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SENASTE
The Q2 report brought a small top-line miss but disappointing earnings. It appears that the headwinds from a weakening USD/RMB and cost inflation have been larger than our expectation. However, we consider those as short-term factors and are unlikely to be extrapolated to our long-term estimates. The company lowered its EBIT guidance to USD 8-12m vs. our estimate at USD 13m. We are likely to make small negative estimate revisions and believe the long-term story is intact.
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