Mike - Wu: China's consumption of medical high consumption constraints
Moutai on a bull Nike air max pas cher, market investments (600,519, stock it) (600 519, closing price of 200.57 yuan) and Luzhou (000,568, stock it) (000 568, closing price of 41.66 yuan), nearly two-year investment Yang shares (002,304, shares) (002,304, closing price of 138.69 yuan), Shanghai Xin Lion President Mike Wu is an asset investment company's consumer expert.
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Who will lead the market out of Xiongtu? 62 companies are expected to become the first try bonus dark horse GEM things first exit system share the annual feast four industry segments Nuggets roadmap four industry-than-expected [date] HE Cheng Ying: A stock or is the bottom of the [share it] break this Point market in New York at the time Yindie Mike Wu, in the "Daily Economic News" (the NBD) interview, he also talked about the selection of the latest study of consumer stocks.
NBD: Recently McDonald's, NIKE and other consumer shares are strong, a record high, A-share investment opportunities in consumer stocks are also edged?
Mike Wu: A share of the consumer and the United States are not the same, such as McDonald's and NIKE, McDonald's to go the public route, the price is low; NIKE line of young people to go, and because a large number of Chinese-made, low cost, high margin, so the price is very high to normal. But China is not in itself the concept of consumer goods, and prices in accordance with the principle, and ultimately must control the CPI, consumption continues to suppress growth, consumption growth since the early rapid growth, highly explosive, but the follow-up is weak.
NBD: some of the consumer or the company's fast growth, such as the year of Suning Appliance (002024, stock it).
Mike Wu: Suning, the country's high growth rate of the United States have passed, and China's population is increasingly concentrated, open shop is not able to maintain growth, but also hard to say.
NBD: you feel the outlook is not optimistic about the Chinese consumer.
Mike Wu: China's own rapid rise in the CPI will suppress part of the consumer, health care spending as many people say so easy, high medical costs are also a large part of living expenses, we believe that the future government will certainly have medicine, medical consumption of control.
NBD: you have a promising sub-sectors of consumer do?
Mike Wu: China's future consumption, we must adhere to the information service industry, software services, fixed investment in this industry, characterized by small, value-added output of the highest wisdom, and easily the largest consumer group of social bonding.
NBD: that China's future consumption opportunities in what respect? Is the mass consumer or end? Such as the seven wolves or Moutai (600,519, stock it) these?
Mike Wu: currently only promising multimedia and software services industry. Maotai and seven wolves that are a sunset industry, able to maintain pretty good.
NBD: Alcohol is also a rapid growth, you optimistic about?
Mike Wu: Yang shares is optimistic. But several, including Maotai, growth and share price rose almost a little contrast, but the market was up a lot of times, the performance will be significantly better than Yang shares.
NBD: view from the three quarterly air max 360
reports, gold seeds as if the highest growth rate.
Mike Wu: stock price rose too fast.
NBD: In other words, you do not optimistic about the chain and high-end wine business opportunity?
Mike Wu: I said, the only we are optimistic about consumer spending is the multimedia industry, consumer information and software services. Liquor is a high-end consumer, is basically a fixed group, similar to Yanghe development, but also must have spent a few years, always return to normal.
NBD: Why is optimistic about the multimedia and software services?
Mike Wu: Leading shares air max pas cher,
have recently come from these two is the best reason.
http://yanghuaiyu.livejournal.com/
Moutai on a bull Nike air max pas cher, market investments (600,519, stock it) (600 519, closing price of 200.57 yuan) and Luzhou (000,568, stock it) (000 568, closing price of 41.66 yuan), nearly two-year investment Yang shares (002,304, shares) (002,304, closing price of 138.69 yuan), Shanghai Xin Lion President Mike Wu is an asset investment company's consumer expert.
Recommended reading
"Black Swan" flying bodies are pessimistic about the measures the Commission again and again six
Who will lead the market out of Xiongtu? 62 companies are expected to become the first try bonus dark horse GEM things first exit system share the annual feast four industry segments Nuggets roadmap four industry-than-expected [date] HE Cheng Ying: A stock or is the bottom of the [share it] break this Point market in New York at the time Yindie Mike Wu, in the "Daily Economic News" (the NBD) interview, he also talked about the selection of the latest study of consumer stocks.
NBD: Recently McDonald's, NIKE and other consumer shares are strong, a record high, A-share investment opportunities in consumer stocks are also edged?
Mike Wu: A share of the consumer and the United States are not the same, such as McDonald's and NIKE, McDonald's to go the public route, the price is low; NIKE line of young people to go, and because a large number of Chinese-made, low cost, high margin, so the price is very high to normal. But China is not in itself the concept of consumer goods, and prices in accordance with the principle, and ultimately must control the CPI, consumption continues to suppress growth, consumption growth since the early rapid growth, highly explosive, but the follow-up is weak.
NBD: some of the consumer or the company's fast growth, such as the year of Suning Appliance (002024, stock it).
Mike Wu: Suning, the country's high growth rate of the United States have passed, and China's population is increasingly concentrated, open shop is not able to maintain growth, but also hard to say.
NBD: you feel the outlook is not optimistic about the Chinese consumer.
Mike Wu: China's own rapid rise in the CPI will suppress part of the consumer, health care spending as many people say so easy, high medical costs are also a large part of living expenses, we believe that the future government will certainly have medicine, medical consumption of control.
NBD: you have a promising sub-sectors of consumer do?
Mike Wu: China's future consumption, we must adhere to the information service industry, software services, fixed investment in this industry, characterized by small, value-added output of the highest wisdom, and easily the largest consumer group of social bonding.
NBD: that China's future consumption opportunities in what respect? Is the mass consumer or end? Such as the seven wolves or Moutai (600,519, stock it) these?
Mike Wu: currently only promising multimedia and software services industry. Maotai and seven wolves that are a sunset industry, able to maintain pretty good.
NBD: Alcohol is also a rapid growth, you optimistic about?
Mike Wu: Yang shares is optimistic. But several, including Maotai, growth and share price rose almost a little contrast, but the market was up a lot of times, the performance will be significantly better than Yang shares.
NBD: view from the three quarterly air max 360
reports, gold seeds as if the highest growth rate.
Mike Wu: stock price rose too fast.
NBD: In other words, you do not optimistic about the chain and high-end wine business opportunity?
Mike Wu: I said, the only we are optimistic about consumer spending is the multimedia industry, consumer information and software services. Liquor is a high-end consumer, is basically a fixed group, similar to Yanghe development, but also must have spent a few years, always return to normal.
NBD: Why is optimistic about the multimedia and software services?
Mike Wu: Leading shares air max pas cher,
have recently come from these two is the best reason.
http://yanghuaiyu.livejournal.com/
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