Velti & NetQin (G5 fans)

2011-12-05 21:27, Edited at: 2011-12-05 21:27

Jag var länge ägare utav G5 aktien. När jag skrev mina analyser kring G5 fick jag fram flera intressanta bolag. Just dessa är framstår som diamanter med tanke på den extrema tillväxten i smartphone-sektorn. För att läsa om tillväxten hänvisar jag till min andra blogg: http://www.redeye.se/aktiebloggen/g5-entertainment/appsektorn-kop

VELTI:
www.velti.com/

MCAP: 437MUSD
EV: 320MUSD
Stockprice: 7USD
EPS(p11): 0,35
EPS(p12): 0,71
Rev. Growth(p11): 85%
Rev. Growth(p12): 52%
P/E 2011: 20
P/E 2012: 9,8
PEG: 0,67(5yr)
EBITDA: 9,2MUSD
EV/EBITDA: 35 (Nuvärde ej prognos)
Debt: 10MUSD
Cash: 140MUSD

Velti plc provides mobile marketing and advertising solutions for mobile operators, ad agencies, brands, and media groups. The company?s Mobile Marketing Platform (MMP) helps businesses to plan, execute, monitor, and measure mobile marketing or advertising campaigns on various digital delivery channels, including Internet sites, SMS and MMS, mobile TV, mobile communities, mobile applications, location-based services, and mobile social networking. Its MMP also helps in the creation of mobile Websites, portals, blogs, content, iPhone applications, branded games, and mobile widgets; and in the mobile marketing through mobile clubs, mobile content, contests, couponing, alerts and tips, photo/text to screen, green screen, and image remix applications. In addition, MMP offers Mobile CRM solutions that help in the creation and management of mobile communities, mobile broadcasts, member management, segment management, member rewards, multichannel registration, and advanced profiling. It has operations in Europe, North America, the Middle East, and Asia. The company was founded in 2000 and is based in London, the United Kingdom.

NetQin:
www.netqin.com/en/

MCAP: 271MUSD
EV: 147MUSD
Stockprice: 5,9USD
EPS(p11): 0,46
EPS(p12): 0,66
Rev. Growth(p11): 110%
Rev. Growth(p12): 72%
P/E 2011: 13
P/E 2012: 9
PEG: 0,32(5yr)
Cash: 121,5MUSD

NetQin Mobile Inc. operates as a software-as-a-service provider of consumer-centric mobile Internet services focusing on security and productivity in the People?s Republic of China and internationally. It provides a suite of mobile Internet services that protect mobile users from security threats and enhance their productivity. It offers mobile security services, including mobile malware scanning, Internet firewall, account and communication safety, anti-theft, performance optimization, hostile software rating and reporting, and other services to protect users from mobile malware threats, data theft, and privacy intrusion. The company also provides mobile productivity services comprising screening incoming calls, filtering unwanted spam, SMS messages, protecting communication privacy, and managing calendar activities, as well as cloud-side synchronization of personal data, including address books, text messages, and calendars to enhance time and relationship management. In addition, it provides personalized intelligent cloud services that utilize synchronized user information to provide tailored user experience and extend the functionalities of its core services. Further, the company offers security forums and download services for third-party mobile applications. The company was founded in 2005 and is based in Beijing, the People?s Republic of China.