BAL 0.04% $12.88 bellamy's australia limited

Down 28% and 42% on Tmall/Taobao, page-79

  1. 1,346 Posts.
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    Agreed BAL should have announced this last week with a clear timetable to roll out. The roll out of new formula is extremely price sensitive news. Unless of course this is just a high demand period due to Chinese New Year, but given there is no stock anywhere I highly suspect not. Though it definitely does call Goldman Sachs claims that the inventory channels are stuffed a bald face lie.
 
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