Baidu.com - NASDAQ: BIDU crashed - dieses Jahr noch unter 30 US Dollar? (Seite 121)

[Karlll]

Is Baidu Bigger Than China?
Rick Aristotle Munarriz
May 26, 2011

This week's successful IPO by Russia's Yandex (Nasdaq: YNDX ) is drawing attention to China's Baidu (Nasdaq: BIDU ) . After all, both search engines command roughly two-thirds of the search queries in their home countries.

Neither company has been able to duplicate that success outside of its own turf. Baidu launched in Japan a few years ago, but it's a small player there. Yandex has a presence in Ukraine, Kazakhstan, and Belarus, but these small markets are unlikely to move the needle. In short, Baidu and Yandex lack the global breadth of Google (Nasdaq: GOOG ) -- but that might soon change.

In a Bloomberg interview yesterday, Senior Vice President Haoyu Shen revealed that China's search engine of choice is working on products in a dozen foreign languages. Shen also told Bloomberg that Baidu wants to expand its search-engine agreement with Microsoft (Nasdaq: MSFT ) .

Whether this means that Baidu plans to expand geographically on its own -- or with Microsoft as a partner throughout Asia -- the possibilities are intriguing.

Baidu simply won't find another opportunity as massive as China. It is the world's most populous nation, with the planet's largest base of Internet users to boot. However, the incremental kick that even lukewarm success in new territories could provide might be significant, should Baidu achieve profitability outside its home country.

Yahoo! (Nasdaq: YHOO ) and Google remain the top dogs in Japan, but Baidu -- or perhaps a Microsoft-Baidu team -- could still make a difference in new regions. The diversity would also do Baidu some good.

Investor appetite for Chinese Internet companies hasn't been the same since news of the Alipay swindle broke two weeks ago. Alibaba's decision to transfer ownership of its popular Alipay payment service without compensating 43% stakeholder Yahoo! has awakened global investors fears of Chinese practices.

Yahoo! addressed the issue during yesterday's annual shareholder meeting, claiming that it was continuing to work toward an acceptable resolution. But if Baidu announced a major global expansion now, it would provide some degree of comfort to investors increasingly gunshy about Chinese Internet companies.

This may be a small world, but it's full of big opportunities for Baidu.

Can Baidu succeed outside of China? Share your thoughts in the comment box below.

[Karlll]

Baidu Looking at More Overseas Expansion
By OWEN FLETCHER
26.05.2011

BEIJING—Baidu Inc. is looking at expanding into more foreign markets and is investing in technology infrastructure that would support overseas expansion, Haoyu Shen, senior vice president for operations, said Thursday.

The remarks come as Baidu, China's biggest search engine by revenue, looks for ways to fuel growth beyond standard web searches in China.

"We're setting up this multi-language platform to get us more ready once we do decide to go to other markets," Mr. Shen said at a conference, without saying which regions Baidu might target for expansion.

Baidu has global aspirations and "a lot" of Baidu's growth in the next 10 years will come from overseas expansion, he said. Baidu already operates a search engine in Japan, which Mr. Shen said is a tough market but one to which Baidu is committed.

In the e-commerce area, Baidu isn't internally planning any new initiatives, Mr. Shen said. Baidu has turned Youa, an e-commerce site that struggled to gain traction, into a local advertising services site after the company said in March it would transfer its e-commerce merchants to other websites. Youa will likely continue in its new direction, Mr. Shen said.

Baidu is "pretty optimistic" about revenue growth this year, Mr. Shen said, without elaborating.

Mr. Shen also said he expects Baidu's market share in mobile search, measured by user traffic, is "eventually" likely to reach or exceed Baidu's share level in computer-based search, but he didn't give a timeframe or Baidu's market share by traffic.

By revenue, Baidu took a 76% share of the China search market in the first quarter, while rival Google Inc. had a 19% share, according to Beijing research firm Analysys International.

Read more: http://online.wsj.com/article/SB1000142405270230452080457634…

[Karlll]

Baidu Says It May Build on Search-Engine Pact With Microsoft
By Mark Lee - May 26, 2011 5:06 AM GMT+0200



Baidu Inc. may expand its search- engine agreement with Microsoft Corp. (MSFT) in China, Senior Vice President Haoyu Shen said in an interview in Beijing today, declining to elaborate. Baidu already has a partnership with Microsoft’s Bing search engine in China, Shen said.

Baidu is working on products in 12 foreign languages, Shen said.

To contact the reporter on this story: Mark Lee in Hong Kong at [e-mail]

[Karlll]

Baidu Says It May Build on Search-Engine Pact With Microsoft
By Mark Lee - May 26, 2011 5:06 AM GMT+0200



Baidu Inc. may expand its search- engine agreement with Microsoft Corp. (MSFT) in China, Senior Vice President Haoyu Shen said in an interview in Beijing today, declining to elaborate. Baidu already has a partnership with Microsoft’s Bing search engine in China, Shen said.

Baidu is working on products in 12 foreign languages, Shen said.

To contact the reporter on this story: Mark Lee in Hong Kong at [e-mail]

[Karlll]

Hier ging es am 17.5. runter bis auf 125,6 US-$. Das ist doch ein recht arger Rücksetzer
nach den Zahlen des 1. Quartals.

Ich denke aber auch, das die Konsenserwartungen für das 2. Quartal mit 0,65 US-$ recht
hoch liegen, nach 0,45 US-$ für das 1. Quartal.

Dieses, und die Börsengänge von Linkedin, Renren und jetzt Yandex werden dazu geführt haben, daß einige Institutionelle bei Baidu Geld vom Tisch genommen haben.

Es bleibt spannend!!!
Und es wird sicher schwer die Vorgabe für das 2. Quartal zu erreichen, oder gar signifikant
zu überbieten.

Gruß
Karlll

[Boersenclown]

Baidu ein Kauf für Soros im ersten Quartal, aber ob er noch hält, bleibt abzuwarten.

Milliardär George Soros Investment Manager machte noch einen Schritt nach China Suchmaschine Baidu letzten Quartal nach Dumping es für einen schönen Gewinn im vierten nach Guru Focus. Com am 17. Mai. Er besitzt nun 139.700 Aktien von Baidu.

Soros verkauft seine Beteiligungen an Baidu seine Hedgefonds Soros Fund Management, irgendwann im vierten Quartal.

[Boersenclown]

Antwort auf Beitrag Nr.: 41.525.430 von Karlll am 19.05.11 11:45:44

...da haben wohl welche zu viel freizeit

[Karlll]

US-Aktivisten klagen chinesische Suchmaschine Baidu

Eine Gruppe von acht Internetzensurgegnern hat gestern (Ortszeit) den chinesischen Suchmaschinenprimus Baidu und die chinesische Regierung vor einem New Yorker Gericht geklagt. Die Aktivisten werfen Baidu vor, durch seine Zensurmaßnahmen auf Geheiß der Pekinger Regierung die Grundsätze der US-amerikanischen Verfassung zu verletzen.
Grenzüberschreitender Fall

Die Kläger sehen die US-Gesetze verletzt, weil die Zensur von Suchergebnissen auch in den USA wirksam sei. Ein Sprecher des chinesischen Außenministeriums sagte, Baidu handle in Übereinstimmung mit den chinesischen Gesetzen, im Übrigen handle es sich dabei um eine interne Angelegenheit, ausländische Gerichte seien nicht zuständig. Baidu-Aktien werden an der New Yorker Börse gehandelt.

Die Kläger verlangen von Baidu 16 Millionen US-Dollar (11 Mio. Euro). In der Klageschrift wird aber nicht gefordert, dass der Konzern seine Zensurpraxis ändern solle. Es sei nicht realistisch, das anzunehmen, so der Anwalt Stephen Preziosi, der die acht Kläger vertritt.

Publiziert am 19.05.2011

[steven_trader]

Antwort auf Beitrag Nr.: 41.504.427 von drsch00 am 15.05.11 11:37:31

stimmt, aber das war es auch schon vor einem jahr und der kurs hat sich nochmals mehr als verdoppelt.
so lange der derzeitige aufwärtstrend im gesamtmarkt hält, interessiert das kgv nicht. the trend is your friend ist da die devise. erst in schlechten börsenphasen sind bewertungen wieder ein thema.

[drsch00]

Das KGV ist ja bei BAIDU der Wahnsinn.