BKL Chart, page-13

I accumulated some around 3 weeks ago @$162 average and only 25% discount to the intrinsic value I evaluate.

Not extremely comfortable but if it could go back to $140, it would be a good good safer price to accumulate more. Not considering dumping any of my position at the moment.

Daigou's risk is not as high as others think as long as BKL's brand is well recognized and assets base is solid plus e-commerce can serve as some kind of substitute to Daigou if Daigou is completed cracked down. But there won't be a significant change to the Daigou's model within 2 years time I estimate. Just technically kind of impossible to crack Daigou.