" the only foreign company listed as Chinese government service provider (the others are Tencent, Alibaba..) ... etc. "
Don't think so.
All other companies that were in a position to benefit from covid19 (Zoom, Kogan, JB HIFI, etc, etc) have seen SP surge already. Why hasn't NET's given management's claim that it was in a strong position to benefit from all those millions and millions of Chinese working from home?
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