bearish
The Holding Company Dilemma in Korea - What's the Right Discount?
292 Views12 Jun 2021 23:29
The discount rate to NAV that is rule of thumb in Korea is 30% but does not make sense across the board? We discuss if there is a better way to handicap the appropriate discount
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
- Long-Short Trade of KOSPI200 & KOSDAQ150 Amid Osstem Implant Employee Embezzlement Disaster17 Jan 2022
- Osstem Implant - Where to Next?07 Jan 2022
- Does LG Group Hold Leverage over Apple and Not the Other Way Around?11 Jul 2021
- The Holding Company Dilemma in Korea - What's the Right Discount?12 Jun 2021
- LGChem/SKI Deal - Another Korea Discount Worry? Follow the Female Lead15 Apr 2021
- Autonomous Driving- Are We There Yet?20 Mar 2018
x