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1、Internet-Asia-PacificAsiaPacificInternetPrimer–RisingT.I.D.E.IndustryOverviewEquity
2、08January2016HistorytorepeatwithmobileInternetAsiaPacificInternetIntheonlinedesktop/PCworld,wesawInternetcompaniesbenefitgreatlyfromfixed-linebroadbandInternetpenetrationreachingsaturation.
3、Similarly,webelieveInternetSeanOh>>companiesthathaveasolidmobileInternetpresencearepoisedtobenefitfromResearchAnalystincreasingsmartphonepenetrationaroundtheworld,whichcurrentlystandsat38%.InMerrillLynch(Seoul)+82237070571addition,webelieveincreasingpenetrationof4GLTEnetwo
4、rktechnologywillprovidesean.oh@baml.comlonger-termtailwindsforInternetsectorfirms.AccordingtotheStrategyAnalytics,theDavidKaynes,CFA>>ResearchAnalystmobileappindustrywillgrow16%ayear,in2014-18E.StrategyAnalyticshasbeenMerrillLynch(Australia)revisingupitsestimatesforthemobi
5、leappindustryinthelastthreeyears.Inaddition,+61396592740david.kaynes@baml.comtheGartnerexpectsworldwiderevenueCAGRof19%fromUS$30.8bntoUS$72.9bnbyEddieLeung>>2019E.WethinktherapidconsumershifttomobilewillbetoolargetoignorefortheResearchAnalystindustryandcouldhelpdefinethene
6、xtgrowthleg.MerrillLynch(HongKong)+85235087189TIDEIndustryvaluechainanalysiseddie.leung@baml.comInthisprimer,weintroduceBofAML’sinauguralTIDE(Telecommunications,Internet,SachinSalgaonkar>>ResearchAnalystDeviceandEcosystem)valuechainanalysisfortheinternetindustry,includingb
7、othDSPMerrillLynch(India)fixedandmobileInternet.Intheorderofdevelopment,Internetcontentvaluechainis+912266328667sachin.salgaonkar@baml.comlasttogetdevelopedasothersareprerequisites.However,webelieveInternetcontentBinnieWong>>isthemostcriticalelementforspurringgrowthandsust
8、ainingtheentireTIDEvalueResearchAnalystMerrillLynch(HongKong)chain.WithouttherightInternetcontenttofeedintothevaluechain,weseelittle+85235083458reasonforend-userstodrivevaluechaingrowth.Wealsoexaminehistoricaloperatingbinnie.wong@baml.commarginsofvariousTIDEvaluechainplaye
9、rsinthefixedonlineworldthatshowB.RoshanRaj>>ResearchAnalystsustainabilityofsuperb+30%oper
