Seeing some reports from Twitter of daigou pricing strengthening in the past month or so.Here is a report of what the pricing looked like in March:
Then here it is just prior to the May downgrade, note the deterioration:
Now here is how it currently looks:
Sounds positive. I can't vouch for the source but they were certainly on the money about the deterioration in pricing which foreshadowed the May downgrade.
Empty A2M formula shelves. Please report you local supermarket stock levels, page-72
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