a bit concerned in the Outlook 21 paragraph they are already factoring in a "significant improvement" in Q3/Q4...
"The outlook for FY21 assumes the actions being taken to re-activate the daigou/reseller channel deliver a significant improvement in quarter-on-quarter growth from 3Q21 to 4Q21."
I would have thought there is still significant uncertainty around this channel picking up... will wait on sidelines for now.
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Price($) | Vol. | No. |
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