基本面？看你站在那面哈哈镜前面了。
PS， 谁是这个REN SHULI, 是涡轮王的师妹？
By Shuli Ren
Credit Suisse expects M&A and corporate net buying to materially increase this year, as corporate confidence returns and macro uncertainty wanes.
There are three reasons why corporations will pursue acquisitions, according to the broker:
(1) Cash financed M&A/ buy-backs are earnings enhancing, (2) corporate balance sheets are under-leveraged, and (3) it is cheaper to buy than to build.
As such, analyst Dick Wei believes Sungy Mobile (GOMO), Youku-Tudou (YOKU) and Qihoo 360 (QIHU) are potential acquisition targets because of their presence in mobile and the difficulty of organically building a large user base there:
As competition within the Internet space continues to increase, we expect Internet leaders to drive growth and build market dominance via acquisitions. As mobile Internet is still in a particularly high-growth phase, we believe companies with high mobile traffic could be potential target companies. We see Sungy Mobile, Youku, and Qihoo could be potential target companies. Sungy generates majority of revenue from mobile, while Qihoo has one of the top mobile apps stores in China. Youku, with around 50% of traffic from mobile, could become a mobile traffic source for Internet leaders.
Wei listed Tencent Holdings (0700.HK) and Baidu (BIDU) as potential acquirers. |
发表于 2014-2-18 02:25
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发表于 2014-2-18 14:58
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