SGA International Growth Portfolio Holding: Fast Retailing Co., Ltd.
9983.T (holding update): Strong Q execution; China returned to growth Aug-Sep with mgmt guiding further rev & profit improvement next FY after topline decline this FY. International ops (N.America/Europe) showed significant growth & margin expansion. Japan = 1/3 of Uniqlo biz. Well-positioned for double-digit rev growth.
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