State Securities: Optimistic About Textile And Garment Retail &Nbsp; Fear Of Adjustment And Upgrading
Investment advice
Industry strategy: Recent
market
Adjustment, the early stage has been strong textile and garment retail sector also has a certain tune.
In conclusion, we always believe 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 8/9
Monthly orders will continue to develop in the first half of the year.
Domestic textile and clothing
retail
With the gradual recovery of the market, Future Ltd's performance may be 20 or 30 yuan.
Including China Daily), or even higher speed growth.
At present, the market is obviously better than the second half of 08 years, and most enterprises adopt prudent expansion strategy.
A situation similar to that caught in the middle of 08 years will not happen.
We think textiles and garments.
retail
Enterprises have been at the time when the market considered the upper limit of reasonable valuation.
Buy and hold investment strategies, unless the company's strategy is not in line with the prevailing market conditions.
Recommended combination: still recommended to focus on seven wolves (002029, stock bar), Wei Xing, Luo Lai, Fu Anna (002327, stock bar), Meng Jie, annunciation.
Birds and Saturday (002291, stock bar) and other companies.
Industry perspective
The industry continued to recover in May before 2010.
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