Baidu.com - NASDAQ: BIDU crashed - dieses Jahr noch unter 30 US Dollar? (Seite 112)

[LeSmou]

Antwort auf Beitrag Nr.: 42.385.870 von LeSmou am 22.11.11 20:35:46

Übrigens sollte man sich die Eröffnungsverkäufe vom 18.-22.11.2011 anschauen. Über 1 MILLION wurde da abgeladen!!! Da sollten wohl die Alarmglocken klingeln!

[LeSmou]

The trend is your friend!!!

...und der ist seit dem 18.11.2011 NEGATIV

Warum?

Ich sag nur SEC durchforstet die Bilanzen!!!

Hier wird abgeladen Leute....zu Recht!

[Karlll]

Baidu Explodes Again, in a Good Way
Keki Fatakia
November 8, 2011

Chinese Internet search provider Baidu.com (Nasdaq: BIDU ) came out with a stellar set of third-quarter numbers that exceeded Wall Street expectations. This is despite growing concerns of a deteriorating Chinese economy. Let's take a closer, Foolish look at how Baidu pulled this off.

Up, up, and away
Baidu's third-quarter net income skyrocketed by 85%, to $295 million. Total revenues for the company jumped by an equally astounding 85%, to $654.7 million, beyond even its own projected range of $611.1 million to $626.6 million.

Baidu's large customers significantly increased ad spending. Higher revenues also poured in from traditional industries such as the auto industry, which shifted from offline to online marketing. So much so that the company came out with an 8.6% sequential revenue growth forecast for the fourth quarter, far from the 4.8% analysts have been talking about.

But this should not be too surprising, as the fourth quarter usually sees heavy spending by online retailers. So it looks like the party is likely to continue through Q4.

What's Baidu been up to?
In September, Baidu renewed the look and feel of its home page to give users better access to external websites and applications.

Baidu has also been expanding its operations, investing in Qunar.com for travel-based content. The company also launched websites in languages including Thai and Arabic, and has also released smartphone software for Chinese users.

Baidu has been busy partnering with mobile-phone makers to make it the default search engine. So far this year, the company has managed to feature in 80% of branded mobile handsets using the Android operating system in China. Baidu had announced its new E-Mobile platform in the previous quarter. This platform aims at providing Baidu services to mobile users with a suite of products; it would enable users to access Baidu's search box, stream music via Baidu stream, use the location services of Baidu Maps, and use a host of other applications.

Going beyond Google
Baidu has certainly held onto its position as the dominant search engine in China from the time when Google (Nasdaq: GOOG ) decided to move its search engine to Hong Kong in 2010 due to a disagreement with the Chinese government over censorship issues. According to a research firm in Beijing, Baidu earned a 75.9% share of the revenue pie in the second quarter. Google was its closest competitor, with just 18.9% of revenues.

China's dot-com

China is the world's largest Internet market, with more than 450 million users. But the potential for growth is still there, with Internet penetration at approximately 30%.

Companies vying to cash in on this include Sohu.com (Nasdaq: SOHU ) , an online media, search, and gaming site; Youku.com (NYSE: YOKU ) , an online video content provider; and Renren (Nasdaq: RENN ) , China's own social-networking site.

Baidu faces competition from Chinese Internet players such as Tencent Holdings and Alibaba Group. Tencent recently announced that it is seeking more social games and e-commerce applications from third-party developers.

The Foolish bottom line
In spite of the so-called Chinese slowdown, Baidu has certainly made investors one big happy bunch, given the fact that it has whizzed passed Wall Street expectations for the past 10 quarters! With its stellar Q4 target, I feel that Baidu might pull yet another rabbit out of the hat.

[Karlll]

Antwort auf Beitrag Nr.: 42.291.774 von ecki007 am 02.11.11 16:44:43

Haste wahr von der Sache her, aber mir persönlich ist diese Konstellation
lieber als wenn es anders herum wäre.

Gruß
Karlll

[ecki007]

den Titel hier "BIDU crashed - dieses Jahr noch unter 30 US Dollar?"...den können wir doch getrost umbenennen...oder

[herrspecht03]

Baidu.com im Chartcheck bei Taipan:

http://blog.taipan-online.de/3669/2011/leseraktie-im-taipan-…

[Karlll]

QuartalszahlenChinas Suchmaschine Baidu steigert Gewinn um 80 Prozent

Der Google-Konkurrent aus Asien ist nicht zu stoppen. Mit immer neuen Diensten gewinnt der chinesische Anbieter Marktanteile. Das Potential ist riesig - denn der Internet-Werbemarkt im Reich der Mitte wächst schnell.
Logo des chinesischen Suchmaschinenbetreibers Baidu in Peking. Quelle: AP
Logo des chinesischen Suchmaschinenbetreibers Baidu in Peking. Quelle: AP

PekingDas chinesische Suchmaschinenunternehmen Baidu hat seinen Gewinn im abgelaufenen Quartal um fast 80 Prozent (79,8) steigern können. Der Gewinn lag demnach in den drei am 30. September zu Ende gegangenen Monaten bei 295 Millionen Dollar oder 84 Cent je Aktie. Der Umsatz stieg um 85,1 Prozent auf 654,7 Millionen Dollar.

Die Werbe-Ausgaben großer Kunden hätten die Erwartungen übertroffen, hieß es. Der Umsatz werde auch weiter deutlich siegen erklärte Baidu, die größte Suchmaschine Chinas. Im laufenden Quartal sei mit einer Steigerung um bis zu 85 Prozent im Vergleich zum Vorjahr zu rechnen, hieß es.

Baidu kontrollierte drei Viertel der Onlinesuche in China und kann entsprechend stark den Werbemarkt abschöpfen. Die Aussichten sind glänzend: Die Analysten von Susquehanna erwarten, dass der chinesische Online-Werbemarkt bis 2014 auf 13 Milliarden Dollar jährlich wächst. Konkurrenz ist kaum in Sicht: Google hat wegen der Zensur seine Aktivitäten in China heruntergefahren und kommt nur noch auf einen Marktanteil von 19 Prozent.
Internetgigant Die Tops und Flops von Google


Baidu hatte zuletzt neue Partnerschaften angekündigt. Auf der Musikplattform "Baidu Ting" sind bald Lieder von Studios wie Universal, Warner Brothers oder Sony Music zu hören - legal und von Baidu bezahlt. Auch für die Anzeige englischsprachiger Suchergebnisse hat sich ein prominenter Partner gefunden: Die Einträge in der Baidu-Ergebnisliste kommen von Microsofts Suchmaschine Bing. Zu den weiteren einheimischen Partnern von Baidu zählen die Reiseseite Qunar und das Gebrauchtwagenportal Bitauto.

Die gut gefüllte Investitionskasse will das Unternehmen für die weitere Expansion nutzen. Kürzlich hat Baidu bereits einen eigenen Web-Browser herausgebracht, der in China dem Internet-Explorer und Google-Chrome Konkurrenz macht. Den nächsten Schub an zusätzlichen Einnahmen soll eine Ausweitung der Kundenzahl für die sozialen Netze des Unternehmens bringen.

In China gibt es noch keinen dominierenden Anbieter von Sozialnetzdienstleistungen. Facebook ist in dem Land genauso gesperrt wie Youtube und Twitter. Die Spekulationen gehen in der Branche daher dahin, dass sich Facebook mit Baidu verbünden wird, um legalen Zugang zum potenziell größten Internetmarkt der Welt zu erhalten.

© 2011 Handelsblatt GmbH - ein Unternehmen der Verlagsgruppe Handelsblatt GmbH & Co. KG

[Karlll]

Nachbörslich geht es derzeit 8,4 % rauf.

[Trader20008]

Baidu Q3 Profit Rises - Quick Facts



(RTTNews) - Baidu Inc. (BIDU) reported that its third-quarter net income attributable to the company was RMB1.882 billion or $295.0 million, a 79.8% increase from RMB 1.046 billion in the corresponding period in 2010. Earnings attributable to per ADS for the third quarter of 2011 were RMB5.38 or $0.84, up from RMB 3.00 last year.

Earnings attributable to per ADS , excluding share-based compensation expenses, for the third quarter of 2011 were RMB5.49 or $0.86. Analysts polled by Thomson Reuters expected the company to report earnings of $0.83 per share for the quarter. Analysts' estimates typically exclude special items.

Total revenues were RMB4.175 billion or $654.7 million for the third quarter of 2011, representing an 85.1% increase from the corresponding period in 2010. Seventeen analysts had consensus revenue estimate of $618.60 million for the quarter.

Traffic acquisition cost as a component of cost of revenues was $52.4 million, representing 8.0% of total revenues, as compared to 8.9% in the corresponding period in 2010.

Baidu currently expects to generate total revenues in an amount ranging from $691.4 million to $711.0 million for the fourth quarter of 2011, representing a 79.9% to 85.0% year-over-year increase. Seventeen analysts have consensus revenue estimate of $647.00 million for the fourth-quarte

[Karlll]

Baidu: 3 Focal Points For Q3 Earnings
October 27, 2011

Baidu's (BIDU) upcoming 3Q11 earnings release has attracted a lot of attention in the market. The correct interpretation and analysis of the earnings results is critical in making the right investment decision. In this article, I suggest that investors focus on the following three points when reading Baidu's Q3 earnings announcement and listening to the conference call:

First, the revenue guidance for 4Q11. Revenue growth is the decisive element of Baidu's investment story. Historically, when Baidu reported earnings for any quarter, its next-quarter revenue guidance has heavily influenced the stock's next-day performance following earnings releases (Chart 1). To illustrate this, I would like to introduce the concept of "guidance beat," which is the percentage difference between next-quarter guidance and analysts' consensus estimate for next quarter. It can be described in this formula: Guidance Beat = (Next-Quarter Guidance) / (Analysts' Consensus for Next Quarter) -1. The Correlation Coefficient between BIDU's next-day performance and "guidance beat" is 0.5677, and the R-Squared is 0.3223, indicating next-quarter guidance has strong impact on next-day performance (Chart 1). The chart and statistics have confirms that investors are forward-looking when evaluating Baidu's quarterly earnings.

Second, management's follow-up to the key developments discussed in 2Q11 earnings call. During Q2 earnings conference call, management introduced Baidu's brand-new "Landing Page Strategy", and highlighted large advertisers and e-commerce as two areas showing significant growth in Q2. I expect Baidu to report positive trends on these three growth drivers during the earnings call. Such a positive expectation is currently the consensus among investors, based on my observations. Therefore, any negative comments made by management on these areas will surprise investors and push the stock lower the next day.

Third, new initiatives between Q2 and Q3 earnings announcements. During the earnings call, I expect Baidu's management to spend a lot of time discussing the recent launches of new homepages for Baidu.com and Hao123.com, China's largest Web directory. Baidu.com's new homepage is filled with customized modules and applications. Registered users can now access their favorite browser-based apps directly from Baidu.com. This represents a major change of design from simplicity to complexity.

The change to Hao123.com made it easier for users to find and access trending Web content. It was the first significant change to its homepage since its founding in 1999. It is well-known in the Internet industry that significant changes to a Website's homepage signals major strategic changes. Therefore, this move by Baidu will certainly become the single most important topic during the conference call.

In my view, Baidu's homepage changes show that the company has increasingly realized the value of being Internet users' default home page. As I pointed out in a previous article, Baidu's strategy is to make Baidu.com a place where users can not only search for information, but also accomplish a significant portion of their regular online activities. The ultimate goal is to insert Baidu.com as a layer between the users and their online activities, thus enhancing Baidu's control of the industry value chain.

Launching the new homepages, while considered a smart move by many investors, is actually a defensive move by Baidu in response to Tencent and Sina's social network-based platform strategy. Social networks have increasingly become the first stops for Internet users when they launch their browsers. I believe Baidu's latest defensive moves will not reverse this trend. Without owning a popular social networking service, Baidu will always play defense in the homepage battle.

Baidu should launch a Google+ type of social networking product, which is the key missing piece in Baidu's platform strategy. Considering the critical role Google+ plays in integrating all of Google's (GOOG) services, I believe a similar product will help Baidu integrate its loosely connected in-house products and third-party apps to create a truly powerful online platform. This is the real offensive move Baidu has to make, which is the best defense against Tencent (TCEHY.PK) and Sina (SINA).