SMac,
I share your view they are serious about this, but it's easy to counter the idea of dropping two products for their HK launch on the basis they are out of stock. It was mentioned at the AGM they have pulled stock from planned launches to support China demand. It is feasible to hypothesise they pulled these two because they sold out. Just for balance of discussion.
Either way, I think we both agree this is looking very positive.
SMac, I share your view they are serious about this, but it's...
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