2011-2013中国移动互联网行业研究报告[201104]

sea

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

foresee

谢谢分享，东西不错

单身男女1320

移动互联网很有潜力，未来的发展趋势，谢谢楼主分享了。。。。

stephen168

移动互联正是热点,学习中

rododod

感谢楼主分享！