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Sheldon
's comment on
SPRITZER
.
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Sheldon
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Spritzer 的 cash flow 很稳,加上它在 bottled water 市场是垄断地位,长期来看这 valuation 算很合理。只要它的 export 市场可以继续 grow,撑在 3 块以上其实很有机会。
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