Baidu (BIDU): Stagnant in 4Q18, Wrong Change Feeds a 24% User Increase to Google
Baidu posted a weak result for 4Q2018. We believe it is a wrong decision to change Baidu into an in-house search engine. Alphabet Inc Cl C (GOOG...
591 Views
IQiyi (IQ): In 4Q18, Baidu’s Growth Engine Lost Control Over Content Cost
We notice that the growth rate of cost of revenues exceeded the growth rate of membership revenues. We believe that the margins will continue to...
688 Views
Last Week in Event SPACE: Kosaido, Descente, Panalpina, Ophir, RPC, Baidu, CJ Corp
Last Week in Event SPACE ... Something is up as Kosaido Co Ltd (7868 JP)'s shares trade almost 40% through terms and back down - still 18% through...
744 Views
Baidu: Time to Swoop In, with NAV Discount Widening Substantially
Our stub valuation analysis reveals that Baidu Inc (ADR) (BIDU US) attractively trades at near 2 SD below its 3-yr average of NAV...
1.2k Views
Baidu (BIDU): The Change Amounts to Business Suicide, Disappointing Existing Users and Clients
Baidu's new methodology directs the large majority of search results to its in-house functions, especially to its blog function BJH (百家号). Baidu...
741 Views