JP 摩根：2007 Internet投资指南

JPM：Nothing But Net－2007 Internet Investment Guide　

2007.01.04 268页 3.15M 英文

Table of Contents
Key Investment Themes ..........................................................5
Dot.Khan’s Top Ten for 2007.................................................13
US Sector Outlooks................................................................15
China Outlook.........................................................................51
U.S. Company Previews.........................................................69
Amazon.com, Underweight, ($39.46) ....................................71
aQuantive, Neutral, ($24.66) ..................................................79
Blue Nile, Neutral, ($36.89) ....................................................87
CNET Networks, Neutral, ($9.09) ...........................................95
eBay, Overweight, ($30.07) ..................................................103
Expedia, Neutral ($20.98) .....................................................113
Google, Overweight, ($460.68) ............................................121
HouseValues, Underweight, ($5.63) ....................................129
InfoSpace, Neutral, ($20.51).................................................137
InPhonic, Neutral, ($11.09)...................................................145
InterActiveCorp, Neutral, ($37.16) .......................................153
Monster Worldwide, Overweight, ($46.64)..........................161
Move, Inc., Neutral, ($5.51) ..................................................169
Priceline, Neutral, ($43.61)...................................................177
Shutterfly, Overweight, ($14.40)..........................................185
Valueclick, Neutral, ($23.63) ................................................193
Yahoo!, Neutral, ($25.54)......................................................201
China Company Previews....................................................209
Shanda, Overweight ($20.67)...............................................211
Sohu, Overweight ($24.00)...................................................217
The9, Overweight ($32.22) ...................................................223
China Finance Online, Neutral ($4.45) ................................229
NetEase, Neutral ($18.69).....................................................235
Sina, Neutral ($28.70) ...........................................................241
Ninetowns, Underweight ($4.77) .........................................247
Appendices ...........................................................................253