Trading Halt, page-173

1. I guess a China milk restriction issue could be ruled out as if it is like that, news will be all over the place and it won’t be restriction to only one company.

2. H1 has almost settled, so it won’t be related to H1 guidance, which means the previous H1 guidance is aligned.

3. The H2 guidance was assumed much rely on China label growing 77% pcp in the first two months H1, normal rate on CEBC, decreased on Daigou. Given the trading halt says “become aware” (not expected when doing the guidance) and “may require us to release” (not immediately known how it will impact or how much it will impact the guidance), I guess it could be related to an additional channel available in China as there’s no sudden interruptions to those three main channels. This may explain the “new information as it become available”
(expecting something)