发帖
雷达卡
December 17, 2007
Alibaba.com Limited
Helping Create a Flatter World for Global Trade
Initiating with an Equal-weight-V rating: Our base- case DCF valuation is HK$26.3, while our bull-case DCF is HK$47.6. On our analysis, Alibaba dominates China’s online B2B marketplace, with ~50% share. It is the most globalized Chinese Internet player, with 70%+ of sales from Chinese exporters and 30~40% of traffic from outside China (Alexa.com). The company exceeded its closest rival by 1.7 times in ’06 online B2B sales, with 20~30% more product categories.
197332.pdf
(3.54 MB, 需要: 30 个论坛币)
京公网安备 11010802022788号
