Wednesday, August 8, 2012

Chinese listed internet company analysis report

Recently, iResearch consulting group published "Chinese listed internet company analysis report".


First, this is a distribution map of those company headquarters location.

Beijing      : 22 companies (52.3%)
Shanghai   : 11 companies (27.3%)
Hangzhou  : 2 companies (4.5%)
Guangzhou : 2 companies (4.5%)
Shenzhen   : 2 companies (4.5%)
Hongkong  : 2 companies (4.5%)
Fuzhou     : 1 company (2.3%)





Next is the establishment year of each companies.

These are summary of it.

1988  Kingsoft(*1)

1997  NetEase

1998  Sina, Tencent, Sohu

1999  Alibaba, SNDA

2001  Baidu(*2)

2004  Giant

2005  Renren, Tudou, 360

2006  Youku





*1 According to their homepage, establishment year was 1989.
*2 According to their homepage, establishment year was 2000.


Next graph is their listed market.

Nasdaq  52.3%
NYSE     22.7%
HKEx     18.4%
SSE         2.3%
SZSE       4.5%




Next graph is the listed year of each companies.


These are summary of it.

2000  Sina, Sohu, NetEase

2004  Tencent, SNDA

2005  Baidu

2007  Giant, Kingsoft, Alibaba

2010  Youku

2011  Tudou, 360, Renren




Last is a graph of their market cap and sales growth rate.



















Tencent : 51.75 billion RMB (sales growth rate 45.0%)
Baidu    : 40.07 billion RMB (sales growth rate 83.1%)
NetEase :  7.69 billion RMB (sales growth rate 131.9%)
Sina      :  3.34 billion RMB (sales growth rate  19.9%)
Youku   :  2.38 billion RMB (sales growth rate 131.9%)

* Alibaba, SNDA, TOM, CRIC and china.com were already delisting.


Source => 91.com