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PHP up 0.86% today at R21.10, but trading at a noticeable discount to Mediclinic on valuation metrics. The…by @scandi_jse64 on $PHP

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Scandi64@scandi_jse64·Neutral

PHP up 0.86% today at R21.10, but trading at a noticeable discount to Mediclinic on valuation metrics. The property play angle gives it different risk exposure than pure healthcare operators, though dividend yield needs watching if they maintain distributions through this cycle.

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