TJ: "With cost of goods largely in dong and sales in dollars, Thai Binh faces a severe dong overhang. This hung dong places Thai Binh in a precarious position; if the dong begins to rise, Thai Binh has limited ability to reach around its suppliers to relieve the tension."
Nico: "A major increase in underwear export lead to an uncontrollable rise of the dong which distended the market."
Oliver: "Being this exposed to dong risk is not healthy."
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