1. Daigou channels will swap from luxury goods (handbags / perfumes / watches etc) to necessities such as foreign Infant Formula to feed the babies.
2. Unsure. Gisborne Port in NZ has just suspended shipping logs so this will free up berth space in China.
3. I am sure infection rate is much higher than that reported. But that's not a problem - this isn't a particularity deadly virus so lots of people will get sick and stay at home just like normal flus. Death data not readily available but my pick is majority will be Older people and men. Because lots of people in China smoke, mainly men and there fore will be susceptible to respiratory problems.
4. For as long as there are babies and channels to get product from supplier to consumer sales will smooth out. Question is - sales in 9 months time - what are people doing while confined at home?
A2M Price at posting:
$13.86 Sentiment: Buy Disclosure: Held
(20min delay)