The prospect of fund intervention in mobile Internet

Silicon Valley August 6 2012 China Internet Conference will be held from August 17 to 19th at the Beijing International Conference Center, the theme of the conference will be: "Service-the value of the network, green-network development", advocating responsibility, promote harmony, build a more integrated and sustainable development of the Internet. The conference will continue the "one to one festival" concept, and the second Chinese netizens cultural festival deep integration, presenting a more popular, more innovative, more dynamic, more effective industry event.


　　


　　　　


Mobile Internet performance released strongly


　　


Mobile TV field of vision, Le Video network, mobile gaming field of the Palm technology, latitude communication (stock bar), cell phone dating field of Everest information and shun network technology and other varieties exclusively performance growth, some listed companies have more quarterly performance of the chain strong growth, such as the quarterly performance of the North latitude communications (stock bar), Everest information, shun net technology in the two quarter of the performance significantly improved, while the northern latitude of communications (shares) is more expected to increase the three quarterly performance growth. Some fund managers have pointed out to the "," the quarterly performance of the Quarter-on-quarter improvement in fact shows that the new business model began to gradually mature, especially in the domestic mobile internet gradually expand the environment.


　　


the above three categories of mobile internet has become the target of fund managers in the two quarter, and in the near future continued to overcome the weak index, yesterday, the above three categories of exclusively higher phenomenon. Mobile phone TV and network video of the Hundred-vision recently disclosed that the period of net profit of up to 256 million, year-on-year increase of more than 53%, of which mobile TV business income has grown to 23 million yuan, which means that such a new business model began to become profit growth.


　　


"Mobile Internet is still on the eve of the outbreak, belonging to the long-term investment varieties. Sun Jingjun, manager of the fund, said to the the rapid growth of domestic smartphone penetration has provided a strong support for the formation of mobile internet business, for mobile internet companies, the development potential and profit model is more important, long-term optimistic about mobile interconnection service companies, such as Mobile E-commerce, mobile payment, Mobile games and other varieties.





　　


fund powerful layout beats market


　　


Fund managers in the two quarter in this area of the layout is very clear, and from the stock performance, such species did not disappoint the fund manager. According to the 2012.5 annual report information disclosed by the Hundred-Xu Wei, the Innovation Power Fund, which is invested by the deputy director of UBS Investment, has more than 600,000 shares in the second quarter, and has become the largest fund to intervene in the number of shares with a share of 7.6 million. In terms of share prices, it rose by more than 2% yesterday, up more than 18% since July, while the Shanghai Composite Index fell more than 5% per cent over the same period.


　　


, a mobile phone-dating Variety Everest, has seen its share price rise by as much as 41% since July. The core selection fund of Everest is the first large circulating shareholder of information, up to about 820,000 shares at the end of the two quarter of this year. The expectation of gradual release of performance is one of the main reasons for Everest information, although the net profit growth of Everest information in the first quarter was only 23%, but the unit disclosed a net profit of more than 65% in the first half, showing a sharp growth in two quarter.


　　


Huayi Brothers Investment in mobile gaming company Palm Technology, since the middle of July, the share price rose by as much as 20%, Palm Technology's share price performance benefited from its expected medium-term performance growth, on the other hand, the same mobile gaming company's performance significantly quarter-on-quarter improvement is also shown by the increasing coverage of smartphones, Mobile games This emerging subdivision industry began to enter the spring-main mobile game of northern latitude communication (shares bar) disclosed 2012.5 Annual report shows that in the two quarter, net profit growth in the first quarter of the Quarter-on-quarter, while the three quarter is expected to continue to maintain a sharp growth in the growth trend of the chain, which also stimulated the latitude of communication (stock bar) Can be in the market under the environment against the strength of the market, as of yesterday's close, northern latitude communications (stock bar) since July, the share price rose by about 8%, this performance is clearly not to the two-quarter increase in the shares of the fund managers disappointed. In the two quarter of this year, the East Wu industry's rotary fund increased its latitude of communication (shares) to 4.82 million shares, becoming the largest institutional investor of the Unit.





　　


service varieties are more attractive


　　


"provides the content, creates the new profit model the company to have the investment value." "Da Cheng Select (share bar) Value-added fund manager Liu Antian that mobile internet and smart TV expand the space of the network, and can derive a series of services on this basis, and improve the service content of the company is the most attractive varieties.


　　


Financing fund investment director Chen Xiao (micro-BO) students received the interview also said that the mobile interconnection industry chain three types of companies have investment opportunities: first, the application of technology breakthrough companies; second, service platform-oriented companies;


　　


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