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STRICTLY PRIVATE AND CONFIDENTIAL
1QUARTERLY TECH REPORT – Q1: DIGITAL SERVICES
2QUARTERLY TECH REPORT – Q1: DIGITAL SERVICES
DEEP DOMAIN EXPERTISE IN THREE INTER-RELATED SECTORS… …AND AN INTERNATIONAL TRACK RECORD
A MARKET-LEADING CORPORATE FINANCE ADVISORY FIRM… …WITH GLOBAL REACH
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3QUARTERLY TECH REPORT – Q1: DIGITAL SERVICES
DIGITAL
SERVICES
4QUARTERLY TECH REPORT – Q1: DIGITAL SERVICES
LAST
12 M
ON
TH S
HA
RE P
RIC
E P
ER
FO
RM
AN
CE
Q1 2016 PERFORMANCE
5
6.5%
7.7%
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
7.0%
8.0%
IT / CONSULTING SERVICES MARKETING COMMUNICATIONS
17.0%
14.9%
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
14.0%
16.0%
18.0%
IT / CONSULTING SERVICES MARKETING COMMUNICATIONS
1.7 x
1.3 x
0.0 x
0.2 x
0.4 x
0.6 x
0.8 x
1.0 x
1.2 x
1.4 x
1.6 x
1.8 x
2.0 x
IT / CONSULTING SERVICES MARKETING COMMUNICATIONS
10.5 x
8.7 x
0.0 x
2.0 x
4.0 x
6.0 x
8.0 x
10.0 x
12.0 x
IT / CONSULTING SERVICES MARKETING COMMUNICATIONS
QUARTERLY TECH REPORT – Q1: DIGITAL SERVICES
REVENUE GROWTH (2016-17E) EV / REVENUE 2016E
EBITDA MARGIN 2016E EV / EBITDA 2016E
6QUARTERLY TECH REPORT – Q1: DIGITAL SERVICES
DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTIONTARGET
LOCATION
Zhejiang Furun
7QUARTERLY TECH REPORT – Q1: DIGITAL SERVICES
DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTIONTARGET
LOCATION
8QUARTERLY TECH REPORT – Q1: DIGITAL SERVICES
DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTIONTARGET
LOCATION
Markets IT
-
9QUARTERLY TECH REPORT – Q1: DIGITAL SERVICES
DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTIONTARGET
LOCATION
10QUARTERLY TECH REPORT – Q1: DIGITAL SERVICES
DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTIONTARGET
LOCATION
-
11
OPERATING METRICS VALUATION METRICS
PRICE % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE REV. GROWTH GROSS MARGIN REVENUE EBITDA
COMPANY (31-MAR-16) WEEK HIGH CAP CASH DEBT VALUE CY2016 CY16-17 HISTORICAL CY2016 CY2017 CY2016 CY2017 CY2016 CY2017
IT / CONSULTING SERVICES
EBITDA MARGIN
QUARTERLY TECH REPORT – Q1: DIGITAL SERVICES
12
OPERATING METRICS VALUATION METRICS
PRICE % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE REV. GROWTH GROSS MARGIN REVENUE EBITDA
COMPANY (31-MAR-16) WEEK HIGH CAP CASH DEBT VALUE CY2016 CY16-17 HISTORICAL CY2016 CY2017 CY2016 CY2017 CY2016 CY2017
MARKETING COMMUNICATIONS
EBITDA MARGIN
QUARTERLY TECH REPORT – Q1: DIGITAL SERVICES
13QUARTERLY TECH REPORT – Q1: DIGITAL SERVICES
PARTNER - LONDON PARTNER – NEW YORKPARTNER – LONDON PARTNER – NEW YORK PARTNER – APAC