スポンサーサイト
- --/--/--(--) -
上記の広告は1ヶ月以上更新のないブログに表示されています。
新しい記事を書く事で広告が消せます。
この記事のURL | スポンサー広告 | ▲ top
11/23付けDBSレポより
- 2009/11/24(Tue) -
今日急騰の0354&0596。割安感からか? 以下昨日朝配信のDBSレポより

Chinasoft and Inspur are laggards. We are getting increasingly
positive with the two companies in part due to their attractive
valuations. Both companies are trading at low-teens FY10 PE,
which is in contrast with the mid-teen of Digital China and
Kingdee and over between 20x to 30x FY10 PE for the A share
and India peers. Looking ahead, we expect significant recovery
in IT spending by the government and SOEs next year. As a
leading IT services provider in the government, taxation, and
financial sector, Chinasoft remains a good proxy for the egovernment
market in China. For Inspur, we believe its solid
business and assets (like software technologies) would
outweigh the operation risk due to business transformation.
スポンサーサイト
この記事のURL | 未分類 | ▲ top
| メイン |
上記広告は1ヶ月以上更新のないブログに表示されています。新しい記事を書くことで広告を消せます。