Baidu: Very Attractively Valued

Jun. 29, 2023 12:05 PM ETBaidu, Inc. (BIDU) StockBIDU3 Comments
Dair Sansyzbayev
8.92K Followers

Summary

  • Baidu's financial performance looks exceptional and many trends in the company's financials suggest that the management is firmly committed to generating more shareholders value over the long-term.
  • Enormous political and geopolitical risks related to investing in Chinese stocks seem to be in the past, as recent news suggest that tensions eased.
  • My valuation analysis suggests the stock is massively undervalued.

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Yongyuan Dai

Investment thesis

Baidu's (NASDAQ:BIDU) financial performance over the long term suggests the management has a solid strategic vision and a firm commitment to innovate. The company invests vast resources in R&D, and the revenue mix dynamic suggests that

This article was written by

8.92K Followers
I am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have developed a keen interest in equity research and analysis of public companies. This interest has led me to render equity research services for a Dubai-based family office with over $20 million in assets under management (AUM). My expertise in finance allows me to provide valuable insights and recommendations to clients seeking to make informed investment decisions.I pride myself on my ability to analyze financial statements, evaluate market trends, and identify key drivers of growth in different industries. I am passionate about staying up-to-date on the latest developments and trends in the equity research industry, and I am always seeking to enhance my skills and knowledge through continuing education and professional development.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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