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Valuation MBA Spr20 - Shared screen with speaker view
Rami Bidshahri
46:10
The Government of SA
Rami Bidshahri
46:26
100%
Julian Stern
47:01
How do you ensure that you don't double count termination risk in your country risk premium / lambda? (That is to say, it seems like country risk premia could reflect exposure to factors that also produce termination risk: security or geopolitics, exposure to natural disasters, etc.)
AJ Marino
47:19
^ yeah why is this not measured in the SA country lamba?
Julieta Dapero
48:30
how do you get to 0.825 trillion?
Adam Kugelman
48:31
Shouldn't the effect of regime change on the valuation diminish over time since it only lasts 50 years?
AJ Marino
48:52
Wouldn’t that mean it increases as it gets closer to a change?
AJ Marino
48:59
I assume there would be a bell curve there
Julian Stern
51:01
up
Julian Stern
51:12
social transfers
Gabriel Baruch
51:14
What is the assumption regarding the cash flows if there is a regime change?
Rami Bidshahri
51:16
cash handouts
Julian Stern
51:17
they subsidize the citizenry
Shasanka Pradhan
51:18
Subsidies
Rami Bidshahri
51:21
to their citizens
Gabriel Baruch
51:42
What would change in Aramco's cash flows if there is a regime change?
Sam Greene
51:52
^ the dividend potentially
Sam Greene
52:11
the pay out... the goose that lays the golden egg is still there but the pay out may change...
Chen Ling
55:14
dictatorship?
Sam Greene
55:17
well when you put it like that...
Jose Sosa
01:03:55
insurance
Sam Greene
01:03:59
insurance
Sam Greene
01:04:04
there's a huge fault line in calol
Sam Greene
01:04:11
san andreas
Darshan Kesaria
01:08:40
oh yah, forgot the 2012 movie
Nathaniel Y Tracer
01:10:04
did you include buybacks
Rami Bidshahri
01:16:06
How much has the ERP increase pre vs post Corona?
Sanjana Upadhyay
01:16:50
yes
Nathaniel Y Tracer
01:16:54
yes
Nathaniel Y Tracer
01:16:59
expected future dividends
Sami Husain Mohamed Husain Al Marzooqi
01:20:00
But Zoom is facing criticism on Security; would that affect cashflow?
Benjamin Fortunato
01:23:57
schaden freude is taking pleasure in anouthers misery
Sami Husain Mohamed Husain Al Marzooqi
01:28:11
For those whom are sharing us their beautiful/handsome faces: THANK YOU!you are helping in making online classes closer to actual classes instead of making it like another YouTube video ^_^
Oliver Boyle
01:28:22
if we believe that central banks might reduce capital requirements then is it simply the opposite i.e. returning this capital to FCFE which also drives the ROE up assuming all else is equal?
Rami Bidshahri
01:29:00
off balance sheet items are taken into consideration in RWA calculations
Rami Bidshahri
01:29:14
therefore capital on hand has to reflect it.
Rob Gosselin
01:29:51
DB is at $6- strong buy?
Darshan Kesaria
01:34:10
Yes but that can be played with using Tier 2 and Tier 3 capital
Darshan Kesaria
01:34:37
I am assuming we are using Tier 1 capital here