【出版时间及名称】:2010-01-04
【作者】:高盛高华
【文件格式】:pdf
【页数】:18
【目录或简介】:
Table of contents
We remain long-term bullish on leading China software/IT service stocks 2
High-growth IT service stocks should trade at 0.7X-0.9X PEG 3
AsiaInfo: A dominant entity post the potential Linkage merger 5
Longtop: Solidify leadership position through potential acquisitions 7
AsiaInfo Holdings: Summary financials 12
Longtop Financial Technologies: Summary financials 13
UFIDA Software Co.: Summary financials 14
Disclosures 16