license </li></ul><ul><li>Wide range of services and products </li></ul><ul><li>Experienced management and staff </li></ul><ul><li>Member of the Bulgarian Stock Exchange – Sofia </li></ul><ul><li>Member of the Central Depository </li></ul><ul><li>Chair at the Bulgarian Association of Licensed Investment Intermediaries </li></ul>Who Are We
  3. 3. <ul><li>Complex service approach </li></ul><ul><li>High quality services in the investment banking and investment intermediation </li></ul><ul><li>Long-term relationship with clients, partners and competitors </li></ul><ul><li>Development and offering of sophisticated financial instruments </li></ul><ul><li>Advance far beyond the market demand </li></ul>Our Mission
  4. 4. <ul><li>Wealth Management </li></ul><ul><li>Brokerage </li></ul><ul><li>Investment Research </li></ul><ul><li>Corporate Finance </li></ul><ul><li>Investment Banking </li></ul><ul><li>M&A Consulting </li></ul><ul><li>FX trading </li></ul>Leading Services
  5. 5. <ul><li>Established in 1994 </li></ul><ul><li>Leader in compensatory instruments turnover </li></ul><ul><li>Leader in stock exchange privatization </li></ul><ul><li>Major stocks deals: </li></ul><ul><ul><li>12.36% of the stock of Solvey Sodi PLC </li></ul></ul><ul><ul><li>11.15% of the stock of Kaliakra PLC </li></ul></ul><ul><ul><li>15 .00 % of the stock of Zaharni Zavodi – Gorna Orjahovica PLC </li></ul></ul><ul><ul><li>14.5% - 2001, 1.06% - 2002 and 1.89% - 2004 of the stock of Petrol PLC . </li></ul></ul>History and Major Contracts (1)
  6. 6. <ul><li>Intermediary on behalf of the Sofia City Privatization Agency for the sale of the majority stakes of the following municipal companies: </li></ul><ul><ul><li>Chistota – Sofia PLC </li></ul></ul><ul><ul><li>Forum PLC </li></ul></ul><ul><ul><li>MDZ Balsha PLC </li></ul></ul><ul><ul><li>Iris 2000 PLC </li></ul></ul><ul><li>Initial public offering and capital increase </li></ul><ul><ul><li>PARK REIT </li></ul></ul><ul><ul><li>Alpha Bulgaria Plc. </li></ul></ul>History and Major Contracts (2)
  7. 7. <ul><li>IPOs and private placement of equity and fixed-income; </li></ul><ul><li>Investment projects and business consulting; </li></ul><ul><li>Detailed financial analysis and financial consulting; </li></ul><ul><li>Corporate restructurings and M&A consulting; </li></ul><ul><li>Advice on financial reporting and periodic information disclosure to the capital market participants; </li></ul><ul><li>Tender offers and shares buy-back; </li></ul>Corporate Finance & Business Consulting
  8. 8. <ul><li>Shorter listing period </li></ul><ul><li>Admission to a EU member state capital market; </li></ul><ul><li>Legislation harmonized with the EU requirements; </li></ul><ul><li>Simplified listing procedure; </li></ul><ul><li>Low application fees; </li></ul><ul><li>No capital gains tax </li></ul><ul><li>Only 5% tax on dividends; </li></ul>Why the Bulgarian Stock Exchange
  9. 9. <ul><li>Admission to trading on the BSE </li></ul><ul><ul><li>Securities issued by an issuer domiciled in a member-state of the EU </li></ul></ul><ul><ul><li>Company domiciled in the Republic of Bulgaria which is owned by Greek legal / natural persons </li></ul></ul><ul><li>Listing to the BSE through Public Offering (IPO/SPO) </li></ul><ul><ul><li>Securities issued by an issuer domiciled in a member-state of the EU </li></ul></ul><ul><ul><li>Company domiciled in the Republic of Bulgaria which is owned by Greek legal / natural persons </li></ul></ul>Listing Options
  10. 10. <ul><li>Investors interest study; </li></ul><ul><li>Financial analysis; </li></ul><ul><li>Financial consulting; </li></ul><ul><li>Prospectus drawing up; </li></ul><ul><li>Regulatory compliance papers; </li></ul><ul><li>Issue registration; </li></ul><ul><li>In-house and external legal advice; </li></ul><ul><li>Independent board member selection support. </li></ul>Beta Corp’s Role
  11. 11. Business environment in Bulgaria
  12. 12. ORGANIZED MARKETS AND TRADED INSTRUMENTS Units of mutual funds Stocks Warrants Corporate bonds Municipal bonds Mortgage bonds Stocks Rights Compensation instruments Official Market Subscription Rights Market Compensatory Instruments Market UCITs Market SPVs Market Unofficial Market Privatization Market IPO Market BSE-SOFIA’S MARKETS Traded Instruments
  13. 13. New issues and capital raised through the capital market Money raised through IPOs by years ( BGN mln. )   1H 2011 2010 2009 2008 2007 New issues of financial instruments, of which: 2 1 37 78 80 <ul><ul><li>Shares – SPVs </li></ul></ul>1 7 2 17 20 <ul><ul><li>Shares – Public companies (without REITs and SPVs) </li></ul></ul>0 2 16 24 17 <ul><ul><li>Bonds </li></ul></ul>3 8 15 23 30 <ul><ul><li>Units of Mutual Funds </li></ul></ul>0 7 4 14 13
  14. 14. Current state of the capital market and main tendencies Decrease in the market capitalization of local listed companies Sharp decrease in the daily turnover Relatively low increase of the main index in 2009 in comparison with the other European exchanges Increase in OTC trade as a percent of the total turnover
  15. 15. Performance of regional markets
  16. 16. <ul><li>Corporate Finance & Investment Banking : </li></ul><ul><li>1 Bulgaria sq., Sofia 1414, Bulgaria </li></ul><ul><li>( administrative building of NDK) 4 floor </li></ul><ul><li>tel. (+359 2) 986 66 83; </li></ul><ul><li>e- mail: [email_address] </li></ul><ul><li>web: www.beta-corp.com </li></ul>Contact Details

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