Seeking Alpha
 

Baidu, Inc. (BIDU)

- NASDAQ
  • Apr. 11, 2012, 2:39 PM
    Going into Baidu's (BIDU +1.3%) April 24 Q1 report, SA's Jiang Zhang thinks investors should pay attention to its mobile search business. Unlike PC search, where Baidu dominates the local market, it only has a 35% share of Chinese mobile search, and faces stiff competition from Tencent (TCEHY.PK) and Easou. With China now claiming over 356M mobile Web users, mobile success could be crucial to justifying Baidu's lofty valuation.
    | 1 Comment
  • Apr. 10, 2012, 10:19 AM
    Baidu (BIDU +1.1%) holds its own this morning on positive comments out of ThinkEquity. After conducting checks, the firm sees BIDU's consensus Q1 revenue estimates as "reasonable," and thinks the company's 2012 guidance may surpass Street expectations.
    | Comment!
  • Mar. 29, 2012, 4:35 PM
    Renren's (RENN +3.2%) spike near the close may be attributable to a Washington Post article speculating that Facebook (FB) is seeking a partner in China. FB has held a range of investment and partnership talks with the country's top internet players, the story says, which could bring the Chinese government on board. But BIDU -1.1% and SINA -1.4% both finished lower.
    | Comment!
  • Mar. 27, 2012, 6:46 PM
    In spite of their huge gains and steep valuation, Baidu (BIDU) shares still have room to run, claims Piper's Gene Munster. The company is where Google was 6-7 years ago from a growth standpoint, in Munster's view, and the 300K SMEs who advertise on Baidu only make up ~1% of China's total. Meanwhile, SA's Jiang Zhang notes the tremendous success of Baidu's Box Computing platform, which delivers highly contextual search results.
    | Comment!
  • Mar. 26, 2012, 4:02 PM
    Baidu (BIDU +4.5%) surges following a report from Sina Tech that Apple (AAPL) plans to add Baidu as a search option for Chinese users in a pending iOS update, though Google (GOOG) will remain the default choice. Given Baidu's dominant share of Chinese search, such a move seems like a no-brainer. The report comes shortly after a much-discussed Tim Cook visit to China. (more on Baidu: I, II)
    | Comment!
  • Mar. 26, 2012, 3:09 PM
    China video sites could turn to a pay-per-view model as advertising sales continue to slump, according to media execs. After Apple set the tone by enticing consumers to pay premium prices for content, tech companies such as Tudou Holdings (TUDO -1.7%), Youku (YOKU -1.6%), Sohu.com (SOHU +3.3%), and Baidu (BIDU +4.1%) see PPV as a way to recoup the higher costs of acquiring content.
    | Comment!
  • Mar. 26, 2012, 9:13 AM
    As Google prepares to launch a cloud storage service, Baidu (BIDU) has decided it wants one of its own: the Chinese search giant is testing a Dropbox-like product called NetDisk, which comes with 15GB of free storage. Huawei and Shanda Interactive also offer cloud storage services aimed at Chinese consumers, as do several startups.
    | Comment!
  • Mar. 20, 2012, 12:47 PM
    Sohu (SOHU -1.4%) takes back some earlier losses, popping on rumors that Baidu (BIDU -1.8%) is considering buying the company.
    | 1 Comment
  • Mar. 14, 2012, 2:41 PM
    Tencent (TCEHY.PK), owner of China's extremely popular QQ instant messaging platform, says it plans to make new acquisitions to lessen its dependence on the online gaming market, where it has a leading share. Many expect the pace of M&A activity among Chinese Internet names to pick up following Youku.com (YOKU) and Tudou's (TUDO) merger.
    | Comment!
  • Mar. 12, 2012, 4:22 PM
    With a 36% share of the Chinese online video market, Youku.com (YOKU +27.4%) and Tudou (TUDO +156.5%) will tower over #2 Sohu.com (SOHU) and #3 Baidu (BIDU) following their merger, notes Jiang Zhang. Moreover, the tie-up will help the combined company address rising bandwidth and content costs, and allow Youku to enter the Chinese mobile video market. Zhang speculates smaller players such as Ku6 (KUTV +11.9%) could now be acquisition targets for Sohu or Baidu.
    | 1 Comment
  • Mar. 12, 2012, 11:21 AM
    Baidu (BIDU -1.5%) sells off a bit following Youku.com's (YOKU +13.7%) and Tudou's (TUDO +147%) merger announcement. There could be fears the combined company, which will have a YouTube-like dominance of the Chinese online video market, will thwart Baidu's own online video ambitions.
    | 1 Comment
  • Mar. 5, 2012, 1:41 PM
    Citron Research target Qihoo 360 (QIHU -2.1%) moves lower after TechNode's Ben Chiang points out Baidu (BIDU) has "stealthily released a multipurpose media player." Chiang considers the product a potential threat to Chinese video aggregation products from Qihoo and Youku.com (YOKU), thanks to its integration of Baidu's search technology.
    | Comment!
  • Mar. 2, 2012, 9:13 AM
    Sina (SINA) +3.7% premarket after popular China search engine Baidu (BIDU) says it will begin to display real-time links to tweets on Sina-run microblogs. Baidu boasts ~80% of the China search market, and Sina's Weibo has ~65% of the microblogging market. Baidu users also will be able to search for posts on microblogs of Sohu.com (SOHU), NetEase.com (NTES) and Tencent.
    | Comment!
  • Feb. 22, 2012, 9:42 AM
    Looking to target a growing middle class that's spending an enormous amount of time online, Chinese online retailers are ramping their ad spending. Perhaps 60%-70% of their ad dollars will go to search engines, claims consulting firm iResearch, and most of that sum is likely to go to Baidu (BIDU), which has an estimated 77% share of the Chinese search market. (BIDU Q4)
    | Comment!
  • Feb. 17, 2012, 11:17 AM
    Baidu (BIDU -4.4%), which sports a trailing P/E of 46, is selling off after the in-line guidance that accompanied its Q4 beat failed to impress. Morgan Stanley (Equal Weight), noting the slowdown in Baidu's customer adds, is concerned the macro issues faced by Chinese SMEs will slow down the company's growth. But Collins Stewart, Jefferies, and other are still bullish on account of Baidu's long-term growth potential. (transcript)
    | Comment!
  • Feb. 16, 2012, 4:58 PM
    More on Baidu's Q4: The company expects Q1 revenue of $666.5M-$688M, in-line with a consensus of $678.5M. Traffic acquisition costs made up 7.9% of revenue, down slightly Q/Q. Baidu's ad customer base rose just 2.3% Q/Q and 12.7% Y/Y to 311K. However, its revenue per customer rose 5.1% Q/Q and 61.8% Y/Y. Operating expense growth, while high, trailed revenue growth. BIDU +3.7% AH. (PR)
    | 1 Comment
Visit Seeking Alpha's
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.