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$13.23 bellamy's australia limited

Very good work Aneeso. I can't believe bkl is selling more than...

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Good investments

799 Posts.

12/04/16

16:06

Post #: 17484184
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Originally posted by aneeso ↑

We've written an application that records the reported sales of the official stores and larger non-official sellers of a number of ASX / NZX listed brands selling on Tmall.com (China's largest eCommerce destination by far).

The idea is to get an idea of directional trends per brand and monitor momentum. It is an imperfect measure because:

1 - Tmall updates sales volume data in batches and cycles, and each brands movements are not synchronised

2 - We have not been measuring all the brands at the same time, as you can see in the table below some brands have been measured starting from differing dates

However we can still divide total sales captured in a month by the number of days captured to get "Average Sales Per Day" per brand, and see the trend in that number, which serves a purpose of understanding the momentum / demand of a given brand.

Just sharing this information if anyone else also finds it useful.

For any specific requests or queries on methodology please email: z z z o i n k z @ g mail

View attachment 166141

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Very good work Aneeso. I can't believe bkl is selling more than a2m platinum.
The only reason why bal hasn't gone past aptamil is supply. Still not enough stage 3 supply to sell.

Last edited by Good investments: 12/04/16

BAL Price at posting: $8.90 Sentiment: Buy Disclosure: Held
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0 Great analysis

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