Underestimating The Value And The Concept Of Subject Matter To Promote Textile And Apparel Stocks

< p > Market Review: this week, the Shanghai and Shenzhen 300 index rose, the whole week closed at 2468.51 points, 2.47% higher than the previous week, all industries rose, < a target= "_blank" href= "http://www.91se91.com/" > textile < /a > a target= "_blank" href= "href=" > clothing > industry Rose 4.47% throughout the week, the trend is stronger than the Shanghai and Shenzhen 300 index.

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(P) industry information: (1) in 1-9 months, China's textile and clothing exports increased by 11.96% over the same period, and the export volume dropped slightly in the single month. (2) the sales volume of the fast selling group first broke trillion yen, up 23% (3) compared with the same period last year. The net volume of clothing purchases will be broken by 400 billion yuan this year, and it is still accelerating (4).

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The total number of shares repurchased by the company amounts to 4 million 120 thousand shares, accounting for 0.69% (2) of the total share capital of the company (2): YOUNGOR (600177): a wholly owned subsidiary, YOUNGOR real estate, signed a "cooperation agreement" with Shengzhou yarn dyed fabric and Shengzhou wool spinning. YOUNGOR agreed to participate in the auction of the residential project plots at 147 million or above, and after the successful auction, it developed and built residential projects. YOUNGOR bought all the commodity housing and ancillary facilities to Shengzhou dyed fabrics and Shengzhou wool textile workers. The pricing method was the full cost plus reasonable profit (3) Pathfinder (300005): the company's operating income in the three quarter of 2013 was 833 million yuan, up from the same period last year. < p > Company dynamics: (1) good news bird (002154): up to September 30, 2013

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< p > brand fashion: (1) fast fashion brand Topshop "direct shop" will enter the mainland next year.

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< p > < strong > investment strategy and suggestion: < /strong > < /p >

Since the August P, the activity of textile and garment sector has increased significantly. We believe that on the one hand, the industry and the valuation of key companies have been more fully reflected in the underlying downturn. Compared with other industries, the undervalued advantages are more obvious. On the other hand, various concepts have also spawned the strength of related stocks in the industry.

Although most of the three quarterly reports of major companies are expected to be mostly unsatisfactory, we expect that the activity of stocks in the industry is expected to continue as the industry changes in the fourth quarter and the possibility of various topics can be catalyzed.

In the case of investment targets and manufacturing, we recommend Lu Tai A (000726) and worth shares (002494), brand "a target=" _blank "href=" http://www.91se91.com/ "> dress" /a ". In the coming year, we prefer the following: fuanna (002327), Pathfinder (300005), Langer group (002612), Luo Lai home textile (002293) and card slave Road (002656).

In the early days of cosmetics industry, Shanghai Jiahua (600315) has always been the key recommendation. We judge that the impact of the retirement of the former chairman on the stock price is coming to an end.

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< p > < strong > risk warning < /strong > < /p >

< p > industry < a href= "http://www.91se91.com/news/index_cj.asp" > investment < /a > risk comes from external economy and domestic retail terminal recovery is slower than expected.

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