Since The Beginning Of This Year, What Share Prices Of A Share Apparel Companies Have Gained The Top?

Since the beginning of this year, the A share market has experienced a sharp rise and a downward trend.

In this process, which companies of the A share clothing sector have gained a larger share price and become "bull stocks" in garment enterprises?

Business wins global (109.88% higher than the beginning)

Business wins global 2018 annual report shows that the company achieved revenue of 2 billion 163 million yuan in 2018, down 1.14% compared with the same period last year. The net profit attributable to shareholders of listed companies was 1 billion 828 million yuan, down 1576.71% compared with the same period last year. In 2019, a quarterly report showed that in the first quarter of 2019, the company achieved revenues of 346 million yuan, down 39.34% compared with the same period last year, and the net profit attributable to shareholders of listed companies was 81 million yuan, down 892.70% compared with the same period last year.

Business win universal said, in 2018, the traditional retail industry in the United States was affected by the impact of the electricity supplier, the market competition intensified, and the profit space was squeezed, resulting in the cold of the department store industry in the United States. The major US Department stores, including Messi's department store, TARGET and so on, failed to reach the expected volume of purchases. At the same time, due to brain drain and the reorganization of acquiring company's first largest customer, some of the main customers of the company have been lost, resulting in the company's 2018 annual performance loss. The company decided to shift its focus from overseas to the domestic market and expand business in the areas of "big consumption, new retail" and so on.

In July 1st, Shang win global announced that the company signed a "investment intention agreement" with Shanghai daily gravel Technology Development Co., Ltd. and Tibet Sheng Zhou electronic commerce Co., Ltd. in June 28, 2019. The company intends to acquire a 100% stake in daily gravel technology held by Sheng Zhou electric company and other shareholders of Japanese gravel technology company in full cash with RMB 435 million yuan. The announcement shows that the main business of the Shanghai target Technology Development Co., Ltd., which is the target company of this transaction, involves the sale of mother and infant products online and offline, including partners such as Wyeth and other international and domestic brands, as well as Jingdong, Tmall, vip.com and suning.com.

Quotient win has repeatedly hit the limit in the first half of the year. The company is considered to be involved in the concept of block chain investment, but Shang win global announced in April that the company does not involve block chain business. The company added 20 million yuan to the business win point to share 20% of the shares. At present, the business wins win point does not own any block chain research and development results, and the related business has no substantive progress, and has not actually generated business income.

Business win global August 2019 2 daily income of 13.81 yuan, 109.88% higher than the beginning of the year, market capitalization of 6 billion 490 million yuan.

Sanfo outdoor (101.38% higher than at the beginning)

Sanfo outdoor 2018 annual report shows that in 2018, Sanfo achieved an operating income of 420 million yuan, an increase of 19.62% over the same period last year, and realized a net profit of 5 million 28 thousand and 700 yuan attributable to shareholders of listed companies, an increase of 138.96% over the same period last year. A quarterly report released in April 26th by Sanfo outdoor showed that the company achieved 80 million 119 thousand and 500 yuan in the first quarter of 2019, down 18.72% from the same period last year, and realized net profit of 1 million 32 thousand and 700 yuan attributable to shareholders of listed companies, down 32.64% compared to the same period last year.

Sanfo outdoor said that the company has set up 40 professional outdoor products chain stores, including flagship stores, standard shops, boutiques and ski shops. In 2018, the company stepped up its brand management, subdivided the products and brands of high contribution, transferred part of the distribution mode to consignment mode, and introduced nearly 20 fashionable, scientific and lightweight domestic and foreign brands such as SPEEDO, CRUMPLER, JBL, PACKALL, DANYFIT, ice and snow brand HEAD, FISCHER, ATOMIC and SALOMON. In the first half of 2018, the company invested strategic investment in Shanghai Culture Development Co., Ltd. in January 2019. In January 2019, it invested 54.78% stake in its capital increase, and completed the layout of the "outdoor sports supplies - event group building - parent-child outdoor paradise".

Regarding the future business plan, Sanfo outdoor plan promotes the sales ratio of private brand, extends to the upstream of the industrial chain, acts as an agent for more outdoor sports brands, adds ice and snow products agents, sets up quality ski shops, selects shopping centers and commercial streets with large traffic volume, and sets up a comprehensive flagship store which is fashionable, professional and young, and plans to open new businesses not less than 2 "squirrel tribes" parent-child outdoor parks.

Sanfo outdoor is considered to be the target of the ice and snow industry in the market, similar clothing companies and Pathfinder. In June 4th, the nine departments of the Ministry of industry and the State Sports General Administration jointly issued the "ice and snow equipment and equipment industry development action plan" (2019-2022 years) recently. It is proposed that by 2022, the annual sales revenue of China's ice and snow equipment and equipment industry will exceed 20 billion yuan, with an average annual growth rate of over 20%. On the same day, the Pathfinder went straight up and sealed up, and Sanfo outdoor and Rhine sports shares rose.

Sanfo outdoor August 2019 2 daily income of 19.55 yuan, 101.38% higher than the beginning of the year, the market value of 2 billion 864 million yuan.

Sino submarine shares (up 95.53% from the beginning)

The annual report of China Diving shares 2018 showed that the company achieved a revenue of 401 million yuan in 2018, an increase of 4.24% over the same period last year, and realized a net profit of 22 million 698 thousand and 800 yuan attributable to shareholders of listed companies, down 47.74% compared to the same period last year. In July 11th, Sino submarine shares issued semi annual performance forecast for 2019. The company expects the net profit of shareholders belonging to listed companies in the first half of this year will be 10 million to 14 million yuan, down 12.85% to 37.75% over the same period last year. The company said that the decline in performance was due to the fact that the Sino submarine building had been converted into fixed assets, which increased the corresponding depreciation and amortization costs. Two, the company increased the investment in R & D of intelligent underwater products, expanded and improved the marketing channels, and increased the initial investment cost of each sector of the industrial chain.

In July 24th, the Sino submarine shares issued a notice. The company signed a share transfer agreement with Beihai Hui Yu Network Technology Co., Ltd. shareholder Wang Qiang Qin 22 Network Technology Co., Ltd., Wang Qiang and Ding Yucai. The company bought a 100% stake in the underlying company by paying cash, and the transaction cost was RMB 1 yuan. After the completion of the acquisition, North Hai Hui Yu will become a wholly owned subsidiary of the company. In July 25th, the share price of China Central shares rose rapidly, and the intraday share price reached 24.96 yuan, a record high in recent years.

Regarding the purpose of buying the company for 1 yuan, the Beihai stock company is a company that mainly focuses on Internet information technology and big data technology. Based on the relevant policies of Beihai Hui Yu's jurisdiction, the development of modern financial services industry in Beihai (Provisional), Beihai Hui Yu can enjoy local industrial support policies and preferential tax policies, thereby reducing the operating costs of enterprises. Secondly, the intelligent equipment chain of the company's diving equipment has been improved, and the acquisition helps the company transform from diving equipment manufacturer to intelligent manufacturing and high-end integrated service provider.

China Diving shares is a supplier of diving equipment and submersible services in China, mainly engaged in water protection activities suitable for all kinds of people, including, but not limited to, the development, production and sale of diving suits and their supporting equipment. Sales of products mainly belong to leisure and sports fields. The company's stock price has hit the limit several times this year, and is considered to be the "sports unit" of the sports industry.

China submarine shares closed 21.88 yuan in August 2, 2019, up 95.53% from the beginning of the year, and the market value was 3 billion 734 million yuan.

Bio, the Antarctic electricity supplier and YOUNGOR (30% to 40% higher than the beginning of the year)

Business win global, Sanfo outdoor and Sino submarine shares are larger in the clothing sector this year. The share price has increased significantly. The gap between the apparel companies and other garment enterprises has been significantly different. In addition to these three enterprises, clothing companies have increased by more than 30%, compared with those of voice, Antarctica and YOUNGOR, but none of them rose more than 40%.

The 2018 annual report shows that the company achieved revenue of 1 billion 476 million yuan in 2018, an increase of 39.96% over the same period last year, and realized a net profit of 292 million yuan attributable to shareholders of listed companies, an increase of 62.16% over the same period last year. In June 26th, the company announced its 2019 semi annual performance forecast. The company expects to earn 171 million yuan to 196 million yuan in the first half of this year, an increase of 40% to 60% over the same period last year. The company increased its R & D investment and brand promotion in the first half of the year, optimized marketing network construction and supply chain management, strengthened staff training, and launched an employee stock ownership plan incentive plan, so that sales performance continued to grow. Since its launch, the net profit of the company has increased year-on-year, but the growth rate slowed down in the first quarter of this year.

Antarctic electricity supplier 2018 annual report shows that the company achieved operating income of 3 billion 353 million yuan in 2018, an increase of 240.12% over the same period, and realized a net profit of 886 million yuan attributable to shareholders of listed companies, an increase of 65.92% over the same period last year. In April 26th, the Antarctic electricity supplier released a quarterly report in 2019. In the first quarter of 2019, the company achieved operating income of 824 million yuan, an increase of 63.40%% over the same period last year, and realized net profit of 122 million yuan attributable to shareholders of listed companies, an increase of 36.73% over the same period last year, and maintained a relatively high growth rate. Antarctic electricity supplier said that the company adheres to the strategy of new fast consumption, brand comprehensive services and dealer brand licensing services, mobile Internet media delivery platform marketing services and mobile Internet traffic integration services and other main businesses are upgrading. Among them, the total revenue from the company's brand comprehensive services and the dealer's brand authorized service revenue totaled 129 million yuan, an increase of 55.36% compared with the same period last year, mainly due to the growth of the brand GMV of the company, and the authorized GMV of the company's brand products amounted to 5 billion 156 million yuan, up 53.03% from the same period last year.

YOUNGOR's 2018 annual report shows that the company achieved revenue of 9 billion 635 million yuan in 2018, down 2.07% compared to the same period last year, and realized a net profit of 3 billion 677 million yuan attributable to shareholders of listed companies, an increase of 1139.14% over the same period last year. Among them, the fashion apparel sector finished 5 billion 644 million yuan, an increase of 13.22% over the same period last year, and realized a net profit of 830 million yuan attributable to shareholders of listed companies, an increase of 9.34% over the same period last year. In April 29th, YOUNGOR released a quarterly report in 2019. The company achieved a revenue of 2 billion 578 million yuan in the first quarter of 2019, an increase of 53.31% over the same period last year, and realized a net profit of 754 million yuan attributable to shareholders of listed companies, an increase of 48.02% over the same period last year. Among them, the apparel sector achieved a revenue of 1 billion 646 million yuan, an increase of 20.80% over the same period last year, and continued to maintain growth. At the same time, the company announced that it is planning to make a major adjustment to the development strategy. In the future, it will further focus on the development of the main garment industry. In addition to strategic investment and continuing investment commitments, the company will no longer carry out financial equity investment in non main sectors, and choose to deal with existing financial property equity investment projects.

The 225.98 yuan, 9.86 yuan and 6.36 yuan in August 2, 2019, respectively, were 33.70%, 31.12% and 30.85% higher than the beginning of the year, and their market capitalization reached 8 billion 9 million, 24 billion 205 million and 31 billion 889 million yuan respectively, compared with the beginning of August 2, 2019.

Viewing the development path of garment enterprises from the performance of share price increase

In the past month, A shares were in a state of shock adjustment. The market was 4.57% lower than a month ago, but compared with the beginning of the year, it closed up 14.99% in August 2, 2019. Rough statistics show that about 17 garment companies have won the market. In addition to the above six, there are more than 20% of the shares of bar Jie, Meng Jie, nany, Luo Lai, Semir and so on. The increase is in the range of 20% to 30%.

Taking stock of these garment companies whose share price is the biggest, it can be found that these garment enterprises can be roughly divided into two categories, one is a larger or even more doubled business, such as business win global, Sanfo outdoor and Sino submarine shares, and the share price performance tends to be linked to "concept", and the correlation with performance is more general. This is also related to the overall situation of the A share market in the first half of the year. According to media statistics, in the first half of 65 shares doubled, only 35 shares in 2018 to achieve net profit is rising, the company's stock price performance support, the remaining 30 shares in 2018 net profit in the same period of decline or even loss.

Another type of clothing companies that are more moderate, such as Brin, Antarctica and YOUNGOR, share price rises between 30% and 40%. Their performance shares more performance fundamentals than that of the previous garment companies. The net profits of these enterprises in 2018 were year-on-year growth trend, and the growth trend of last year's performance was continued in the first quarter of 2019 and the first half of last year. Compared with the previous type of enterprises, the market value of these enterprises is relatively large. The market capitalization of YOUNGOR and Antarctica is over 20 billion, and they are in the front position in the A share clothing sector.

In addition to YOUNGOR and Antarctica, the share price of the current clothing market, such as Hai Lan home, Semir dress, and China group, has risen to varying degrees compared with the beginning of the year. Since the beginning of the year, some clothing companies whose share prices have dropped considerably include some "problem stocks" with hats. In the long run, garment enterprises with sustained growth and strong growth will have a more stable and strong performance in the A share market. They will follow the pace of the development of capital market and grow into a truly "white horse stock".