:
,
2011
3 4 5 Groupon/DarBerry.com –
6
IPO Youku.com –
7 8 9 10 11
2
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Groupon/DarBerry.com – , . $US
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: Bloomberg, Nyppex
Groupon
.
6
IPO Youku.com – , . Youku.com Inc. –
,
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2010 $7.2
1
19
2011
: NYSE Youku.com, 140
. US 126
120
EV/
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2010
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70.
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59
60 20
IPO . .
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23 5
0 2008
2009
2010
2011 ( )
: www.hoovers.com
.
,
7
EV/EBITDA 2011 21.2
19.7
19.1 15.3
14.9
13.7
13.6
13.5 11.3
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online
23.0 21.0 19.0 17.0 15.0 13.0 11.0 9.0 7.0 5.0
: UBS Research, Internet Sector Update, February 2011
,
.
8
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«one-on-one»
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–
,
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10
! .: +7 903 135 23 60 .: +7 495 792 55 50 ., 10.
.
E-mail: ibondarenko@univer.ru www.univer.ru
11