US Apparel Shares Rose 35% In October

Jos. A. Bank Clothiers (JOSB) announced last Wednesday that it will join the Golden Gate capital (Golden Gate Capital) to acquire Gate Men "s Capital" at $48 per share to create a p design and manufacturing giant for men in the United States.

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The quoted price of < p > 48 US dollars is 42% higher than the closing price of Men s Wearhouse company in September 17th. Jos. A. Bank made a non binding offer to Men "s Wearhouse" by telephone.

The acquisition comes from Jos. A. Bank's own capital, $250 million in Golden Gate capital and the debt financing of Goldman Sachs.

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Under the influence of P, the share price of Men 's Wearhouse has risen sharply in recent years. As of October 13th, it has risen 35% since October and is currently earning $45.95 per share.

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< p > > a href= "//www.sjfzxm.com/news/index_cj.asp" > the rise of US apparel shares < /a > to a certain extent also contributed to the rise of A share clothing stocks. Statistics show that in October 11th, YOUNGOR (10.01%), Langer group (10.01%), Pathfinder (9.99%), open industrial (9.98%), search special (8.86%), leading shares (5.79%), Maison culture (4.90%), Mei Bang dress (4.17%) and other stocks rose.

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< p > from the perspective of capital flow, in October 11th, 21 clothing stocks realized a net inflow of large single funds, and realized a total net capital inflow of 298 million 942 thousand yuan of large single funds. Among them, < a href= "//www.sjfzxm.com/news/index_f.asp" > YOUNGOR < /a > (163 million 903 thousand and 700 yuan), opened industrial (32 million 747 thousand and 500 yuan), Pathfinder (21 million 939 thousand and 600 yuan), meinsheng culture (15 million 899 thousand and 700 yuan), found in special (8 million 771 thousand and 100 yuan), Meyer (8 million 395 thousand and 200 yuan), Keno Technology (8 million 374 thousand and 200 yuan), leading stock (7 million 789 thousand and 600 yuan), Jin Feida (6 million 379 thousand and 700 yuan) and other stocks on the same day, large single capital inflow exceeded yuan.

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< p > for this reason, Dongguan Securities believes that < a href= "//www.sjfzxm.com/news/index_f.asp" > casual wear > /a > has the largest inventory intensity and the most profound adjustment.

To rebound to this level, we need to be alert to the risk of callbacks.

Maintain the "neutral" rating of the industry.

In October, we can pay close attention to the investment opportunities of the three quarterly stocks with relatively good performance, such as the blue chip stock, Semir clothing and so on.

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< p > Guo Jin Securities believes that the bottom of the garment industry is expected to arrive in 2013, but there is a long and low risk of bottom and recovery.

Domestic investors do not know enough about the pain of brand decline and the difficulty of brand remolding. They are too optimistic about the opportunities brought by future consumer development to individual enterprises, which makes it difficult to stabilize the valuation.

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