Continue To Optimistic About The Gradual Recovery Of Domestic Textile And Garment Retail Market
Industry strategy: Recent market The textile and garment retail sector has also been readjusted. It has always been considered that textile and garment retail enterprises have short and medium term investment value:
3/4 month's orders will exceed the market expectations, the current market sales situation is normal, we think that 8/9 month order will still continue to develop in the first half of the year.
The domestic textile and garment retail market is gradually recovering, and the performance of Future Ltd may grow at 20 or 30% (including China Daily) or even higher.
At present, the market is obviously better than the second half of 08 years, and most enterprises adopt prudent expansion strategy, similar to that in the middle of 08 years.
We believe that the textile and garment retail enterprises have been at the time when the market thought that the upper limit of reasonable valuation should be bought and held, unless the company's management strategy was not in line with the prevailing market conditions.
Recommended portfolio: still recommended to focus on seven wolves, Weixing, Luo Lai, Fuanna Meng Jie, Wedding bird And Saturday and other companies. (Tencent Finance)
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