Latest Articles
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Here’s How Growth In The Chinese Online Video Market Will Impact Baidu
Baidu (NASDAQ:BIDU) is positioned among the key players in the Chinese online video market, as its Qiyi (online video) platform accounts for around 20% market share. Hence, we think the search-giant could capitalize heavily on future growth with...
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Here’s How Growth In The Chinese Internet Ad Market Will Impact Baidu
Baidu (NASDAQ:BIDU) is the leading player within the Chinese search engine market, commanding over 80% market share by revenue. As a result, the company is expected to capitalize heavily on the future growth within the Chinese Internet advertisi...
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How India Could Be The Next Big Opportunity For Baidu?
Baidu (NASDAQ:BIDU) is reportedly looking to invest $100 million in the Indian discount deals company mydala.com and a similar amount in the next one year in small consumer internet start-ups in India. These investments will mark Baidu’s entry i...
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Three Things Which Will Drive Baidu’s Growth In Future
Baidu ‘s (NASDAQ:BIDU) management is taking several initiatives towards building a “New Baidu” which would drive its growth in future. These include: 1) establishing a seamless user experience with search, location, service and payment in o...
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Here’s Why Baidu’s Stock Is Surging
After seeing a significant drop during July-October, Baidu ‘s (NASDAQ:BIDU) stock has surged by over 35% during the past month. A number of positive factors have played into this stock movement, including decreased concerns in the Chinese ...
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Google Play plans to enter China – will Baidu’s stock lose more value?
Baidu ‘s (NASDAQ:BIDU) current market price is almost 40% lower than our price estimate of $216. While the stock continues to show a declining trend, we believe that the market has already factored all the potential threats to Baidu’s reven...
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Market Share And Broader Chinese Economy Risks Could Impact Baidu
Baidu (NASDAQ:BIDU) has lost favor among Wall Street participants in the recent past — the stock has fallen by around 30% over the past three months, owing to various concerns facing both the company as well as the broader Chinese economy. While...
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Weak Q3 Outlook Sends Baidu’s Shares Lower
Baidu (NASDAQ:BIDU), the leading Chinese search engine giant, posted annual revenue growth of 38.3% to RMB 16.575 billion in the second quarter of 2015, which came in line with consensus market estimates. However, its stock fell in after-hours t...
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Baidu Earnings Preview: Could The Company Outperform Expectations This Quarter?
All eyes will be on Baidu (NASDAQ:BIDU), the Chinese Internet heavyweight, on Monday, July 27th, when the company reports its financial results for the second quarter of 2015. We expect the company to report that growth was driven by a sharp inc...
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Here Are The Key Challenges Impacting Baidu
Baidu’s (NASDAQ:BIDU) stock has come under pressure in the recent past — it has decreased by around 10% over the last six months owing to concerns related to slowing revenue growth and decreased margins. Although Baidu commands around 80% ...
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Here Are The Key Factors Underlying Our Valuation For Baidu
Touted as the Google of China, Baidu (NASDAQ:BIDU) is positioned as the market leader for online search within the country. During the first quarter of 2015, the company’s revenue rose by 34% annually and its operating margin came in at 16...
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Baidu Q1 2015 Earnings: Shift To Mobile Boosts Revenues As Well As Costs
Baidu (NASDAQ:BIDU) recently released its Q1 2015 earnings, reporting on a quarter in which its mobile revenues exceeded 50% of total revenues. On account of its investments in the mobile ecosystem, Baidu stands poised to reap the benefits of the...
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Baidu’s Q4 Earnings: Growth Story Continues
Baidu (NASDAQ: BIDU) continued its growth trajectory in Q4 2014. It reported increases in revenue, operating profit and net profit, which were up 48%, 8% and 16%, respectively on a year on year basis. For the entire fiscal year 2014, these metric...
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Baidu: Findings Its Way In Maps And Navigation Services
Baidu (NASDAQ: BIDU) invested $10 million in mapping software maker Indoor Atlas in September 2014. While the deal size itself was small, the incremental revenue to Baidu from the use of this technology could be huge. This was also the latest in ...
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Weekly Chinese Internet Note: Three Challenges Faced By Baidu
In our Chinese Internet note this week, we take a look at three challenges facing Baidu (NASDAQ:BIDU). Baidu is facing stiff competition from other large Chinese Internet companies in attracting developers to its platform. Its travel website Quna...
