Baidu (BIDU)

Re: Baidu (BIDU)

Postby winston » Fri Apr 29, 2016 8:31 am

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Chinese search engine giant Baidu's revenue jumps 24 percent

The company has been investing heavily to diversify away from search advertising, its mainstay so far, as customers increasingly use smartphones rather than personal computers for browsing the web.

Advertisers typically pay less for ads on mobile devices than for those on computers.



Source: Reuters

http://www.reuters.com/article/us-baidu ... y%20Report
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Re: Baidu (BIDU)

Postby winston » Tue Jun 14, 2016 9:51 am

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Baidu Slips After Cutting Q2 Sales Outlook: Q3 Revenue In Danger Too?

By Shuli Ren

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... anger-too/
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Re: Baidu (BIDU)

Postby winston » Fri Jul 29, 2016 7:37 am

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Baidu posts biggest profit decline since going public

The company said it expects third-quarter revenue of 18.04 billion yuan-18.58 billion yuan (US$2.71 billion-$2.79 billion) representing a decrease of 1.9 per cent to an increase of 1.1 per cent, year-over-year.


Baidu’s revenue rose 10.2 per cent to 18.26 billion yuan from 16.58 billion yuan a year earlier, marking its slowest growth in nearly eight years


Source: SCMP

http://www.scmp.com/business/companies/ ... ing-public
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Re: Baidu (BIDU)

Postby winston » Sat Jul 30, 2016 2:58 pm

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Baidu Inc (ADR): Is BIDU Stock the Perfect Buying Opportunity?

Right now, investors are trying to discern if the stock dip in Baidu shares represents a buying opportunity

By Ryan Fuhrmann

Source: Investor Place

http://investorplace.com/2016/07/bidu-s ... 5xNu7h96M8
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Re: Baidu (BIDU)

Postby behappyalways » Wed Aug 10, 2016 10:42 am

Did Baidu Obey by Day, Flaunt Rules at Night?
http://english.caixin.com/2016-08-09/100975924.html
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Re: Baidu (BIDU)

Postby behappyalways » Thu Aug 11, 2016 2:09 pm

Baidu's Missteps Spur Search for Credibility
http://english.caixin.com/2016-08-10/100976287.html
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Re: Baidu (BIDU)

Postby winston » Fri Sep 02, 2016 10:08 am

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Stock call. Maintain OUTPERFORM and our SOTP based target price of US$184.

Management remains optimistic towards budget competition with in-feed ad products, and confident about ROI that search can deliver to customers in the long run.

Management is also open to future possibilities in M&A activities for O2O related assets.

Our SOTP valuation includes search (US$42 bn), Takeout (US$2.5 bn), Nuomi (US$4.2 bn), iQiyi (US$2.8 bn), Ctrip (US$4.7 bn),
investments (US$2 bn), and cash (US$5.5 bn).

Our target price of US$184 implies 41x/29x 2016E/17E P/E.

Source: Credit Suisse
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Re: Baidu (BIDU)

Postby winston » Mon Sep 05, 2016 6:19 pm

Baidu Faces Headwinds as Regulatory, Competitor Pressures Mount

By Fan Yu

Baidu Inc.’s standing amongst China’s elite internet triumvirate is on shaky ground as the company battles slowing sales growth, regulatory uncertainty, and an ongoing cash burn from diversification.


Beijing recently announced guidance requiring online advertising companies to restrict the number of advertising to less than 30 percent of each page.

An additional wrinkle mandates that all online ads also must be clearly designated as such to help consumers differentiate between sponsored and true search results.


A big part of JP Morgan’s downbeat assessment of Baidu is due to the industry shift of advertising dollars away from search engine into social media channels.


With its bread and butter online advertising facing headwinds, Baidu is actively searching for an alternative future profit center by deploying billions into potential new technologies, with a focus on artificial intelligence (AI).


Source: Epoch Times

http://www.theepochtimes.com/n3/2150135 ... ydhoAj9w.1
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Re: Baidu (BIDU)

Postby winston » Thu Sep 29, 2016 11:11 am

Why Deutsche Downgrades Baidu And Merrill Has A Sell

By Shuli Ren

China’s Google Baidu (BIDU) closed 1.6% lower to $187.74 after Deutsche Bank downgraded this stock to Neutral, lowering its price target by 8% to $201.

Baidu has promised to clean up its search platform after a university student died upon seeking medical help from a shaky hospital ad he saw on Baidu’s search platform.

Analyst Alan Hellawell thinks it will take a while for Baidu to clean up house and this process will drag on Baidu’s core earnings all the way to 2017:
Baidu’s platform clean-up should continue well through 4Q and into 2017. While large accounts are paying up 15-20% YoY on a CPC basis; smaller, performance-sensitive customers seem to be balking at declining search ROI, for alternative ad platforms such as Weibo.

We maintain our revenue and net income forecasts for FY16/17/18E, but cut PEG ratio on core search from 1.0x to 0.9x on weakened visibility.

Bank of America Merrill Lynch’s Kok Onn Yong is less kind, reiterating his Sell rating yesterday, saying now that Baidu’s core search business is not working, it will have to dig harder for new business initiatives, which to stock investors mean ground zero. He wrote:

Despite Baidu’s strong market position in the search business, we think it is in a disadvantageous position against the backdrop of PC-to-mobile paradigm shift and hence we expect it to be more aggressive in developing new business initiatives.

Further, as most companies it has invested in are still in their early stages of development, or marginal names in their respective areas, we expect it to spend heavily in order to establish market positions and compete with Alibaba and Tencent.

Yong sees Baidu to spend big on auto-pilot cars, high-quality video content and artificial intelligence.

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... as-a-sell/
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Re: Baidu (BIDU)

Postby winston » Tue Oct 18, 2016 8:23 pm

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Baidu (BIDU) is a Chinese language Internet search provider with a market cap of $63.81 billion.

The company earns a near perfect score under our Buffett-based stock screen due to its solid and stable earnings and accelerating earnings growth (long-term EPS growth based on 3-, 4- and 5-year averages is 51.0%).

Average return-on-total capital (over ten-year period) of 22.1% passes under this model, and earnings retained reflect a return of 40.7%.

Our Benjamin Graham-based model favors Baidu’s solid sales base of $10.67 billion and strong liquidity (current ratio of 3.06).


Source: Forbes
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