The Reproach Of Semir Clothing Is Not Appealing

This year, the clothing and apparel industry is in a doldrums. The listed companies are also subjected to pressure from inventory crisis, product unsalable, brand aging and so on.

In such an environment, investors and investors have expressed different views.

Among them, Semir clothing is the most popular topic.

Despite the loss of Semir's clothing and financial results in the first half of the year, its capital movement and strategic layout were unexpected.

First, the acquisition of Zhejiang Chinese lost its industry, and then invested huge amounts of money to create logistics warehousing construction.

It is precisely because of these two contradictions that once made people wonder whether Semir clothing is good or not, and whether it should invest or not.

To this end, let's take a look at how the snowball user ends up.

Which is the most popular listed company in Wenzhou? Semir

Said second, did not say the first.

Because the listing price was 67 yuan last year, and now it is 22 yuan.

This is the company's annual sales of 7 billion 700 million yuan, bank deposits 4 billion yuan, market capitalization of 14 billion 700 million yuan.

CHINT market value of 15 billion yuan, Huafeng spandex less than 4 billion yuan, Huafeng fiber less than 2 billion yuan.

There is no doubt that the price of Semir clothing is too high to be listed. The price earnings ratio of 60 times is second years.

But there is no investment value after seventy percent off share price, which is worth considering.

The company currently has 7000 sales outlets, which sell 7 billion 700 million yuan a year, compared with the US listed companies in the same industry.

7 billion 700 million yuan to sell a quarterly report, only 400 million yuan receivables, 1 billion yuan inventory, under the current circumstances, enterprises should know how many cattle.

Bad side.

The 7000 sales outlets mean that it can no longer be achieved simply by dot expansion.

No one knows what the next way is.

Product quality is on the cusp of competition. There are both positive competition of American state and UNIQLO, and competition of online shopping.

Profits are down this year.

8 billion 900 million yuan assets, 4 billion 800 million deposits, the shareholders give you the money not to let you deposit the bank, do not increase, I sell your stock is not as good as bank.

Judging from the recent action of the company, it is estimated that the purchase of commercial real estate is a key scarce resource and main cost in the channel construction, and the company wants to seize the position.

At the same time, it is also optimistic about the future of commercial real estate.

It is, of course, an option to purchase cash from commercial real estate to raise cash, and it takes time to check whether the choice is right.

But I think a clothing industry or a brand management enterprise, brand,

The more important factors that determine the value of an enterprise, whether it accurately grasps the ideas of the times, whether the subtle changes of public sentiment in the era of mobile cavities can lead the trend, determines whether it can become a great enterprise.

It is precisely in this respect that Semir has done little in recent years.

Moreover, for Wenzhou enterprises, they have always been good at imitation, good at catering, and unable to create, lead, and lack the spirit of conquering the public.

From the perspective of the current two years, we can only say that we have done well in the traditional way of operation, and we can not see any special features of this enterprise. It is hard to say what attraction it is.