Domestic Men'S Clothing Market Expansion Limited Seven Wolves Performance Is Difficult To Reproduce Explosive Growth

8 years ago. Seven wolves Today, the share price has risen more than 20 times the issue price, and the momentum is still strong.

At the end of June, the seven wolves completed the second time after the listing. financing It is used to add 1200 stores. Seven wolves announced that the private placement, a total of 102 institutional investors sent a letter of intent to subscribe. Eventually, 8 institutions subscribed for 78 million 200 thousand shares at the price of 23 yuan / share. The largest number of subscriptions in the allocation agencies were three, 17 million 300 thousand, 12 million 700 thousand and 12 million 500 thousand shares respectively.

Nowadays, the "beloved" wolf of the organization is the outcast of the institution in the first two rounds of financing. In October 2007, seven wolves released 22 million 850 thousand shares of public offering, although only 2 companies were involved in the issuance. 8 years ago, when seven wolves were offering shares, apart from several brokerages entering the list of shareholders in the form of a lottery, there was basically no appearance of other institutions.

The organization is optimistic about the seven wolves, which is inseparable from its excellent performance. In the first quarter of this year, the company achieved a net profit of 174 million, which has reached the performance level of last year's half year. A brokerage analyst pointed out that "the organizations that are generally organized by companies are often excellent companies in the industry, and institutions value" value investing ".

However, some people hold different opinions. A market person pointed out that "behind the appearance of institutional popularity is mostly hype, which is not directly related to the fundamentals of the company."

For the project, the analysts pointed out that although the performance of the seven wolves is growing steadily, its performance is unlikely to explode again because of the domestic growth. Men's wear market Capacity expansion is limited. "

With the same view of the analyst, including the first venture, the first business report pointed out that there were risks of continuous weakness or decline in the consumption terminals, slow or slow progress in the development of talent system.