A Shares Go All The Way Cattle Clothing Home Textile Companies Under The Collective Reduction Of Strong Drugs

In 2015, A shares went all the way, and the listed companies reduced their holdings.

Especially in the last month, there are many A shares.

The listed companies have thrown heavy weight reduction plans to let the market take a look.

"Home textile has always been the main business, but in this wave of bull market, plate companies have created many sexy themes in the name of pformation, and many companies are also very fierce.

Market capitalization is high and large shareholders take the opportunity to reduce cash holdings. This kind of gameplay has become quite popular.

The broker who is familiar with the "gold securities" reporter reveals the logic behind it.

Reduction of ferocious: shareholding ratio straight down 27%

In the late May 19th, Fu Anna (market 20.15 +8.63%, consulting) announced that the company holding shareholder Lin Guofang and his unanimous action Chen Guohong to meet the needs of personal funds, from May 20th, in the next six months, through a centralized bidding paction mode or bulk trading or agreement pfer mode to reduce the share of the company holdings, the amount of reduction is expected to total no more than 11% of the total share capital of the company.

At noon on May 27th,

A paper notice said that the actual controller Xue Weicheng and his associated party Luo Lai holdings, Wei Jia international plan this year on May 29th -11 28 days, reducing the total stock does not exceed 27% of the total share capital of the stock.

On the evening of June 1st, the announcement of nine Mu Wang announced that the controlling shareholder, the nine herd King International Klc Holdings Ltd, plans to reduce the total share capital of 14.68% of the total share capital of the company through the Shanghai securities trading system in the form of concentrated bidding, two market trading or block trading, or through the agreement pfer mode within the period not exceeding 6 months from June 4, 2015 to December 3, 2015.

The investment of nine Mu Wang said that the reduction was to support and cooperate with the company to implement the employee stock ownership plan; two, in order to meet the development needs of the investment industry.

In the evening of June 5th, the special agent reported that, due to personal and corporate financial arrangements, Ma Hong, the company's actual controller, and Guangdong Xingyuan, which were controlled by the company, were expected to reduce their holdings by no more than 12% of the company's shares in the next six months.

If the closing price is announced on the closing date of the announcement, the maximum amount of cash to be sold by the company and its associated parties will reach 1 billion 190 million, 7 billion, 3 billion and 2 billion 700 million yuan respectively.

Especially after the completion of Roley home textiles, the shareholding ratio of Xue Weicheng and its related parties to Roley home textiles will drop from 57% to 30%, from absolute holding to relative holding, and the sharp decline in corporate control.

It is precisely because of the reduction of fierceness, many companies share price was disturbed.

The king of June 2nd fell 5.61%, and the stock price declined all along.

Roley home textiles also fell 7.83% in May 27th, 28 direct limit down, 29 days continued to fall 6.06%, three days, the cumulative decline of over 20%.

Sexy competition: which story is strong?

For the reasons for the reduction, the people of the Securities Department of these companies do not want to say more to the "gold securities" reporters, but only refer to the "announcement as the criterion".

Gold securities reporter found that although the traditional industry is in this bull market, the apparel home textile listed company has gained a lot of popularity.

From the beginning of the year, the shares rose by 177%, 183%, 150% and 94% respectively.

"Transformation, mergers and acquisitions are these companies.

The golden stone. "

An analysis of Shenzhen securities dealers familiar with the "gold securities" reporter.

Take the home textile of Luo Lai as an example, since April 2005, the good news of home textile pformation and smart home has been continuously.

In April 17, 2015, Luo Lai home textile announced that he signed a strategic cooperation agreement with Ho Tai (quotes 35.69 -3.59%, consulting) to jointly study and produce a series of smart home and family health products for bedroom.

In April 27th, Nantong Luo Lai Business Consulting Co., Ltd. (hereinafter referred to as Nantong Luo Lai), a wholly owned subsidiary of the Luo Lai home textile company, established venture capital cooperation with venture capital Gobi Chuang (Shanghai) venture capital management company.

In May 19th, Nantong Luo Lai announced again that it would use 200 million yuan to establish industrial investment fund in partnership with Jia Hua Yu Feng (Tianjin) equity investment management partnership.

In May 21st, Nantong Luo Lai announced that it had invested 29 million 320 thousand yuan to invest in Shenzhen City Technology Development Co., Ltd., and will invest 50 million yuan to set up a wholly owned subsidiary of smart home.

A number of brokerage firms do not shy away from speculation.

Qilu Securities's latest research report shows that the textile and garment sector has performed well since the beginning of this year, and traditional thinking has been unable to explain.

In the big background of the large number of companies running poorly in the textile and garment industry and the main business development space, the typical way of the bull market is to increase the market capitalization by means of the increase and share holding and other means of pformation and merger.

And Oriental Securities (quotation 37.83 -1.23%, consulting) a clothing home textile industry research report, simply shouted "big shareholder reduction and investment mergers and acquisitions go hand in hand to become a short-term bull market catalyst."

In June 6th, fuanna and Zhejiang held a contract signing ceremony. The company introduced the future plan of the big home strategy to the research fellow, and revealed that the chairman's reduction was also a capital reserve for the whole home decoration investment.

After the meeting, a researcher wrote with enthusiasm and thought that the company's future is expected to push deeper Internet + pformation and upgrading. Compared with the current stock price, there are still more than 50% of the space.

The Shenzhen broker felt great emotion. "Under the bull market, how sexy the subject matter is and how high the stock price is."

But once the market turns and the pition is not as good as expected, many companies will fall. "