Baidu.com - NASDAQ: BIDU crashed - dieses Jahr noch unter 30 US Dollar? (Seite 124)
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absolut....bin jetzt über ein Jahr dabei....
hier gehts weiter gut voran
und das ist gut so
und das ist gut so
March 30, 2011 8:29 AM PDT
Another Google service facing uncertainty in China
by Lance Whitney
Google is facing potential trouble with the Chinese government over yet another one of its services.
The future of Google Maps, the company's online mapping service, may be in jeopardy as the company reportedly has yet to file the required application with the Chinese government to keep the service running, and the deadline is tomorrow.
China's State Bureau of Surveying and Mapping confirmed that it has not received an application from Google for a license for Google Maps, according to Bloomberg and other sources. If tomorrow's deadline passes, and a license application still has not been received, the bureau said that the service would face "administrative actions" by July 1.
Google has not responded to a request for comment. Bloomberg, however, had the following statement from the company: "We are examining the regulations to understand their impact on our maps products in China."
China's potential actions against Google Maps are part of the country's overall effort to crack down on "illegal" online mapping services in light of their ability to reveal "sensitive and confidential" information, according to China's state-run news agency Xinhua. Such a crackdown would extend to unapproved online mapping sites, potentially leading to their shutdown.
China announced last spring that it would start requiring licenses for online mapping services, already putting the future of Google Maps in question. As of the middle of February, China has given licenses to 105 Web sites that provide online mapping in the country, including Baidu, Sina, Nokia, and China Mobile, Xinhua said.
Always tenuous, Google's relationship with China took another bad turn last week when the search giant accused Beijing of interfering with the operations of Gmail. The company also just suffered a blow to its overall market in China as Sina, the country's biggest Internet portal, said yesterday that it has replaced Google's search engine on its various Web sites with its own, according to AFP.
Lance Whitney
Full Profile E-mail Lance Whitney
Lance Whitney wears a few different technology hats--journalist, Web developer, and software trainer. He's a contributing editor for Microsoft TechNet Magazine and writes for other computer publications and Web sites. Lance is a member of the CNET Blog Network, and he is not an employee of CNET.
Another Google service facing uncertainty in China
by Lance Whitney
Google is facing potential trouble with the Chinese government over yet another one of its services.
The future of Google Maps, the company's online mapping service, may be in jeopardy as the company reportedly has yet to file the required application with the Chinese government to keep the service running, and the deadline is tomorrow.
China's State Bureau of Surveying and Mapping confirmed that it has not received an application from Google for a license for Google Maps, according to Bloomberg and other sources. If tomorrow's deadline passes, and a license application still has not been received, the bureau said that the service would face "administrative actions" by July 1.
Google has not responded to a request for comment. Bloomberg, however, had the following statement from the company: "We are examining the regulations to understand their impact on our maps products in China."
China's potential actions against Google Maps are part of the country's overall effort to crack down on "illegal" online mapping services in light of their ability to reveal "sensitive and confidential" information, according to China's state-run news agency Xinhua. Such a crackdown would extend to unapproved online mapping sites, potentially leading to their shutdown.
China announced last spring that it would start requiring licenses for online mapping services, already putting the future of Google Maps in question. As of the middle of February, China has given licenses to 105 Web sites that provide online mapping in the country, including Baidu, Sina, Nokia, and China Mobile, Xinhua said.
Always tenuous, Google's relationship with China took another bad turn last week when the search giant accused Beijing of interfering with the operations of Gmail. The company also just suffered a blow to its overall market in China as Sina, the country's biggest Internet portal, said yesterday that it has replaced Google's search engine on its various Web sites with its own, according to AFP.
Lance Whitney
Full Profile E-mail Lance Whitney
Lance Whitney wears a few different technology hats--journalist, Web developer, and software trainer. He's a contributing editor for Microsoft TechNet Magazine and writes for other computer publications and Web sites. Lance is a member of the CNET Blog Network, and he is not an employee of CNET.
Update: Goldman Raising Price Target On Baidu.com (BIDU)
By Roger Nachman
Created 03/30/2011 - 7:57am
Posted on 03/30/11 at 7:57am by Roger Nachman
Goldman Sachs has a Buy rating and a $145 price target on shares of Baidu.com, Inc. (NASDAQ: BIDU [2]), up from $130.
In a note to clients, Goldman writes, "(1) We now forecast Baidu continuing to gain search revenue share at about 3 percentage points per year in 2012 and 2013, as we think Google will lose critical advertiser mass (similar to Yahoo! in the US) before rival local search engines gain critical advertiser mass. (2) Thanks to share gains, we model Baidu growing revenue 50% yoy (from 43%) in 2012 and 36% yoy (from 33%) in 2013. We thus increase our 2012 EPS estimate by 4% to $3.83, and 2013 by 5% to $5.23. We forecast China search at 6 bp of GDP in 2013, versus global search at 6 bp of GDP in 2010, and US, UK and Korea search at 12-13 bp of GDP in 2010. (3) Baidu's annual report shows that paid clicks grew 56% yoy in 2010, accelerating from 17% in 2009. Implied price per click growth was 14% yoy in 2010, from 19% in 2009. We believe the paid click volume acceleration should calm concerns that Baidu is relying too much on price inflation to drive growth; we forecast paid lead volume remaining its chief growth driver in 2011 and beyond, as queries and coverage increase."
Shares of BIDU gained $2.33 yesterday to close at $136.00, a gain of 1.74%.
By Roger Nachman
Created 03/30/2011 - 7:57am
Posted on 03/30/11 at 7:57am by Roger Nachman
Goldman Sachs has a Buy rating and a $145 price target on shares of Baidu.com, Inc. (NASDAQ: BIDU [2]), up from $130.
In a note to clients, Goldman writes, "(1) We now forecast Baidu continuing to gain search revenue share at about 3 percentage points per year in 2012 and 2013, as we think Google will lose critical advertiser mass (similar to Yahoo! in the US) before rival local search engines gain critical advertiser mass. (2) Thanks to share gains, we model Baidu growing revenue 50% yoy (from 43%) in 2012 and 36% yoy (from 33%) in 2013. We thus increase our 2012 EPS estimate by 4% to $3.83, and 2013 by 5% to $5.23. We forecast China search at 6 bp of GDP in 2013, versus global search at 6 bp of GDP in 2010, and US, UK and Korea search at 12-13 bp of GDP in 2010. (3) Baidu's annual report shows that paid clicks grew 56% yoy in 2010, accelerating from 17% in 2009. Implied price per click growth was 14% yoy in 2010, from 19% in 2009. We believe the paid click volume acceleration should calm concerns that Baidu is relying too much on price inflation to drive growth; we forecast paid lead volume remaining its chief growth driver in 2011 and beyond, as queries and coverage increase."
Shares of BIDU gained $2.33 yesterday to close at $136.00, a gain of 1.74%.
Should You Invest In Baidu.Com, Inc. (ADR) (NASDAQ:BIDU)?
By: iStockAnalyst | Mar 29, 2011
Four days back, the shares of Baidu.com (BIDU: 120.5, -1.14) established a new 52 week high of $136.49 on the news that the company created a Web browser for personal computers. Yesterday, the shares closed trading at $133.67, slightly below the high price of $133.97 on March 23. Given that year-to-date, the share price has increased by $35.46 or 36.11%, analysts' consensus one year target price of $140 could be broken with in the next few days. Should you now buy the stock hoping that the run-up in price will continue for the next few months or should you avoid the stock fearing that it is too hot to touch?
Web browser for personal computers and much more
On March 23, 2011, BIDU rose 4%, following an unconfirmed article from WSJ.com indicating the company was planning to take its "box computing" initiative to mobile devices. BIDU has been talking about box computing, e.g., the notion that computer-based tasks could and perhaps should start from the traditional and eponymous search box. The FT went further, indicating that BIDU is planning a mobile operating system, but the company's spokespersons haven't confirmed this. Nonetheless, I think BIDU has considerable assets and opportunity, notably in mobile. On March 25, an unconfirmed Bloomberg report indicated that BIDU has been developing and internally testing browser software for computers. The company may confirm this report soon, as BIDU has been working on its "box computing" initiative for a few years, to allow and promote the traditional search box as the beginning and center of the computing experience. A browser would seemingly help fulfill this vision, enabling a more integrated and successful related user experience.
Earnings view remains favorable …however
In the last four quarters ending December 2010, the company's reported EPS exceeded analysts' consensuses by margins in the range of 7.14% and 33.33%. For the fiscal year ending December 2011, the consensus EPS forecast has remained the same over the past week at $2.490 and remained the same over the past month at $2.490. Over the next five years, the analysts that follow this company are expecting it to grow earnings at an average annual rate of 71.3%. This compares favorably to 14.5% for its country rival Sohu.com Inc. (NASDAQ:SOHU: 77.8, -0.97), and to 17.7% for the global rival Google Inc. (NASDAQ:GOOG: 561.06, -0.3).
BIDU has reduced their R&D expenditures (currently $109.3 million) over the past two years and this could impact its new product launches. Another way to look at R&D expenditure is to consider Price/Research ratio. This ratio indicates how much a market values a company's Research and Development (R&D). Companies with Price/Research ratios greater than 15 should never be purchased, because they either spend too little on R&D or are extremely overvalued. BIDU's Price/Research ratio of 430.19 is considered extremely unfavorable.
Valuation
Bidu is a fast grower - the EPS growth rate for BIDU is 97.7%, based on the average of the 3, 4 and 5 year historical eps growth rates, is difficult to maintain in the next 3 to 5 years. The share looks hot when we consider its P/E of 87.64 or P/B of 36.68. Sooner than later, the market is going to rerate the stock with a downward revision in metrics.
BIDU's current stock price ($134.92) is within 15% of the 52-week high ($136.49). This a positive sign. The company's relative strength trend has been increasing over the last 4 months. This type of price action is favorable.
Risks
On February 28, 2011, a U.S. Trade Representative (USTR) included BIDU on a list of notorious markets exemplifying struggles against piracy and counterfeiting. As per the USTR, BIDU is associated with the problem of "deep linking," or providing links to access allegedly infringing materials. If the company fails to address this issue then the investment thesis in the stock could go wrong. However, I hasten to add that the company seems to be addressing this issue.
Net on net
Net on net, I think, investing in BIDU is a case of sitting on a gold mine (if you are lucky) or a land mine (if you are unlucky).
More Articles by iStockAnalyst
By: iStockAnalyst | Mar 29, 2011
Four days back, the shares of Baidu.com (BIDU: 120.5, -1.14) established a new 52 week high of $136.49 on the news that the company created a Web browser for personal computers. Yesterday, the shares closed trading at $133.67, slightly below the high price of $133.97 on March 23. Given that year-to-date, the share price has increased by $35.46 or 36.11%, analysts' consensus one year target price of $140 could be broken with in the next few days. Should you now buy the stock hoping that the run-up in price will continue for the next few months or should you avoid the stock fearing that it is too hot to touch?
Web browser for personal computers and much more
On March 23, 2011, BIDU rose 4%, following an unconfirmed article from WSJ.com indicating the company was planning to take its "box computing" initiative to mobile devices. BIDU has been talking about box computing, e.g., the notion that computer-based tasks could and perhaps should start from the traditional and eponymous search box. The FT went further, indicating that BIDU is planning a mobile operating system, but the company's spokespersons haven't confirmed this. Nonetheless, I think BIDU has considerable assets and opportunity, notably in mobile. On March 25, an unconfirmed Bloomberg report indicated that BIDU has been developing and internally testing browser software for computers. The company may confirm this report soon, as BIDU has been working on its "box computing" initiative for a few years, to allow and promote the traditional search box as the beginning and center of the computing experience. A browser would seemingly help fulfill this vision, enabling a more integrated and successful related user experience.
Earnings view remains favorable …however
In the last four quarters ending December 2010, the company's reported EPS exceeded analysts' consensuses by margins in the range of 7.14% and 33.33%. For the fiscal year ending December 2011, the consensus EPS forecast has remained the same over the past week at $2.490 and remained the same over the past month at $2.490. Over the next five years, the analysts that follow this company are expecting it to grow earnings at an average annual rate of 71.3%. This compares favorably to 14.5% for its country rival Sohu.com Inc. (NASDAQ:SOHU: 77.8, -0.97), and to 17.7% for the global rival Google Inc. (NASDAQ:GOOG: 561.06, -0.3).
BIDU has reduced their R&D expenditures (currently $109.3 million) over the past two years and this could impact its new product launches. Another way to look at R&D expenditure is to consider Price/Research ratio. This ratio indicates how much a market values a company's Research and Development (R&D). Companies with Price/Research ratios greater than 15 should never be purchased, because they either spend too little on R&D or are extremely overvalued. BIDU's Price/Research ratio of 430.19 is considered extremely unfavorable.
Valuation
Bidu is a fast grower - the EPS growth rate for BIDU is 97.7%, based on the average of the 3, 4 and 5 year historical eps growth rates, is difficult to maintain in the next 3 to 5 years. The share looks hot when we consider its P/E of 87.64 or P/B of 36.68. Sooner than later, the market is going to rerate the stock with a downward revision in metrics.
BIDU's current stock price ($134.92) is within 15% of the 52-week high ($136.49). This a positive sign. The company's relative strength trend has been increasing over the last 4 months. This type of price action is favorable.
Risks
On February 28, 2011, a U.S. Trade Representative (USTR) included BIDU on a list of notorious markets exemplifying struggles against piracy and counterfeiting. As per the USTR, BIDU is associated with the problem of "deep linking," or providing links to access allegedly infringing materials. If the company fails to address this issue then the investment thesis in the stock could go wrong. However, I hasten to add that the company seems to be addressing this issue.
Net on net
Net on net, I think, investing in BIDU is a case of sitting on a gold mine (if you are lucky) or a land mine (if you are unlucky).
More Articles by iStockAnalyst
Trading Spotlight
Baidu Mulls Buying English-Language Search Engine
Mar. 28 2011 - 9:08 am
By ERIC SAVITZ
Look out, Google (GOOG).
At the China (Shenzhen) IT Leadership Summit, according to Marbridge Consulting’s daily roundup of China business news, Baidu (BIDU) CEO Robin Li said the Chinese Internet search company intends to buy a small-scale English-language search engine company to improve Baidu’s English language search capabilities.
While it seems unlikely that Baidu has any plans to take on Google in the U.S. market, you never know. And the company’s willingness to both work with meddlesome government officials and its experience providing search services in markets where large numbers of people access the Web via slow-speed mobile devices could put the company in a position to compete with Google in certain markets if it had more English language expertise – India, for instance.
Mar. 28 2011 - 9:08 am
By ERIC SAVITZ
Look out, Google (GOOG).
At the China (Shenzhen) IT Leadership Summit, according to Marbridge Consulting’s daily roundup of China business news, Baidu (BIDU) CEO Robin Li said the Chinese Internet search company intends to buy a small-scale English-language search engine company to improve Baidu’s English language search capabilities.
While it seems unlikely that Baidu has any plans to take on Google in the U.S. market, you never know. And the company’s willingness to both work with meddlesome government officials and its experience providing search services in markets where large numbers of people access the Web via slow-speed mobile devices could put the company in a position to compete with Google in certain markets if it had more English language expertise – India, for instance.
Zitat von meisterfu: ach übrigens wie sieht es hier mit Bilanzfälschung aus ?
Ich habe schon viele Unternehmen gesehen die das gemacht hat, mein riecher sagt mir das die Zahlen von Baidu und Priceline absoluter fake sind !!!
Also nehmt das zur kenntniss !!!
Achtung Bilanzfälschung
glaube ich nicht. bei bidu werden täglich ca. 1 milliarde usd an der börse gehandelt. da zocken keine kleinanleger, dass sind institutionelle anleger die da dahinter stehen. ich würde darauf vertrauen, dass die ihre hausaufgaben gemacht haben.
bilanzfälschungen sind bei chinaaktien leider immer ein thema, aber ich denke nur bei den kleinen klitschen, die nicht überwacht werden. bidu ist das vorzeigeunternehmen chinas, fälschungen kann man sich da nicht so leicht erlauben.
und außerdem, bidu hat am freitag ein neues ath erreicht und das während der momentanen marktkonsolidierung, dass spricht von stärke. die institutionellen anleger legen also noch nach, von abgabedruck keine spur. das schlimmste was man hier machen kann, wäre im bestehenden aufwärtstrend zu shorten.
Baidu Develops Web Browser as China Search Leader Plans to Expand Service
By Mark Lee and Hugo Miller - Mar 25, 2011 5:49 PM GMT+0100
Baidu Inc., China’s biggest Internet company by market value, rose to a record in Nasdaq trading as the country’s leading search engine said it has developed a Web browser for personal computers.
The desktop browser is being tested internally among employees at present, Baidu spokesman Kaiser Kuo said in an interview today. The new service “dovetails” with the company’s “box-computing” technology, he said, without disclosing when it will be offered to the public.
The browser may put Baidu in direct competition with Microsoft Corp. (MSFT)’s Internet Explorer and Google Inc. (GOOG)’s Chrome. Chief Executive Officer Robin Li is expanding Baidu in social- networking and online videos after the Beijing-based company took search-engine market share from Google in China, the world’s biggest online market.
Motorola Mobility Holdings Inc. has held talks with Baidu about an operating system for mobile phones, according to Sanjay Jha, chief executive officer at the Libertyville, Illinois-based company. Kuo today declined to comment on Baidu’s plans for an operating system, saying the company doesn’t discuss the development of products that haven’t been introduced.
Baidu rose $2.92, or 2.2 percent, to $136.39 at 12:22 p.m. New York time in Nasdaq Stock Market trading, the highest level since trading began in August, 2005. The stock had surged 38 percent in U.S. trading this year before today.
Box Computing
This week, Baidu’s Kuo neither confirmed or denied a March 23 Financial Times report saying the company is planning to develop a “light operating system,” after the newspaper’s interview with CEO Li. The executive didn’t specifically tell FT that the company will develop an operating system for mobile devices, and he focused only on Baidu’s “box-computing” technology, Kuo said on March 23.
Baidu’s vision is to “obviate” operating systems so that the customer interface on any device, be it a personal computer, notebook, tablet or smartphone, is a simple, yet powerful search box using conversational language, Kuo said. Baidu has said it intends to develop its box-computing service to link the provision of content including books, video games and other entertainment, to online searches.
Baidu accounted for 75.5 percent of China’s search-engine market by revenue in the fourth quarter, rising from 73 percent in the previous three months, according to research company Analysys International. Google’s share dropped to 19.6 percent from 21.6 percent, the research firm said.
By Mark Lee and Hugo Miller - Mar 25, 2011 5:49 PM GMT+0100
Baidu Inc., China’s biggest Internet company by market value, rose to a record in Nasdaq trading as the country’s leading search engine said it has developed a Web browser for personal computers.
The desktop browser is being tested internally among employees at present, Baidu spokesman Kaiser Kuo said in an interview today. The new service “dovetails” with the company’s “box-computing” technology, he said, without disclosing when it will be offered to the public.
The browser may put Baidu in direct competition with Microsoft Corp. (MSFT)’s Internet Explorer and Google Inc. (GOOG)’s Chrome. Chief Executive Officer Robin Li is expanding Baidu in social- networking and online videos after the Beijing-based company took search-engine market share from Google in China, the world’s biggest online market.
Motorola Mobility Holdings Inc. has held talks with Baidu about an operating system for mobile phones, according to Sanjay Jha, chief executive officer at the Libertyville, Illinois-based company. Kuo today declined to comment on Baidu’s plans for an operating system, saying the company doesn’t discuss the development of products that haven’t been introduced.
Baidu rose $2.92, or 2.2 percent, to $136.39 at 12:22 p.m. New York time in Nasdaq Stock Market trading, the highest level since trading began in August, 2005. The stock had surged 38 percent in U.S. trading this year before today.
Box Computing
This week, Baidu’s Kuo neither confirmed or denied a March 23 Financial Times report saying the company is planning to develop a “light operating system,” after the newspaper’s interview with CEO Li. The executive didn’t specifically tell FT that the company will develop an operating system for mobile devices, and he focused only on Baidu’s “box-computing” technology, Kuo said on March 23.
Baidu’s vision is to “obviate” operating systems so that the customer interface on any device, be it a personal computer, notebook, tablet or smartphone, is a simple, yet powerful search box using conversational language, Kuo said. Baidu has said it intends to develop its box-computing service to link the provision of content including books, video games and other entertainment, to online searches.
Baidu accounted for 75.5 percent of China’s search-engine market by revenue in the fourth quarter, rising from 73 percent in the previous three months, according to research company Analysys International. Google’s share dropped to 19.6 percent from 21.6 percent, the research firm said.
'Mad Money Lightning Round': Baidu Shines
Scott Rutt
03/24/11 - 07:14 PM EDT
NEW YORK (TheStreet) -- Here's what Jim Cramer had to say about some of the stocks that callers offered up during the "Mad Money Lightning Round" Thursday evening.
Baidu.com (BIDU): "You want to own Baidu. I'm starting to warm up to Sina Corp (SINA), but Baidu remains my favorite stock in China."
CB Richard Ellis (CBG): "That's in the sweet spot of commercial real estate. That stock is a buy."
Accuride (ACW): "I want to own that as part of the truck bull market. That bull market lives."
Seattle Genetics (SGEN): "No, that stock is too speculative for me and I'm not going to go there. There are a lot of other things I like more."
CNH Global (CNH): "I love the ag world. They haven't had a lot of luck lately. I do like Potash (POT) more though."
--Written by Scott Rutt in Washington, D.C.
Scott Rutt
03/24/11 - 07:14 PM EDT
NEW YORK (TheStreet) -- Here's what Jim Cramer had to say about some of the stocks that callers offered up during the "Mad Money Lightning Round" Thursday evening.
Baidu.com (BIDU): "You want to own Baidu. I'm starting to warm up to Sina Corp (SINA), but Baidu remains my favorite stock in China."
CB Richard Ellis (CBG): "That's in the sweet spot of commercial real estate. That stock is a buy."
Accuride (ACW): "I want to own that as part of the truck bull market. That bull market lives."
Seattle Genetics (SGEN): "No, that stock is too speculative for me and I'm not going to go there. There are a lot of other things I like more."
CNH Global (CNH): "I love the ag world. They haven't had a lot of luck lately. I do like Potash (POT) more though."
--Written by Scott Rutt in Washington, D.C.
ach übrigens wie sieht es hier mit Bilanzfälschung aus ?
Ich habe schon viele Unternehmen gesehen die das gemacht hat, mein riecher sagt mir das die Zahlen von Baidu und Priceline absoluter fake sind !!!
Also nehmt das zur kenntniss !!!
Achtung Bilanzfälschung
Ich habe schon viele Unternehmen gesehen die das gemacht hat, mein riecher sagt mir das die Zahlen von Baidu und Priceline absoluter fake sind !!!
Also nehmt das zur kenntniss !!!
Achtung Bilanzfälschung
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