Gmail Calendar Documents Reader Web more »
Help | Sign in
Go to Google Groups Home
  
Discussions for 51job, Inc. (ADR) View all discussions

  51Jobs.com = China's Monster.com?
Only 1 message in discussion  - 
Reporting discussion
Messages reported
The group you are posting to is a Usenet group. Messages posted to this group will make your email address visible to anyone on the Internet.
Your reply message has not been sent.
Your post was successful
 
From:
To:
Cc:
Followup To:
Add Cc | Add Followup-to | Edit Subject
Subject:
Validation:
For verification purposes please type the characters you see in the picture below or the numbers you hear by clicking the accessibility icon. Listen and type the numbers you hear
 
kevinster  
View profile  
(1 user)  More options May 12 2006, 11:32 am
From: "kevinster" <kevinchang...@gmail.com>
Date: Fri, 12 May 2006 08:32:59 -0700
Local: Fri, May 12 2006 11:32 am
Subject: 51Jobs.com = China's Monster.com?
Recently, there's been all this hype on Chinese stocks, in particularly
their dot.com's. Look at this one, 51Jobs.com, I mean, what kind of a
name is that? But look, it's compared to the fabulous Monster.com over
here (much like how Baidu.com is compared to Google.com). But, to be
honest, I'm still not sure if this company is a "publisher of an
employment-listing newspaper" or a "leading provider of integrated
human resource services in China".

Breaking down the revenue stream of the Company, it's still not clear
how to approach this company. On the one hand, print advertisement
comprised of 60 percent of total revenues in 2005 while online
recruitment accounted for only 26 percent of total revenues. Still,
dynamics are changing because while the print advertisement segment
grew at an 18 percent rate in year 2005, the online recruitment segment
grew by more than twice as fast at a 43 percent rate.

Assuming this trend is about to continue, the Company will generate
more from online recruitment than print advertisement by 2010. This is
also very likely to happen, considering the internet boom happening
over there. This is when a $60 bucks a share price will be justified
(it's only $25.35 now).

It's exploding, as are all other Chinese dot.com ADR stocks...

http://www.51jobs.com

Check out my portfolio over at
http://www.bullpoo.com/en/forecasts/en_ForecastBlog.aspx?pid=42..


    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.

End of messages  

« Newer discussion  -  Recruiting leader 51jobs gobbling up competitors to consolidate to happen?   Is this China's "Monster.com" or something else?  -  Older discussion »




Google Home - Terms of Service - Privacy Policy

©2010 Google