Picking The Top, page-401

I can't remember who but one of the HC member did a # of sales month by month and saying that Bal is outselling A2M by 5:1 or 4:1 in TMALL sales I believe.....

In terms of getting the # of sales to pre-CNY, I think its not right to compare because they are different seasons... most people look at seasonally adjusted figures or year on year comparison because the environmental variables are very similar .. (ie: comparing apples to apples as opposed to apples to oranges)

If March 2016 sales are better than March 2015, then its increasing....
If Oct 2016 Singles day increases compared to Oct 2015 singles days.. then increasing..

What you want to becareful of is flat to negative growth... and that's not happening at the moment...

SP now no good because hype all gone... and negative sentiment in its place.. but like everyone knows.. need the numbers and SP will fly... once it flies, some hype will come in and add a few $ into it.. then its up to you to sell if you think its overvalue....