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CaesiumOxide
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CaesiumOxide
@caesiumoxide
Degen • Former Cook @McDonald • Pekalongan📍
Jakarta, Indonesia Beigetreten Mart 2019
1.6K Folgt283 Follower
Cewek aku juga kenal ordal di salah satu company itu juga kalo ga salah @RcTasya
𝐋ia@liabilitree
When yah
Indonesia
@caesiumoxide @tanyakanrl coba yang sebelah kak, yg ini 0 mah biasa 😅
Takokak, Indonesia 🇮🇩 Indonesia
Peringkat 3 fatherlesss plus peringkat 1 perokok laki-laki yg angkanya sampe 70%.
Mayoritas lakik di indo udah ga bertanggung jawab sama keluarga, udud mulu lagi kan 🤣🚭
Bapak2@BapakKerja
News: Indonesia Peringkat 3 Fatherless Country di Dunia
Indonesia
@andihiyat Marlboro sama Esse Pop. Hidup yang penting bisa ngudud udah hepi :)
Indonesia
CaesiumOxide retweetet
minjem kata2 laki sy:
"emangnya gua siapa sampe harus banget dilanjutin garis keturunannya????"
Teddy Bear@omteddybear
Pernah gak sih kalian terbesit. Garis keturunan keluarga terhenti di diri kalian karena memutuskan tidak nikah?
Indonesia
@profesor_saham Menurut keyakinan saya 200jt / bulan at least
Indonesia
Gaji minimal untuk memiliki mobil dengan range 300-500 jt ?
Indonesia
@rint1ntin @shortbus_ace There’s also scale advantage (i.e., better deal sourcing, more consistent underwriting underwriting). Small / Mid funds with subpar performance are at risk when it comes to raising next vintages
English
valuing this on NAV, with a 25x multiple on the AM business?
Ohio Capital Ideas@ohcapideas
Not saying this is the Asset Mgmt bottom, but a company like $KKR at today's prices just seems like it's bound to generate strong returns the next 5-10 years. I know Brookfield is the favorite of many, but KKR has an amazingly strong culture and getting near a 40% NAV discount.
English
@CipherCap @ohcapideas + upcoming Asia V fundraising and other wealth products that are not fully scaled atm
English
I would strongly defend an 25x on FRE (excluding perf income, which should be 8-12x). What is the issue with it? These are mostly permanent / semi-permanent long duration, high margin, recurring fee streams with little churn. In branded, institutionalized platforms. Growing annuities - bare minimum FRE growth is 10%+ for the next 5 years, and more likely 15-30%. Is that better or worse than the avg SPX company?
English
Not saying this is the Asset Mgmt bottom, but a company like $KKR at today's prices just seems like it's bound to generate strong returns the next 5-10 years. I know Brookfield is the favorite of many, but KKR has an amazingly strong culture and getting near a 40% NAV discount.
English
@reyaxelrod_ Corporate reform + lower take private squeeze out
English
Saat ini memang sedang marak tren perusahaan-perusahaan Jepang diakuisisi oleh private equity. Salah satu contohnya adalah induk dari Mandom yang diambil alih oleh CVC melalui Kalon Holdings
TheEconopost.com@TheEconopost
Keluarga Nashimura resmi keluar dari Indonesia setelah menjual entitas induk Mandom (TCID) ke Kalon Holdings. Mandom terkenal di Indonesia dengan produk Gatsby, Pixy, hingga perawatan rambut Tancho.
Indonesia
Thesis remain intact, initiating PT: $53.00 (implying 12x 2027E EBITDA and 20% EBITDA CAGR FY25-27E)
English
Next in target: % Arabica and Costa Coffee
Exec Sum@exec_sum
BREAKING: Blue Bottle Coffee, owned by Nestlé, has been acquired by Chinese coffee company Luckin Coffee for $400 million
English
I’m against LPDP! Buang2 duit rakyat, mending buat sekolahin orang2 di Indo atau buat MBG
Indonesia
@Restructuring__ Happy to underwrite $10k cheque at SOFR + 600bps. Pls PM. Thx
English
"Despite the company’s profitability, multiple sources told 9fin that finding a financier for the company could prove to be difficult, as institutional investors could bristle at adding an adult content company to their portfolios."
Well, that is not a real surprise, is it?
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