Baidu.com - NASDAQ: BIDU crashed - dieses Jahr noch unter 30 US Dollar? (Seite 113)

[Karlll]

Antwort auf Beitrag Nr.: 42.208.122 von Karlll am 13.10.11 14:45:34

Na, dann haben die bestimmt in den letzten Tagen kräftig verkauft und jetzt
soll noch mal der finale Ausverkauf stattfinden, bevor man sich wieder kräftig
eindeckt.


20.10.2011 | 13:24
Goldman Sachs stuft Baidu.com bon buy auf neutral.

Goldman Sachs stuft Baidu.com bon buy auf neutral.
(© BörseGo AG 2011 - Autor: Tobias Krieg, Redakteur)

© 2011 BörseGo

[Karlll]

13.10.2011 | 14:03
Baidu to Report Third Quarter 2011 Financial Results on October 27, 2011

BEIJING, Oct. 13, 2011 /PRNewswire-Asia/ -- Baidu, Inc. (Nasdaq: BIDU), the leading Chinese language Internet search provider, today announced that it will report its financial results for the third quarter ended September 30, 2011, after the U.S. market closes on October 27, 2011. Baidu''s management will hold an earnings conference call at 8:00 PM on October 27, 2011 U.S. Eastern Time (8:00 AM on October 28, 2011 Beijing/Hong Kong time).

[Karlll]

Barclays Capital (BCS) Analysts Now Covering Baidu.com (BIDU) Stock
Posted by LUSA Staff on Oct 10th, 2011

Baidu.com logoEquities research analysts at Barclays Capital (NYSE: BCS) initiated coverage on shares of Baidu.com (NASDAQ: BIDU) in a research note issued to investors on Monday. They set an “equal weight” rating on the stock.

Separately, analysts at Credit Suisse (NYSE: CS) upgraded shares of Baidu.com from an “underperform” rating to a “neutral” rating in a research note to investors on Friday, August 26th. They now have a $135.50 price target on the stock. Analysts at HSBC (NYSE: HBC) raised their price target on shares of Baidu.com from $181.00 to $195.00 in a research note to investors on Wednesday, July 27th. They now have an “overweight” rating on the stock. Also, analysts at ThinkEquity raised their price target on shares of Baidu.com to $200.00 in a research note to investors on Tuesday, July 26th. They now have a “buy” rating on the stock.

Baidu, Inc. (Baidu) is a Chinese-language Internet search provider. The Company conducts its operations in China principally through Baidu Online Network Technology (Beijing) Co., Ltd., its wholly owned subsidiary in Beijing, China. It also conducts its operations in China through Baidu Netcom Science Technology Co., Ltd., which holds the licenses and approvals necessary to operate the Company’s Websites and provide online advertising services. The Company has launched a Japanese search service at www.baidu.jp, run by Baidu Japan. Its Japanese search services enable users to find relevant information online, including Web pages, images, multimedia files and blogs, through links provided on its Websites. Baidu offers a Chinese-language search platform on its Website www.baidu.com. It provides Chinese-language Internet search services to enable users to find relevant information online, including Web pages, news, images and multimedia files, through links provided on its Websites.

Shares of Baidu.com opened at 121.13 on Monday. Baidu.com has a 52 week low of $94.33 and a 52 week high of $165.96. The stock’s 50-day moving average is $135.4 and its 200-day moving average is $138.1. The company has a market cap of $42.267 billion and a price-to-earnings ratio of 54.11.

[Karlll]

Google In China 2.0: New Strategy Avoids Censorship Showdown

Some 18 months after clashing with Beijing authorities, Google seems to have found a major new way to break through in China. Not only does it avoid web censorship dilemma, its new strategy opens an opportunity for Google to capture the booming online advertising market.
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Google HQ, Beijing (Cory M. Grenier) by: admin Google HQ, Beijing (Cory M. Grenier)



By Yang Yang
BEIJING - Last month, John Liu, Google’s vice-president, showed up at a high-profile press conference after an 18-month phase of both tremendous public pressure and behind-the-scenes legwork. He vigorously promoted Google’s advertising business and emphasized specifically that Google has passed its “ICP” licensing annual review that allows the U.S. search giant to operate in China.

What does all this mean?

A company insider says that basic Internet search functions will no longer be the core business of Google China. Instead, the Mountain View-based company will focus on building DoubleClick – an online “ad exchange” and a subsidiary of Google. And he predicts that DoubleClick will bring an even larger market than that of its search engine.

Google seems to have found its breakthrough China strategy. Not only does it avoid the Chinese web censorship, it opens an opportunity for Google to achieve explosive growth in the online advertising market.

For months rumors have circulated around the idea that “Google wants to return to China.” Liu refutes this: “Google has never left China….It has continued to provide music and translation services all through the past year… Our related business has also had significant progress.”

In 2010, Google China’s top 50 advertisers doubled their display advertising spending, and 97% of the top 100 advertisers placed display advertising, says Liu, adding that Google’s revenue from the Chinese market is rising every quarter.

Liu believes that over the next two to three years display advertising revenue will reach $200 billion, and its potential to generate revenue is greater than the search engine.

He is very optimistic about the advertising mainly coming from text ads, mobiles, rich media and video. The faith is founded on the fact that ad display currently generates 6 billion hits per day and covers 96% of Chinese internet users and counts some 100,000 partners.

As new technologies and new products arrive, the development of display advertising may find new traction.

Current display ads are already precise, traceable, measurable and interactive. In addition to the amounts of clicks and displays, other indicators include the level of interactivity and the length of viewing.

In 2008, Google paid $3.24 billion for DoubleClick, which it viewed as a “platform-level product.”

Zhou Jie, the founder and CEO of Lang Tao Jin Co., a web ad agency, reckons that Google China should focus in the future on promoting the DoubleClick business.

The ad platform’s success in the United States is its ability to allow advertisers to find the appropriate media for their products, and more accurately target their public. To a Chinese online market that is still finding its way, the DoubleClick platform is ever more strategic. And as long as the platform complies with China’s advertising laws, it doesn’t risk getting tied up with “content review” censorship.

John Liu pointed out that Google continues to provide search service in China for PC users. However, because of competition from other search engines, growth is gradually slowing down.

Still, it is the mobile Internet where growth is accelerating. Liu announced that Google China will incorporate the AdMob mobile terminal advertising system into its new unified system. That means an even greater market for Google is bound to be in mobile. Currently in the Chinese market, apart from Apple’s iPad, almost anything referred to as “pad” or “tablet” uses Google’s Android software. In addition to iPhone, the majority of smart phones are equipped with Android’s 2.2 version.

The Baidu factor

For Google, the choice to cut into the world’s biggest Internet market from a new entry point was also a reaction to market realities. In the face of its chief Chinese competitor, Baidu, which has absolute dominance among PC users, Liu pointed out that “Web ads cannot count merely on the traffic, but must focus more and more on the product’s technology. It won’t be enough to measure Google’s Chinese market in the future merely by looking at its market share and revenue, but by how much influence it has on the Chinese market.”

The last memory many have of Google in China is when the search giant pulled out of the Chinese market on the March 23, 2010 with a message from the U.S. company’s blog announcing it would stop the self-censorship of its search service. All users visiting that site were redirected to Google.com.hk from then on. This provided uncensored simplified Chinese search results.

The traffic on Google China has gone down significantly since then. According to the data of Analysis International, Google’s search engine share in China has declined from 24.2% a year ago to 18.9% for the second quarter of this year. Baidu continues to grow even further.

In addition, there were also the conflicts between Google and its Chinese agencies. Seven of which sued Google because it unilaterally broke their proxies. But Chiu says that’s all in the past, “Google’s dealer’s team is now very steady."

Wang Ying, the director of Google’s Online Partnerships Group of Greater China and Korea Region, said that Google is creating a unified advertising platform that incorporates the management systems of AdMob mobile and AdSense and DoubleClick for PC terminals.

[Trader20008]

eine bsolute Kurzschlußreaktion derzeit um Baidu...wir sehen ganz schnell wieder andere Kurse....

[Karlll]

BIDU: S&P Ups To Strong Buy; A ‘Well-Established Company’
By Tiernan Ray

Shares of Chinese search engine Baidu (BIDU) continue to trade down in the wake of yesterday’s reports the U.S. Department Of Justice has joined in an SEC and FBI probe of U.S.-listed Chinese ‘Net companies.

The shares are currently own $3.24, or 3%, at $107.12.

S&P’s Scott Kessler today urges investors not to be overly worried about the matter, and he raised his rating on Baidu from Buy to Strong Buy, even though he cut his price target to $150 from $200 on increased risk:

BIDU has lost roughly 1/3 of its market value since reporting Q2 results and providing Q3 guidance exceeding our forecast. We acknowledge uncertainties as to China’s economy/securities, but think BIDU reflects these issues. A senior China gov’t official was recently cited in an unconfirmed report from Xinhua News, indicating China has 500M+ users, and we think BIDU is a prime beneficiary, given its substantial search market share and emerging digital offerings.

Update: Kessler followed up by phone this afternoon in response to my request to discuss the report. His upgrade reflects the fact that although there’s less upside now, based on his lower price target, the certainty of the 40% upside that remains seems to him greater now given that the shares have lost a third of their value in the last three months.

Regarding the concerns about the Department of Justice, the SEC and the FBI, he thinks Baidu is less of a risk than the others in the China Net stocks group.

“I’ve been following this company for a number of years, and I’ve gained a certain degree of comfort with their financial reporting,” he says, when asked about the supposed matter of accounting irregularities in Chinese companies that is at the heart of the inquiry.

“This is a company that had a thorough, extensive road show a few years back,” says Kessler. “This is not a stock that is a product of a reverse merger. This is a well-established company”

Copyright 2011 Dow Jones & Company, Inc. All Rights Reserved

[Karlll]

Nach dieser Meldung hatte ich es so interpretiert, daß insbesondere Sina
und Baidu betroffen seien.

Baidu Getting Crushed
By Jonathan Chen
Created 09/29/2011 - 2:14pm

Shares of Baidu.com, Inc. (NASDAQ: BIDU [2]) are getting killed today, down more than 12% on heavy volume.

The reason for this is that there is a probe from Department of Justice about potential accounting issues with the company, as well as Sina (NASDAQ: SINA [FREE Stock Trend Analysis] [3]).

At last check, shares of BIDU were off $14.61, a loss of $106.81 or 12.03% on 17 million shares. The average daily volume is just over 8 million shares.


Aber hiernach sind nicht einzelne Firmen speziell genannt:

KURSRUTSCH! – US-Behörden untersuchen chinesische Konzerne
Autor: EMFIS
30.09.2011, 09:49
Peking 30.09.2011 (www.emfis.de) Sino-Forest, Silvercorp und was kommt als nächstes? Nun hat sich auch das Justizministerium der Vereinigten Staaten die in den USA gelisteten chinesischen Konzerne vorgeknöpft. Die Kurse stürzten daraufhin ab.

In den Vereinigten Staaten schreckte gestern eine Meldung der Nachrichtenagentur Reuters die Marktteilnehmer auf. Nach Angaben der US-amerikanischen Börsenaufsicht Securities and Exchange Commission (SEC) hat das Justizministerium eine Untersuchung der Bilanzierungspraktiken von chinesischen Unternehmen eingeleitet.

Der bislang bekannteste Fall ist wohl der Skandal um den Waldplantagenbetreiber Sino-Forest, der in Toronto gelistet ist. Im Laufe dieser Affäre wurden auch andere China-Aktien in Sippenhaft genommen und verbuchten teilweise herbe Verluste, selbst wenn es bei ihnen keinerlei Hinweise auf Unregelmäßigkeiten gegeben hatte.

Etliche chinesische Konzerne hatten sich in den letzten Jahren dazu entschieden, ihren Börsengang in den USA durchzuführen, um ausländisches Kapital anzulocken. Vor allem Internet-Konzerne aus dem Reich der Mitte drängten zuletzt an die US-Börse.

Sowohl die SEC als auch das FBI untersuchen derzeit die Bilanzen dutzender chinesischer Unternehmen, nachdem Anfang dieses Jahres mehrere Rechnungsprüfer zurückgetreten sind oder Unregelmäßigkeiten in den Bilanzen aufgedeckt wurden. Jetzt wo sich auch das Justizministerium eingeschaltet hat, besteht die Gefahr, dass ihnen neben den zivilrechtlichen Klagen auch noch Strafanträge drohen.

Internet-Aktien brechen ein

Die Anleger beschäftigt nun die bange Frage, welche Unregelmäßigkeiten die Behörden bei ihren Untersuchungen wohl noch aufdecken werden. Sind die bislang bekannt gewordenen Fälle Ausnahmen, oder gibt es Hinweise darauf, dass die Mehrzahl der chinesischen Unternehmen kreative Buchhaltung betreibt? Etliche Anleger zogen gestern die Konsequenz aus dieser Gemengelage und trieben die Kurse etlicher chinesischer Werte durch Aktienverkäufe nach unten.

Insbesondere Internet-Werte traf es schwer: An der Börse New York brach der Kurs von Youku.com um 18,3 Prozent ein. Weitere Verlierer waren Tudou Holdings (- 10,2 Prozent), Sina Corp (- 9,7 Prozent) und Baidu (- 9,2 Prozent).

[Karlll]

Antwort auf Beitrag Nr.: 42.136.537 von Karlll am 26.09.11 18:09:47

... und das Abladen geht weiter.

Hier wird ganz offensichtlich auf die Titel eingeprügelt, die in der Vergan-
genheit kräftig Speck angesetzt hatten.

[Karlll]

BAIDU - Hier wird kräftig abgeladen
von André Rain
Montag 26.09.2011, 16:21 Uhr

Rückblick: Die Baidu Aktie erreichte als einer der Outperformer am US Markt ein neues Allzeithoch bei 165,96 $ Ende Juli und startete eine Abwärtskorrektur. Nach einer ersten Abwärtswelle zum EMA200 (rot) kam es nochmals zu einer deutlichen Erholung.

Jetzt läuft die zweite Abwärtswelle, welche zum Bruch des EMA200 führt. Seit letzter Woche kommt starker Verkaufsdruck auf, so auch heute.

Charttechnischer Ausblick: Bei 110,00 - 114,00 $ findet die Baidu Aktie jetzt kurzfristig Unterstützung, von wo aus es zu einer kurzfristigen Erholung bis 125,00 - 129,00 $ kommen könnte. Letztlich sollten die Bären aber nicht unterschätzt werden, bei einem nachhaltigen Rückfall unter 110,00 $ droht sofort in weiterer Kursrutsch bis 95,12 $.

Erst oberhalb von 139,00 $ bekommen die Bullen wieder Rückenwind, dann könnte eine Kurserholung bis 156,04 und 165,96 $ eingeleitet werden.

[odem]

BAIDU:

http://www.youtube.com/watch?v=oR7L0uX2JT4