Latest Articles
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A Closer Look At Baidu’s Key Costs And Operating Margins
Baidu (NASDAQ:BIDU) is the leading online search provider in China. While its top-line continues to grow at a healthy rate, the company’s profitability has suffered in the recent past on account of various factors such as increased competi...
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Baidu Feels The Pinch Of More Competition As Mobile Monetization Needed
Baidu (NASDAQ:BIDU), a leading Chinese online search provider, posted revenue of $961 million in Q1 2013, a y-o-y increase of 40%. While impressive, the top-line growth rate has slowed down considerably from 75% in Q1 2012 and 88.3% in Q1 2011. ...
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Baidu’s Earnings: Competition And Mobile Monetization Remain Key Challenges
Baidu (NASDAQ:BIDU) is the leading online search provider in China. It will report its Q1 2013 results on April 25, 2013. The company’s stock price has fallen by more than 15% since the previous earnings were released on February 4. Uncert...
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Why Baidu’s Stock Is Struggling Despite Its Cheap Valuation
Baidu (NASDAQ:BIDU) is the leading online search provider in China. Its stock has dropped by more than 15% since the latest earnings were released on February 4, 2013. Several factors contributed to the drop in the stock price including slower g...
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Baidu Is Cheap But Faces Headwinds From Slowing Search Advertising Growth In China
Baidu (NASDAQ:BIDU) is the leading online search provider in China and it derives around 60% of its revenues from search advertising. The Chinese search advertising market growth is slowing after seeing rapid growth over the past years. In 2012, ...
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Here’s What Matters For Baidu’s $115 Valuation
Baidu (NASDAQ:BIDU), a leading Chinese language search provider, posted revenues of $3.6 billion in 2012, with an operating margin of 49.5%. It derives around 60% of its revenues from search advertising. While it currently has around 80% share ...
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Baidu’s Earnings Disappoint As Margin Declines Offset Revenue Growth
Baidu (NASDAQ:BIDU) reported its earnings for Q4 and full year 2012 on February 4. The company had a decent quarter as total revenues increased to $1 billion, growing almost 40% year-over-year. Despite the growing revenues, operating profit growt...
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Baidu Pre-Earnings: Questions On Competition And Mobile Monetization Remain
Baidu (NASDAQ:BIDU) is set to announce its Q4 earnings on Monday, February 4. It had a pretty good fourth quarter as total revenues increased to $995 million, growing almost 50% year-over-year. It also reported a 50% year-over-year increase in op...
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Baidu: Factors Driving Our $125 Valuation
Baidu (NASDAQ:BIDU) is China’s largest search engine with around 80% market share in the country. The company has quadrupled its total revenues from $469 million in 2008 to $2.3 billion in 2011. This rapid growth continued during 2012 as Ba...
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Baidu Needs To Focus on Display Ads To Diversify Revenues
Baidu (NASDAQ:BIDU) is China’s largest search engine by a large margin, controlling more than 80% of the search market. However, competition from new entrants such as Qihu is threatening Baidu’s dominance, and caused the stock to dro...
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3 Of My Best Technology Stock Picks For 2013
Submitted by Dividend Yield as part of our contributors program . Every time, I am searching for the best investment opportunities at the market. The year goes by and I have to consider ideas for the next year. Today, I like to focus on techno...
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With Bond Deal Adding To War Chest Baidu Should Focus On Mobile
Baidu (NASDAQ:BIDU) announced, on November 20th, that it raising $1.5 billion in a bond offering to maintain a ‘war chest’ which will help tackle the increasing competition that it is facing in the Chinese market. We think that Baidu&...
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Baidu Buys Controlling Stake In iQiyi To Help Drive Display Ad Revenues
Baidu (NASDAQ:BIDU) announced on November 2nd, that it is increasing its stake in iQiyi to a controlling interest. The company expects the deal with Providence Equity Partners to close by the end of the fourth quarter and will start consolidating...
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Search Strength And Mobile Growth Are Key To Baidu’s $125 Value
Baidu’s (NASDAQ:BIDU) stock, which has fallen to $110 from a high of $130 earlier in the year, has a fair share of bears claiming that the company’s dominance in the Chinese search market is over. However, in contrast with these views...
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Baidu Shows Strong Customer Growth But Mobile Questions Remain
Baidu (NASDAQ:BIDU) reported its earnings for Q3 2012 on October 29. The company had a pretty good quarter as total revenues increased to $995 million, growing almost 50% year-over-year. It also reported a 50% year-over-year increase in operating...
