A2M 1.35% $5.99 the a2 milk company limited

Yes I've still been monitoring daily average reviews written by...

  1. 583 Posts.
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    Yes I've still been monitoring daily average reviews written by the consumers for the A2 flagship store (https://mall.jd.hk/view_page-83949296.html) on JD.com over last 16 months.
    DateReviewsDays elapsedReview IncreasedDaily avg since last recordchange% since last record
    19-Nov-17137716N/AN/A
    217-Jun-18349204220211488961
    313-Jul-183865502637346143649.42%
    417-Jul-18391975454251356-5.58%
    524-Jul-184015057953013610.38%
    630-Jul-18409565680601343-1.33%
    77-Aug-184197928102271278-4.84%
    813-Aug-18427411676191270-0.67%
    921-Aug-1843772181031012891.49%
    1027-Aug-184460016828013807.08%
    1130-Aug-184501963419513981.33%
    1210-Sep-1846414711139511268-9.30%
    1317-Sep-18472795786481235-2.59%
    1420-Sep-18476203334081136-8.05%
    1526-Sep-18482370661671028-9.52%
    164-Oct-1849177489404117614.37%
    1715-Oct-185077191115945145023.31%
    185-Nov-185418972134178162812.28%
    1912-Nov-18563060721163302385.76%
    2016-Nov-185747004116402910-3.75%
    2128-Nov-1860185812271582263-22.23%
    222-Feb-1969009866882401337-40.92%
    2312-Feb-19696466106368637-52.37%
    2420-Feb-197083928119261491134.10%
    2526-Feb-19717093687011450-2.72%
    2619-Mar-19747946213085314691.31%
    2726-Mar-19755886779401134-22.80%
    2817-Apr-197859522230066136720.48%
    2926-Apr-19802553916601184534.97%
    309-May-1981938213168291295-29.82%
    3130-May-1984607521266931271-1.81%
    323-Jun-19850986449111228-3.41%
    3311-Jun-19867132816146201864.39%
    3425-Jul-1995157744844451919-4.91%
    3531-Jul-19964262612685211410.16%
    368-Aug-199784908142281779-15.88%
    3729-Aug-191017391213890118524.16%
    382-Sep-19102561948228205711.04%
    395-Sep-19103251636897229911.76%
    409-Sep-191041552490362259-1.74%
    4112-Sep-191048208366562219-1.79%



    I've done a basic sampling analysis as shown in below table, which tells me the daily average reviews have increased by ~50% if compared with PCP of nearly 50 days.
    Start DateEnd Date

    124/07/201810/09/201848days
    240150546414762642# of reviews
    3
    1305daily avg
    425/07/201912/09/201949days
    5951577104819896621# of reviews
    61972daily avg


    1. From 24/07/18 to 10/09/19 of 48 days period, the reviews increased from 401505 to 464147, totaling 62642. The number of daily average reviews for this period is 62642 / 48 = 1305

    2. From 25/07/19 to 12/09/2019 of 49 days period, the reviews increased from 951577 to 1048198, totaling 96621. The number of daily average reviews for this period is 96621 / 49 =1972

    The quick conclusion is the number of daily average reviews by customers goes up by (1972 / 1305 - 1) % = 51% for the previous corresponding period for this particular online A2 store owned by JD.com.
    I've previously explained how customer reviews are roughly proportional to the orders fulfilled on JD.com this these numbers do make sense, so I'm pretty sure sales and customer demand are still with strong momentum into FY20.

    TBH I have been sleeping very well recently even with 25% dip from ATH, knowing we are still on good track from sales perspective.
 
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