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Could simply be they found out late that daigou sales were down....

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    Could simply be they found out late that daigou sales were down. Also one month of data doesnt indicate a trend and might have needed 2 months of data to make that statement. Yes it does seem a bit odd they didnt disclose but giving them benefit of doubt. The prediction was made assuming daigou would still be in Australia. Daigou sales would be non existent atm.
 
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