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BIDU
Baidu, Inc. - NASDAQ

4/23/2014, 10:16 AM ET
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  • Key Things To Watch In Baidu's Q1 '14 Earnings Report
    Xiaofan Zhang Yesterday, 8:35 PM 3 Comments

    Summary

    • Mobile search is now Baidu's strategic focus. Investors should pay special attention to updated metrics on mobile revenue contribution and user base of Baidu's mobile apps.
    • Baidu's 2014 guidance implies net margin will shrink by 10.6 percentage points this year. Q1 '14 profit margins should be compared with Q1 '13 numbers to evaluate whether Baidu outperforms this guidance.
    • Investors should also look for updates on location-based services, consumer products, and international operations.
  • Baidu Q1 2014: Poised For Growth
    Amigobulls Thu, Apr. 17 4 Comments

    Summary

    • Baidu's revenue growth and profitability is robust and comparatively the best among peers.
    • Profit margins have declined over recent quarters and could remain subdued in the coming quarters.
    • Baidu is attractive at current valuations for long term investment.
  • Baidu Q1 2014 Preview: Expect Strong Revenue Beat; Waiting For Better Entry Point
    Terracotta Capital Thu, Apr. 17 3 Comments

    Summary

    • Baidu reports Q1 2014 on April 24th. Top-line expected to beat, with margins coming under pressure.
    • LBS provides attractive long-term opportunities for Baidu.
    • 28x consensus FY14 EPS may be pricy for a company with no EPS growth this year.
  • Why Baidu Is Incredibly Cheap
    Valuentum Tue, Apr. 15 6 Comments

    Summary

    • China’s Internet space is booming. Baidu remains at the forefront of this trend.
    • Baidu has been a 10 on the Valuentum Buying Index. Though the near term may be rocky, we think this signal suggests superior performance in the years ahead.
    • We think Baidu is worth $227 per share, representing nearly 50% upside from today's levels based on our point fair value estimate.
  • Baidu Beats Out Google In Financial Efficiency Ratios And I'm Buying More Of It
    Abba's Aces Sun, Apr. 13 6 Comments

    Summary

    • High growth expectation stocks have been taking a beating lately.
    • Baidu has the best return on assets and equity in the business.
    • The stock is at a big technical support level here around $149.
  • Is Baidu Still A Buy?
    Mitu Anand Thu, Apr. 10

    Summary

    • Baidu’s bottom line struggled last quarter as the company invested in mobile to strengthen its long-term prospects.
    • Baidu is focused on expanding its product portfolio with cutting-edge apps such as translate and acquisitions such as Nuomi.
    • Baidu has a strong balance sheet and its earnings growth projection for the next five years is also quite impressive.
  • Baidu: Valuation And Annual Report Highlights
    Alex Bird Thu, Apr. 3 13 Comments

    Summary

    • This article highlights important aspects of BIDU's annual report pertaining to expenses, net profit margins, goodwill, and acquisitions.
    • The article provides valuations of BIDU that utilize four different earnings per share estimates for 2014.
    • The markets at the time of writing (4/2/2014) may be pricing in that net profit margins for BIDU in 2014 will be comparable to those in 2013.
  • Censorship And The Chinese Economy: Baidu's Greatest Assets
    Heights Capital Tue, Apr. 1 6 Comments

    Summary

    • Chinese Stocks Such as Baidu, Qihoo 360, and Sina Corp. have greatly depressed valuations amidst negative sentiments on Chinese Growth.
    • While economic growth is called into question, China still enjoys substantial growth in its internet users as its economy transitions to a more modern one.
    • Censorship is the single reason the greatest threat to Baidu doesn't exist in China.
    • Google and Baidu share a lot of similarities, but growth rates and Chinese market share aren't one of them.
  • What Can We Learn From Baidu's Latest 20-F Filing
    Xiaofan Zhang Mon, Mar. 31 2 Comments

    Summary

    • Baidu's number of paid clicks grew 32.7% year-over-year.
    • Sales and marketing headcount recorded the biggest annual growth in six years.
    • Baidu plans to add five more data centers in 2014.
  • Why You Should Buy Baidu Over Google
    Ayush Singh Mon, Mar. 24 14 Comments

    Summary

    • Baidu’s diversification will be beneficial in the long run.
    • Baidu’s acquisitions are paying off.
    • Baidu is cheaper and has more room to grow than Google.
  • Baidu Is Well Positioned To Grow
    IAEResearch Fri, Mar. 21 5 Comments

    Summary

    • Margins will remain under pressure in the short term.
    • The strategy to sacrifice short-term profitability for long-term growth will yield huge benefits.
    • Baidu's mobile strategy will increase its market share in the segment.
  • Baidu: 2014 Will Be A Mobile Year
    Stock Gamer Wed, Mar. 12 4 Comments

    Summary

    • There remains substantial price upside despite Baidu's significant price appreciation of 94% in the past 12 months, exceeding S&P 500's 20%.
    • Mobile growth momentum should persist in 2014 driven by the company's established mobile infrastructure, secular mobile advertising tailwind, and management's continued investment.
    • The stock trades at just 1.1x PEG, and inexpensive valuation relative to S&P 500's 1.6x.
  • Baidu Is Well Poised To Grow Over The Long Term
    Alpha Strategist Tue, Mar. 11 4 Comments

    Summary

    • The company is not only making efforts to strengthen its competitive position within China but it is also gradually introducing its services into other areas like Thailand.
    • With its healthy cash flows and continuously growing top line, the company is in a position to introduce new services to the market, make acquisitions, and strengthen its current foothold.
    • With 4G technology picking pace, China users’ interaction with their devices is expected to increase even further.
  • Time To Sell Qihoo And Buy Baidu?
    ONeil Trader Mon, Mar. 10 18 Comments

    Summary

    • Qihoo 360 reported earnings and revenue ahead of estimates and guided Q1 2014 above consensus.
    • The company’s search market share was 23% in Q4.
    • After a strong run in prior months, it might be prudent to take some profits and buy Baidu.
  • Baidu Inc.: Well Positioned To Grow

    Summary

    • Stifel Financial Corporation has upgraded Baidu Inc.’s stock from hold to buy.
    • Baidu reported strong fourth-quarter results late-February.
    • The revenue increase uplift was driven by increased traffic volume and the seasonality factor.
    • In 2014 mergers and acquisitions will remain the key theme for internet companies to bolster their market share in the mobile space.
    • The advertising market in China will grow at a rate of 6% in 2014 implying brighter opportunities for internet businesses.
BIDU vs. ETF Alternatives
Company Description

Baidu, Inc., is a Chinese language Internet search provider. The Company offers a Chinese-language search platform on its website Baidu.com.