Semir Clothing Is Good News, Investors Are Not Moved.

Semir Clothes & Accessories (002563) on Sunday night, the company announced that the company received 43 million 570 thousand yuan of incentive funds from the Ouhai District Finance Bureau in Wenzhou, which is regarded as an extra business income and is included in the current profit and loss for 2013. Affected by this news, Monday opening, Semir clothing washed down, maintained a narrow concussion, as of noon closing, Semir clothing reported 20.99 yuan / share, up 0.15 yuan / share, the whole day rose 0.72%.

Semir's clothing performance was warmed up by government reward agencies.

In the evening, Semir clothing announced that the company recently received the notice of the Wenzhou Ouhai District Finance Bureau on the award of Semir Semir dress Limited by Share Ltd, and received the reward fund from Wenzhou Ouhai District Finance Bureau to pay RMB 43 million 570 thousand yuan, accounting for 5.7% of last year's net profit (760 million yuan). In view of this small income, the announcement pointed out that it will be included in the current profits and losses for 2013.

At present, the company's business is getting warmer. According to the first quarter results released by Semir costumes, the willingness to order from companies in the background of better terminal sales and gradual easing of dealer inventory pressure has increased. The company's business revenue has begun to achieve positive growth from the same quarter of 2012. As the handling of inventory in the first quarter affected the product mix, gross margins declined, down 1.08% compared to the same period, and the gross profit margin was 36.3%. But the rapid decline of company accounts receivable indicates that cash turnover has improved and the return of franchisees has improved.

In this regard, Changjiang Securities analyst Lei Yu analysis that sales improved to boost revenue growth, inventory management initially achieved results. At present, the company is in the stage of inventory digestion and adjustment. We will continue to pay attention to the decline and sustainability of inventory inventories and maintain the "prudent recommendation" rating.

Wang Jian, a securities analyst at Zhejiang Merchants Group, said that the company is expected to make progress in terms of 13 years of product improvement, speed up supply chain, inventory control and cost control. It is expected that the company's EPS will be 1.31 yuan in the 13 year, up 15% over the same period. stay clothing The retail industry is continuing to achieve the process of stock taking. We believe that the company's reversal strength is expected to exceed the industry average. The current company's valuation is 15 times, and the medium and long-term investment value has been maintained to maintain the "overweight" rating.

Benefiting from good profits, stock prices will go down and investors will fall.

Affected by this news, Monday opening, Semir clothing washed down, maintained a narrow concussion, as of noon closing, Semir clothing reported 20.99 yuan / share, up 0.15 yuan / share, the whole day rose 0.72%.

In the face of favorable performance, the share price has been so depressed that many investors have said they want to clear up the stock. They think: "today's announcement is good for nothing but attracting more goods."

Focus on the technology side investors also said: "the recent strong trend of the stock, has re established the 60 day line, volume enlargement, MACD, KDJ, RSI and other technical indicators to better, but the 30 week line constitutes a strong pressure, the proposed rebound can be out of sight."

More Investor It is not the right time for the stock to rise. A shareholder Post said: "Zhou Pingfan and his shareholding before the circulation, the company can not make a big difference. This stock is currently lifted by other major shareholders. Until then, it is thought that the volume should be raised and the shareholders should cash in.