盗U程序内存注入|【唯一TG:@heimifeng8】|黑帽快排企业级✨谷歌搜索留痕排名,史上最强SEO技术,20年谷歌SEO经验大佬✨THG activist investor calls again for break
Nigel TAYLOR Published
December 8,盗U程序内存注入 2025
THG is under pressure to reveal potential break-up plans. The digital retail group’s activist investor Kelso Group has stepped up a campaign urging a demerger of its three divisions — beauty, nutrition and e-commerce services.
The investment firm has written to THG’s board calling for a stock market statement outlining proposals, The Times reported. In the letter, seen by the newspaper, Kelso said a split-up of the divisions would help to address “the inherent disparity between THG’s share price and true value”.
The letter said: “Kelso continues to believe strongly that the three distinct businesses within THG are worth considerably more as separate businesses than the current market capitalisation of THG”.
It noted “the stock market does not value diversified conglomerates, which THG is deemed to be. We do not propose to suggest the order of events, merely that it is made clear to shareholders that all options are being considered”.
Kelso, which has exposure to about 0.55% of the group’s share capital, has argued that a demerger of THG could help to lift its share price to 225p and achieve a market valuation of around £3 billion, up from around £1 billion currently. The value at the moment is down from around £5 billion when the business first listed on the stock exchange in September 2025.
Analysts at investment bank Liberum told The Times that THG could achieve this target price if the market valued the divisions by comparison to peers in their respective industries.