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Baidu, Inc. (BIDU)

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  • Aug. 21, 2012, 1:07 PM
    Baidu (BIDU -4.9%) is diving on worries Qihoo 360's (QIHU +8.1%) new search engine, questionable links and all, is a potential threat. ThinkEquity recently noted some companies are already seeing more referral traffic from Qihoo's search engine, which is tied to its popular browser, than Sohu's (SOHU) Sogou, the #2 Chinese search engine. S&P's Scott Kessler is defending Baidu in response.
    | 10 Comments
  • Aug. 20, 2012, 8:22 AM
    Youku (YOKU -0.1%) and Tudou (TUDO) shareholders approve Youku's all-stock acquisition of Tudou in a deal that combines China's two biggest video Web sites and creates a company with over 300M weekly users. The transaction will increase Youku's lead over rivals Baidu (BIDU) and Tencent, and should generate savings of up to $60M/year.
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  • Aug. 16, 2012, 1:06 PM
    Chinese Internet stocks are rallying, as pleasing earnings reports from Sina and messaging/gaming giant Tencent (TCEHY.PK) more than offset a miss from NetEase. BIDU +2.5%. SOHU +5.5%. GAME +4.9%. YOKU +5.9%. TUDO +5.5%. CYOU +2.1%. Tencent, which received a favorable WSJ write-up ahead of earnings, rose 6.4% in Hong Kong after reporting revenue of $1.65B (+56% Y/Y) and net income of $487M.
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  • Aug. 14, 2012, 2:53 PM
    Google's (GOOG) declining Chinese search share - the result of its decision to abandon Google.cn rather than censor results - is taking a toll on Google Maps' position in the country. Analysis estimates Google Maps' share of the Chinese mobile map market fell to 17.5% in Q2 from 25.2% in Q4. Baidu Maps (BIDU) is the main beneficiary: its share rose over this time to 17.3% from 11.7%. AutoNavi (AMAP) leads the market with a 25.7% share.
    | 3 Comments
  • Aug. 6, 2012, 1:22 PM
    Chinese Internet stocks surge in response to pleasing Q2 reports (I, II, III) from Youku (YOKU +7.6%), Sohu (SOHU +17%), and Changyou (CYOU +16.6%). BIDU +4.3%. SINA +9.7%. RENN +11.4%. PWRD +6.7%. TUDO +8%. Baidu's gains are coming in spite of the company's disclosure that 3 employees were arrested for taking bribes to delete message board posts.
    | 3 Comments
  • Jul. 30, 2012, 1:22 PM
    Chinese Internet giants Baidu (BIDU) and Sina (SINA) are reportedly forming a broad partnership that will cover "search, content, platforms, technology, and resources." Details as to what this means remain scant - Sina has already built Baidu search into its Weibo microblogging platform, and Baidu has added Weibo publishing support for its cloud services and.Box Computing platform Stronger integration of Weibo posts within Baidu's search results is a possibility.
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  • Jul. 24, 2012, 12:29 PM
    Beaten down on macro and mobile worries, Baidu (BIDU +10%) is rallying strongly after its Q2 report and Q3 guidance made it clear that the Chinese search giant's growth remains quite healthy for now. Barclays (Overweight) sees the report, which featured a major increase in ad revenue/customer, as evidence of the untapped opportunity presented by Chinese SMEs. Multiple analysts note the strength of Baidu's display ad sales to third-party sites. SINA +1.7%. (transcript)
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  • Jul. 24, 2012, 9:10 AM
    Premarket gainers: SRPT +120%. CPRX +11%. UA +8%. VRNG +7%. BIDU +6%. STEM +5%.
    Losers: DV -29%. ELN -17%. GNTX -6%.
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  • Jul. 23, 2012, 4:42 PM
    More on Baidu's Q2: 352K online ad customers, +9.7% Q/Q and +18.1% Y/Y. Revenue/customer was $2,440, +16.5% Q/Q and +34.8% Y/Y. Traffic acquisition costs were 8.3% of revenue, up from 7.8% in Q1 and 7.9% in year-ago period. SG&A expenses +55.6% Y/Y, R&D expenses +82.7%. BIDU +5.5% AH. Up in sympathy: SINA +2.8%. SOHU +2.5%. YOKU +1.7%. (PR)
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  • Jul. 23, 2012, 4:05 PM
    Baidu (BIDU): Q2 EPS of $1.26 beats by $0.14. Revenue of $858.8M (+59.8% Y/Y) beats by $8M. Expects Q3 revenue of $983M-$1.01B vs. $988M consensus. Shares +6.6% AH. (PR)
    | 5 Comments
  • Jul. 23, 2012, 12:10 AM
    Notable earnings after Monday’s close: BIDU, CE, CLGX, FNF, HLX, HMA, STLD, STM, TXN, VMW, WIT
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  • Jul. 22, 2012, 5:35 PM
    Notable earnings after Monday’s close: BIDU, CE, CLGX, FNF, HLX, HMA, STLD, STM, TXN, VMW, WIT
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  • Jul. 17, 2012, 10:44 AM
    Chinese Internet stocks, many of whom fell yesterday on worries about the Middle Kingdom's growth outlook, are falling harder today. BIDU -4.9%. SINA -7.9%. YOKU -9.1%. TUDO -9%. SOHU -5.4%. RENN -5.8%.
    | 3 Comments
  • Jul. 13, 2012, 6:45 PM
    Baidu (BIDU) is forming a Chinese mobile content distribution JV with NTT DoCoMo (DCM). DoCoMo is investing $22.5M to obtain a 20% stake in the JV, whose first offerings will be games and related services from Japanese developer DeNA. A JV between Baidu and Japan's Rakuten recently unraveled, and the company's international moves generally haven't gone well. But the DoCoMo tie-up does play into Baidu's efforts to build a strong mobile developer ecosystem.
    | 1 Comment
  • Jul. 12, 2012, 6:56 PM
    Though analysts are fretting over Baidu's (BIDU) mobile position, Pando Daily's Hamish McKenzie sees potential in the company's efforts to build an arsenal of mobile cloud services. Much like Baidu's Box Computing platform, the services, which include storage and app re-formatting, aim to build a major developer ecosystem that ends up funneling traffic to Baidu's search engine. (also)
    | 1 Comment
  • Jul. 5, 2012, 6:04 PM
    Sohu.com (SOHU) is buying back a 10.88% stake in its Sogou search engine from Chinese e-commerce giant Alibaba (ALBCF.PK) for $25.8M. Sogou saw its Q1 revenue jump 184% Y/Y, and has been gaining share in the Chinese search market. It might not be a coincidence the Sohu-Alibaba partnership is ending shortly after an e-commerce partnership between Baidu (BIDU) and Japan's Rakuten unraveled.
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Company Description
Baidu Inc is a Chinese language Internet search provider. The Company offers a Chinese-language search platform on its website Baidu.com.