Digital China''s six biggest ca
Industry restructuring, such as privatization, mergers and acquisitions, is becoming a changing China's Internet industry the engine of competition, and creates value for the industry may soon be the current value of the Internet in China is going through a consolidation and mining process, we believe that the six catalyst will promote the development of China's Internet industry.����Twitter monetization of China's fast-growing, one of the largest social media--Sina has so far attracted more than 300 million registered users. interesting is, SINA reached 100 million users it only takes 1.5 years of time, pace is faster than any competitor.��User activity, SINA is the number one microblogging service in China, its unique visitors each day browsing page number is 12 pages, far beyond Tencent microblogging. However, we divide the estimated market value Miu Miu Handbags of Sina microblog users, values obtained by dividing the market value of only about Teng Xun QQ users number about 10%.
��In order to explore the value of Twitter, SINA is exploring a variety of monetization channels.����Through targeted advertising, corporate accounts, and open platform for monetizing Twitter efforts, should be in the second half of 2012 begin to show results.����Management plans to launch in the second quarter for the first time its microblogging advertising services, and launched in the second half of self support and mobile microblogging microblogging advertising advertising services.����Shiduowanjia enterprises, as well as some 20,000 government agencies now has an account in Sina. and third-party developers have to submit to the Sina microblog over 200,000 applications, of which more than 20,000 species Miu Miu Handbags have been introduced.����SINA online and open platform, through virtual goods sales and game developer shared revenue.����New value-added services, such as micro-(that is, micro-Bo numbers) and Twitter SMS, should soon start to contribute to revenue. In early 2012, SINA launched a mobile short messaging services (SMS
), Enables the user to receive updates of their friends on Twitter selected SMS. Sina charge annual fees or monthly fees for this service.����Tencent has made substantive inputs to microblogging. in our view, Tencent can leverage its existing strong sales of virtual goods as well as targeted advertising systems, to explore their social media's profitability, while Sina needs to develop these technologies from scratch., weibo to substantive contributions may take a long time to revenue.����Pricing we think online Dior Handbags games leader will be back online games leader most likely to be price. because they underestimate the value of, the hot new games launched, as well as its anti-cyclical, rise in online game leader has great potential.����China's Internet and media companies ' stock prices are currently close to historically low levels, such prices have only occurred in the last financial crisis. We underestimated the value of them is due to four factors: first, to monitor wind
Net beneficiaries of the credit crunch is often the Central Bank, because the increase in interest rates is likely to make them more interest income.����History, thanks to its strong cash flow, Internet company is the most active class of share buy-backs and merger and acquisition of enterprises company. share buy-backs are often good leading indicator of profitability Dior Handbags and stock performance, but according to our observation, in the long term, only a small number of acquisitions for the Chinese Internet companies to increase the value.����Only a handful of Internet companies in the world have dividend, and most of them are Chinese companies, including Tencent, giant, perfect world, ctrip (Alibaba before privatization had dividend). We believe industry consolidation changes pattern, industry restructuring, such as privatization, mergers and acquisitions, is becoming a changing China Internet industry the engine of competition, and possibly a year or two in the near future to create value for our shareholders. Internet industry is one of the most competitive industries in China, Internet
Industry has attracted more venture capital and talents. We estimate that China only 1 final of the 58,000 Internet companies listed. and, to date, not to 40% the Chinese Internet IPO share price is still higher than its listing price.����Because the macro challenges and industry consolidation, total amount of Internet companies in China in the past three years have lost 30%.����According to our estimates, Chinese Internet enterprise life cycle of only three to five years on average, annual natural rate of 20%-30%. in other words, every year, although there are many new Internet startup was born in China, but more Internet companies in the fierce competition in the fall. Intense competition and rapid industry leader in shaping China's Internet companies, we pay attention to: in 2005, Baidu paid search revenue was only about four portals--Sina, Sohu, NetEase, Tencent, total-sales-advertising 20%.
Due to its high of pricing ability and more with extended sexual of platform, last year Baidu of paid search sal
��In order to explore the value of Twitter, SINA is exploring a variety of monetization channels.����Through targeted advertising, corporate accounts, and open platform for monetizing Twitter efforts, should be in the second half of 2012 begin to show results.����Management plans to launch in the second quarter for the first time its microblogging advertising services, and launched in the second half of self support and mobile microblogging microblogging advertising advertising services.����Shiduowanjia enterprises, as well as some 20,000 government agencies now has an account in Sina. and third-party developers have to submit to the Sina microblog over 200,000 applications, of which more than 20,000 species Miu Miu Handbags have been introduced.����SINA online and open platform, through virtual goods sales and game developer shared revenue.����New value-added services, such as micro-(that is, micro-Bo numbers) and Twitter SMS, should soon start to contribute to revenue. In early 2012, SINA launched a mobile short messaging services (SMS
), Enables the user to receive updates of their friends on Twitter selected SMS. Sina charge annual fees or monthly fees for this service.����Tencent has made substantive inputs to microblogging. in our view, Tencent can leverage its existing strong sales of virtual goods as well as targeted advertising systems, to explore their social media's profitability, while Sina needs to develop these technologies from scratch., weibo to substantive contributions may take a long time to revenue.����Pricing we think online Dior Handbags games leader will be back online games leader most likely to be price. because they underestimate the value of, the hot new games launched, as well as its anti-cyclical, rise in online game leader has great potential.����China's Internet and media companies ' stock prices are currently close to historically low levels, such prices have only occurred in the last financial crisis. We underestimated the value of them is due to four factors: first, to monitor wind
Net beneficiaries of the credit crunch is often the Central Bank, because the increase in interest rates is likely to make them more interest income.����History, thanks to its strong cash flow, Internet company is the most active class of share buy-backs and merger and acquisition of enterprises company. share buy-backs are often good leading indicator of profitability Dior Handbags and stock performance, but according to our observation, in the long term, only a small number of acquisitions for the Chinese Internet companies to increase the value.����Only a handful of Internet companies in the world have dividend, and most of them are Chinese companies, including Tencent, giant, perfect world, ctrip (Alibaba before privatization had dividend). We believe industry consolidation changes pattern, industry restructuring, such as privatization, mergers and acquisitions, is becoming a changing China Internet industry the engine of competition, and possibly a year or two in the near future to create value for our shareholders. Internet industry is one of the most competitive industries in China, Internet
Industry has attracted more venture capital and talents. We estimate that China only 1 final of the 58,000 Internet companies listed. and, to date, not to 40% the Chinese Internet IPO share price is still higher than its listing price.����Because the macro challenges and industry consolidation, total amount of Internet companies in China in the past three years have lost 30%.����According to our estimates, Chinese Internet enterprise life cycle of only three to five years on average, annual natural rate of 20%-30%. in other words, every year, although there are many new Internet startup was born in China, but more Internet companies in the fierce competition in the fall. Intense competition and rapid industry leader in shaping China's Internet companies, we pay attention to: in 2005, Baidu paid search revenue was only about four portals--Sina, Sohu, NetEase, Tencent, total-sales-advertising 20%.
Due to its high of pricing ability and more with extended sexual of platform, last year Baidu of paid search sal
jimmyivy - 29. Mai, 05:17
