Financial Investment Journal: Inventory Of Business Treasure And Other Internet Stocks Investment Highlights

The butterfly fan has a wing, and the other side of the ocean may cause a storm.

Insiders believe that, despite the slowdown in global economic growth,

PK1: Youku -- LETV.

LETV (300104) is China's leading cross platform service provider in the field of video, China's largest Internet portal and the leading 3G mobile TV portal in China.

The company adopts the innovative business mode of "pay plus free". It insists on the three - point integrated business philosophy of "legal copyright operation + paying users cultivation + platform value-added services", and takes the lead in making profits and continuing high growth in the industry.

In the first three quarters of this year, advertising and copyright distribution grew rapidly.

Because advertisers pay more and more attention to new media, the advertising revenue of the entire network video industry has increased very rapidly.

In addition, the company's auto channel this year, as well as the further promotion of mobile video services and upcoming Internet super clean players will further increase the coverage of advertising, which will further increase advertisers' attention to the advertising platform of LETV.

At present, the company pays users steady growth.

The company still insists on the business mode of paying and free. With the company's listing, it will further enhance the popularity of popular film and television copyright and enhance its brand awareness after listing. In addition, the company's previous user experience advantages and payment mode advantages (the only mobile phone micro payment method in video industry) will continue to maintain a steady growth of 30% annually. Paying users' income will be a more stable source of revenue for the company in the future.

PK2: Ctrip, CYTS

Investment highlights: both are engaged in tourism chain service.

CYTS (600138) has established a three dimensional marketing system based on chain stores, websites and call centers.

In the future, the company will rely on the brand and business foundation, through the synergy between the various plates, to achieve seamless docking of physical network and virtual platform, and further enhance the marketing efficiency.

In recent years, the company has launched an English website based on the judgement of the trend of entry tourism and online booking, applying IT technology innovation product services and marketing channels, shortening the distance of supply chain with the help of network platform, directly launching marketing for direct entry customers, and stepping out of the important step of exploring new business mode for entry business.

In June of this year, Beijing CYTS Chuang Ge Technology Co., Ltd. provided guarantee for the one hundred million yuan RMB bank acceptance credit line applied by the axis branch of Huaxia Bank (quotation, information). The guarantee period is one year.

In 2010, the third provisional shareholders' meeting was held, and the motion was deliberated on the implementation of strategic cooperation between the company and the people's Government of Miyun and the development of Gubei water town comprehensive tourism resort.

A number of profit growth points ensured the long-term healthy development of CYTS.

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PK3: LAN Xun -- Network Technology

Investment highlights: both are enterprises engaged in CDN technology.

Network technology (300017) is a technology driven development of independent innovation oriented enterprises.

The company has always been committed to becoming an excellent provider of Internet business platform, and insists on taking market demand as the guide, taking technological innovation as the strategic commanding point, integrating effective resources as the means, constantly increasing the research and development of network technology, improving the service function of the Internet business platform, and building the core competitive advantages in technology, customers, resources, marketing networks and human resources.

The company adopts IDC and CDN integrated service provider mode, and has achieved outstanding results in two fields.

At present, the company's IDC business covers the widest range, CDN technology is the leading position in the country, and comprehensive strength ranks the top of the industry.

In June 8th this year, the white paper published by the State Council's "Internet situation in China" said that the Internet has become an important engine to promote China's economic development, and strive to increase the penetration rate of China's Internet in the next 5 years from nearly 29% last year to 45%.

On the other hand, with the acceleration of the triple play strategy and the rapid growth of the mobile Internet, the company will provide larger market growth space and development opportunities for the company.

PK4: Dangdang net -- business treasure

Investment highlights: both are enterprises engaged in online consumption and e-commerce.

Business treasure (002095) is mainly engaged in China chemical network, global chemical network and China Textile Network. Its main businesses include business information services in chemical industry and textile industry, website construction and maintenance services, and advertising services.

China chemical network is one of the earliest professional chemical websites in China.

At the very beginning of the establishment of the professional chemical website, the company adopted the business mode of "membership + advertising", and absorbed the network members through providing professional information value-added services. At the same time, the operation of Internet advertising business fully embodies the two functions of Internet information provision and network media, and the business mode has gradually been used for reference by quite a number of commercial websites.

At present, the company has successfully launched the business alliance website business treasure, many leading professional industry websites in the United Nations, and has carried out all aspects of cooperation in content, technology, management, capital and other aspects to jointly promote the development of integrated BtoB e-commerce industry, and created a new e-business mode of "small portal + alliance".

PK5: Poly bona - Huayi Brothers

Investment highlights: both are engaged in film making.

Huayi Brothers (300027) is a film and television entertainment enterprise integrating the three major businesses of film and TV production, distribution and artiste brokers.

In recent years, successful investment has taken many large box office films and hundreds of high-quality TV dramas.

Movie box office market share of 15%, the industry ranked second; TV production capacity in private institutions ranked second, accounting for 2% of the market share, to calculate the market share of income between 6-8%, the industry ranked third; artist brokers ranked first in the industry.

The potential market space of Chinese films is huge.

In 2008, China's box office was 4 billion 300 million. Over the past 5 years, China's box office composite growth rate of 36% has been predicted. The composite growth rate in the next 5 years is expected to maintain a high growth rate of 35%. In 2014, China's box office revenue is expected to reach 20 billion, which is about 5 times that of 2008.