Hi. Any thoughts on the value of TAH post de-merger. Obviously the market is factoring in a big value drop with the demerger, but is the current market price a gross devaluation? Working purely from EBITDA etc, Tabcorp delivers more value than Echo (by a factor of around 2:1), so should we expect TAH to return to around 2/3 of its previous SP? If so, it is a bargain at the current price. I have not researched this terribly well (only have a minor holding of TAH), so would appreciate any comments to rectify my thinking!
demerger value
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Last
38.5¢ |
Change
-0.005(1.28%) |
Mkt cap ! $879.2M | |||
| Open | High | Low | Value | Volume |
| 39.5¢ | 40.0¢ | 38.5¢ | $3.007M | 7.756M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 16 | 307069 | 38.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 39.0¢ | 60132 | 2 |
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| Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
| TAH (ASX) Chart |