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0.04% $12.88 bellamy's australia limited

It is going to be harder for Daigous to sell into China from...

  1. nator
    53 Posts.
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    03/01/19
    15:58
    Post #: 37015800

    It is going to be harder for Daigous to sell into China from buying off supermarket shelves overseas.


    https://www.caixinglobal.com/2019-01-03/cross-border-daigou-shoppers-use-handmade-drawings-to-skirt-regulations-101365912.html


    Speaking to a few Daigous myself, it is clear that Bellamy's is not popular amongst their clients. A2 and Karicare are very popular.


    Now with Daigou restrictions and removal of online Daigou shops from key ecommerce platforms, I feel Bellamy's will fare worse without holding a permit to sell directly in China.

    BAL Price at posting: $7.28 Sentiment: Sell Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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