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Baidu is the leading Chinese-language Internet search provider.
China Owns usa
Switch to mobile is weighing on the stock. Getting cheaper by the quarter
Real low price
Real money pick. May turn out badly for me if they don't get their mobile search act together but even if they end up in 4th or 5th place in China mobile search, they should be enormously profitable as that is one big market.
BIDU has been disappointing (Supernova). Thinking off adding more with @ 82.00 limit buy. What would you do?
Baidu is investing more to improve future revenues than most internet companies have as total revenues. They seem to recognize the importance of planning for the growth in mobile search and monetizing it. This supports their dominate position in China giving them a sustainable first mover advantage in more than one key internet areas.
- "Baidu" literally means "hundreds of times". Sounds eerily similar to "Google"..- Success begets success. Baidu is the dominant search engine in China, with nearly 3/4 of unique search visits. As Google proved in the US, users will gravitate to the most efficient product that provides the best search results. This, in turn, attracts more advertising revenue. The network effect, in full effect.- Baidu has had a successful initial campaign into mobile, accounting for ~50% of mobile search in China. They are investing heavily in this platform, trying to maximize user experience. Deals with China Telecom and China Unicom have been negotiated for Baidu to be the default search provider.Risks include potential up-and-coming search competitors, such as Qihoo. A friend of mine living in China said that BIDU was the more "formal" search engine, but that there were in fact others that users would sometimes go to instead (the example he gave was to find pirated mp3s). From at least this one perspective, it seems that Baidu has a strong business reputation for search in China.Consensus estimates for 2013 earnings are $5.34, which puts Baidu's forward P/E at only 16. But this is a growth company with tons of potential ways to monetize (optionality), and I believe the valuation to be far too low.
Huge opportunity for growth as internet use continues to rise in China. Political risk aside (it shouldn't be disregarded), the recent downturn provides an opportunity to buy at a low relative valuation. I'm betting that BIDU continues to strengthen its dominant position in internet content in China.
This one needs to cross $200 by Jan-2015
the Google of China
China's Google is a win.
I usually don't go for Chinese stocks; however, this appears to be the Google of China, and we all know how this is supposed to play out. All of the China growth talk aside, the financials look great. Baidu is churning out cash, sports a growing CROIC, has manageable debt, and is priced well below intrinsic value calculations even if we shrink the projected growth rate down by 50%. This looks to be a bargain and I'm going to see where this takes me.
I don't trust Chinese stocks one bit, but that doesn't stop me from speculating on them.
The cheapest stock available to buy right now!!!!!(Mensa sana in corpore sana)
As China stalls, so will Baidu.
Baidu is getting no respect right now, but if it can come anywhere close to replicating Google's model in the most populous country on earth, it will outgrow any short-term problems.
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