I have looking at his company for a while. They have excellent strategy , however the execution is yet to be seen. There is no doubt that that the products have amazing demand in Asia but question is whether the company wields enough influence on the all the suppliers to supply more if demand increases. My understanding is that they hold only minority stakes in all the companies. I would have more comfortable if they could have bought strategic stakes in all of the companies involved. However, if anyone else have more information I would love to be enlightened.
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