Chart Update, page-20554

Been watching UBS sales / purchases informally. Kind of suspect of these guys. I'd prefer to read a 3rd party analysis like morningstar, for example. But they have seem to be putting their money where their mouth is, and trading down while maintaining about the same overall position size. Something I'm watching is that there seems to be increased institutional interest over the past 6 months. Only problem with going big on this investment is lack of insider buying. Lots of uncertainty in this one, but by time clarity is priced in again, I hypothesize, the share price can be double where it is today. I think with all of the Daigou uncertainty, even the insiders could be shellshocked and that they can't see the trees from the forest. That being said, it's a bet I'm willing to take, but one I can't go big on. Maybe I just see the trees, and not the forest.