Re: Emersion, I think it is very hard to crack the US market and please don't expect them to make much of an impact. I do give them credit for trying.
What do you mean by Visa acquiring? They literally have a massive paragraph about their acquiring business in the quarterly update (not the powerpoint slides).
Also this is not Novartis.
Give credit whilst credit is due. Also China is forcing their students to come back and this will definitely boost the NOV business.
Ask Peter at 1230 which tier one company drags down the number AHAHAHA
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