prior to restore market confidence could focus on the layout of the risk-benefit ratio of the breed

  • Date:2016-02-04
  • Summary:1, the key point this week. Good cold winter inventory digestion, prior to restore market confidence could focus on the layout of the risk-benefit ratio of species - MediaTek shares, Industrial Technology, the subject of elasticity and preferred MIZUDA We

    1, the key point this week. Good cold winter inventory digestion, prior to restore market confidence could focus on the layout of the risk-benefit ratio of species - MediaTek shares, Industrial Technology, the subject of elasticity and preferred MIZUDA Wentz shares. Main investment unchanged: pay close attention to the growth of less than 1 PEG Baima end demand recovery, valuations reflect market industry slowdown pessimism; MediaTek shares (with transition options), Youngor, Lutai A dividend return rate of 4% or more; some companies have absolute value support, and comes with transformation options - Industrial Science and Technology (after the issuance of 4.5 billion market capitalization, the size of normal profit 200 million +), joeone (market value of 9 billion, 15-year net profit of 400 million + on account of net cash 2.7 billion), seven wolves (7.3 billion market capitalization, on account of net cash 3.1 billion); Dayang creation is intended to be tact backdoor, Star Internet NOTE Ruxinuer and Busen shares suspended show that small-cap shell resource worthy of attention - MIZUDA (Group quality assets into the expected), Vico essence, Fengzhu, Langsha shares, Krider, Sanfangxiang, Golden Eagle shares, shares outstanding stick, Shanghai Sanmao etc; transition prospects clearly room for growth stocks open callback - Wentz shares to sell 30% stake in the micro-micro-sell electricity suppliers to build on social and economic network red business model is gradually forming, the current market value has been pulled back to 6.15 billion. in addition, Xinmin technology and business win Global also belong to the same type of subject.

     

    2, plate and recommended a combination of performance review last week. Textile and garment sector fell 1.76% single week, which fell 3.17% textile manufacturing, textile clothing fell 0.77%. January US-China Xinda combination with MediaTek shares rose this week, a larger, respectively, 15.21% and 11.37%, a combination of performance and thus reached 5.61%, outperforming the industry (up 1.76%) 3.9pp. Combination of monthly cumulative gain -24.86 %%, underperforming the industry 3.2pp.

     

    3, the industry important data. Ingredients: inside and outside the cotton price: 328 Spot week the average price of 12,594.75 yuan / ton (-1.29%); CotlookA: 68.70 cents / lb (0.09%). Spread inside and outside: inside and outside the spread of cotton mean -1,274.25 yuan / ton (last week 1078.00). Cotton (137): 23,400 yuan / ton (-0.43%). Imported cotton (US PIMA2 grade): 24,233.25 yuan / ton (-0.20%). US dollar against the RMB exchange rate: 6.5794 (0.00%). Fiber: short stick 12,200.00 yuan / ton (-0.20%), Diduan 6,100.00 yuan / ton (1.21%); spandex 20D41,500 yuan / ton (0.00%), spandex 40D31,500 yuan / ton (0.00%). Cotton yarn: 32 cotton carded yarn 19,093.75 yuan / ton (-0.16%). Fabric: 32 cotton twill 5.39 yuan / m (-0.14%). Gold: The gold Au100g232.39 yuan /g(0.05%), London spot 1,093.43 US dollars / ounce (0.25%). Kraft: No Weight stigma eye cowhide Chicago FOB 73.00 cents / lb. Retail data: in 2015 the national hundred key large retailers clothing retail sales annual growth rate of -0.3%, 50 key large-scale retail enterprises clothing retail sales annual growth rate of -0.4%. Grassroots survey feedback, the New Year on year growth rate is desirable. Exports: the devaluation effects appear, textiles, clothing, footwear exports in December rose 0.58%, respectively, data, 7.66%, 1.94%.