here in lies the problem. They are already factoring significant improvement in Q3/Q4 '21 for the daigou channel. I thought that was very optimistic given the current border situation... I also don't see things picking up before 2022 on the China front geopolitically as well as Covid related...
Anyway - will be interesting to see what happens...
Ann: 1H21 Results Presentation, page-109
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| No. | Vol. | Price($) |
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Change
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| Last updated 15.30pm 18/06/2024 ? | |||||
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