bearish

StubWorld: T'Way Air (091810 KS) Takes Off As Key Shareholder Seeks Board Spill

545 Views24 Jan 2025 06:15
TAH is trading at a 44% disc. to NAV, and overshot the mark vs. TAC. But you can't short sell. And TAC isn't inexpensive vs. domestic peers. I'd hold off on TAC until  - or if - a firm Offer is made.
What is covered in the Full Insight:
  • Introduction to T'Way Air Stakeholder Tensions
  • Background on Daemyung Sono Group's Stake
  • Merger Possibilities with Air Premia
  • Current Market Reactions
  • Analysis of Valuation and Strategic Implications
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