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Baidu (BIDU) is partnering with Lenovo, now China's #2 smartphone vendor (per IDC), to offer the...

  • Thursday, December 6, 2012, 6:50 PM ET
    Baidu (BIDU) is partnering with Lenovo, now China's #2 smartphone vendor (per IDC), to offer the LePhone A586, a $158 device running on Baidu's Android-based OS. The A586 sports a 4.5" display and dual-core Qualcomm Snapdragon processor, and supports Baidu's cloud services. It's the kind of product Baidu needs to see more of as it works to improve its mobile search share and ad sales, and is also the kind that has fueled Android's Chinese share gains - the 16GB iPhone 5 sells for over 4x as much unlocked. (other partnerships)
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This news story has 11 comments:

  • LePhone? Sounds French, should have called it the Tiger Phone!
    6 Dec 2012, 06:59 PM Reply Like
  • Or maybe the Panda Phone!
    6 Dec 2012, 07:00 PM Reply Like
  • http://bit.ly/UITQlX
    http://bit.ly/TWmPir

    seeking alpha page links to lenovo symbols (US stock exchange tickers) were not included in the market current, they are linked above.
    6 Dec 2012, 07:58 PM Reply Like
  • I feel very bad for my stock i bought is Bidu with price $125. So I don't know what I will do . If I sell stock now then I lose a lot money , if I still hole it do you thinnk the price will go back? Please give me some idear , thanks.
    Anna
    7 Dec 2012, 02:49 AM Reply Like
  • Don't sell, buy more rather. We'll see $125 next year, I believe.
    7 Dec 2012, 05:06 AM Reply Like
  • I don't follow BIDU, but after just a quick look at their earnings and price chart they could be bottoming out soon. Their earnings have been growing nicely over the past year (+88% Y/Y). As long as they continue to grow Y/Y, I would hold.

    Their P/E is 20 vs their industry average of 19. Buying more here to average your cost down would not be a bad idea. If the P/E falls to 19 or lower, I would definitely buy more. If earnings grow at just 50% next year and they have the same P/E of 20, the price would be $133.50.

    I definitely wouldn't sell unless earnings growth began to stall. Otherwise it's only a matter of time before this will be worth a lot more.
    7 Dec 2012, 09:03 AM Reply Like
  • I am long BIDU. See everyone at $120+ next year.
    21 Dec 2012, 10:40 AM Reply Like
  • Iphone not so big in China
    21 Dec 2012, 12:01 PM Reply Like
  • iPhone is small and light in China, just like everywhere else. And popular too.
    21 Dec 2012, 05:37 PM Reply Like
  • "Iphone not so big in China"

    HOW or what sources do you draw such a statement.
    21 Dec 2012, 04:41 PM Reply Like

  • Heard this from a participant at a Singularity University conference, but because of the bureaucracy, high costs and excessive regulation in the USA vs Cn

    Tech giants will shift to China, other BRIC countries for recovery
    http://zd.net/WQAUEw
    Brazil, Russia, India and China -- the so-called BRIC nations -- are showing budding potential for corporate expansions. Amazon has already spread its wings to Brazil, as has Microsoft, and Lenovo is pushing hard to bring a local PC-building plant in the country, while it remains the most popular PC manufacturer in China, a key market for others to crack.

    As market saturation reaches its peak and companies continue to want to expand, higher import taxes are making it nigh on impossible to break into new markets. Companies therefore have to set up shop in these BRIC countries in order to tap into the vast revenue streams. But tougher local regulations will make it difficult, and governments of emerging markets are yet to extend the hand of friendship to these firms. That middle ground could arrive at some point in 2013, allowing for huge profits for the coming year.
    26 Dec 2012, 06:35 AM Reply Like
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