Textile And Clothing Underestimate The Value Of "Four Real Dragon" In The Market.

Industry analysts believe that in improving textile technology content and increasing the value of the product itself, China's textile industry needs to shape brand value.

The investment value of enterprises is listed on the market.

The stock market is not far off in spring.

In 2011, the continued decline of A shares made institutional investors and ordinary investors in the "severe winter" all year round.

Losses have become a synonym for securities investment this year. Investors are just losing money and losing money.

In the textile and garment industry, these 15 listed companies that share the stock market against the market are so popular that other A share companies are admired.

In particular, the performance of the strong clothing home textile industry, 9 cattle stocks are impressive.

Strong against the situation, "three brothers"

By the end of December 20th, the Shanghai Composite Index has fallen by 21.09% since 2011. If there is no special case, it will be very unlikely to turn around in the remaining 8 trading days.

According to the latest statistics of CAI Hui, the latest total market capitalization of Shanghai and Shenzhen A shares is 21 trillion and 710 billion yuan, compared with 26 trillion and 340 billion yuan at the end of last year, the market value evaporated 4 trillion and 630 billion yuan, shrinking 17.58%.

Benefit from

In the textile and garment industry, 15 stocks have risen against the market, accounting for 20.83% of the total number of A shares listed in the industry.

This ratio far exceeds the proportion of all A shares in the stock market.

The champion: Sanmao sends the gods.

New technology products smoothly production offline

This year, the share price of the wool textile listed company has risen 22.05%. It is the champion of the textile and garment industry. The stock market is up by 43.13% over the whole market. The cumulative turnover rate is 690.17% during the year, and the average daily turnover is 4 million 722 thousand and 500 shares, which is 2.06% less than that of last year.

It is particularly noted that from May 31st to August 25th, the stock market rose by 79.55% on the 60 trading day.

The company disclosed in October that the 300 yarn "428197/7697" product of the company was successfully laid off, marking the great success of the company's technological capability in developing and producing over 100% wool and over 300 high count yarn products.

Three quarterly reports revealed that among the top ten tradable shareholders, 2 trusts and 1 funds collectively held 12 million 720 thousand shares, of which 2 of the new China's 2 funds had 3 million 630 thousand shares.

These shareholders are the luckiest.

However, in November 11th and December 14th, the stock landed on the "dragon list" of the Shenzhen Stock Exchange, and there were three institutional seats in the buyer's business department.

The increase was won by institutional investors in the past two months.

Top spot: fuanna

Brand layout releases performance

Fufang, a home textile listed company, has risen 19.49% since the beginning of the year. It is the second runner up unit in the textile and garment industry, which is up 40.58% in the overall market range. The cumulative turnover rate is 292.90% during the year, and the average daily turnover is 424 thousand and 900 shares, which is 63.74% less than that of last year.

It is particularly noted that from June 17th to August 11th, the stock market rose by 41.18% on the 40 trading day.

The company recently said it would take cross-border operations to the market of hundreds of millions of handbags, which played an important role in the brand layout and positioning of the entire fuanna company.

Long term observation of the famous private investment advisers of home textile industry believes that fuanna has maintained more than 70% growth due to its semi annual report and three quarterly reports. The brand of the sub brand has released a positive signal again, so long as the operation is right, the dealer alliance can make joint efforts, and its growth space can be said to have no upper limit.

Three quarterly reports revealed that the top ten tradable shareholders were institutional investors, of which 2 million 454 thousand and 600 were new Hongda, and 5 million 274 thousand and 400 shares were held by the three funds; 1 million shares were held in 109 portfolios of social security.

These institutional investors who followed the "national team" social security fund once again benefited a lot.

Gain or visit: Vico essence

Benefit from property profit contribution

The stock of cotton textile listed companies has risen 13.91% since the beginning of this year. It is the third runner up unit in the textile and garment industry, which is up 35% in the market range. The cumulative turnover rate is 1101.70% in the year. The average daily turnover is 13 million 818 thousand shares, compared with the previous year, the volume is 123.78%.

From March 22nd to May 13th, the stock market gained 115.19% in 35 trading days.

But since May 17th, the stock has fallen into a downward trend, and has fallen by 51.52% as of December 20th.

According to the author's observation, although the company has achieved substantial growth in performance this year, it is mainly contributed by the net profit realized by its property company.

If the net profit is deducted, the net profit of the company will be even negative.

The company's three quarterly report revealed that there were no institutional investors such as QFII, insurance, funds and securities dealers in the top ten tradable shareholders. Institutional investors ran faster than the rabbits in the three quarter.

In addition to the above three stocks, the price of the company's shares rose more than 10% during the year, as well as the stock gains of the nine Mu Wang, Luo Lai home textiles, seven wolves, Lukang technology and so on.

Underestimate the value of "four real dragons"

Industry analysts believe that in improving textile technology content and increasing the value of the product itself, China's textile industry needs to shape brand value.

The investment value of an enterprise is reflected in the valuation of the listed company's stock, and it has become the most basic weathervane in 2012 by valuing the real dragon.

According to the latest statistics of Choi Hui, the latest dynamic average price earnings ratio of Shanghai and Shenzhen A shares is 14.53 times, compared with 22.26 times at the end of last year, and the P / E ratio has been reduced by 34.73%. The latest average market rate is 2.05 times that of the end of last year, compared with 3.03 times the end of last year, the net market rate has decreased 32.34%, and the latest average dynamic market rate has been 14.11 times, compared with 10.67 times at the end of last year, the market rate has increased by 32.24%.

In the textile and garment industry, as of December 20th, the latest average dynamic P / E ratio was 53.23 times and the net market rate was 3.27 times, which was significantly higher than the average level of A shares, and the market rate was negative.

It is observed that the latest valuation of 11 stocks is lower than that of A shares, accounting for 15.28% of the total number of textile and apparel stocks, of which 4 stocks have less than 10 times earnings.

It has strong investment value.

YOUNGOR: the cheapest textile stocks

By the end of December 20th, YOUNGOR's share price fell by 1.88% during the year, the latest dynamic earnings ratio of 7.4 times. It is the lowest valuation of textile and apparel stocks, that is, the stock price is the cheapest.

At the same time, the stock market has a net rate of 1.83 times and a higher investment value.

Shenyin Wanguo believes that YOUNGOR intends to acquire shares of 14 brands of clothing brands to raise the overall profitability of the future.

Without considering financial equity, 2011~2013's earnings per share of 0.72 yuan, 1.47 yuan, 1.7 yuan (including textiles and clothing and real estate business) were maintained.

At present, the total market capitalization of the company is relatively low, and the valuation of the clothing sector is expected to increase after the clothing business equity is straightened out.

Huamao shares: diversified expansion potential

By the end of December 20th, Huamao share price fell 2.42%, and the latest dynamic price earnings ratio was 8.48 times, the lowest value of textile and apparel stocks currently valued at second. At the same time, the stock market's net rate is 1.7 times, and its investment value is higher.

Dongxing Securities believes that Huamao stock diversified operation is very successful, financial assets will provide sufficient cash flow for the company, the future earnings and mining potential are great, it is noteworthy, temporarily do not give the rating, waiting for the company's mining operation has specific trends, and then make the rating.

RT A: undervalue provides margin of safety

By the end of December 20th, the price of A has fallen by 15.33% during the year, and its earnings still outperform the market.

The latest dynamic P / E ratio is 8.83 times, the market rate is 1.57 times, and the investment value is higher.

It believes that Lu Tai A underestimated the value of safety margin, pay attention to the turning point of cotton prices, the first "recommended" rating.

The current price corresponding to 2010~2012's P / E is 12 times, 10 times and 8 times respectively.

Considering the trend of low and high cotton prices next year and the release of the company's capacity expansion, we believe that the company's stock price is undervalued to some extent.

We are optimistic about our company as the absolute leader of the top grade shirts and yarn dyed fabrics in the world. We can have a sustained and stable growth prospect with a certain margin of safety on the basis of its size and technical advantages.

Hongyuan Securities believes that the existence of the expected difference provides a good opportunity for the low strategy Jiancang Lu Tai. The company expects earnings per share in 2011~2013 to be 0.90 yuan, 1.03 yuan and 1.26 yuan respectively. The rating is up to "buy" and the target price is 13.5 yuan, corresponding to the 14.83 times earnings per share in 2011, which is 30% higher than the current stock price.

Huafu color spinning: long term competitiveness remains

By the end of December 20th, the price of Huafu color spinning fell by 46.23% during the year.

The latest dynamic P / E ratio is 9.66 times, the market rate is 1.53 times, and the investment value is higher.

Shenyin Wanguo believes that the export performance of Huafu color spinning is expected to decline in the fourth quarter, but its long-term competitiveness remains unchanged. It is estimated that earnings per share in 2011~2013 will be 0.71 yuan, 1 yuan and 1.39 yuan respectively, corresponding to 15.3 times, 10.9 times and 7.8 times of the P / E ratio.

The downturn in the cotton textile industry is conducive to mergers and acquisitions, and is optimistic about the long-term competitiveness of the company.