Textile And Garment Industry: Export Volume Of Textile And Clothing Decreased By 6.5% In August
Investment suggestion
Current valuation: under the premise of determining the performance growth, from the valuation level, on the one hand, with the overall callback of the plate, the valuation center has declined; on the other hand, the profit forecast of the rapid growth of the quality retailers' future performance does not have room for reduction.
From the plate point of view, the plate is in a relatively dull period, lacking obvious stimulation factors, with the October.
Three quarterly report
The gradual clarity of the market is expected to enhance the sensitivity of the three quarterly results. We believe that as the early stage sector returns, the valuation center has declined, which will provide further support for future performance growth stocks, 3 quarterly reports or stock prices.
Judging from the current adjustment situation, we noticed that the relative value of the textile and garment retail sector was relatively high, and that it was adjusted earlier, but the stock price was still at a historical high level, while the valuation of other industries decreased rapidly.
Despite the risk of continued adjustment, considering the high certainty of quality companies, the future sector still has a high level of risk.
Defensive
。
Plate recommendations: next week, mainly defensive.
From the basic point of view, we have an overall view of the textile and garment sector.
Investment
The strategy will continue to focus on two main lines: the main line one focuses on small fast-growing enterprises, such as Luo Lai home textiles (002293), fuanna (002327), Meng Jie home textiles (002397), etc. the main line two sticks to value investment enterprises, such as Weixing shares (002003), seven wolves (002029), Semir costumes (002563), nine herdmen (601566), etc., for production enterprises, we recommend paying attention to Yantai spandex.
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