Baidu.com - NASDAQ: BIDU crashed - dieses Jahr noch unter 30 US Dollar? (Seite 122)

[Karlll]

Nun, wenn dem so ist, dürfte es am Montag, nachdem der Titel von seinem Hoch doch nahe-
zu 15 % verloren hat, wohl wieder in die Gegenrichtung gehen.


Rumor: Microsoft and Baidu to reach a search deal in China
By damaster on May 13, 2011 7:46 PM


Bing and BaiduAccording to Business Insider, a Chinese press DoNews.com is reporting that Microsoft is closing in on a deal with Baidu, currently China’s largest search engine, as soon as this coming weekend. According to the site:

Microsoft is close to announcing a partnership with Chinese search company Baidu, according to rumors in the Chinese press [...] It looks like Baidu is taking over the paid ads on Bing China, and Bing will provide the English language results for Baidu.

While details for the deal is vague, it does make sense for Microsoft to strike a deal with the biggest search engine in the Chinese market, where Google currently does not dominate. In fact, with Google’s stale relationship with the Chinese government over a year ago, it seems unlikely they will gain a strong foothold in the Chinese market in the near future, creating a good chance for Bing to grow a stronger presence in this market.

It’s also worth noting that Microsoft and Baidu entered into a strategic partnership back in 2006, when Bing wasn’t even around. This previous agreement was centered around Baidu’s paid search listings, allowing them to appear on the search results pages of the Chinese versions of Microsoft sites such as MSN and Live Search (which is now Bing). It is expected that this new deal will deepen this partnership between the two companies.

Do take this news with a grain of salt, as nothing official has been confirmed yet. However, it will be interesting to see how this deal turns out, given that Bing is currently in beta form in China (like most countries around the world). What do you think?
Posted in Bing | Tags: Baidu, Bing, China, Corporate Strategy

[Karlll]

Baidu Wins Top 100 Branding Accolade
2011-05-10 10:56:14

The Chinese Internet search engine Baidu Inc has been named as the most valuable brand for a non-State-owned Chinese company.

That's after Baidu climbed 46 positions in the BrandZ list of the world's top 100 brands, according to a study produced by the global brands agency, Millward Brown Group.

Baidu is now ranked 29th out of the 100 companies and has a value of $22.56 billion, an increase of 141 percent compared with 2010, says the annual study.

"The rapid development of Baidu has been attributed to the fast-growing Internet industry in China," said Peking Tan, the director of Greater China research and development at Millward Brown. "In addition, the search engine has also benefited from Google Inc's withdrawal from China."

In January 2010, Google, the world's most popular search engine, announced plans to pull its search engine business out of China. The US Internet search giant held 19.2 percent of China's search market by revenue in the first-quarter of 2011, a slight decline from the 19.6 percent it held three months earlier.

Meanwhile, Baidu's market share rose to 75.8 percent from 75.5 percent, according to the research company Analysis International.

Last month, Baidu said profit for the first quarter of this year reached 1.07 billion yuan ($163.5 million) from 480.5 million yuan a year earlier. First-quarter revenue grew 88 percent to 2.4 billion yuan, from 1.3 billion yuan a year earlier.

"Search just became the most popular application for Chinese Internet users and there is still a lot of growth to expect for many years down the road," Baidu's Chief Executive Officer Robin Li said last month.

In Monday's BrandZ report, 12 of the top 100 companies came from China, many of them State-owned: At number nine, China Mobile was the best performer among Chinese companies; ICBC Asia came in at number 11; China Construction Bank at number 24; China Life was number 33; and Bank of China was number 37.

The total value of the top 12 Chinese brands was $259 billion, accounting for 4.4 percent of China's GDP in 2010.

Last year, China's GDP surged to $5.87 trillion, as the country overtook Japan to become the world's second-largest economy after the United States.

As its starting point, Millward Brown takes the value that companies put on their own main brands as an "intangible" factor in their earnings reports.

That figure is then combined with the perceptions of more than 2 million worldwide consumers in the relevant market whom Millward Brown surveys over the course of the year, and then applies a multiple derived from the specific company's short-term future growth prospects.

[fatboy64]

Schanghai. Der Internet-Suchmaschinenbetreiber Baidu hat im ersten Quartal seinen Gewinn mehr als verdoppelt. Der chinesische Marktführer wies in der Nacht zum Donnerstag einen Gewinn von 163,5 Millionen Dollar aus nach 70,4 Millionen Dollar im Vorjahr. Der Umsatz
zog um 88 Prozent an auf 372 Millionen Dollar. Baidu rechnet für das zweite Quartal mit kräftigen Ausgaben der chinesischen Firmen für Online-Werbung und erwartet daher weiteres Wachstum: Mit bis zu knapp 504 Millionen Dollar liegt Baidu mit seiner Umsatzprognose über den bisherigen Markterwartungen.

Nach Umsatz kommt Baidu auf einen Marktanteil von 75 Prozent in China. Der US-Rivale Google, der sich ein Stück vom wachsenden Internet-Markt in China sichern wollte, hat seine Aktivitäten vor Ort nach einem Streit mit der chinesischen Regierung über Internet-Zensur und Hacker-Angriffe reduziert. Davon hat Baidu profitiert. Mit mehr als 450 Millionen Nutzern ist China der weltgrößte Internet-Markt mit großem Wachstumspotenzial.

[mann337]

Antwort auf Beitrag Nr.: 41.371.114 von Karlll am 14.04.11 23:15:02

hi Karlll
sie läuft wie ein schweizer Uhrwerk

[Karlll]

Antwort auf Beitrag Nr.: 41.371.012 von drsch00 am 14.04.11 22:44:07

@ Drsch00, habe ich fett unterstrichen hervorgehoben.


New Bulls for Baidu

http://www.fool.com/investing/high-growth/2011/04/13/new-bul…

Rick Aristotle Munarriz
April 13, 2011

Jefferies & Co. is the latest firm to warm up to China bull Baidu (Nasdaq: BIDU ) .

Jefferies initiated coverage of China's leading search engine with a "buy" rating this morning, establishing a juicy $200 price target. Analyst Cynthia Meng is encouraged by Baidu's strong position in a country that is still early in its dot-com growth cycle.

Jefferies also initiated coverage of SINA (Nasdaq: SINA ) and QQ.com parent Tencent (OTC BB: TCEHY.PK) with bullish ratings.

The optimism comes at a time when China's dot-com darlings are far from cheap. Baidu trades at 58 times this year's projected profitability, and SINA's multiple clocks in at a whopping 68. However, they are also growing fast enough that several analysts feel China's finest will continue to beat the market.

Wall Street has also taken kindly to recent IPOs of online giants in China that have even loftier valuations. Web-based book retailer Dangdang (Nasdaq: DANG ) is fetching more than 200 times this year's expected earnings, and leading video-sharing website Youku.com (Nasdaq: YOKU ) isn't even profitable.

If you're having flashbacks to the dot-com bubble that burst into sudsy smithereens a decade ago, take things down a notch. Many of the speculative blowups were profitless companies at the mercy of venture capitalists and investment bankers. Established cyberspace bellwethers Baidu, SINA, and Sohu.com (Nasdaq: SOHU ) have sustainable models with thick margins, attractive tax rates, and plenty of the one-two punch of upside potential through a growing middle class with improving Internet migration rates.

This doesn't have to end ugly or sudsy. Jefferies may seem to be arriving late to the party, but it may seem early in retrospect if Baidu and SINA continue to grow their Web-centric businesses at healthy rates in the coming years.

[drsch00]

Antwort auf Beitrag Nr.: 41.370.974 von Karlll am 14.04.11 22:36:52

wo liegt eigentlich das kgv von Baidu?

[Karlll]

Nun, Google hat heute abend die Earnings mal gerade so getroffen. Bei den Revenues liegt
man geringfügig unter den Erwartungen.

Nachbörslich heißt das für Google aktuell ein Minus von 4,8%.
Bei Baidu geht es nachbörslich um 0,9% runter.

Kann sich aber noch ausbauen und ich erwarte morgen für Baidu sicher noch höhere Abschläge
als jetzt im After-Markt-Handel.

Aber ich denke, Baidu wird wieder wie bisher die Erwartungen für das 1. Quartal überer-
füllen.

[Karlll]

Baidu: Overbought on Facebook Rumors?
April 14, 2011


By Sheena Lee

Shares of Baidu (BIDU), China’s largest search engine, have been pushed higher amid rumors of a possible partnership with Facebook. But according to news reports, there has been no deal signed between the two companies and it continues to be difficult for foreign companies like Facebook to break into the Chinese market. The stock is also starting to look rich, as we pointed out in our February prognosis of Baidu. Baidu opened at $145.62 today, above the 12-month price targets of most analysts tracked by Alacra Pulse.

“A report that Facebook has signed some sort of partnership deal with the Chinese search engine Baidu is inaccurate, according to a source familiar with the matter,” reported the San Francisco Business Times.

Earlier this week, Chinese local media Sohu.com reported that a Baidu-Facebook agreement to set up a social media site in China followed several meetings between the companies’ chief executive officers, citing unidentified Baidu employees.

ThinkEquity stock analyst Aaron Kessler said a Baidu-Facebook partnership collaboration is obviously possible but ”the Chinese government would likely be concerned about information sharing with a U.S. media company. It would really have to be run by a Chinese company like Baidu,” Kessler said. “It would be difficult for Facebook to really have a presence in China.”

Kessler, who has a $140 price target and Strong Buy rating on Baidu, pointed out that there are already Chinese companies offering social networking platforms, notably Sina and Renren, which has filed for an IPO.

A Reuters report also said that according to a source familiar with the matter, although Facebook is evaluating opportunities in China, the company has not signed any deal with the Chinese search giant.

Jefferies & Co. analyst Cynthia Meng initiated coverage on Baidu with a Buy rating and a $200 price target this week. “We like Baidu’s dominance in search marketing, Tencent’s conglomerate of Internet with a hidden jewel real name SNS, and Sina’s leadership in social media, ” wrote Meng, who added the firm enjoys high barriers to entry and sees opportunities in mobile search.

Earlier this month, Mizuho Securities analyst Muzhi Li, who has a $130 price target on the firm, lowered Baidu shares to Neutral from Buy. On the contrary, Jin Yoon of Nomura Securities, who has a Buy on Baidu, raised his price target to $165 from $140 last week.

Within the last month, Goldman Sachs has reierated a Buy rating and raised its target from $130 to $145 and Susquehanna has boosted its target from $145 to $150 while maintaining a Positive rating. But Credit Suisse reiterated its Underperform rating while raising its target from $82.50 to $99.

Leo Sun of Investor Guide said that a rising middle class throughout China will increase Internet usage exponentially, and with 75% of the country’s search market, Baidu could see substantial long-term profits. “However, the rising Chinese RMB can adversely affect Baidu, which reports revenue and costs in RMB while reporting its main financial assets in U.S. Dollars,” noted Sun.

In terms of its fight against Google (GOOG), although Baidu has so far successfully pushed the U.S. company out of the picture for a while, Google still sits on nearly 20% of the Chinese search market by using its Hong Kong portal, said Sun. “If Google ever re-negotiates its terms with the Chinese government and returns to the mainland, expect Baidu shares to drop significantly. Google is also Baidu’s main threat in the mobile search arena, and has been using its popular Android software as a profitable backdoor to China,” he added.

The Street’s Jim Cramer, who advocates buying Chinese internet stocks, notes the heady valuations of Baidu.

Mark Kreiger on Seeking Alpha is cautious on Baidu, and suggests that investors sell the stock, as he points out that the company’s shares have already gained 11 fold in less than two years. “BIDU has already met its median analyst one year price target of $142 and is only 16% below its most bullish analyst target of $165, while being 33% above its low target price of $95,” wrote Kreiger. “If you put any credence to these analyst target prices, why would anyone bother risking a 33% loss for a potential 16% gain?”

Instead he suggests buying Yahoo! (YHOO), which he owns, and regards as undervalued.

Sources: Alacra Pulse, San Francisco Business Times, IBTimes, Reuters, Barrons, Seeking Alpha, Investor Guide, StreetInsider, Schaeffers Investment Research, China Analyst.

[Karlll]

13.04.2011 13:09
BRIEF-RESEARCH ALERT-Jefferies starts Baidu, Sina with buy


April 13 (Reuters) - :

* Jefferies starts Baidu Inc with buy rating; price target of $200

* Jefferies starts SINA Corp with buy rating; price target of $150

[Karlll]

Baidu denies cooperation agreement with Facebook
[Date:04-13-2011]

Baidu has denied reports citing so-called "internal sources" saying that Baidu will sign an agreement with Facebook to build a new website enabling the Internet giant to enter Chinese market, according to Sohu IT.

Internal sources allegedly revealed on April 11 that Facebook has signed a cooperation agreement with Baidu to establish a new website in the future, and Facebook will also take this opportunity to officially enter the Chinese market.

According to sources, instead of connecting with the Facebook website, the website that will be co-established by Facebook and Baidu will be a new social networking service website. Currently, the specific time of the new website's launch is still uncertain.

Several foreign media groups have also reported that Facebook has agreed to cooperate with Baidu and is about to enter the Chinese market.

It should be noted that Mark Zuckerberg, founder of Facebook, has been in contact with Li Yanhong, chief executive officer of Baidu. Officials from Baidu previously said that Zuckerberg and Li maintain a very good personal relationship, and the two sides have begun to discuss the cooperation issue.

News that Facebook is planning to enter the Chinese market has been heard many times before. Facebook had registered .cn domain name as early as 2007 and the news that Facebook would enter the Chinese market in 2007 was spread at one time. However, Li Jiacheng subsequently confirmed in March 2008 that he had invested more than 100 million U.S. dollars in Facebook and in June 2008, this social networking website also introduced a simplified-Chinese version.

In regards to the mentioned information, Sohu IT called Baidu, and related officials said that they have not heard of any matters relating to the cooperation with Facebook.