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
SUMMARY
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