GSAssetManagementBernardo“ICanValueit”e“DataEntry”RohanaSimran“SlaveDriver”SinghAlejandro“Garda”SteinCaseBackgroundOpportunityRisksandConcernsValuationConclusionsGSAssetManagementAsianCrisisPre-aryFundCaseBackgroundCaseBackgroundThailandAssetManagementIndustryinThailandFinancialServicesRestructuringAuthority(FRA)OpportunityBEBGSAssetManagementBackgroundGoalBackgroundStockholdersPosition(FRA)StrategyGSAssetManagement4thLargestfundinThailandOwnership(foreign35%anddomestic65%)Twoshareholderssuspended(40%)Pastperformance(mitment)Projections&panySpecificRisksConcernsValuationAssumptionsMethodologyCostofCapitalCalculationValuationResultsConclusionsVerydifficulttovalueopportunitiesundercrisisconditionsCostofCapital?Turnaround?Buying“cheap”?
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