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2014年新兴EMEA研究团队:信息技术与媒体,1:爱德华山 - 木材和团队

    爱德华山木材和团队
    摩根士丹利
    一场出场:2

    总出现:3

    团队首次亮相:2012年

    连续第二年向上举办这个名单爱德华山木材他的摩根士丹利队友在迪拜,伦敦和莫斯科。三个分析师报告了30个区域技术,媒体和电信公司,包括六名媒体球员,期望在年底前扩大覆盖范围。他们对他们部门的前景持乐观态度。“通过移动宽带和用户参与的快速加速,增长是支持的,”山木,40岁。“此外,”更大的分销投资,物流和支付平台燃料在电子商务,付款和分类方面的增长 - 我们期望离线美元将继续迁移到广告资助的搜索和社交模式。“The Morgan Stanley researchers have maintained their longheld bullishness on Naspers, a South Africa–based multinational media player, and Yandex, which is headquartered in the Netherlands and operates that country’s largest search engine, in line with their overweight position on Internet companies in emerging Europe, Middle East & Africa. “The recent global derating of growth stocks presents attractive entry levels,” the team leader advises. Over the 12 months through May, Naspers’ stock rocketed 60 percent, to 116.67 rand, while Yandex’s American depositary receipts jumped 13.8 percent, to $31.14. Over the same period the broader regional market rose 8.7 percent. This year, Hill-Wood also co-leads, with Cesar Tiron, the电信中的1号队