Wednesday, 15 December 2021

Mr Market Can Value That Whole Chicken Is Worth LESS Than Its Drumsticks And Wings!

Can we really believe we can do FA???

For donkey years; Uncle8888 has been taking bitter Panadols; but after restructuring

Read? CAPITALANDINVEST after CPL Restructuring

CLI (Drumsticks) + 0.155 CICT (Wings) + $0.95 > Ex CPL

Looking forward to see what happen after completion of restructuring of Kep Corp and Olam!


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2 comments:

  1. Singapore Man of Leisure15 December 2021 at 13:43:00 GMT+8

    CW,

    That's why the market always give a discount to "conglomerates" ;)

    Its so hard to "value" - even to professionals! We have analysts that specialise in certain sectors or industries. But who can be "expert" in every sector, every industry???

    Oh! The retail "investor" can! LOL!


    And when these conglomerates need money, they would spin off one unit to "unlock" shareholder value ;)

    That's why there are hostile corporate takeovers as there's money to be made by buying a whole chicken, then selling off the parts separately!

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  2. Spur15 December 2021 at 17:43:00 GMT+8

    Uncle8888,

    Maybe the other parts of the chicken is rotten or sickly?

    In hospital we used to do "debriding" ... cutting away dead or dying flesh to allow the still alive flesh/tissues below a chance to live. It's considered good if we cut & slice enough until the flesh starts to bleed again. Blood is good!

    Hence amputations to save the rest of the person (gangrene cases, septic poisoning). :P

    ReplyDelete