BNP 百富勤：神州数码－勤奋被低估的IT领袖

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BNP 百富勤：神州数码－勤奋被低估的IT领袖

Digital China--An undervalued IT leader

1 February 2007 32页　　英文

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2007-2-26 07:48:00 上传

BNP 百富勤：神州数码－勤奋被低估的IT领袖
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Digital China (DC) dominates the domestic IT and system hardware
distribution business with a market share of 16%. This exceeds the No.
2-4 players combined. Its large client base and strong access to
downstream resellers has equipped it with very strong bargaining power.
The company added IT services to its business line in 2002 and has now
established a solid market position in the burgeoning domestic market
with strength in the finance, telecom, manufacturing and government
sectors, which are expected to see the strongest IT investment during
the current Five-Year Plan. However, the stock is currently trading at a
historic low and is at a 30% discount to its peers, indicating a significant
mismatch given its market leadership and superior growth prospects.
We initiate coverage on DC with a target price of HKD4.48/share and
BUY recommendation. Our target price implies 11.8x FY08 EPS and
offers 60% upside potential.

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关键词：神州数码 百富勤 BNP distribution significant 百富勤 BNP 领袖 神州数码 低估