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    Textile And Clothing: Double Eleven Pre-Sale, Local Clothing Brand Continues Strong

    2019/11/12 11:21:00 0

    Textile And GarmentTextile StocksBrokerage Reports

    Institution: Orient Securities

    Rating: promising

    Core view

    Market review: this week the market was adjusted upward trend, the Shanghai and Shenzhen 300 index rose 0.52% over the week, the gem index rose 1.44%, the textile and garment industry fell 0.53% throughout the week, the performance was weaker than the Shanghai and Shenzhen 300 and the gem index, of which the textile manufacturing sector fell 0.28%, and the brand clothing sector fell 0.77%. In terms of stocks, small and medium-sized market capitalization stocks in the sector continue to be active, and Bosideng and Taiping bird have gained positive returns.

    Overseas news: (1) Adidas group footwear sales are exhausted. (2) Pandora lowered its annual performance outlook.

    A shares industry and important information: (1) bar Jie shares: the share repurchase program has been completed. (2) in order to explore the anti-aging skin care market, the company and foreign capital have jointly established a joint venture in China. The company intends to invest RMB 1 million 60 thousand yuan, accounting for 53%. (3) Chao Hongji: Hui Guang international plans to reduce the number of shares held by the company through centralized auction or bulk trading, with a reduction of not more than 27 million shares, that is, no more than 2.98% of the total share capital of the company. (4) voyage shares: the hang min group has increased 4035420 shares of the company through the Shanghai stock exchange securities trading system in November 7, 2019, and intends to increase the number of shares held by its own funds within 6 months from the date of the increase in holdings. The number of Holdings (including the current increase in Holdings) is no less than 8 million shares, not more than 15 million shares. (5) the investment and financing situation of the consumer industry this week: A. underwear brand NEIWAI won 150 million yuan C round investment inside and outside. B. fitness technology company six won millions of dollars in angel investment.

    This week's key report: industry depth report: brand clothing dilemma reversal series four: Gucci's road to revival of youth.

    This week we recommend plate combination: Anta sports, Hai Lan's home, Lao Fengxiang, Po Lai Ya and Bosideng. Last week: Anta sports 3%, Hai Lan home 0%, Lao Fengxiang -4%, Po Lai ya 1% and Bosideng 9%. Investment proposals and investment targets

    From the pre-sale situation of the double eleven brand clothing, the local commercial clothing and sports clothing brands continue to take the lead in the pre-sale list, which has strong operation ability and brand appeal. Among them, Taiping bird, Bosideng, Semir, Anta and Lining entered the top five of their respective category pre-sale lists. Overseas brands still occupy the forefront of the pre-sale list in the beauty and skin care category, which is also in line with the general trend of the high-end consumption of the industry in recent years. In the peak season of autumn and winter clothing sales in the fourth quarter, although the average temperature in China is relatively high since October, considering the advance of the Spring Festival in 2020 and the rush ahead of the peak sales season, it is expected to bring some boost to the winter sales in the fourth quarter of this year. In the short term, we need to focus on online growth (double eleven, double sales promotion effect) and the change in the fall and winter sales (the level of inventory in the industry channel). (1) medium and short term high growth varieties: for example, Anta sports (02020, buy), Lining (02331, buy), Peltier (603605, buy), Antarctic electricity supplier (002127, overweight), Bosideng (03998, buy), it is suggested that attention should be paid to biphonin (002832, not rated) and pill Mei shares (603983, not rated); (2) long term steady growth and underestimation of white horse lead, such as Lao Fengxiang (600612, buy), Hai Lan home (600612, buy), Semir dress (600612, buy), di Su fashion (to buy), suggesting that attention should be paid to mercury home textiles (YOUNGOR), YOUNGOR (not yet rated). With regard to investment proposals, we continue to recommend two main lines.

    Risk warning

    The economy continues to slow down the pressure on domestic retail terminals, trade frictions, cotton prices and RMB exchange rate fluctuations.

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