Baidu.com - NASDAQ: BIDU crashed - dieses Jahr noch unter 30 US Dollar? (Seite 131)

[Karlll]

31.01.2011 22:47
Baidu.com überzeugt - Aktie nachbörslich +6,5%


Baidu.com New York (BoerseGo.de) - Der größte chinesische Suchmaschinenbetreiber Baidu.com erzielt im vierten Quartal einen Gewinn von 0,50 Dollar pro Aktie und übertrifft damit die Erwartungen von Wall Street um 4 Cent. Der Umsatz klettert gegenüber dem entsprechenden Vorjahreszeitraum um 94,4 Prozent auf 371,3 Millionen Dollar, was ebenfalls über den Konsensschätzungen der Analysten von 361 Millionen Dollar liegt.

Für das aktuelle erste Quartal rechnet das Unternehmen mit einem Umsatz von 360 bis 371,2 Millionen Dollar, was erneut über den Erwartungen von Wall Street von 354,15 Millionen Dollar ausfällt.

Die Aktie steigt nachbörslich 6,5 Prozent auf 115,75 Dollar.
(© BörseGo AG 2011 - Autor: Christian Hoyer, Redakteur)

[Karlll]

Monday, January 31, 2011 ET
Baidu: Stifel Reiterates Buy In Advance Of Q4 Report
By Tiernan Ray

Stifel Nicolaus analyst George Askew this morning reiterated a Buy rating and a $144 price target on shares of Baidu (BIDU) in advance of the company’s Q4 report this afternoon after the bell.

Askew sees Baidu delivering 45 cents EPS, the same as the consensus estimate, and he notes the company has “consistently exceeded investor expectations. Baidu probably benefited from a 75.5% share of the keyword search Market in China, versus 19.6% share for Google. The company has been able throughout the year to gain share from most competitors, including Google, he notes.

Askew estimates Google’s stumbles in China helped to lower Baidu’s costs to acquire traffic, and he sees a 9.8% TAC rate in Q4, and expects that go lower this year, to 9.4%.

Baidu shares this morning are up $1.62, or 1.6%, $108.16. Earlier this morning, Baidu competitor Sohu.com (SOHU) reported better-than-expected Q4 results.

[Karlll]

Baidu may not beat Q4 Street view on increased costs
Fri Jan 28, 2011 4:31am EST

* What: Baidu's Q4 earnings

* When: Baidu reports on Jan 31 after U.S. market hours

* Baidu to post in-line results, margins seen slightly lower

* E-commerce seen as next boost to paid search

* Shares rose around 135 pct last year

By Melanie Lee

SHANGHAI, Jan 28 (Reuters) - China's top Internet search engine Baidu Inc (BIDU.O), which beat profit expectations in the past four quarters, is unlikely to repeat that for the fourth quarter as margins slipped and new customer additions slowed.

Baidu, a favourite pick of hedge funds, has already flagged that 2011 will be different, telling Reuters in December it expects growth this year to moderate due to a higher comparison base and as the unique factors that spurred rapid growth in 2010 won't be repeated. [ID:nL3E6NF0O9]

Baidu will likely forecast first-quarter revenue in line with Wall Street estimates and its fourth-quarter margins may be crimped as traffic acquisition costs (TAC) as a proportion of revenue, a key component of the firm's overall costs, go up, analysts said.

"There is less room for them to surprise on the upside now but they will still come up on the high end of their guidance," said Hong Kong-based CLSA analyst Elinor Leung.

"It (TAC) dropped in Q2 and in Q3 but I think the (upward) trend will continue, that's why we expect margins to go down," Leung said.

China's search market grew 67 percent in the fourth quarter to 3.2 billion yuan ($486 million) with Baidu holding a dominant 73 percent of the market by revenue compared with Google's (GOOG.O) 24 percent, according to data from iResearch.

E-COMMERCE BOOM

Baidu is expected to post revenue of $360.8 million in the fourth quarter, according to a poll of 15 analysts by Thomson Reuters I/B/E/S. This is in the range of the firm's own forecast of $354.2 million to $364.7 million.

Analysts expect Baidu to post revenue of $354.1 million in the first quarter, an 86 percent increase over the previous year, according to Thomson Reuters I/B/E/S.

Leung of CLSA said an early Lunar New Year this year will help Baidu's first-quarter results as advertisers tend to hold off spending till after the week-long holiday. She expects Baidu to say first-quarter revenue will rise about 88 percent.

"The big growth step curve we saw over the last two or three quarters is largely behind us," said Nomura analyst Jin Yoon.

Although the strength of Baidu's main competitor in China's search market has diminished, the firm still faces competition from local players such as Alibaba Group and Sohu.com (SOHU.O).

E-commerce, which is expected to drive search traffic in the coming years, is dominated by Alibaba Group, which owns China's largest business-to-business and online shopping platforms.

China's e-commerce transaction value grew 33.5 percent to 4.8 trillion yuan in 2010 and is expected to grow to 20.4 trillion yuan by 2014, according to iResearch. Analysts expect the market boom to drive up online advertising and paid search.

Last year, Alibaba Group's Taobao launched a test version of its own e-commerce search site Etao, while Baidu linked up with Japanese online retail Rakuten (4755.OS) to form an online mall.

Baidu shares have risen around 10 percent this year, after rising around 135 percent last year.

It was the only Asian name in the top 100 holdings of the world's 30 biggest hedge funds in the third quarter of 2010, according to Thomson Reuters' StreetSight. The hedge funds increased their holdings of Baidu by roughly a fifth in the third quarter from the second quarter, the data showed.

($1=6.582 Yuan)

(Editing by Muralikumar Anantharaman)

(([e-mail]; [phone]; Reuters Messaging: [e-mail]))

[Karlll]

Thursday, January 27, 2011
Baidu (NASDAQ:BIDU) Remains Interesting Growth Story Says Kaufman

With Netflix (NASDAQ:NFLX), Apple (NASDAQ:AAPL) and Qualcomm (NASDAQ:QCOM) dominating the tech news recently, Baidu (NASDAQ:BIDU) and others have been quietly in the background, although that should change when it reports earnings on Monday, which should reinforce their growth narrative as a long and sustainable one.

Kaufman says, "Baidu reports 4Q results Monday, January 31st after the close. We estimate 4Q gross revenues of $364M (97% Y/Y, 93% constant currency, 8% Q/Q), which is in line with the consensus estimate of $362M and at the high end of BIDU's guidance range of $354.2M-$364.7M. We estimate over 13,000 net new customer additions for 4Q from 272,000 reported in 3Q. We expect average revenue per customer to be up 54% Y/Y and 3% Q/Q. We expect PF EPS to be largely in line with our and the consensus estimate of $0.46; however, we would not be surprised to see the company come in modestly above this number with the potential for better than expected operating leverage. We anticipate that the company may issue conservative 1Q11 top-line guidance, perhaps lower at the midpoint than the current consensus of $354M."

Kaufman Bros. maintains a 'Buy' rating on Baidu (BIDU), which was trading at $109.63, gaining $1.68, or 1.56 percent, as of 2:34 PM EST. Kaufman has a price target on Baidu of $118.
Posted by Gary at 2:37 PM

[Karlll]

BAIDU erzeugt heute ein Kaufsignal! Das heißt...
von André Rain
Donnerstag 27.01.2011, 21:26 Uhr


Börse: NYSE in USD / Kursstand: 109,43 $

Rückblick: Nach einer starken Rally erreichte die Baidu Aktie ein Allzeithoch bei 113,78 $ im Oktober und startete eine ausgedehnte Konsolidierungsbewegung. Diese dauert nach wie vor an, wobei die Aktie seit Jahresbeginn wieder deutlich ansteigen kann.

Dabei bilden sich die Konturen einer bullischen inversen SKS als Fortsetzungsformation im Aufwärtstrend heraus. Heute durchbricht die Baidu Aktie die Nackenlinie (schwarz) und aktiviert damit die Formation.

Charttechnischer Ausblick: Die Baidu Aktie könnte jetzt deutlich nach oben schießen und einen Ausbruch auf neue Allzeithochs vollziehen. Wird das Allzeithoch bei 115,04 $ geknackt, wird eine weitere Aufwärtswelle bis 143,00 - 148,00 $ eingeleitet.

Ein Tagesschluss unterhalb von 100,00 $ hingegen würde eine Abwärtskorrektur bis 94,00 - 95,12 oder darunter ggf. 87,00 - 88,32 $ ermöglichen. Erst unterhalb von 86,00 $ entstehen größere Verkaufsignale.

Kursverlauf vom 13.05.2010 bis 27.01.2011 (log. Kerzendarstellung / 1 Kerze = 1 Tag)

[Karlll]

Baidu: Beefing Presence Beyond China
By Adaline Lau , January 27, 2011

China has the largest Internet population in the world at 420 million and 99 percent of them use Baidu, according to Robin Li, CEO of China's largest search engine.

Baidu's search market share continues to rise -- up from 73 percent to 75.5 percent between Q3 to Q4 last year -- eating into rival Google's market share, which fell from 21.6 percent to 19.6 percent in the same period, according to the latest report from China research firm Analysys International.

Baidu clearly dominates the China search market. But does it have ambitions to grow outside the country? Recent developments suggest it is strengthening its presence beyond China.

The Rakuten Alliance

Rakuten, Japan's largest e-commerce company, and Baidu announced a strategic partnership in January 2010 to invest $50 million over three years to build a new online retail site that launched in October the same year called Lekutian.

Lekutian

The joint venture aims to create the largest B2B2C online shopping mall for consumers in China to buy high quality products from well-known Chinese to foreign brands including small and medium-sized businesses.

In Japan, Rakuten has around 64 million registered members and 2009 sales totaled $3.2 billion. Its core business "Rakuten Ichiba" is said to offer 50 million products sold by more than 33,000 merchants on the country's largest e-commerce site.

As part of global expansion, Rakuten was involved in a number of acquisitions last summer, including PriceMinister, France's largest e-commerce company, and U.S. e-commerce site Buy.com. Rakuten also entered a joint venture with Global Mediacom to tap Indonesia's e-commerce marketplace. Six years ago, Rakuten acquired U.S. ad network LinkShare.

Backed by Rakuten's ties in Europe and the U.S., the Lekutian partnership will help Baidu raise its international profile in e-commerce and search.

Outside of China, Baidu's search service has been available in Japanese since 2007.

Tapping the rising trend of Internet savvy youths on discussion forums commonly known in Asia as Bulletin Board System (BBS), Baidu launched its Post-Bar or Tieba, an Internet forum in the country last August.

Reseller in 4 Asia Markets

In other parts of Asia, Baidu appointed China Search in October 2010, as exclusive reseller to provide paid search solutions for companies in Hong Kong, Taiwan, Singapore, and Macau.

Bob Tin, director of China Search, said they have been in talks with clients and those from the travel, e-commerce and jewelery sectors were keen and some are committing as much as eight-figure RMB annual search budgets on Baidu.

However, will Baidu capture a significant portion of the SME segment through this exclusive agreement? And will they consider appointing more resellers to expand in other markets of Asia, Europe, or the U.S. in the near future?

Baidu Beat

But Baidu says its blog "does not represent the official position of Baidu or its officers" even though it's written and updated by its employees.

Baidu Beat won't be used to make any initial disclosures by the company or any of its subsidiaries or related companies, which means tough luck if you're looking for breaking news there.

The blog aims to give readers a peek into what Chinese Internet users are looking for online, aggregated through individual search queries from its search engine, topical issues discussed on its online community Baidu PostBar, and queries from Chinese Internet users through its Q&A site Baidu Zhidao, or "Baidu Knows."

To attract an international following, @BaiduBeat has more than 140 followers and more than 50 Facebook fans since it rolled out less than a month ago.

Does having an English language blog indicate Baidu has ambitions to beef its presence globally?

At the Web 2.0 summit Li said America isn't a high priority market for Baidu although he wanted the U.S. to pay attention to China. He hinted they would add different languages for the search engine in the future. Li's answer seems to suggest Baidu is seeking to expand in Asia initially, rather than potentially go head to head with Google on its home turf in the U.S.

If you're keen to track trending topics or brands that China users search on Baidu, check out Feng Yun Bang, a listing site updated in near real time that shows top searches in different categories from people, entertainment, lifestyle, cars, games, computers, education to finance by day, week or month. Some categories even trend by demographics (e.g., those born in the '70s, '80s, or '90s, males vs. females), although right now it's only available in Chinese.

Join us for SES London 2011, the Leading Search & Social Marketing Event, taking place February 21-25! The conference offers sessions on topics including search engine optimization (SEO), keyword analysis, link building, local, mobile, video, analytics, social media, and more. Register now.

[Karlll]

24.01.2011
Baidu, Inc.

Baidu, Inc. (BIDU) earned a bullish brokerage note this morning, as Macquarie started coverage of the stock with an "outperform" rating and a $138 price target. This forecast implies expected upside of more than 31% to Friday's close at $105.10. Most analysts are upbeat about the Chinese search engine's prospects; Zacks tallies 12 "buy" or better recommendations, compared to five "holds" and one "strong sell."

BIDU is up 1% in pre-market trading, extending a longer-term ascent along the support of its 10-week and 20-week moving averages. These trendlines have ushered the shares consistently higher since March 2009.

Just like Macquarie, front-month call players seem to have high hopes for BIDU. Peak call open interest of 8,246 contracts can be found at the out-of-the-money February 110 strike, with another notable accumulation of 6,312 contracts at the February 115 strike.

[fatboy64]

Am 31.01.11 nach Börsenschluss in den USA kommen die Q. Zahlen.

[Karlll]

Antwort auf Beitrag Nr.: 40.881.513 von Karlll am 18.01.11 16:15:01

oder das:


19.01.2011 12:20
Suchmaschinen: Baidu weitet Marktanteil in China auf 75,5% aus

EMFIS.COM - Peking 19.01.2011 (www.emfis.com) Nach Angaben des Marktforschungsinstituts Analysys International hat Chinas führende Suchmaschine Baidu den Marktanteil im vierten Quartal 2010 auf 75,5 Prozent ausgebaut. Im Vorquartal kam Baidu noch auf einen Anteil von 73 Prozent. Vor allem der große Konkurrent Google musste weiter Federn lassen und gab gegenüber dem Vorquartal zwei Prozent ab. Damit kam das US-Unternehmen auf einen Anteil von 19,6 Prozent. Der Wert des chinesischen Suchmaschinenmarktes hat sich im vierten Quartal im Jahresvergleich auf 3,85 Milliarden Yuan (585 Millionen US-Dollar) nahezu verdoppelt. Im letzten Jahr stieg die Zahl der chinesischen Internet-Nutzer um 19,1 Prozent auf 457 Millionen an. Davon greifen fast 82 Prozent auf Suchmaschinen zurück.

© 2011 EMFIS.COM

[Karlll]

Vielleicht hilft das ja heute etwas:

18.01.2011 14:25
Tickerspy.com Announces New Stock Index Tracking Chinese Internet Stocks, Including E-Commerce China Dangdang, Youku.com, Baidu.com, Sohu.com and Sina

PRINCETON, N.J., Jan. 18, 2011 /PRNewswire/ -- Tickerspy (http://www.tickerspy.com/)," target="_blank" rel="nofollow ugc noopener">http://www.tickerspy.com/), an investing website featuring over 250 unique, proprietary Indexes, announced the creation of the Chinese Internet Stocks Index, which includes among its components E-Commerce China Dangdang , Youku.com , Baidu.com , Sohu.com and Sina .

The China-based companies operate online, serving China's growing Internet-connected population, and typically employ an e-commerce, subscription or advertising-based business model.

To gain immediate access to the Chinese Internet Stocks Index, a complete list of its components, and various charts and related metrics, please visit the following link:

http://www.tickerspy.com/index/Chinese-Internet-Stocks?refer=prn13" target="_blank" rel="nofollow ugc noopener">http://www.tickerspy.com/index/Chinese-Internet-Stocks?refer=prn13

The Chinese Internet Stocks Index is up 8.2% versus 4.2% for the S&P 500 over the last month, as investors look to Internet stocks as a way to gain access to the growing affluence of the massive Chinese population. The Chinese Internet Stocks Index has outperformed the S&P 500 by over 33% since the start of 2008.

Tickerspy Indexes use a "net asset value" calculation and cover a wide range of market sectors and segments, including dry bulk shipping stocks, Canadian energy trusts, gold and silver stocks, alternative energy stocks, money center banks, and many more. Tickerspy also offers various other China-focused Indexes, including for solar stocks, agriculture stocks, auto parts stocks, online gaming stocks, education stocks and several others.

About Tickerspy:

Tickerspy is a free, stock market-focused website that lets users track proprietary Indexes and institutional holdings. Tickerspy members can also track each other's portfolios and share investment ideas and news. In addition, Tickerspy members receive a free, customized daily email that includes portfolio performance, alerts, and news on the stocks they are tracking.

NOTE: This release was published by Indie Research Advisors, LLC, a registered investment advisor with CRD #131926. Interested parties may visit adviserinfo.sec.gov for additional information. Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.

CONTACT: Marcia Martin, tickerspy, [phone]

Indie Research Advisors, LLC

CONTACT: Marcia Martin, tickerspy, [phone]

Web Site: http://www.tickerspy.com/


© 2011 PR Newswire