PGHN — 37% short-seller drawdown on a 61% EBIT margin business. The bear case still implies +30%.

Investor summaryBullish

PGHN dropped 37% due to short sellers despite a 61% EBIT margin; even the bear case suggests 30% upside.

Bull points

Highly profitable business with an impressive 61% EBIT margin.
Deep value opportunity after a 37% drawdown driven by short sellers.
Even the bear case scenario implies a 30% upside, offering a strong margin of safety.

PGHN价值 / 回购

This is a link post with no body text.View link ↗

Discussion · top comments

No comment snapshot fetched for this post yet.