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$12.88 bellamy's australia limited

I think its over 1,100 competitors at present,with a few hundred...

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Mado

238 Posts.

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21/02/19

16:22

Post #: 37519437
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Originally posted by Dovif: ↑

yes a2m is high in demand in China and is one of the fastest growing brand there. They are also spending 150mil in advertising, selling through mother and daughters shops in China and is one of the first companies that received SAMR approvals in China. Even through they can sell directly into China. They are still the top brand in selling into China through daigou in Australia

bal might eventually gets their SAMr however they will be going into a highly competitive market with well known competitors spending upwards of $150 mil a year protecting their market shares. They will also be entering with anothe 100-150 brands who are all awaiting approval. While selling a product going backwards in the growing daigou market.

I think ink people are wildly overestimated the SAMR impact

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I think its over 1,100 competitors at present,with a few hundred still waiting for approval.,IF Bal gets approval,it will struggle to get shelf space,the market is flooded now.

Organic formula is less than 5% of the market,so not looking bright for this Donkey.

Last edited by Mado: 21/02/19

BAL Price at posting: $8.13 Sentiment: None Disclosure: Not Held
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