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英文版的。看起来很吃力。
Contents
Investment thesis: Buy Ultrapower and Talkweb 2
WVAS: China Mobile exposure still the key driver 6
Mobile internet: Improvement in the 3 prerequisite conditions, but environment is undeveloped 9
Valuation: Our Buy ratings on Ultrapower and Talkweb are based on a PEG methodology 12
Ultrapower(300002.SZ, Buy): Undervalued; Positive on Fetion/NXT 17
Talkweb (00261.SZ, Buy): China Mobile cooperation on an uptrend 23
Bewinner (002148.SZ, Neutral): Pioneer in WVAS 29
iFLYTEK (002230.SZ, Neutral): Small fish in a big pond 34
Nationz (300077.SZ, Neutral): Bottom-up promotion of mobile payment 38 |
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