Brand Clothing Industry: High-End Brands Are Expected To Rise In Volume And Price.
Textile manufacturing industry
The elasticity of performance mainly comes from external demand.
PMI in the US has picked up in December 2011.
Us wholesalers and retailers are in the out of stock stage. It is expected that the replenishment will start in the two quarter.
We expect that textile manufacturing enterprises with high export dependence will start to recover after entering the two quarter, and maintain the judgement of "first quarter".
Brand clothing
In hesitation, high and medium end brands have higher volume and price.
In the process of economic downturn, consumption will be suppressed.
We believe that companies with brand premium capability are expected to go through the cycle and continue to raise prices on the premise of volume increases.
Positioning high-end clothing products, consumers are less sensitive to price, the ability to increase volume and price is relatively strong.
High quality brand clothing traders will continue to grow in the autumn and winter, or become the biggest catalytic factor in short-term stock prices.
The Ministry of Commerce launched the consumption policy in April, which is a catalyst for the medium term market of the industry.
Maintain the "buy" rating of brand clothing sub sectors.
In the future, with the convening of the order meeting, the promotion of the month of April and the disclosure of a quarterly report, the risk factors for restraining the stock price are expected to become clearer.
Some high quality brand dealers will become the biggest catalytic factor of the plate.
The brand clothing sub industry's current industry dynamics valuation is relatively reasonable, therefore maintains "buys" the rating.
The sub sectors we recommend are men's clothing and high-end women's clothing.
Seven wolves
The card slave Road, the good news bird, the peaceful posture stock.
In the manufacturing sector, we recommend Hua Fu color spinning and Lu Tai A, and suggest paying attention to the cashmere industry.
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