发帖
雷达卡
发布报告的机构名称： JP Morgan
报告发布时间：2009.1
报告页数：340页
报告的文件格式：pdf
报告大小：1.78M
报告目录：
Table of Contents
Key Investment Themes ..........................................................5
Dot.Khan’s Top Ten Things to Watch for in 2009 ................15
U.S. Sector Outloooks............................................................17
Search Advertising Outlook ..................................................19
Graphical Advertising Outlook..............................................25
Ad Networks on the Rise .......................................................29
Ad Exchanges: A New Marketplace ......................................37
eCommerce Outlook ..............................................................40
Online Travel Outlook ............................................................47
The Mobile Market ..................................................................53
Online Payment Outlook........................................................62
Social Networks Primer .........................................................70
Online Music Primer...............................................................78
The Challenges for Online Video ..........................................81
Widgets: Popularity Is Growing, but Can It Be Monetized?83
Online Photo Market Outlook ................................................86
Cloud Computing Outlook.....................................................90
Virtual Online Worlds Primer.................................................95
Internet for Social Good.......................................................100
International Sector Outlooks .............................................103
China Internet Market Overview..........................................105
Russia Sector Outlook.........................................................140
Korean Internet Outlook ......................................................150
U.S. Company Previews.......................................................155
Amazon.com, Overweight, ($50.76) ....................................157
Blue Nile, Inc., Underweight, ($23.67) .................................166
Dice Holdings, Neutral, ($4.11)............................................174
eBay, Neutral, ($13.96) .........................................................181
Expedia, Overweight, ($7.80)...............................................191
Google, Overweight, ($303.11) ............................................198
IAC, Neutral, ($15.77)............................................................205
MercadoLibre, Overweight, ($15.69) ...................................213
Omniture, Overweight, ($9.85).............................................222
Orbitz Worldwide, Neutral, ($3.65) ......................................229
3
Global Equity Research
05 January 2009
Imran Khan
(1-212) 622-6693
imran.t.khan@jpmorgan.com
Priceline, Overweight, ($70.82)............................................235
RealNetworks, Inc, Neutral, ($3.55) .....................................243
Shutterfly, Inc., Overweight ($6.75).....................................249
ValueClick, Neutral, ($6.56)..................................................257
Yahoo!, Overweight, ($11.97) ..............................................264
International Company Outlooks ........................................273
Baidu, Overweight, ($126.93)...............................................275
China Finance Online, Neutral, ($7.05) ...............................282
NetEase, Neutral, ($22.10)....................................................289
Ninetowns, Neutral, ($0.83)..................................................295
Shanda, Overweight, ($30.75)..............................................300
Sina, Overweight, ($22.89) ...................................................306
Sohu, Overweight, ($46.22)..................................................312
The9, Overweight, ($13.68) ..................................................318
UOL, Neutral, R$7.3 ..............................................................324
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