Hi, Thank you for sharing.
I think the main issue with this article was the shipment from China, as long as they don't have it.
I actually have a concern about their earnings next quarter (or this current quarter) due to the low JPY. There is a growing trend of people going to Japan to shop for luxury goods. I'm not sure how this would affect their earning ability or growth. Or has this already been priced in, given that the share price dropped substantially in the past two weeks?
Hi, Thank you for sharing. I think the main issue with this...
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