《ONON, LULU, NIKE, DECK, BIRK, ANTA Sector Analysis》
ONON增长正在减速；当前20倍市盈率取决于未来增长率，存在进一步放缓的风险。
未明确方向
关于这家瑞士运动服装品牌的一些评论。
Some comments on on the sportsware brand from Switzerland.
我们先从 On Holding 这只股票开始。就在几天前，我妻子还问：“On 到底怎么了？”最大的悲剧是罗杰·费德勒不再是亿万富翁了。我不知道他在做什么，也不知道他将如何应对这一局面。他现在只是一个贫穷的千万富翁。
Let's start with on on stock on holding. And uh even a few days ago, my wife said, "What's going on with Onon?" the biggest tragedy is that Roger Federer is not a billionaire anymore. I don't know what he's doing, how he will manage to cope with that. He's just a poor multi-und millionaires.
但他也换掉了 On 的鞋子。所以这个品牌出了一些状况。
But he's also changing shoes from on on. So there's something going on with the brand.