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  • Baidu: Raising Questions on Valuation and Search Ads [View article]
    poor arguments by a BIDU shortseller.

    if you don´t understand soon, you will loose alot of money.

    you are betting against the dominant player in chinese internet.
    the company is profitable and compared to it´s growth the stock is still cheap.

    2007 pe stands at 66, revenue and EPS are projected to grow by more than 80%.
    analysts keep raising their estimates.

    what do you expect?
    that a fast growing company trades at a forward pe of 30, or what?

    you will never get a ferrari at the price of a corolla.
    Nov 24 04:35 am |Rating: 0 0 |Link to Comment
  • The Long Case For Baidu.com [View article]
    thank you very much for sharing this analysis!
    Nov 21 08:14 am |Rating: 0 0 |Link to Comment
  • Missed Google's Run-Up? Don't Miss Baidu's [View article]
    great post, exactly what i´m thinking for months.
    Oct 24 06:49 am |Rating: 0 0 |Link to Comment
  • Baidu: Impressive Growth, But Valuation is Out of Hand [View article]
    i see the picture for BIDU completely different.
    the market doesn´t pay for historic but for future growth.
    analysts steadily increased their EPS estimates for 2007 to 1.62, which translates into 90% growth for the next year. based on these projections BIDU trades at a forward P/E of 54.
    to me the stock looks cheap.
    as you mentioned the company has a unique position in chinas internet market, which morgan stanley sees growing by 50% anullay throgh 2009.
    a dominant market share coupled with high growth never comes cheap
    Sep 29 08:28 am |Rating: 0 0 |Link to Comment
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