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Baidu (BIDU US)
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Analysis
Information Technology
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China
Baidu, Inc. operates an Internet search engine. The Company offers algorithmic search, enterprise search, news, MP3, and image searches, voice assistance, online storage, and navigation services. Baidu serves clients globally.
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bullish
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Tencent
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04 Aug 2016 10:46
Merger of Uber China and Didi Will Benefit Tencent and Alibaba in Long Term; A Negative for Baidu
On Aug. 1, 2016, Uber, the global leading app-based ride hailing service provider, announced its intention to merge Uber China with Didi Chuxing....
Morningstar, Inc.
344 Views
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bullish
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Alibaba
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03 Aug 2016 10:09
Alibaba: Didi Deal Impact Positive But Small; Ant Financial Still Key and A Senior GS Banker Joined
Didi's defeat of Uber in China has been reported all over the media. Even though this is a very positive business development for Alibaba Group...
Edison Lee, CFA
358 Views
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bullish
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Softbank Group (ADR)
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01 Aug 2016 19:55
Didi / Uber - More Good News for SoftBank
The Didi / Uber deal brings to an end a nasty price war - UK research firm eConsultancy reckons Uber lost US$1 billion in China - leaving Didi very...
Pelham Smithers Associates
461 Views
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bearish
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Baidu
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01 Aug 2016 16:02
Uber China to Merge with Didi - Minimal Valuation Uplift for Baidu, But More Consolidation?
According to media reports, Uber China will merge with Didi Chuxing, the largest ride-hailing company in China, at a combined valuation of...
Edison Lee, CFA
343 Views
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bullish
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Thematic (Sector/Industry)
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01 Aug 2016 01:56
Korea Stock Market Monthly Recap #4 - (July 2016)
Key Events in July - Rebound from the Brexit announcement, driven by expectation of further delay in Fed's rate hikes coupled with increasing...
Douglas Kim
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290 Views
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