bullish

Perpetual Ltd

Perpetual (PPT AU): Shareholders Divided Over Carve Out

344 Views08 May 2024 15:48
The sum of the parts should be greater than the whole. It's not unreasonable to expect Perpetual to re-rate as debt-free, pure play asset manager? The sell-down today looks overdone. I'd be buying.
What is covered in the Full Insight:
  • Deal with KKR
  • Shareholder concerns and reactions
  • Soul Pattinson's potential influence
  • Valuation of Perpetual and future prospects
  • Timeline and conditions for KKR deal
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