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The Fund Started To Add Shares To The List Of Brand Clothing Stocks.

2012/4/23 13:41:00 8

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Fund Ten Times Shares Opening Listing Clothing Stocks UNIQLO

Pathfinder expects net profit of about 38 million 100 thousand yuan to 40 million 500 thousand yuan in the first quarter of this year, an increase of 92% to 105% over the same period last year.

The net profit of qnndi road in the first quarter was 54 million 364 thousand yuan, up 53.38% from the same period last year.

The net profit in the first quarter is 41 million 919 thousand and 500 yuan to 51 million 593 thousand and 300 yuan, up 30% to 60% over the same period last year.

In the ten years that Japan has lost, the Nikkei 225 index has been declining steadily, but the UNIQLO, which manages casual clothes, has become a typical ten times tenbagger.

The same situation is likely to repeat itself in China.

With the advent of China's consumption upgrading, brand clothing enterprises are gaining the favor of institutional investors such as funds.

Performance growth exceeds expectations

In the first quarter of this year, the performance of many listed companies declined or even lost. However, the performance of the brand clothing companies with light assets has increased significantly. Judging from the evaluation reports of the securities companies and the evaluation of the fund managers, the performance of these companies is obviously higher than expected.

According to the announcement, management

Outdoor dress

The Pathfinder expects the net profit attributable to shareholders of Listed Companies in the first quarter of this year will be about 38 million 100 thousand yuan to 40 million 500 thousand yuan, an increase of about 92% to 105% compared with the same period last year, and the net profit of the high-end women's apparel in the first quarter was 78 million 452 thousand and 300 yuan, an increase of 92.36% compared with the same period last year. The net profit of qnndi road in high-end business men's clothing was 54 million 364 thousand yuan in the first quarter, an increase of 53.38% over the same period.

Why is the performance of the above garment enterprises able to grow against the market? A fund manager of a fund company in Shenzhen said that the high growth of garment enterprises came from two aspects. First, as a chain enterprise, the above-mentioned garment enterprises had more capital and increased number of new stores after listing. On the other hand, the financial cost of these enterprises has been significantly reduced, for example, the Pathfinder revealed in the annual conference call conference. Due to the decrease in export volume of textile and clothing in recent years, many enterprises that converted large brands of apparel to the domestic market have been converted to domestic market. Due to intensified competition, the cost of procurement of the Pathfinder has declined.

In addition, in recent years, garment enterprises are also changing their business models. Large brand enterprises hold advance ordering meetings ahead of time, thus locking down their performance ahead of schedule.

From the market positioning of four companies,

Canal Road

The main business high-end men's clothing, sales channels are mainly distributed in the large and medium cities and Hong Kong and Macao in the senior department stores, high-end shopping centers, major airports, five star hotels and other high-end retail channels.

The company is the only high-end high-end women's clothing brand in China. The company currently has three core brands, including Rhine, China and Mary Mary.

The location of search is mainly the leisure clothing of the three or four line cities, compared with the American state dress, the positioning is slightly lower, but the market space of the three or four line cities is even broader, which is optimistic for many fund managers.

Centralized fund raising

For the first quarter of the high growth of the brand clothing companies, like investing in growth stocks of Yi Fang Da, Yinhua, GF, Wells Fargo and other fund companies fund in the first quarter of the obvious opening.

Lancy

A quarterly report shows that Zhu Shaoxing, the research director of Wells Fargo fund and the manager of Fu Tian Hui fund manager, who likes to invest in growth stocks, has 1 million 283 thousand and 100 shares in the first quarter. Yi Fang Da strategy has grown two of the fund, and 1 million 150 thousand and 300 shares have been invested. The UBS core company has added 2 million 29 thousand shares to the national investment bank, and vice president of agriculture, banking and investment, Cao Jianfei, managed by the vice president of agriculture, banking and investment in emerging industries. It has 1 million 768 thousand and 800 shares in the growth of agricultural Bank and banking industry.

Yinhua Fund Investment Director Lu Wenjun manages Yinhua core value optimization fund in the first quarter of the stock ownership unchanged, the number of shares is 5 million 995 thousand and 600 shares, is the first major institutional investors of the group.

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The quarterly report released by the group also showed that fund investors, insurance, sunshine private placement and other institutional investors were relatively large in the first quarter.

Qndi road also won the fund's holdings in the first quarter. In the first quarter, Morgan's domestic demand increased by 608 thousand and 200 shares. QFII Columbia University increased its holdings by 560 thousand and 800 shares. It increased 559 thousand and 200 shares in Morgan's Alfa, increased 499 thousand and 900 shares in the fund, and increased 399 thousand and 700 shares in the galaxy.

Card Nudy road also received many fund and brokerage research in the first quarter.

The Pathfinder also got the heavy purchase of the fund.

According to a quarterly report published by the leading industry fund, 10 million 697 thousand shares of the explorer are held in the first quarter of the fund.

Pathfinder is also the first heavy interest unit of GF leading fund, accounting for 8.42% of the net value of the fund.

As a gem company, it is rare for the fund to buy heavily and become the first heavy warehouse stock. However, judging from the trend of the Pathfinder, the Pathfinder share price has been growing at a high level, and the GF industry leading fund has also won huge profits.