Textile And Garment Market Has Warmed Up Key A Shares Recommended

< p > A share company tracking: < a href= > http://fz.sjfzxm.com/ > > card slave < /a >: in November, terminal sales increased by 35%, but sales promotion and expenses led to a decrease in the proportion of returns. In December, sales growth dropped by about 2 points compared with last month. Smith Barney: direct retail sales in November increased by two digit percentage, but the shipping performance of the franchising companies was general; Luo Lai: the shipment growth in November still reached 20%, but excluding the influence of the electricity supplier, the shipment of traditional channels did not increase much.

The sale of P is slightly higher than that of the late sales. Lao Feng Xiang: the recent order will achieve about 1 billion 600 million sales. < a href= "http://xm.sjfzxm.com/" > AOKANG < /a >: the interference of festivals and weather results in poor sales performance in October, slightly improved in November, but worse in December. Overall, Q4 terminal sales are worse than the previous three quarters, a href= "//www.sjfzxm.com/news/index_cj.asp" > sales less than /a.

< p > Hong Kong stocks and overseas companies: Baosheng, sporting goods provider, is expected to clear up inventory and result in significant losses in 2012.

In the United States, the growth of business dress shops, ladies' clothing shops, shoe shops and clocks / Jewellery / silver stores slowed down in November, but the growth rate of sports clothing shops increased significantly. As at the end of the latest fiscal season in November 2012, NIKE's revenue in China decreased by 11%, while ASOS's total revenue increased by 30%; while sales in Uniqlo, Gap and LimitedBrands12 increased 4.5%, 5% and 3%. < /p, respectively.

< p > trend review: 2012 the key Brand Company of the whole year's rise is the card slave, search special and Pathfinder.

12 in the second half of the month, driven by the market, the valuation level of Brand Company continued to rise.

The key Brand Company and key manufacturing companies of A share continue to push up. The key Brand Company is the hundred yuan, the card slave and the rang Zi. The H-share's rising Brand Company is Ann Li Fang, Baozi and the trend. The bigger manufacturers are Wei Qiao and Shenzhou, and the weaker ones are Si Jie, Li bang and dynamic.

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< p > Investment Strategy: in December, the industry gained a significant valuation recovery opportunity.

Judging from the situation in recent months, the base in December is not low, and it is expected that retail sales in December will not be as good as November.

After 13 years of Spring Festival, the situation in 1 and February will be more favorable than 12 years.

However, due to the fact that most Brand Company orders will be held in advance, a quarterly report is expected to be relatively dull.

Therefore, when the valuation is restored to this level, the industry lacks the power to continue to push up valuations in the first half of the year. The industry investment opportunities in the first half of the year are generally relatively dull, and the future valuation repair height is closely related to the market trend.

We recommend that for the first half of the year, a relatively configurable product with a more reliable growth rate and relatively manageable management risks will be recommended for 5 companies, including card slaves, Pathfinder, LAN Zi, fuanna and seven wolves.

In the first half of the year, the first quarter of the card slave, the Pathfinder, and fuanna, a high quarterly base, but suggested that in the second half of the year, it is particularly recommended to focus on.

In addition, from a quarterly point of view, the search for special, Lao Fengxiang, good news birds, AOKANG and other stages can choose the time to pay attention.

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