Alıntı Originally Posted by thinktt Yazıyı Oku

http://www.corporatevaluations.in/re...ding-Companies

It's been generally observed that valuer's apply a holding company discount in the range of 40 to 60% on the NAV of its holding companies. But adjustments should be made to the discount depending on the dividends paid and received by the holding company and also expected future scenario of the company. The type of investments the holding company holds also has an impact on the discount that should be applicable for holding company in question. It may also be stated that ReOrganization of Holding Company may also result in Value Creation.
Buradan konuya devam edersem

Varliklarini degerini daha onceki emsal satin almalar uzerinden 450 mln dolar olarak dusunurek buna %50 holding iskontosu uyguladigimizda bile 225 min dolar ediyor.

Piyasa ise bu iskontolanmis %50 nin ustune bir %50 daha iskonto koymus durumda.

2026 yi hedefleyenler icin ikinci ek iskonto normale donse %100 potansiyel yapıyor ki meshur 90 cent seviyesi civari

Diger firsatlarla karsilastirildiginda getiri potansiyeli cok yuksek mi ya da ne kadar yeterli bilemedim ama bekleyenin dolar cinsinden para kazanma ihtimali oldukca yuksek gibi