Nothing But Net: 2008 Internet Investment Guide
英语世界 来源: 作者: 发布时间:2008-01-06
JPMorgan’s Internet analyst Imran Khan and his team released a massive 312-page report titled Nothing But Net that paints a bullish picture for the major Internet stocks (Google, Amazon, Yahoo, eBay, Expedia, Salesforce.com, Ominiture, ValueClick, Monster.com, Orbitz, Priceline, CNET, etc.). (From TechCrunch)
2007 saw Internet companies outperform the broader stock market, as the HHH rose ~14%, vs. a ~5% rise in the S&P 500. We believe some of the factors that drove F’07 outperformance will persist into F’08, and thus expect the sector to outperform the broader market.
Download Nothing But Net: 2008 Internet Investment Guide
PDF format, 2.3MB, 312Pages.
JPMorgan Report. January 02, 2008
Download Nothing But Net: 2008 Internet Investment Guide
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