In today’s briefing:
- P/B Reform: Effective Disclosure to Include that “going Private” Is an Option
P/B Reform: Effective Disclosure to Include that “going Private” Is an Option
- Since there’s little confidence that merely disclosed share buybacks and medium-term management plans will increase corporate value in future, it’s natural that institutional investors’ evaluation of these plans is low.
- For companies that develop budgets and plans each January, the key is to incorporate into their budgets the use of cash that will ensure future growth in corporate value.
- For companies that lack the time to translate “mid-term management plan” into strategy to increase corporate value within two months, including “going private is an option” is an effective disclosure.
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