Morgan Stanley 人人网研究报告 RENN.N 20110622 - 行业分析报告

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anwu945 发表于 2011-6-26 17:48:05 |AI写论文

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中国社群网站领头羊 (44页全英文)

A Real-name Social Network Services Leader in China

Contents
Risk-Reward Snapshot .................................................................................................................................................. 3
Investment Case............................................................................................................................................................. 5
Key Investment Debates................................................................................................................................................ 6
Valuation ......................................................................................................................................................................... 8
Investment Positives.................................................................................................................................................... 12
Renren – A Leading Real-name SNS Platform in China....................................................................................................................................... 12
Enjoying a Sticky Customer Base ......................................................................................................................................................................... 13
A Fast-Growing Advertising Leader in China ........................................................................................................................................................ 14
Capturing Web Game Growth via Online Community........................................................................................................................................... 15
Group-Buying as a New Growth Driver ................................................................................................................................................................. 16
Open Platform Strategy Enriching User Experience ............................................................................................................................................. 16
Riding on the Mobile Internet Boom in China........................................................................................................................................................ 17
An Innovation Leader in China’s Internet Sector................................................................................................................................................... 18
Robust Financial Upswing..................................................................................................................................................................................... 18
Investment Concerns................................................................................................................................................... 20
Competition May Intensify in the SNS Market....................................................................................................................................................... 20
Mounting Competition in the Group-Buying Market .............................................................................................................................................. 21
Social Media May Be Prone to Regulatory Risks.................................................................................................................................................. 21
High Revenue Concentration from Core Games................................................................................................................................................... 22
Financial Projections ................................................................................................................................................... 23
Social Networking Services – Proliferating in the Web 2.0 Era................................................................................ 26
China’s Online Users: Entertainment-Centric + High Spending Power .................................................................. 31
What Renren Does ....................................................................................................................................................... 32