Baidu (BIDU); HK 9888

Re: Baidu (BIDU)

Postby winston » Tue Nov 07, 2017 2:02 pm

Baidu Stock: The Current Dip is an Opportunity

By: Christian Tharp, CMT

Baidu more than doubled its profits in the third quarter.

Revenue in the period increased by 28%.

Baidu’s online marketing customers increased by 3% as a result of the AI features that were added to the marketing tools.


Baidu Inc recently entered into a partnership with NVidia under which both companies will join hands to work on Baidu Cloud and Drive PX for self-driving cars.


Baidu will soon become a major competitor for Netflix and YouTube in China.

Its iQiyi video platform has a whopping 160 million daily active users on mobile.

IQiyi is facing some challenges amid growing content costs and tough competition from Alibaba’s Youku Tudou and Tencent.


Source: Tech Stock Sensei

http://techstocksensei.com/2017/11/baid ... -ai-video/
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Re: Baidu (BIDU)

Postby winston » Sat Dec 16, 2017 10:14 am

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No Simple Reasons Why Baidu Inc (ADR) Stock Looks So Cheap

The BIDU stock price looks absurdly cheap compared to Chinese peers - but the risks are real

The BIDU stock price sits at barely 25x earnings — despite estimated 60% earnings per share growth this year.


Search revenue grew less than 1% year-over-year.


Baidu is hemorrhaging customers. The figure has declined 22% in just two years.


Search will decline going forward, given competition, lower CPC (cost per click) rates, and increasing mobile app use.


Its iQiyi video unit actually is more similar to Netflix, Inc. (NASDAQ:NFLX) than YouTube.


Source: Investor Place

https://investorplace.com/2017/12/no-si ... jSABt-WaM8
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Re: Baidu (BIDU)

Postby winston » Wed Jan 24, 2018 7:33 pm

Baidu stock drops after Jefferies downgrades to hold

By Emily Bary

Shares of Baidu Inc. BIDU, +1.18% are down 0.9% in premarket trading after analysts at Jefferies cut their rating to hold from buy.

The analysts, led by Karen Chan, are upbeat about Baidu's strong position in artificial intelligence but worry that investments in this area, as well as spending on channel marketing, could curb opportunities for margin expansion.

She also warns that the company might start to face harder comparisons for its search business this year as well as stronger competitive pressures in key areas, such as e-commerce.

"While we remain long-term positive on Baidu's leading AI position, we would await for a better entry point post the strong share rebound of 60% from its low in May 2016," Chan wrote.

She lowered her price target on shares to $285 from $291. Baidu's stock is up 45% over the past 12 months, while the S&P 500 SPX, +0.22% has gained 25% in that time.

Source: Market Watch

https://www.marketwatch.com/story/baidu ... yptr=yahoo
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Re: Baidu (BIDU)

Postby winston » Thu Feb 01, 2018 8:31 am

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Baidu Stock: The Best Chinese Tech Firm to Buy Now

By: Christian Tharp, CMT

Baidu has no competitor in China when it comes to the internet search industry, as Google is banned in the country. Baidu has over 80% market share in the search domain in China.

China has about 731 million internet users. This means that about 600 million people in China are still without the internet.

Content
Baidu is also readying to increase its content projects in China. Last year, the company entered into an agreement with Netflix to bring several Netflix shows in China. Baidu is already the owner of iQiy, which has about 400 million users. Analysts think that the increasing content operations will result in more ads dollars for the Chinese internet giant.

Driverless Cars
Baidu’s CEO, Robin Li, recently said in an interview with Time magazine that Baidu’s AI efforts are paying off. The company has now become an AI-first firm, with a special focus on driverless cars platforms. Baidu’s self-driving platform, Apollo, is getting a lot of partnerships from companies. Baidu recently ran a test campaign on the roads of Beijing, showing autonomous driving vehicles.

Apollo also partnered with JAC and BAIC Motor for volume production of Level 4 autonomous cars in 2019. Baidu recently announced at the CES 2018 that its Apollo 2.0 platform now has partnerships with giants like Intel and NVIDIA. Apollo 2.0 will power NVIDIA’s Drive Xavier processor.

Bullish Ratings
On Jan. 26, Barclays upgraded its price target for Baidu stock to $250. According to data by Yahoo Finance, Baidu ‘s revenue is expected to increase by a whopping 22.5% in 2018. Analysts also project that the company’s earnings per share will rise by 3.5%.

Source: Tech Stock Sensei

http://techstocksensei.com/2018/01/baid ... rs-iot-ai/
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Re: Baidu (BIDU)

Postby winston » Sat Feb 17, 2018 3:04 pm

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Chinese Internet Stocks: Baidu Inc (BIDU)

Baidu controls upwards of 76% of the search engine market in China. Google’s search engine market share in the U.S. is under 65%.

BIDU stock has struggled recently because advertisers pulled away from the platform after a tragic online advertising controversy in early 2016. But BIDU has moved past that headwind, and growth is back.

Revenues increased 29% last quarter, 20% last year, and are projected to grow more than 20% this year.

That growth rate makes sense, and looks awfully familiar. Just look at Google. Revenues over there have been growing at a 20%-plus rate for what seems like forever. I think the same thing plays out with BIDU. This is a 20%-plus revenue growth narrative over the next several years.

Operating margins are booming higher, and they are still only at 22%, versus 25% for Google. So there is still room for expansion in there. A 20%-plus revenue growth rate plus solid margin drivers should lead to at least 25% earnings growth.

Slap a market-average 1.2 PEG on that, and you get to a fair forward multiple of 30, which on next year’s $9.58 EPS estimate, gets you to a near $300 stock.

I think that is where BIDU stock will trend in the near term — and much higher than that in the long term.

Source: Investor Place
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Re: Baidu (BIDU)

Postby winston » Tue Mar 20, 2018 12:52 pm

It’s Time to Get Long Baidu Inc Stock Now

Formidable support on and off the Baidu stock chart looks well-suited for bullish spread traders

By CHRIS TYLER

Reaffirmed BIDU’s successful and broadening reach into key markets such as mobile, artificial intelligence and autonomous vehicles.

After five months, the stock appears to be putting together the final touches of a corrective “W” shaped base.


Source: Investor Place

https://investorplace.com/2018/03/baidu ... at&cp=pdtk
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Re: Baidu (BIDU)

Postby winston » Tue Apr 03, 2018 1:27 pm

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Baidu Inc (ADR) Stock Just Dipped Into Undervalued Territory

Weakness in the big growth tech sector has created an opportunity in Baidu stock

By LUKE LANGO

For Baidu stock, that means current 20-30% revenue growth rates are here to stay for the long haul. At worst, BIDU grows revenues at a 20% clip over the next five years (20%-plus has been Google’s growth rate for a long, long time).


Source: Investor Place

https://investorplace.com/2018/04/baidu ... at&cp=pdtk
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Re: Baidu (BIDU)

Postby winston » Wed May 02, 2018 9:20 pm

Stocks to Buy in Your 20s: Baidu (BIDU)

Remember what I said about taking a few punts because you’ve got time to absorb the ups and downs? Well, Baidu Inc (ADR) (NASDAQ:BIDU) is one of those punts. The Chinese tech company has been compared to Google because the firm’s search engine dominance resembles Google’s early days.

There is a huge amount of growth potential ahead for Chinese tech firms — especially a search engine like BIDU. Just over half of China’s population has access to the internet, so the market is relatively new when you compare it to that of the U.S.

Not only that, but Baidu has been working to expand its autonomous driving technology in the race to create self-driving cars. The firm has already made its driverless car technology available for automakers to use and test in a bid to become somewhat of an autonomous car “operating system.”

BIDU management claims that its technology will allow self-driving cars to navigate highways and open city roads by 2020. Driverless cars are likely to be the next major advance in the tech space over the next two decades, and there are a lot of benefits to owning a Chinese company with its hat in the race.

It’s also likely that Chinese companies will get their cars on the road sooner because fewer people own cars in China. That makes for a higher adoption rate, as 75% of Chinese respondents in a survey last year indicated they would ride in a self-driving taxi, while only 52% of Americans would.

What’s more, China has a bigger auto industry and its government is hungry for large-scale projects. And while it seems counterintuitive considering China’s complex system of roads, the real advantage is with navigation.

The difficult conditions necessary to debut an autonomous vehicle in China means it will have a far easier time “porting” the system to the United States than the other way around. That means, for Baidu, international expansion will likely be much faster and less costly.

Source: Investor Place
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Re: Baidu (BIDU)

Postby winston » Thu May 03, 2018 10:36 am

mpt vested

Baidu Inc Stock Is Really Cheap, Especially for ‘China’s Google’

From head to toe, Baidu stock looks like China's Google, and that isn't baked into the valuation

By LUKE LANGO

Baidu reported revenue growth of 31%, which is the company’s best mark in several quarters and continues what has been a multi-quarter uptrend in revenue growth.

Operating margins powered 900 basis points higher from 17% to 26%. That 26% margin in Q1 is also 200 basis points higher than last quarter.


Source: Investor Place

https://investorplace.com/2018/05/baidu ... at&cp=pdtk
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Re: Baidu (BIDU)

Postby winston » Wed May 09, 2018 11:39 am

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Money-Making Stocks to Buy: Baidu (BIDU)

I highly recommend checking out Baidu Inc (ADR) (NASDAQ:BIDU), China’s No. 1 search engine. With a Q1 beat and very strong Q2 guidance, this is a top stock to track right now.

“The beat was attributed to a series of AI-driven efforts including dynamic ads, which has been described as increasing click-through rates by double digits” explains top Wells Fargo analyst Ken Sena.

He is feeling so encouraged by the company’s outlook that he ramped up his already-bullish price target by $10 to $310. This suggests 22% upside potential.

According to Sena, “Baidu’s share currently trades at 24x Adj. 2018E EPS of ¥67.20/$10.59, making it attractive among our Outperform-rated names, particularly when considering the industry leadership it is showing within AI, both as it applies to core (Search, Feed), video, and new initiatives (Apollo, DuerOS).”

Top Oppenheimer analyst Jason Helfstein agrees. He believes Baidu is still undervalued compared to Google, especially when you consider that BIDU is in prime position for the rapid growth of China’s online ad market.

“We think key drivers include increasing number of paid clicks, higher conversion rates and higher cost-per-click (CPC). The penetration of smartphones in China, especially in lower tier cities, provides another strong revenue stream for BIDU as it starts to monetize mobile search separately” comments the analyst.

He has a $295 price target on BIDU. Bear in mind that Helfstein’s strong track record on BIDU stock specifically (87% success rate and 21.1% average return per rating) further reinforces the credibility of his latest recommendation.

Source: Investor Place
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