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It is the main content of the report below:
Sale of the 2nd quarter grows ideal world compared to the same period 32% , cheapest gucci bags relatively its perch anticipates tall 8% , genuine gucci bags its core game combines main profit from maintain add popularity. authentic gucci bags Element of near future catalysis includes September " lean on Tian Tulong to write down " comprehensive fair measure. cheap gucci bags The appraise value of this company is in industry low end level, gucci bags sale its are corresponding we the city that gain expected 2012 is filled with rate for 5 to 6 times. real gucci bags We keep pair of ideal worlds " add hold " grade.
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Total battalion controls the 2nd quarter of ideal world for 780 million RMB, grow 32% compared to the same period; discounted gucci bags Every ADS after fry batter in a thin layer is thin (the United States is put ask a stock) accrual soares compared to the same period 61% to 5.98 yuan of RMBs, original gucci bags prep above we the anticipation of 3.89 yuan of RMBs, leather gucci bags main because sale amplitude is bigger, gucci bags outlet promotion expenses is inferior.
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2) Ideal world came off its movie business, gucci handbags Jingruilzx this shoud be able to help it more dedicated at its the net of core swims business.
3) ideal world predicts, its sale of the 3rd quarter will grow 15-22% compared to the same period, eliminate movie business, grow 31-39% compared to the same period.
Interest empty factor
1) Home of the 2nd quarter is average at the same time online player number (ACU) annulus comparing glides 2% , basically be to suffer off-season element to affect.
2) Because sale of the 3rd quarter and cost of research and development are higher 2011, we predict ideal world is become the operation profit margin of season drops annulus comparing 0.9% (keep balance compared to the same period) to 33% .
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Be based on computation of law of cash flow discount, the evenhanded value that we offer ideal world the share is 23.2 dollars, this shows it still has 25% ascendant spaces of the left and right sides.
Notable is:
1) For ability of aggrandizement research and development, ideal world bought American Cryptic Studios, latter is " champion is online " , " absolutely the night of wintry city " , " Online of interstellar get lost " the operation business that waits for popular game.
2) This company expands its game combination to 12 different 3D, 2.5D and 2D game, and it is only 4 years ago 6 3D game.
3) The cash net specified amount of ideal world is 377 million dollar, for the 35-40% of its market prise. Its stock counter-purchases a plan to remain the forehead of 60 million dollar to spend, 6% what be equivalent to its market prise.
Stock grade: Add hold
Industry foreground: Be full of appeal
Press ModelWare model calculative actual every accrual: 15.87 yuan of RMBs (December 2010)
Expect every earnings by ModelWare model calculative: 19.28 yuan of RMBs (December 2011) ; 20.64 yuan of RMBs (December 2012) ; 21.88 yuan of RMBs (December 2013)
The market is average calculative is actual every accrual: 15.88 yuan of RMBs (in December 2010)
Average calculative expects the market every accrual: 17.61 yuan of RMBs (in December 2011) ; 20.53 yuan of RMBs (in December 2012) ; 26.01 yuan of RMBs (in December 2013)
Share price: 18.59 dollars (on August 22, 2011)
Market prise: 6.298 billion RMB (compile / Le Bang)
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