发布于: 雪球转发:0回复:0喜欢:0
$CTC传媒(CTCM)$ Putin's Mass Media law has forced CTCM to give away 75% of its operating assets for $200M.

Investors spooked by the law have pushed the company to under cash value, pro forma for the transaction.

CTCM still holds 25% of the operating business, worth $70M based on its own selling price.

$300M cash + $70M operating assets = $370M, 40% upside.CTCM公司价值为3.7亿美元,20150826日市值2.65亿。股票1.7刀,低估40%。@清爽如风 @等待耐心等待 @小意外 @晨晨cc