I don't follow the fundamentals as closely as some of the LT holders but what is the daigou wrt total revenue? This is a fundamental shift regardless if it is company specific. The current disagreement with China is more than just a passing casual one and god knows how far will the relation go down but I can foresee from mid-year embassy warnings that students/tourism which is 30+% of the total market will affect the daigou trade. There is no end in sight and in fact, a higher potential to get worse with more sectors I suspect in the coming months taking China to more WTO arbitrations lasting YEARS just to get due process and appeals, etc! Good luck.
Ann: Updated 1H21 and FY21 guidance, page-86
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