Targeting the consumer to upgrade Yi Fang Daguo Thailand to enter the textile industry

Securities Times Reporter Du Zhixin With the increase in residents income, consumption upgrade increasingly become the A-share market unanimously approved investment themes as textile enterprises to benefit from the consumption upgrade, it is easy to Fonda, Cathay Pacific and other fund companies continued holdings. Although the textile enterprises are small board of listed companies, smaller equity, Anna Fu, Carolina textile, Meng Jie textiles and other listed companies is to enter the funds top ten Awkwardness.

Shenzhen, a fund company, research director, said early last year, they began to focus on textile enterprises, from the consumption habits of domestic residents, the residents of the first-tier cities in the new buyers, tend to acquire quilt quilt and bedding, the rich Anna, Carolina textile and other products of the listed companies is biased in favor of high-end products, the ordinary price a thousand dollars, the most high-end products on the yuan, for the middle class of first-tier cities in the acceptable range. In addition, taking into account the wedding market, newly married couples need to buy good quality textile products.

disclosure Fund, 2011 Four Seasons reported Fund textile enterprises prefer a plus. Easy to square up the fund in the first mining and focus of investment fund companies of the textile enterprises. Fu Anna on the market, easy to square up the namely Shigekura intervention. Fund from last years fourth quarter operating track in the textile enterprises, easy Fonda, Cathay Pacific Fund is still to holdings. the

specific point of view, the fourth quarter of last year, easy to square up to the consumer sector funds Meng Jie textile holdings to 253.06 million shares to 689.66 million shares, Meng Jie textile is easy to square up the seventh-largest holding of the Consumer Industries Fund. Easy to square up the Aggressive Growth Fund holdings of 21.52 million shares to 210.91 million shares of the Carolina textile, Carolina textile is easy to square up the seventh largest holding of the Aggressive Growth Fund. Yi Fang Daping Stable Growth Fund holdings of the Carolina textile 54.83 million shares, the Carolina textile is the ninth largest holding in the fund. The Fund

Cathay Pacific (Confucius News) is also holdings of textile enterprises active fund company, Cathays Fund the the Jinxin holdings Mengjie textile 162.34 million shares to 454.66 million shares in the fourth quarter of last year, Meng Jie textile is the fifth-largest holding in the Fund Guotai Jinlong Industry Select Fund holdings of Mengjie textile 72.32 million shares to 123.51 million shares, Meng Jie Textiles is the second largest holding in the Fund, 60.11 million shares of Cathay Pacific event-driven fund holdings of Mengjie textile, National Tai Jinma sound return Carolina textile holdings of 110.57 million shares to 301.71 million shares, Jijinjintai Carolina textile holdings to 8.52 million shares to 112.67 million shares.

easy Fonda Consumer Industries Fund managers Liu Fangjie 2011 fund in the Four Seasons reported that the textile industry in the fourth quarter of last year was the large decrease in the balance short-term industry growth rate drops as well as long-term growth is still vast room the pros and cons of factors, still an increase of the proportion of the configuration of the textile industry. In the current uncertain economic environment, significant excess returns of the stock will come from the industry to benefit from the economic restructuring and has vast room for growth.

In addition, the Research Director of the rich countries like the selection of growth stocks Fund (Confucius News), Wells Fargo Tianhui fund managers Zhushao wake is also heavily loaded with textile enterprises. The fourth quarter of last year, Wells Fargo Tianhui the Carolina textile holdings to 31.97 million shares to 266.97 million shares, Carolina textile is the seventh largest holding of Wells Fargo Tianhui. Last year fourth quarter Fuanna also get TEDA Manulife efficiency optimization, Galaxy sound Nordisk preferred 30, Nordisk in the small cap fund holdings.

textile companies reported earnings data from the textile growth of corporate profits is indeed gratifying. Performance prediction, Anna Rich, expected 2011 net profit of 204 million to 230 million yuan, an increase of 60-80%, Carolina textile expected 2011 net profit attributable to shareholders of listed companies over the previous year growth rate of 50% to 70%, Meng Jie textile expected 2011 annual net profit attributable to shareholders of listed companies over the previous year-on-year growth rate of 30-50%.