Agencies "Latent" Beidou Through &Nbsp; "War" Semir Costumes

In the weak market structure, the billboard often becomes a wind vane to see the trend of the organization and clarify the future trend of stocks and sectors. Yesterday, on the billboard, no one was interested in the recent adjustment of the Beidou star [28.40 -1.39% shares, which was "latent" by the organization, or indicates that the latter trend of the stock market began to be valued by some institutions.

For half a year, The Big Dipper The trend can be described as tragic. Starting from the high point of 52 yuan in October last year, the low point of 24 yuan has been explored all the way, with a total decline of more than 50%. However, the stock market began to stabilize in recent days, and its share price rose steadily. Yesterday's share price rose 1.15% to 28.10 yuan. According to the tiger list, the second largest buyers yesterday were institutional seats, with a total purchase amount of 2 million 840 thousand yuan.

Analysts pointed out that with the continuous introduction of a number of technology products, and the pressure from competitors has gradually eased, the performance of Beidou star is constantly released. It is expected that the outbreak of the Beidou market will take place in 2014. At the current level of valuation, the long-term investment value of the company will emerge, and long-term investors can gradually build the stock.

Wang Xiaoyan, a national securities analyst, said that after the Beidou system was completed in 2012, it had to undergo 2 years of system testing. terminal The perfect technology running in period and the market demand formation period, the Beidou market will finally erupt in 2014. At that time, the market structure will also gradually clear, and the market pattern will be basically determined in 2016. In the short term, the card product has stepped out of the accelerated growth stage. Although the future competition situation also depends on the adjustment of Tianbao and Nova's competition strategy, it is expected that the competition is likely to ease. The company expects earnings per share of 0.65 yuan and 0.87 yuan next year, giving the company "prudent" investment rating.

In addition to the latent Beidou star, the agency is Semir [47.50 -0.63% shares on the "war" is particularly eye-catching. The top five buyers of Semir costumes were institutional seats yesterday, with a total purchase amount of 61 million 170 thousand yuan. At the same time, four of the five top sellers were institutional seats yesterday, with a total sales volume of up to 102 million yuan.

Analysts said that Semir's clothing came on the market, and its share price continued to decline. The cumulative decline in the 3 months has reached more than 30%. At present, many institutions have quickly intervened in the stock market, indicating that the valuation advantage of the stock has gradually emerged and will have the opportunity to go out of the rebound market in the future.

CICC research report pointed out that Semir clothing with the help of "balbala" brand of children's clothing, the rapid growth in the future is worth looking forward to. At present, the average price of this series of children's wear products is about 70 yuan, and the product line is abundant. The children's clothing market of middle class and well-off families between 3 and 12 years old is highly competitive. Balabbara, with its good brand awareness and high performance price ratio, is expected to grow rapidly in the mass market and lead the children's clothing industry. Sales in the next four years are expected to reach 10 billion, which will become a new driving force for the company's growth.

CICC believes that Semir and its Barbara brand are in line with the fast growth trend of mass consumption, and the channel sinks deeper, creating barriers to entry with its logistics and scale advantages.

Multi brand management mode provides a guarantee for the sustainable growth of the company. CICC expects Semir's clothing earnings per share to be 2.18 and 3.06 yuan in the next two years, up 40% over the same period last year. Since the listing of the company, the stock price adjustment is more obvious, and the valuation is at a low level in the plate.