Tài liệu Nothing But Net 2009 Internet Investment Guide 7 pptx
Tài liệu Nothing But Net 2009 Internet Investment Guide 7 pptx
... 2005 2006 20 07 2008E 2009E 2010E 2011E ’08E – ’11E CAGR US 88 ,78 0 106,851 128 ,70 8 151,443 160,563 168, 270 1 87, 958 2 07, 505 8.9% Europe 52,430 72 ,690 96,631 123,698 152,5 37 140 ,74 0 170 ,942 198,200 ... 9.1% Asia 31, 972 43,054 55,556 69 ,70 5 90,585 112, 573 1 27, 949 139,6 17 15.5% ROW 9,440 13,216 18,502 25,903 34, 970 41,963 55,811 73 ,113 27. 9% Total 182,622 235,811...
Ngày tải lên: 24/12/2013, 17:15
Tài liệu Nothing But Net 2009 Internet Investment Guide 34 pptx
... 05-Feb-08 OW 48.95 61.00 29-Apr-08 OW 70 .81 76 .00 28-Jul-08 OW 78 .61 100.00 0 17 34 51 68 85 Price($) Dec 05 Mar 06 Jun 06 Sep 06 Dec 06 Mar 07 Jun 07 Sep 07 Dec 07 Mar 08 Jun 08 Sep 08 Dec 08 ... 12.00 18-May-06 UW 12 .78 11.00 16-Aug-06 UW 16.55 12.00 29-Nov-06 OW 17. 53 20.00 13-Feb- 07 OW 22.30 32.00 23-May- 07 OW 28.64 35.00 28-Aug- 07 OW 30 .71 37. 00 28...
Ngày tải lên: 15/12/2013, 10:15
Tài liệu Nothing But Net 2009 Internet Investment Guide 9 pptx
... MEGAVIDEO.COM 73 159 609 804 74 5 829.1% 3 HULU.COM (hybrid) 489 5 37 686 NA 4 Fox Interactive Media 846 825 674 516 465 5 67 -34.0% 5 Viacom Digital 77 7 71 9 860 456 472 476 -40.4% 6 ZSHARE .NET 112 ... Jul- 20 07 Aug- 20 07 Sep- 20 07 Jul- 2008 Aug- 2008 Sep- 2008 3Q Y/Y Growth 1 Google Sites 6,698 7, 105 7, 175 12 ,75 8 12,655 12,139 79 .0% YOUTUBE.COM 6,253 6...
Ngày tải lên: 24/12/2013, 17:15
Tài liệu Nothing But Net 2009 Internet Investment Guide 28 pptx
... 46.6 Net Margin 31.0 35.4 36.6 38.5 25.5 33.0 37. 8 32.2 29 .7 32.0 31 .7 31.3 Adj. Net Margin 35.5 37. 6 37. 7 40.8 28.3 36 .7 39 .7 34.3 31.9 33.8 33.4 32.8 Sequential Growth (%) Revenue 2.6 47. 7 ... 47. 7 25 .7 18.1 4.6 42.8 15 .7 2.0 -2.0 19.8 10.2 7. 1 Gross Profit -9.3 48 .7 26.1 15.6 1.4 54.1 18.0 -4.5 -4 .7 21.1 8.9 5.6 EBIT -26 .7 77. 2 32.4 7. 7 -13.0 91 .7 34....
Ngày tải lên: 26/01/2014, 18:20
Tài liệu Nothing But Net 2009 Internet Investment Guide 30 pptx
... 62.9 64 .7 78.6 77 .9 82.6 85.3 88.1 Tax Expense/(Credit) 4.4 0.3 2 .7 -7. 2 16.4 15.1 18.5 12.3 12.2 12.9 13.3 13 .7 Net Profit 39.0 41.1 34 .7 53.4 38.4 47. 8 46.1 66.3 65 .7 69 .7 72.0 74 .3 Net Profit ... 35.1 45.9 57. 7 62.1 68 .7 73.5 72 .4 76 .6 78 .7 80.9 Adjusted EBIT (excl share-based comps) 43.1 42.3 38.6 49.0 60.4 65.2 71 .1 77 .0 75 .9 80.1 82.2 84.4 EBITDA...
Ngày tải lên: 26/01/2014, 18:20
Tài liệu Nothing But Net 2009 Internet Investment Guide 1 docx
... Inc., to this report. Global Equity Research 05 January 2009 Nothing But Net 2009 Internet Investment Guide Global Internet Imran Khan AC (1-212) 622-6693 imran.t.khan@jpmorgan.com ... ($6.56) 2 57 Yahoo!, Overweight, ($11. 97) 264 International Company Outlooks 273 Baidu, Overweight, ($126.93) 275 China Finance Online, Neutral, ( $7. 05) 282 NetEase...
Ngày tải lên: 15/12/2013, 10:15
Tài liệu Nothing But Net 2009 Internet Investment Guide 2 docx
... 3 27 26% 11.50 0.39 - 97% 11/16/ 07 Internet Brands Inc INET 48 334 14% 8.00 5.51 -31% 06/ 07/ 07 Limelight Networks Inc LLNW 276 1,192 23% 15.00 2.29 -85% 08/09/ 07 MercadoLibre Inc MELI 333 75 2 ... 26.2% 27. 3% 28.0% 27. 0% 27. 5% 28.0% 0.0% $ Revenue / Click $0.46 $0. 47 $0. 47 $0.45 $0.48 $0.48 0 .7% US Search Forecast ($M) 8,602 11 ,76 4 14,518 15,951 20,102 23, 576 17. 5%...
Ngày tải lên: 15/12/2013, 10:15
Tài liệu Nothing But Net 2009 Internet Investment Guide 3 pdf
... 44 2 .7% Total Pages Viewed (B) 7, 209 8,8 97 10 ,72 4 12,6 07 14, 275 15,986 17, 793 19,590 21,510 23,539 9.8% RPM (per 1,000 pages) $1.02 $0 .75 $0.81 $0. 87 $0. 97 $1. 07 $1.09 $1.06 $1.09 $1.13 1.2% ... 18 ,73 0 91.8% 24 /7 Real Media 13,445 -0 .7% Tribal Fusion 15, 170 40.1% Kontera 15,248 70 4 .7% Casale Media - MediaNet 10 ,72 0 12.0% DRIVEpm 8,951 199.1% Specific Media...
Ngày tải lên: 15/12/2013, 10:15
Tài liệu Nothing But Net 2009 Internet Investment Guide 4 doc
... 8.0% 0.0% Net Revenue 88 ,78 0 106,851 128 ,70 8 151,443 160,563 168, 270 1 87, 958 2 07, 505 8.9% Y/Y Growth 20.4% 20.5% 17. 7% 6.0% 4.8% 11 .7% 10.4% Source: Department of Commerce, Internet World ... 3, 878 4,020 4,324 4 ,72 4 6.8% Average price / session $39.50 $41.25 $43.00 $45.50 $45.00 $45.50 $ 47. 25 $ 47. 75 2.0% Total eCommerce revenue (US $M)) 98,644 1 17, 419 141,4 37 1...
Ngày tải lên: 15/12/2013, 10:15
Tài liệu Nothing But Net 2009 Internet Investment Guide 5 pdf
... millions 2004 2005 2006 20 07 2008E 2009E 2010E 2011E 2008-2011E CAGR Total Travel Spend 671 ,000.0 70 1,000.0 74 2,040.0 78 7,524.4 813,340.6 77 4,985.4 811 ,71 4.9 859,5 57. 7 1.8% % online 19.1% 22.8% ... 22,920.0 29 ,70 0.0 39,996.0 48, 475 .2 63,0 17. 7 74 , 276 .9 22 .7% Total Travel Spend Growth 3.9% 3.2% 3 .7% 1.0% 1.0% 4.0% 4.0% Online Travel Spend Growth 3.9% 37. 7% 2...
Ngày tải lên: 24/12/2013, 17:15