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Baidu Removed From U.S. Piracy List of ‘Notorious Markets’
December 21, 2011, 4:26 AM EST
By Eric Martin
Dec. 21 (Bloomberg) -- Baidu Inc.’s settlement with record companies this year was rewarded by the U.S. government’s decision to remove it from a list of “notorious markets” that help sustain piracy and counterfeiting of intellectual property.
Baidu, China’s biggest Internet search engine, agreed in July with Universal Music Group, Warner Music Group Corp. and Sony Corp. to pay owners of copyrighted material on a social- music platform, a deal cited by the U.S. Trade Representative yesterday in its report. The Ladies Market in Hong Kong, where customs officials acted to remove infringing goods, and the Savelovskiy Market in Moscow, where managers have stepped in to stop such sales, were also dropped from the list.
Alibaba Group Holding Ltd.’s Taobao, China’s biggest online retailer, remained among more than 30 online and physical markets worldwide identified in the report for helping the illegal sale of material protected by copyright or patents. Others include the Pirate Bay file-sharing website in Sweden and the Silk Street Market in Beijing, according to the report.
“The notorious markets highlighted in this review negatively impact legitimate businesses and industries of all sizes that rely on intellectual property to protect their goods and services,” U.S. Trade Representative Ron Kirk said yesterday in a statement. “We hope that this review will continue to yield the kind of concrete action from highlighted markets that led to the removal of several markets from the list this year.”
The trade office said in the report that the markets were identified according to information submitted in response to a September request for comments.
‘Rogue Websites’
The U.S. urged regulators overseeing the listed markets to step up efforts to combat violations.
The list “demonstrates the need for Congress to take action against rogue websites that are causing so much damage to American workers and businesses,” Michael O’Leary, senior executive vice president for global policy and external affairs at the Motion Picture Association of America, said in an e- mailed statement.
Bills under consideration in the U.S. Congress would target non-U.S. websites that distribute pirated digital content and counterfeit goods. The measures would let the Justice Department seek court orders forcing U.S.-based Internet-service providers, search engines, payment services and advertising networks to block or stop business with such sites.
The legislation is backed by the U.S. movie and music industries, which want stronger protection against piracy, and opposed by Internet executives, including Google Inc. co-founder Sergey Brin, who say the bills would threaten the technology industry and lead to online censorship.
‘Unauthorized Content’
Pirate Bay, the largest file-sharing site using BitTorrent software, “continues to facilitate the download of unauthorized content,” according to the report.
The site, based in Sweden, has said users contribute content to share with others and that there is no copyrighted material on the network.
Pirate Bay’s four founders were sentenced to one year in prison each in April 2009 by a Swedish court. Three of the men had their jail sentences reduced on appeal in November 2010.
While Taobao has made “significant efforts” to address pirated and counterfeit goods, “much remains to be done,” according to the report.
Phone calls placed to the Chinese embassy in Washington seeking comment on the report weren’t answered.
--With assistance from Eric Engleman in Washington. Editors: Judy Pasternak, Steve Geimann
To contact the reporter on this story: Eric Martin in Washington at emartin21@bloomberg.net
To contact the editor responsible for this story: Steve Geimann at sgeimann@bloomberg.net
December 21, 2011, 4:26 AM EST
By Eric Martin
Dec. 21 (Bloomberg) -- Baidu Inc.’s settlement with record companies this year was rewarded by the U.S. government’s decision to remove it from a list of “notorious markets” that help sustain piracy and counterfeiting of intellectual property.
Baidu, China’s biggest Internet search engine, agreed in July with Universal Music Group, Warner Music Group Corp. and Sony Corp. to pay owners of copyrighted material on a social- music platform, a deal cited by the U.S. Trade Representative yesterday in its report. The Ladies Market in Hong Kong, where customs officials acted to remove infringing goods, and the Savelovskiy Market in Moscow, where managers have stepped in to stop such sales, were also dropped from the list.
Alibaba Group Holding Ltd.’s Taobao, China’s biggest online retailer, remained among more than 30 online and physical markets worldwide identified in the report for helping the illegal sale of material protected by copyright or patents. Others include the Pirate Bay file-sharing website in Sweden and the Silk Street Market in Beijing, according to the report.
“The notorious markets highlighted in this review negatively impact legitimate businesses and industries of all sizes that rely on intellectual property to protect their goods and services,” U.S. Trade Representative Ron Kirk said yesterday in a statement. “We hope that this review will continue to yield the kind of concrete action from highlighted markets that led to the removal of several markets from the list this year.”
The trade office said in the report that the markets were identified according to information submitted in response to a September request for comments.
‘Rogue Websites’
The U.S. urged regulators overseeing the listed markets to step up efforts to combat violations.
The list “demonstrates the need for Congress to take action against rogue websites that are causing so much damage to American workers and businesses,” Michael O’Leary, senior executive vice president for global policy and external affairs at the Motion Picture Association of America, said in an e- mailed statement.
Bills under consideration in the U.S. Congress would target non-U.S. websites that distribute pirated digital content and counterfeit goods. The measures would let the Justice Department seek court orders forcing U.S.-based Internet-service providers, search engines, payment services and advertising networks to block or stop business with such sites.
The legislation is backed by the U.S. movie and music industries, which want stronger protection against piracy, and opposed by Internet executives, including Google Inc. co-founder Sergey Brin, who say the bills would threaten the technology industry and lead to online censorship.
‘Unauthorized Content’
Pirate Bay, the largest file-sharing site using BitTorrent software, “continues to facilitate the download of unauthorized content,” according to the report.
The site, based in Sweden, has said users contribute content to share with others and that there is no copyrighted material on the network.
Pirate Bay’s four founders were sentenced to one year in prison each in April 2009 by a Swedish court. Three of the men had their jail sentences reduced on appeal in November 2010.
While Taobao has made “significant efforts” to address pirated and counterfeit goods, “much remains to be done,” according to the report.
Phone calls placed to the Chinese embassy in Washington seeking comment on the report weren’t answered.
--With assistance from Eric Engleman in Washington. Editors: Judy Pasternak, Steve Geimann
To contact the reporter on this story: Eric Martin in Washington at emartin21@bloomberg.net
To contact the editor responsible for this story: Steve Geimann at sgeimann@bloomberg.net
Solche Meldungen bieten den Shortsellern natürlich reichlich Proviant.
15.12.2011 | 14:19
China's Internet Growth Rate Shows Signs of Slowing -- Baidu and Dangdang Struggle
NEW YORK, NY -- (Marketwire) -- 12/15/11 -- Chinese tech stocks have been on the downswing of late as cooling Chinese inflation has signaled weaker economic growth in the nation. China's economic growth rate may continue to slow, bottoming out in the first or second quarter while recovering moderately in the third or fourth quarter, the state-run China Securities Journal reported earlier this week. The Bedford Report examines the outlook for companies in China's Internet Sector and provides stock research on Baidu, Inc. (NASDAQ: BIDU) and E-Commerce China Dangdang Inc. (NYSE: DANG). Access to the full company reports can be found at:
www.bedfordreport.com/BIDU
www.bedfordreport.com/DANG
China's economic growth rate is likely to be around 9.2% this year and slow to a range of 8.5% to 8.8% next year, Ba Shusong, a deputy director-general of the Financial Research Department of the Development Research Center, said.
In the first half of 2011, China's internet population added 27 million Internet users over the last six months, bringing the total number to 485 million, according to official statistics. According to China Internet Network Information Center (CNNIC), the country's internet growth rate is showing "pronounced" signs of slowing going forward.
The Bedford Report releases investment research on the Chinese Internet Industry so investors can stay ahead of the crowd and make the best investment decisions to maximize their returns. Take a few minutes to register with us free at www.bedfordreport.com and get exclusive access to our numerous analyst reports and industry newsletters.
China's total Internet penetration is a mere 36.2 percent -- far behind the U.S., which is at 77.3 percent, according to Internet World Stats. The low Internet penetration in China leaves 815 million people who do not use the Internet, according to the CNNIC. CNNIC says the deceleration in the growth rate of total users mainly reflected the weak online skills of China's huge population of rural and older people, most of whom don't know how to use a computer.
The Bedford Report provides Market Research focused on equities that offer growth opportunities, value, and strong potential return. We strive to provide the most up-to-date market activities. We constantly create research reports and newsletters for our members. The Bedford Report has not been compensated by any of the above-mentioned companies. We act as an independent research portal and are aware that all investment entails inherent risks. Please view the full disclaimer at: http://www.bedfordreport.com/disclaimer
15.12.2011 | 14:19
China's Internet Growth Rate Shows Signs of Slowing -- Baidu and Dangdang Struggle
NEW YORK, NY -- (Marketwire) -- 12/15/11 -- Chinese tech stocks have been on the downswing of late as cooling Chinese inflation has signaled weaker economic growth in the nation. China's economic growth rate may continue to slow, bottoming out in the first or second quarter while recovering moderately in the third or fourth quarter, the state-run China Securities Journal reported earlier this week. The Bedford Report examines the outlook for companies in China's Internet Sector and provides stock research on Baidu, Inc. (NASDAQ: BIDU) and E-Commerce China Dangdang Inc. (NYSE: DANG). Access to the full company reports can be found at:
www.bedfordreport.com/BIDU
www.bedfordreport.com/DANG
China's economic growth rate is likely to be around 9.2% this year and slow to a range of 8.5% to 8.8% next year, Ba Shusong, a deputy director-general of the Financial Research Department of the Development Research Center, said.
In the first half of 2011, China's internet population added 27 million Internet users over the last six months, bringing the total number to 485 million, according to official statistics. According to China Internet Network Information Center (CNNIC), the country's internet growth rate is showing "pronounced" signs of slowing going forward.
The Bedford Report releases investment research on the Chinese Internet Industry so investors can stay ahead of the crowd and make the best investment decisions to maximize their returns. Take a few minutes to register with us free at www.bedfordreport.com and get exclusive access to our numerous analyst reports and industry newsletters.
China's total Internet penetration is a mere 36.2 percent -- far behind the U.S., which is at 77.3 percent, according to Internet World Stats. The low Internet penetration in China leaves 815 million people who do not use the Internet, according to the CNNIC. CNNIC says the deceleration in the growth rate of total users mainly reflected the weak online skills of China's huge population of rural and older people, most of whom don't know how to use a computer.
The Bedford Report provides Market Research focused on equities that offer growth opportunities, value, and strong potential return. We strive to provide the most up-to-date market activities. We constantly create research reports and newsletters for our members. The Bedford Report has not been compensated by any of the above-mentioned companies. We act as an independent research portal and are aware that all investment entails inherent risks. Please view the full disclaimer at: http://www.bedfordreport.com/disclaimer
Baidu Remains The Clear Favorite
December 12, 2011
Over the last few months, Chinese internet stocks have taken a wild ride. Being high beta names, they have seen large price swings given the volatility in the markets. But they've also seen wild swings due to the ever present fear of Chinese government regulation as well as accounting and fraud fears, brought on by accounting investigations from U.S. government agencies. These stocks took a tumble in late September, and while they've rallied since then, we don't have an all clear sign on the industry. Not yet anyway.
So what to do with these names? In this case, size does matter-- which is why if you want to be in, Baidu (BIDU) is your best bet. Baidu trumps the two other large Chinese internet names, Sina (SINA) and Sohu (SOHU). It is also much better than the three hyped Chinese IPOs from the past year, Youku (YOKU), Dangdang (DANG), and Renren (RENN). As you can see from the following table, Baidu has a market cap that's 4.5 times the size of five other Chinese names combined.
Name Mkt. Cap. 3-month 6-month
Baidu $45.56B -9.13% 5.93%
Sina $4.08B -40.90% -31.96%
Sohu $1.99B -30.28% -25.88%
Youku $2.27B -6.52% -39.55%
Dangdang $412M -25.61% -63.12%
Renren $1.44B -46.74% -59.87%
Because Baidu is the largest, it has been able to withstand the scrutiny that many of these names have faced. The last three names on the list all came public in the past year or so, all with great hype. Youku is an internet television company, considered to be the Youtube of China. Dangdang is an online retailer in China, and Renren is a social networking site, the Facebook of China. These three names were supposed to be the best things out of China since sliced bread. Their performance lately has been terrible. They still have plenty of growth ahead, but investors have wanted more, so disappointment abounds.
Sohu and Sina have been around for a few more years, but their grouping into the Chinese Internet category has led them to fall in tandem with the other names. These two names are more established, with revenues growing in the 20% and 30% ranges, rather than the 80% and 100% numbers shown by the three I mentioned above. Sina has recently fought off rumors that Muddy Waters, an outfit that comes out with bad news on a name and then the stock price drops, was about to publish a report on the firm. The company has fought off these rumors, but the stock has struggled, down 2% in the past two weeks and unable to take part in the recent global rally (Baidu is up about 9% over that time). Both names remain buys/holds in analyst minds, and current price targets imply huge potential upside for both, 79% for Sina and 55% for Sohu. However, they also have the ability to drop plenty, as we've seen in recent months.
Before I discuss Baidu as the favorite, let's look at the potential future growth in all of these names.
Potential Revenues EPS
Name FY 2011 FY 2012 FY 2011 FY 2012
Baidu 86.2% 51.2% 92.8% 48.8%
Sina 21.2% 24.5% -46.2% 55.9%
Sohu 38.2% 26.0% 26.8% 17.9%
Youku 138.2% 84.6% * *
Dangdang 61.2% 58.1% * *
Renren N/A 49.7% * *
*Youku loss expected to narrow from $0.53 in 2010 to $0.21 in 2011 and $0.10 in 2012. Dangdang expected to go from 2 cent profit in 2010 to 33 cent loss in 2011 and 52 cent loss in 2012. Renren expected to have 2 cent loss in 2011, while both 2010 actual and 2012 estimate were for zero profit or loss.
That chart should tell you that Baidu is the favorite going forward. First of all, Baidu carries the least risk, as you saw by the first chart I detailed. While others are falling around it, Baidu is holding up quite well. Anyone that got in after the 2005 IPO is smiling now (split adjusted prices then were less than $10). The stock currently remains an analyst favorite, with 27 buy ratings and just 6 holds. The average price target is about $189, which implies about 45% upside from here.
We all know that Baidu is the Google (GOOG) of China, so let's look at the two. Baidu's market cap is only about a quarter of Google's, and Baidu's trailing twelve month revenues are just 1/18 of Google's. Net income is about a tenth. Despite carrying a $45 billion market cap, Baidu is still expected to grow revenues and EPS by about 90% this year and 50% next year. You won't find that many companies of that size growing that fast. Baidu has taken off in the past few years, and the stock has doubled since it executed a 10 for 1 split in May of 2010. Maybe Google should think about that idea, eh?
Some may question the lofty valuation Baidu carries, having a trailing P/E of 50 and a forward P/E of 30. But when you consider the growth potential ahead, it's not too bad. Remember as well, Baidu's gross margins are about 80%, while operating margins are about 52.5%, and net margins are in the 45% to 50% range. All three of those are higher than the other Chinese internet names-- and well, also a bit higher than Google's.
Baidu is up 20% over the last twelve months, while its peer group above has seen their shares plummet. It has had some rough patches when other names have gotten beaten down, but shares have held up extremely well. There is plenty of room for this company to grow, and it's growing profits as well as revenues. Yes, I said profits. Baidu is extremely profitable right now, something names like Youku and Dangdang aren't. There have been no accounting issues or even hints of anything suspicious going on. Baidu has the least risk of all the names, and may even have the most long-term upside. I like the name, but given the recent rally, I'd say you can get it cheaper than current levels.
December 12, 2011
Over the last few months, Chinese internet stocks have taken a wild ride. Being high beta names, they have seen large price swings given the volatility in the markets. But they've also seen wild swings due to the ever present fear of Chinese government regulation as well as accounting and fraud fears, brought on by accounting investigations from U.S. government agencies. These stocks took a tumble in late September, and while they've rallied since then, we don't have an all clear sign on the industry. Not yet anyway.
So what to do with these names? In this case, size does matter-- which is why if you want to be in, Baidu (BIDU) is your best bet. Baidu trumps the two other large Chinese internet names, Sina (SINA) and Sohu (SOHU). It is also much better than the three hyped Chinese IPOs from the past year, Youku (YOKU), Dangdang (DANG), and Renren (RENN). As you can see from the following table, Baidu has a market cap that's 4.5 times the size of five other Chinese names combined.
Name Mkt. Cap. 3-month 6-month
Baidu $45.56B -9.13% 5.93%
Sina $4.08B -40.90% -31.96%
Sohu $1.99B -30.28% -25.88%
Youku $2.27B -6.52% -39.55%
Dangdang $412M -25.61% -63.12%
Renren $1.44B -46.74% -59.87%
Because Baidu is the largest, it has been able to withstand the scrutiny that many of these names have faced. The last three names on the list all came public in the past year or so, all with great hype. Youku is an internet television company, considered to be the Youtube of China. Dangdang is an online retailer in China, and Renren is a social networking site, the Facebook of China. These three names were supposed to be the best things out of China since sliced bread. Their performance lately has been terrible. They still have plenty of growth ahead, but investors have wanted more, so disappointment abounds.
Sohu and Sina have been around for a few more years, but their grouping into the Chinese Internet category has led them to fall in tandem with the other names. These two names are more established, with revenues growing in the 20% and 30% ranges, rather than the 80% and 100% numbers shown by the three I mentioned above. Sina has recently fought off rumors that Muddy Waters, an outfit that comes out with bad news on a name and then the stock price drops, was about to publish a report on the firm. The company has fought off these rumors, but the stock has struggled, down 2% in the past two weeks and unable to take part in the recent global rally (Baidu is up about 9% over that time). Both names remain buys/holds in analyst minds, and current price targets imply huge potential upside for both, 79% for Sina and 55% for Sohu. However, they also have the ability to drop plenty, as we've seen in recent months.
Before I discuss Baidu as the favorite, let's look at the potential future growth in all of these names.
Potential Revenues EPS
Name FY 2011 FY 2012 FY 2011 FY 2012
Baidu 86.2% 51.2% 92.8% 48.8%
Sina 21.2% 24.5% -46.2% 55.9%
Sohu 38.2% 26.0% 26.8% 17.9%
Youku 138.2% 84.6% * *
Dangdang 61.2% 58.1% * *
Renren N/A 49.7% * *
*Youku loss expected to narrow from $0.53 in 2010 to $0.21 in 2011 and $0.10 in 2012. Dangdang expected to go from 2 cent profit in 2010 to 33 cent loss in 2011 and 52 cent loss in 2012. Renren expected to have 2 cent loss in 2011, while both 2010 actual and 2012 estimate were for zero profit or loss.
That chart should tell you that Baidu is the favorite going forward. First of all, Baidu carries the least risk, as you saw by the first chart I detailed. While others are falling around it, Baidu is holding up quite well. Anyone that got in after the 2005 IPO is smiling now (split adjusted prices then were less than $10). The stock currently remains an analyst favorite, with 27 buy ratings and just 6 holds. The average price target is about $189, which implies about 45% upside from here.
We all know that Baidu is the Google (GOOG) of China, so let's look at the two. Baidu's market cap is only about a quarter of Google's, and Baidu's trailing twelve month revenues are just 1/18 of Google's. Net income is about a tenth. Despite carrying a $45 billion market cap, Baidu is still expected to grow revenues and EPS by about 90% this year and 50% next year. You won't find that many companies of that size growing that fast. Baidu has taken off in the past few years, and the stock has doubled since it executed a 10 for 1 split in May of 2010. Maybe Google should think about that idea, eh?
Some may question the lofty valuation Baidu carries, having a trailing P/E of 50 and a forward P/E of 30. But when you consider the growth potential ahead, it's not too bad. Remember as well, Baidu's gross margins are about 80%, while operating margins are about 52.5%, and net margins are in the 45% to 50% range. All three of those are higher than the other Chinese internet names-- and well, also a bit higher than Google's.
Baidu is up 20% over the last twelve months, while its peer group above has seen their shares plummet. It has had some rough patches when other names have gotten beaten down, but shares have held up extremely well. There is plenty of room for this company to grow, and it's growing profits as well as revenues. Yes, I said profits. Baidu is extremely profitable right now, something names like Youku and Dangdang aren't. There have been no accounting issues or even hints of anything suspicious going on. Baidu has the least risk of all the names, and may even have the most long-term upside. I like the name, but given the recent rally, I'd say you can get it cheaper than current levels.
handa atmet auf - Baidu will Gebühren für e-Books verlangen
Peking 29.11.2010
Die Zeiten, in denen die User von Baidu kostenlos Literatur herunterladen konnten, sind voraussichtlich bald vorbei. Die Betreiber von Chinas führender Suchmaschine haben jetzt gelobt, in Zukunft Gebühren für den Download von Texten zu verlangen, die ein Copyright haben. Shanda Literature Ltd. hatte Baidu zu diesem Schritt gedrängt, um die massenhaften Urheberrechtverletzungen im Internet einzudämmen. Auf Shandas Qidian-Website müssen die Kunden für einen Roman im Schnitt einen Yuan zahlen. Shanda Literature, eine Tochtergesellschaft von Shanda Interactive Entertainment Ltd., gilt mit einem Marktanteil von über 80 Prozent als Chinas größter Verlag für e-Books. Derzeit haben mehr als 1,1 Millionen Autoren einen Exklusivvertrag mit Shanda. Allerdings wird jedes e-Book, das zu den zehn populärsten Werken gehört, im Schnitt 8 Millionen Mal illegal heruntergeladen.
Peking 29.11.2010
Die Zeiten, in denen die User von Baidu kostenlos Literatur herunterladen konnten, sind voraussichtlich bald vorbei. Die Betreiber von Chinas führender Suchmaschine haben jetzt gelobt, in Zukunft Gebühren für den Download von Texten zu verlangen, die ein Copyright haben. Shanda Literature Ltd. hatte Baidu zu diesem Schritt gedrängt, um die massenhaften Urheberrechtverletzungen im Internet einzudämmen. Auf Shandas Qidian-Website müssen die Kunden für einen Roman im Schnitt einen Yuan zahlen. Shanda Literature, eine Tochtergesellschaft von Shanda Interactive Entertainment Ltd., gilt mit einem Marktanteil von über 80 Prozent als Chinas größter Verlag für e-Books. Derzeit haben mehr als 1,1 Millionen Autoren einen Exklusivvertrag mit Shanda. Allerdings wird jedes e-Book, das zu den zehn populärsten Werken gehört, im Schnitt 8 Millionen Mal illegal heruntergeladen.
Nov 28 (Reuters) - China's largest search engine Baidu Inc said on Monday it will invest 3 billion yuan ($470.6 million) by the end of 2015 to help 2 million small- and medium-sized enterprises expand their businesses.
As part of the investment, Baidu will groom 100,000 search marketing professionals, help small- and medium-sized enterprises develop their service platforms, provide free marketing about less developed regions and help government departments in their research on business, Baidu said, confirming a Xinhua report issued late on Sunday.
China, with more than 485 million users, is the world's largest Internet market. Yet, with Internet penetration hovering around 36 percent and user sophistication outside the big cities still low, the potential for growth is huge.
In the third quarter, China's online search market grew 77.8 percent to 5.51 billion yuan. Baidu had a 77.7 percent share of the market, while Google had 18.3 percent, according to data from Beijing-based consultancy iResearch.
As part of the investment, Baidu will groom 100,000 search marketing professionals, help small- and medium-sized enterprises develop their service platforms, provide free marketing about less developed regions and help government departments in their research on business, Baidu said, confirming a Xinhua report issued late on Sunday.
China, with more than 485 million users, is the world's largest Internet market. Yet, with Internet penetration hovering around 36 percent and user sophistication outside the big cities still low, the potential for growth is huge.
In the third quarter, China's online search market grew 77.8 percent to 5.51 billion yuan. Baidu had a 77.7 percent share of the market, while Google had 18.3 percent, according to data from Beijing-based consultancy iResearch.
Trading Spotlight
Baidu Restructures Mobile Internet Business
11/25/11
Chinese internet company Baidu (Nasdaq: BIDU) recently made a major adjustment to its mobile internet business, promoting the former mobile internet business division to the new mobile/cloud platform division, which will be overseen by VP for technology Wang Jin. The new division is divided into the cloud platform department, the mobile platforms department, the mobile products department, and mobile development department.
Li Mingyuan, former product VP for mobile browser developer UC Mobile, joined Baidu recently as senior director of the company's mobile products department, where he reports to Wang Jin. In 2007, Li was named Baidu's general manager of e-commerce business, where he oversaw the company's C2C e-commerce product. Li joined UC Mobile in 2010, where he was responsible mainly for the company's mobile SNS product UC Leyuan.
Former mobile internet business division GM Yue Guofeng confirmed to Tencent Tech that he had been appointed as the head of Baidu's mobile development department.
An industry insider revealed that the mobile products department would be responsible for a range of mobile internet applications. The mobile development department is responsible primarily for external partnerships, strategic planning, and reports on mobile internet data. The new cloud platforms department is responsible for related cloud computing services, while the mobile platforms department is in charge of core services including mobile services. Baidu has yet to confirm the description of the new departments.
11/25/11
Chinese internet company Baidu (Nasdaq: BIDU) recently made a major adjustment to its mobile internet business, promoting the former mobile internet business division to the new mobile/cloud platform division, which will be overseen by VP for technology Wang Jin. The new division is divided into the cloud platform department, the mobile platforms department, the mobile products department, and mobile development department.
Li Mingyuan, former product VP for mobile browser developer UC Mobile, joined Baidu recently as senior director of the company's mobile products department, where he reports to Wang Jin. In 2007, Li was named Baidu's general manager of e-commerce business, where he oversaw the company's C2C e-commerce product. Li joined UC Mobile in 2010, where he was responsible mainly for the company's mobile SNS product UC Leyuan.
Former mobile internet business division GM Yue Guofeng confirmed to Tencent Tech that he had been appointed as the head of Baidu's mobile development department.
An industry insider revealed that the mobile products department would be responsible for a range of mobile internet applications. The mobile development department is responsible primarily for external partnerships, strategic planning, and reports on mobile internet data. The new cloud platforms department is responsible for related cloud computing services, while the mobile platforms department is in charge of core services including mobile services. Baidu has yet to confirm the description of the new departments.
Baidu und Alibaba erhalten 200 Mio. Yuan Subventionen, Alibaba brechen nach Zahlen ein
(shareribs.com) Shanghai 25.11.11 - Die chinesische Entwicklungs- und Reformkommission hat 15 chinesischen Unternehmen insgesamt 660 Mio. Yuan (103,1 Mio. USD) an Subventionen für die Entwicklung von Cloud Computing-Technologien ausgegeben. Zu den Empfängern der Mitteln gehören unter anderem der Suchmaschinenriese Baidu Inc und der Onlinehändler Alibaba Group.
Cloud Computing bezeichnet das Auslagern von Rechenkraft und Speicherplatz bei der elektronischen Datenverarbeitung auf externe Server. die US-Unternehmen Apple Amazon, Google und Microsoft bieten ihren Kunden bereits seit längerem die Möglichkeit, Daten auf den Servern der Unternehmen abzulegen.
Alibaba steigert Quartalsgewinn um 12 Prozent
Die in Hongkong gelistete Alibaba.com Ltd. hat heute mitgeteilt, im dritten Quartal einen Gewinnsprung von 12 Prozent auf 410 Mio. Yuan (64,03 Mio. USD) erwirtschaftet zu haben. Der Umsatz stieg im gleichen Zeitraum um 10,6 Prozent auf 1,6 Mrd. Yuan (250 Mio. USD).
Dabei verzeichnete das Unternehmen aber auch einen deutlich Anstieg der Kosten, die um 13 Prozent auf 936,5 Mio. Yuan (146,24 Mio. USD) stiegen. Darüber hinaus ist die Zahl der zahlenden Kunden sank um 3,4 Prozent und das Unternehmen geht davon aus, dass dieser Trend noch weiter anhalten könnte. Dies könnte einen kurzfristigen Effekt auf die finanzielle Entwicklung im kommenden Jahr haben, so Alibaba. Die Mitteilung hat dafür gesorgt, dass die Aktien von Alibaba.com in Hongkong heute den schwersten Tagesverlust seit mehr als zwei Jahren verzeichneten. Dennoch könnte der Gewinn im kommenden Jahr um 4,7 Prozent auf 1,79 Mrd. Yuan (281 Mio. USD) gesteigert werden, so das Unternehmen.
Alibaba.com brachen heute in Hongkong um 10,6 Prozent auf 7,94 HKD ein. Das Downgrade der Erwartungen hat dann auch prompt die Analysten auf den Plan gerufen, die ihre Kursziele und Rating für Alibaba.com nach unten korrigiert haben.
JP Morgan haben das Kursziel von 8,0 HKD auf 6,60 HKD nach unten korrigiert, das Rating bleibt „neutral“ . Morgan Stanley haben das Kursziel von 9,70 HKD auf 8,60 HKD gesenkt, die Aktie wird weiterhin mit „halten“ eingestuft. Nomura haben das Kursziel von 10,00 HKD auf 8,00 HKD gesenkt und das Rating für die Aktie von „halten“ auf „reduzieren“ gesenkt.
Quelle: shareribs.com, Autor: (
(shareribs.com) Shanghai 25.11.11 - Die chinesische Entwicklungs- und Reformkommission hat 15 chinesischen Unternehmen insgesamt 660 Mio. Yuan (103,1 Mio. USD) an Subventionen für die Entwicklung von Cloud Computing-Technologien ausgegeben. Zu den Empfängern der Mitteln gehören unter anderem der Suchmaschinenriese Baidu Inc und der Onlinehändler Alibaba Group.
Cloud Computing bezeichnet das Auslagern von Rechenkraft und Speicherplatz bei der elektronischen Datenverarbeitung auf externe Server. die US-Unternehmen Apple Amazon, Google und Microsoft bieten ihren Kunden bereits seit längerem die Möglichkeit, Daten auf den Servern der Unternehmen abzulegen.
Alibaba steigert Quartalsgewinn um 12 Prozent
Die in Hongkong gelistete Alibaba.com Ltd. hat heute mitgeteilt, im dritten Quartal einen Gewinnsprung von 12 Prozent auf 410 Mio. Yuan (64,03 Mio. USD) erwirtschaftet zu haben. Der Umsatz stieg im gleichen Zeitraum um 10,6 Prozent auf 1,6 Mrd. Yuan (250 Mio. USD).
Dabei verzeichnete das Unternehmen aber auch einen deutlich Anstieg der Kosten, die um 13 Prozent auf 936,5 Mio. Yuan (146,24 Mio. USD) stiegen. Darüber hinaus ist die Zahl der zahlenden Kunden sank um 3,4 Prozent und das Unternehmen geht davon aus, dass dieser Trend noch weiter anhalten könnte. Dies könnte einen kurzfristigen Effekt auf die finanzielle Entwicklung im kommenden Jahr haben, so Alibaba. Die Mitteilung hat dafür gesorgt, dass die Aktien von Alibaba.com in Hongkong heute den schwersten Tagesverlust seit mehr als zwei Jahren verzeichneten. Dennoch könnte der Gewinn im kommenden Jahr um 4,7 Prozent auf 1,79 Mrd. Yuan (281 Mio. USD) gesteigert werden, so das Unternehmen.
Alibaba.com brachen heute in Hongkong um 10,6 Prozent auf 7,94 HKD ein. Das Downgrade der Erwartungen hat dann auch prompt die Analysten auf den Plan gerufen, die ihre Kursziele und Rating für Alibaba.com nach unten korrigiert haben.
JP Morgan haben das Kursziel von 8,0 HKD auf 6,60 HKD nach unten korrigiert, das Rating bleibt „neutral“ . Morgan Stanley haben das Kursziel von 9,70 HKD auf 8,60 HKD gesenkt, die Aktie wird weiterhin mit „halten“ eingestuft. Nomura haben das Kursziel von 10,00 HKD auf 8,00 HKD gesenkt und das Rating für die Aktie von „halten“ auf „reduzieren“ gesenkt.
Quelle: shareribs.com, Autor: (
Antwort auf Beitrag Nr.: 42.398.633 von LeSmou am 25.11.11 11:52:14
Erwartungsgemäß geht nach unten!
Erwartungsgemäß geht nach unten! Man bin ich gespannt wie Baidu heute eröffnet.Laut Internetseite reagiert diese Aktie sehr stark auf den Index und da wir in Deutschland schon 2 Tage lang fettes Minus hatten, bin ich doch mal gespannt was heute in Amerika passiert!
Mal schauen ob der NEGATIV-Trend anhält!
Und kurz vor Toreschluss werden am heutigen Mittwoch kurz vor 22 Uhr nochmals richtig abgeladen. Dicke rote Balken.Aussichten: NEGATIV
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