But you haven't included OZ. HAve a look at CTP quaretrly. They mention EP97 which is Oz.
Look at the RAW quarterly Surat isn't in NZ.
The percentages in OZ are much higher 50% of a ATP837P compare to just over 5% (II think) for NZ.
Besides it is the big end of the market that is going to get hit. RAW isn't making very large sums of money yet that is for sure.