Daily Ideas·Analysis·PHAR.L·2026年3月1日

PHAR.L Investment Idea

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创始人已经过世,激进治理投资者Bradley有较大话语权,经营权利基本都卖出了,比较接近一个分红壳,埃及的回款也在变好,看起来未来偏向股东回报。大概有50%-100%的价差。还不错。

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