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E-Commerce Giants Will Emerge In The Textile And Garment Industry

2011/3/8 9:51:00 106

E-Commerce Clothing Textiles And Costumes

Market review: this week, the Shanghai and Shenzhen 300 index continued to rebound in the latter half of last week under the leadership of the financial and real estate sectors, and finally reported 3270.67 points, or 2.28%.

Affected by the weakening trend of small and medium-sized plates, the textile and apparel industry index performance is not satisfactory, a small increase of 1.28% a week, lower than the HS300 index.

Industry information: (1) in the fourth quarter of 2010, sales of Taobao clothing category jumped sharply.

(2)

Men's wear market

Consumption report: the shopping center is the first choice for fashion and leisure.

(3) the ICE period of cotton closure has reached a record high.

Company dynamics: (1)

Smith Barney

Apparel (002269, stock bar) released 2010 annual performance bulletin, the company's annual operating income increased by 44%, net profit increased 25%, realized earnings per share of 0.75 yuan.

(2) Jia Linjie (002486, stock bar) released the 2010 annual performance bulletin. During the reporting period, the total revenue of the company increased by 40.13% compared to the same period last year, and the net growth was 43.71% over the same period.

(3) Sina and China are jointly buying 29% of Mcglaughlin.

Brand fashion: (1) the UNIQLO global Street auction website UNIQLOOKS is officially launched.

(2)

ADI

Classic clover introduces 2011 spring and summer "angel" shoes.

Investment viewpoint: the Internet is also going to continue to change our world, and the network has also injected new vitality into the traditional textile and garment industry. It has provided the innovation space for each brand clothing enterprise.

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With regard to investment opportunities in the capital market, although the share prices of mainstream textile and apparel companies have been adjusting since last December, we believe that this adjustment is not related to the fundamentals of the industry and the company, but also to the pformation of market capital style. The relative undervaluation of good companies will eventually bring good returns to participants, and consumer stocks have always been so.

We expect that the quarterly report of key companies in the future and the 2011 autumn and winter ordering conference held in 3/4 are worth looking forward to.

At present, we recommend seven wolves and Weixing shares (002003, stock bar) from the perspective of growth certainty and valuation security. From the time, space and speed of growth, we recommend lahome home textiles (002293, stock bar) and Mei Bang dress.