Third Point Management
does not get fair value for its electronics franchise due to mobile today many analysts value as a consolidated group in their sum of the parts however this implies a negative value for mobile business and a depressed multiple for profit generating home entertainment and imaging franchises this is especially notable given most analysts have price targets well above current stock price the market value of implies an even more depressed valuation for electronics franchise will only achieve full value for its electronics franchise after bringing mobile operations to profit sum of the parts | Third Point Management
Deck Type
Deck date
June 2019
Slide
87 of 102
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