Internet Services: Attractiveness Trends

Internet Services Cos - Hot or Not?

  • The whole sector enjoyed a recovery in Q412 reflecting  the (perceived) improvement in the global economy (although the US fiscal cliff deal did not occur until the end of the quarter) before pulling back in Q113
  • FaceBook bounced the highest (to 9.7) in Q412 before retreating to 6.0 - with the real enduring riser being LinkedIn (8.3) which broke about 7.0 for the first time in almost 2 years.