Roley Home Textiles Report Good News Worry Performance Change Face Price Limit

The semi annual report of Listed Companies in 2012 was unveiled, and the focus of the market was once again focused on the performance change of listed companies.

Many listed companies frequently issued "face changing" announcements on the eve of semi annual disclosure, leaving many investors unprepared.

Among them, Luo Lai home textile suddenly changed the performance of the company's share price fell to the limit, including Cathay Pacific in the 8 heavily loaded fund companies "lying in the gun."

"

In order to reach the annual target, expand the investment team and increase the number of shops, but suffer from the slow recovery of the terminal, and finally result in a slide in the sales cost.

A textile and garment industry analyst in Beijing said, "the pace of rapid growth in the home textile industry has slowed down due to the slowdown in macroeconomic growth and the severe regulation of the real estate market.

The low growth of leading enterprises' operating income also reflects the sustainability of extensive growth in the home textile industry.

It is worth noting that the main body led by the fund seems to have been smashed by this sudden change, and even forgot its defense. The chips of the stock market have not yet been significantly loosened.

According to the data of the password of the compass organization, the position of the institution has only decreased by 0.31 percentage points, which is very small compared with the 88.65% level.

Performance change face price limit

According to the Shenzhen stock exchange information, Luo Lai home textile announced the revised announcement of the China Daily's performance. It is estimated that net profit in the first half of this year will be 113 million 700 thousand yuan -16243 million yuan, down by 0.00%-30.00% compared with the same period last year.

Roley home textiles said that the main reason for the difference between the revised performance and expected performance is that sales revenue growth is lower than expected under the macroeconomic environment and internal management factors. Two, the cost increase exceeds revenue growth; three, government subsidy income is less than that of the same period.

In the first quarter of the season, the net profit in 2012 1-6 is attributable to shareholders of listed companies. The net profit increased by 0.00%-30.00% over the same period last year. As the company stepped up its research and development efforts, it strengthened channel construction and control.

From the highest increase of 30% to the pre decline of 30%, the home textile of Luo Lai apparently has a 180 degree change in performance.

Roley's home textile revised the announcement of its performance, causing its share price to fall off.

In July 11th, Luo Lai home textile opened at the end of a word limit, 7 minutes later, the price limit was opened but the rally was weak. After struggling for 22 minutes, the home market was again down to the close, and the volume of the whole day was also significantly enlarged. The turnover also exceeded the historical high point of 9 months, reaching 104 million. In July 12th, the stock continued to fall, and the whole world fell 2.35%, and the lowest in the intraday price was 61.55 yuan, creating a new low price since January 20th this year.

Beijing I

Industry analysts said: from 2009 to 2011, in the booming growth cycle of the home textile industry, the home textile industry with multi brand strategy and rapid extension and expansion, 3 years of compound growth of 30%, ranked the first in home textiles. In 2011, Luo Lai home textile re organized the sales organization structure and reconfigured the original brand personnel. These measures led to the adjustment period of the home textile in 2012.

"Luo Lai home textile" has expanded its investment team and promoted the number of shops, but it has experienced the slow recovery of the terminal. Eventually, it lost its sales performance at the two ends of the sales cost.

The low growth of leading enterprises' operating income also reflects the sustainability of extensive growth in the home textile industry.

The fund plays the game of "reverse".

It is particularly important to note that institutional capital has played a game of "reverse" in the face of a sharp drop in performance.

From the Shenzhen Stock Exchange July released the home textile trading seats, the top five selling seats are institutional seats, but on the limit, the top five buying seats are also institutional seats, the "inverted" signs are obvious.

On the same day, the total number of seats sold by the agencies amounted to 65 million 702 thousand and 100 yuan. According to the daily limit of 64.7 yuan, the agencies fled 1 million 15 thousand and 400 shares. At the same time, the agencies bought seats for a total of 58 million 303 thousand and 100 yuan. According to the daily limit price, the institutions also bought 901 thousand and 100 shares at the same time.

According to the data of the compass code, the main body of the Fund led by the fund sold 4 million 559 thousand and 700 yuan, the purchase amount and the selling amount were 91 million 358 thousand and 200 yuan and 95 million 917 thousand and 800 yuan respectively, and the net sales amount accounted for 4.38% of the turnover.

This confirms that the main body led by the fund is playing the "reverse" game on the Lai Lai home textiles.

In July 12th, the fund played a game of "down to the reverse" game. Under the background of a 2.35% decline in stock prices, the institution bought 993 thousand and 600 yuan, and the amount of purchases and sales expanded to 149 million 97 thousand and 600 yuan and 148 million 104 thousand yuan respectively. Net purchases accounted for 0.51% of the turnover of that day.

In July 13th, the "down to the" game continued, with the stock price rising 0.76%, the agency sold 8 million 914 thousand and 300 yuan.

The selling amount was 27 million 938 thousand and 400 yuan and 36 million 852 thousand and 700 yuan respectively, and net sales accounted for 16.36% of the turnover of that day.

As a matter of fact, last week, the home market of Luo Lai Textile Co., Ltd., four Yin and one Yang, has fallen by 16.24%. The 143 heavyweight stocks that have been followed up by the fund weekly (68 stocks account for more than 15% of the share of the current capital stock, and 75 shares have a market capitalization of more than 1 billion yuan).

The main body led by the fund sold 10 million 952 thousand and 700 yuan a week, buying and selling 324 million yuan and 335 million yuan respectively, accounting for 2.49% of net sales.

Among them, in the past three trading days, the stock market position of the company dropped by only 0.31 percentage points, which is very small compared with the 88.65% level.