Page 1: Wanda market positioning analysis of information tomorrow on page 2: Days listed Sheng Location of the new material tomorrow Page 3: Skyray Instrument Positioning of tomorrow listed on page 4: Dong Fang Guoxin market positioning analysis tomorrow on page 5: Dewey as Analysis of market positioning information
tomorrow Wanda information
tomorrow for a listing of location analysis, company fundamental analysis
company is at the core of the city public affairs information in the field of software and service provider. Based on application software development in large, complex systems integration and advanced software architecture and other aspects of leading, the company has developed into the urban areas of information technology leader. Currently, the application software and services company has occupied the field of information technology in Shanghai city about 30% market share, which occupies the field of information technology in government 60% market share. Wanda information in the city established the practice of the information industry application software, professional services and IT hardware and software systems integration of three core business. In social security, health services, civil aviation transportation, business management, e-government and other areas of outstanding competitive advantage, while the formation of a logistics management, education, environmental protection, land resources to expand the four focus areas.
Second, the first day of listing location prediction
25.6-29.2
Orient Securities, Guotai Junan Securities of state 27.2-32.0
21.7-24.8
< br> SW 30.6-33.1
New Times Securities 31.5-35.0
Orient Securities: Wanda information and reasonable price range 25.6-29.2 per
We expect the 2010 - 2012 EPS was 0.44 yuan, 0.73 yuan, 1.05 yuan. Combined with the company's growth and business valuation, given the company 35-40 times 2011 PE, corresponding to a reasonable price range 25.6-29.2 yuan.
SW: Wanda information at a reasonable price range is 30.6-33.1 per
expects fully diluted EPS for 2010-2012 were 0.45,0.81,1.18 yuan. Reference to the city related business intelligence companies, and the recent listing of software company valuation, the information we give Wanda 37.8-40.9 times 2011 price-earnings ratio is obtained at a reasonable price range of 30.6-33.1 times.
Hai Tong Securities: Wanda information in a proper range of values for the 25.20 yuan per
-28.80 Institute under the sea through the financial model, we expect the company in 2010 -2012 in diluted earnings per share were 0.44 yuan, 0.72 yuan and 0.92 yuan. The company is now in rapid development period, the next three years the average annual compound growth rate of net profit is expected to reach 30%. Issue price of the company was 28.00 million, taking into account the market shares of the enthusiasm of the emerging industry category, we believe the company will give a premium valuation, the fair value range -28.80 to 25.20 yuan RMB, corresponding to 35-40 times 2011 PE, proposed prudent purchase.
Third, the company competitive advantage analysis
to provide long-term focus on the core of the city public affairs information in the field of software development and services, has gradually become a leader in the field. Businesses involved in social security, health care, aviation transportation, e-government, industry and commerce administration and other fields of information, is the wisdom of the best integrated solutions for urban practitioners.
together to build a number of advantages of the company's core competitiveness, From the company's strong technological advantages based on the underlying common software platform and software reuse concepts, access to a number of heavyweight certification. Company based in Shanghai, industry experience, Business involves a number of sub-sectors, and strong cross-sectoral integration, and cloud computing services and the practice of large-scale application of things based on the integration process in the wisdom of the city has first-mover advantage.
a number of business collaboration integration, rapid growth driven by the company. Livelihood projects covering more than 100 major subsystems, with the country's largest and most complex level, services, social security system and most people run uninterrupted years of health care system, has been achieved in some areas off-site business collaboration. Full coverage of the health sector, in community-based health record information in the field of regional health market share in the first, has achieved 23 top three hospital clinics Shanghai share information. At the same time in civil aviation transportation, e-government, industrial and commercial administration of information technology areas such as the breadth and depth of the country.
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