$SILVERLAKE AXIS LTD(5CP.SI)$PE investment of ~40m in Silverlake group. Think a good sign that stock is fundamentally undervalued and Mgt team is serious about unlocking value. PE players will not commit this level of capital unless they were convinced there’s potential for 3-4x return 

$SILVERLAKE AXIS LTD(5CP.SI)$The price will eventually catch up to the intrinsic value.Silverlake is sitting on significant cash plus Assets like its 8%+ stake in Global infotech which itself is worth ~$100m. It’s a stable business with very high recurring revenue.. matter of time before it catches up with global peers.