This post identifies specific implementation plans for the low-PBR improvement policy announced by the government yesterday, based on information circulating in the local market.
Boomeranged on Fri, 2 Feb 2024 12:23
You'll find the Excel file with targeted names related to low PBR attached below in the DISCUSSION Section. I screened based on estimated consensus book values for FY2024, identifying those with the highest deviation from their sector's average PBR. The government's "Corporate Value-up Program" targets stocks relatively low compared to their sectors, not just low PBR.
SUMMARY
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