I personally believe the China non disclosure is actually far more significant. Every month or two, I would buy more (TFC) and it was my biggest holding, and got bigger and bigger. So each time I would check all the company's material again to ensure I was confident. A big Chinese buyer, paying cash in advance every month made it seem like a no brainer.
To me, the fact that this "contract" ceased without disclosure to market is more damaging that Galderma, but as Warren Buffett says, there is rarely just one cockroach in the kitchen!
QIN Price at posting:
29.5¢ Sentiment: Sell Disclosure: Not Held