kata kunci nya di diskon konglomerat, nemu istilah ini di investopedia.com http://www.investopedia.com/terms/c/conglomeratediscount.asp
mungkin ada yang bisa menjelaskan mengapa sampai ada diskon konglomerat ini? Conglomerate Discount [image: What Does It Mean?] *What Does Conglomerate Discount Mean?* A reference to the tendency of the stock market to undervalue the stocks of conglomerate businesses. Conglomerate discount is calculated by adding an estimation of the intrinsic value of each of the subsidiary companies in a conglomerate and subtracting the conglomerate's market capitalization from that value. [image: Investopedia Says] *Investopedia explains Conglomerate Discount* The conglomerate discount arises from the sum-of-parts valuation, and it is the reason why many conglomerates spinoff or divest subsidiary holdings. Investors often point to the conglomerate discount as a market inefficiency and view the discount as a way to buy undervalued stocks. On Fri, Aug 20, 2010 at 8:03 AM, <[email protected]> wrote: > > > Jadi ceritanya INDF bakal spinoff anak usahanya ya, jadi IPO saham baru, > katakanlah ICBP gitu. > > Jadi kalau di spinoff, efek ke saham induknya bagaimana? Bagus atau jelek? > > Bukannya kalau spinoff berarti sebagian asset dan revenue lepas dari > induknya, sehingga mengurangi valuasi induknya? > Tapi kok dibilang bisa menambah asset ke perusahaan sebesar 5.7T ? > > Mohon pencerahan. > > Quote: > Indofood CBP comprises production and marketing of the group’s consumer > branded items, including noodles, dairy products, food seasonings, snack > foods and nutritional products. The unit accounts for 40% of Indofood’s > revenues and 60% of the profits, with the rest coming from the company’s > other two divisions: distribution, and flour and milling. By spinning off > Indofood CBP, the group hopes to be able to realise hidden value and to > reduce the conglomerate discount. The parent will also use the IPO proceeds > to pay off debt. > > In a research report published in late June, J.P. Morgan analyst Stevanus > Juanda estimated the conglomerate discount to 20% and said the unlocking of > this would add Rp5.7 trillion ($630 million) of value for the parent > company. > > Powered by Telkomsel BlackBerry® > ------------------------------ > *From: * Treasure Seeker <[email protected]> > *Sender: * [email protected] > *Date: *Thu, 19 Aug 2010 22:16:02 +0300 > *To: *<[email protected]> > *ReplyTo: * [email protected] > *Subject: *[saham] INDF lagi ... > > > > > http://www.financeasia.com/News/229225,indonesia-remains-in-focus-as-indofood-cbp-starts-ipo-marketing.aspx > > berita yang mungkin sedikit menepis kemungkinan INDF untuk right issue ... > kalo IPO ICBP y.a.d. dipakai untuk bayar sebagian hutang > >
