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    Baidu.com - NASDAQ: BIDU crashed - dieses Jahr noch unter 30 US Dollar? (Seite 136)

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      schrieb am 11.11.10 19:41:17
      Beitrag Nr. 612 ()
      Antwort auf Beitrag Nr.: 40.487.269 von Karlll am 09.11.10 20:20:59das ding ist nur am steigen :)

      ich denke ne verdopplung bis ende nächsten Jahres ist hier drinnen
      5 Antworten
      Avatar
      schrieb am 09.11.10 20:20:59
      Beitrag Nr. 611 ()
      Time to Short Baidu?

      Rick Aristotle Munarriz
      November 9, 2010

      Baidu (Nasdaq: BIDU) is in the crosshairs of this morning's "Heard on the Street" column in The Wall Street Journal.

      Like any good bash piece, it begins with the "having said that" accolades to build up China's leading search engine before tearing it down:

      * Baidu's stock has risen 40-fold since its 2005 IPO.
      * Revenue has grown 25-fold in that time -- and 30-fold for stateside investors given the depreciating greenback relative to the buoyant yuan.
      * Revenue is accelerating, pegged to grow at a 78% clip this year after last year's recessionary slowdown of only growing by 39%.
      * Taking a page out of Google's (Nasdaq: GOOG) playbook, Baidu is getting advertisers to pay more by expanding the keywords they bid on to generate leads.
      * Less than a third of China is online, compared with developed nations hovering around the 80% penetration mark.
      * China's economy is growing at a 10% clip, according to World Bank, with Baidu obviously growing considerably faster than that.

      Did you enjoy the praise-worthy climb up the roller-coaster chain-lift? I hope so, because here comes the drop.

      Hands up!
      The article touches on a few potential risks. Rolfe Winkler argues that e-commerce rival Alibaba.com -- where Yahoo! (Nasdaq: YHOO) enjoys a passive minority stake -- could eat away at Baidu's whopping 73% market share through its new search engine fueled by Microsoft's (Nasdaq: MSFT) Bing.

      There are also China-related risks.

      "Profits are ultimately at the mercy of the Communist Party," Winkler writes. He also alludes to the credit bubble risk.

      However, Winkler's longest argument against Baidu is a more practical one. He pits Baidu's $38 billion enterprise value against Google's $170 billion chunk. He assigns a value of $80 billion to Google's stateside operations, because it accounts for a little less than half of its overall business. He then figures that China's economy will be half as large at the United States in four years -- arriving at a value of $40 billion in four years.

      Obviously, it's a slow crawl from $38 billion to $40 billion and certainly not the kind of play that someone would want to make given the risks and volatility inherent in buying into China in general and Baidu in particular.

      Baidu would be boring at best -- and disastrous below that.

      Enjoy the ride
      Thankfully, there are so many favorable variables that Winkler sidesteps in this morning's diss.

      If the Chinese economy is half the size of the United States' in four years, Baidu will likely be worth more -- a lot more -- than $40 billion.

      For starters, let's consider that Baidu's 73% share in China is greater than Google's chunk of nearly two-thirds of the stateside market. This will fluctuate, of course, but both Baidu and Google have been the undisputed champs in their home turf for years. One can argue that the chances of Baidu's market being gnawed at by Alibaba or Sohu.com's (Nasdaq: SOHU) Sogou are less than Google giving up ground domestically. In China, Baidu's closest competitor -- Google -- is losing share. In the United States, Bing is going to gain ground as a result of its partnership with Yahoo!.

      Why are we only dealing with the top line of a country's economy? Let's go down to the bottom line. In its latest quarter, Google clocked in with net margins of 29.7%. Baidu, on the other hand, delivered net margins of 46.4%. In layman terms, Google generated nearly $0.30 in profit out of every dollar in revenue. Baidu -- as the result of lean operations and toiling away in a country with a friendlier corporate tax rate -- milked more than $0.46 in earnings out of every buck received. This point alone should boost Baidu's enterprise value target from $40 billion to $60 billion.

      It doesn't end there, though. What do we do with the free cash flow that Baidu will generate over the next four years? How do we account for the inevitable rising of the yuan relative to the greenback? How do we factor in Baidu's growth outside of China? It already launched in Japan, and many schools and universities around the world are teaching their students Mandarin in order to reach out to China's 1.3 billion people.

      All of these questions point to even greater valuations for Baidu, but we still haven't touched on the doozy in Winkler's argument.

      Right now, Google is trading for 22 times this year's earnings and 19 times next year's target. Does anyone really believe that Baidu will be trading at a year ahead multiple in the teens, when there will still be so much growth to be had? Oh, and shouldn't we be relocating this entire argument to Google's enterprise value and valuation circa 2014?

      Keep in mind that China's population is four times greater. If its economy is only half the size of the United States' in four years, it means that it still has an eightfold spurt to go before catching up. Pitting a maturing Google against a Baidu that will still be early in its growth cycle is quite unfair.

      Unbuckle those seat belts
      Baidu will always be volatile. It will never be cheap.

      Bargain hunters may even have problems with new media darling SINA (Nasdaq: SINA) trading at 31 times next year's earnings and leading travel portal Ctrip.com's (Nasdaq: CTRP) heading multiple of 38 -- and those companies aren't growing as quickly as Baidu.

      The risks in China are real, even if the country's global credibility would have a lot more to lose than Baidu shareholders if it should ever clamp down on paid search's potential.

      You can always spot the folks who think Baidu is overvalued and headed for a fall. They're usually the same ones who were bashing the stock at half of today's price earlier this year -- or even at its IPO before its 40-fold advance.

      Do you think Baidu is a good buy at this point? Share your thoughts in the comment box below.

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      6 Antworten
      Avatar
      schrieb am 08.11.10 11:26:54
      Beitrag Nr. 610 ()
      Antwort auf Beitrag Nr.: 40.473.275 von androm am 08.11.10 10:30:49Nur noch in Singapur und das erst seit 3 Wochen.

      Hier ist der Link.

      http://www.sgx.com/wps/portal/marketplace/mp-en/prices_indic…

      Um zu Baidu zu gelangen mußt Du auf "B" klicken.

      Gruß
      Karlll
      Avatar
      schrieb am 08.11.10 10:30:49
      Beitrag Nr. 609 ()
      Antwort auf Beitrag Nr.: 40.461.468 von Karlll am 05.11.10 11:12:30HI zusammen !!!

      Weißt einer von euch ob Baidu auch in Asien gehandelt ist
      oder nur auf der Naddaq und bei uns.

      Den alle die mir helfen besten DANK

      Androm :kiss::kiss::kiss:
      1 Antwort
      Avatar
      schrieb am 05.11.10 11:12:30
      Beitrag Nr. 608 ()
      Baidu’s localisation problem in Japan

      Posted by Sherman So on November 5, 2010 · Filed Under China, Japan


      I was talking to a friend yesterday. He told me, just as Google fails to localize in China, Baidu faces the same localization problem when it develops the Japanese search engine market.

      The Reasons: The Japanese has a different preference in their search from the Chinese. One thing they like to search over the internet is peoples’ names, as they like to read blogs of other persons. They are also very superstitious and like to search for information such as fortune telling, palm reading, etc. The different in preference require the search engine to be designed with a different ranking system. And Baidu has to readjust its search engine for these.

      Another problem Baidu faces when developing Japanese market is the political tension between the two countries. Whenever there is a quarrel between the two, Baidu’s traffic in Japan could be affected. For example, recently the two nations argued again over Diyutai, an island over South China Sea which both claimed to be theirs. Just as the Chinese protested in China, the Japanese were doing the same in Japan. Baidu’s search engine was boycotted and traffic dropped.

      However, Baidu still hopes to develop the Japanese market, as the online advertising market is much more mature than that in China. Japanese advertisers are much more willing to buy keywords from search engines. Also, cost per click for each keyword can be much more expensive than in China, something like 10 times.
      2 Antworten

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      Avatar
      schrieb am 28.10.10 09:40:33
      Beitrag Nr. 607 ()
      Baidu.com kaufen
      28.10.2010 - 08:14



      Detmold (aktiencheck.de AG) - Nach Meinung der Experten vom "Asia Investor" bleibt die Aktie von BAIDU.COM (ISIN US0567521085/ WKN A0F5DE) ein ganz eindeutiger Kauf.

      Das Unternehmen habe die Markterwartungen übertreffen können. Im dritten Quartal habe man einen Gewinn von 1,05 Mrd. Yuan erzielt, was einer Steigerung von mehr als 100% entspreche. Die Analysten hätten im Vorfeld nur mit einem Nettogewinn von 959 Mio. Yuan gerechnet. Der Umsatz habe um 76% auf 2,26 Mrd. Yuan zugenommen, was ebenfalls über den Schätzungen gelegen habe.

      Die Aussichten für die Zukunft seien optimistisch. Das Unternehmen habe dieser Tage einen neuen Service ins Leben gerufen. Über seine Internet-Seiten könnten nun Inhalte gekauft werden, wobei E-Books an oberster Stelle stünden. BAIDU.COM wolle seine Umsatzbasis damit verbreitern, was bestimmt auch gelingen und das künftige Wachstum sichern werde.

      Der Umsatz im vierten Quartal werde sich laut BAIDU.COM auf bis zu 2,44 Mrd. Yuan erhöhen. Die bisherigen Markterwartungen seien hingegen nur bei 2,34 Mrd. Yuan angesiedelt gewesen. Es sei nicht verwunderlich, dass das Management so optimistisch an die Sache herangehe. Immerhin habe der Marktanteil von BAIDU.COM in China laut jüngsten Daten auf satte 80% ausgebaut werden können. Zurzeit könne nichts ernsthaft die Vorherrschaft von BAIDU.COM in Gefahr bringen.

      Nach Ansicht der Experten von "Asia Investor" bleibt die BAIDU.COM-Aktie ein ganz eindeutiger Kauf und wird bei 66,00 Euro per Stopp-Loss-Kurs abgesichert. (Ausgabe 43 vom 27.10.2010) (27.10.2010/ac/a/a)

      Offenlegung von möglichen Interessenskonflikten: Mögliche Interessenskonflikte können Sie auf der Site des Erstellers/ der Quelle der Analyse einsehen.


      Quelle: Finanzen.net
      Avatar
      schrieb am 27.10.10 10:34:52
      Beitrag Nr. 606 ()
      Prognosen für die BAIDU, INC. Aktie Datum Kurs
      (EUR) Änd. in %
      26.11.2010, 17:30 87,12 7,58%
      27.12.2010, 17:30 93,72 15,73%
      27.01.2011, 17:30 100,82 24,50%
      28.02.2011, 17:30 108,46 33,93%
      28.03.2011, 17:30 116,68 44,08%

      Prognose von OnVista
      Avatar
      schrieb am 27.10.10 10:32:50
      Beitrag Nr. 605 ()
      BAIDU.COM neues Kursziel

      Rating-Update:

      London (aktiencheck.de AG) - Jin Yoon, Analyst von Nomura Equity Research, stuft die Aktie von BAIDU.COM (ISIN US0567521085/ WKN A0F5DE) unverändert mit "buy" ein. Das Kursziel werde von 90,00 auf 130,00 USD angehoben. (Analyse vom 25.10.10) (26.10.2010/ac/a/u)
      Avatar
      schrieb am 25.10.10 16:21:26
      Beitrag Nr. 604 ()
      Mega Stock Picks gives BAIDU Inc. (BIDU) a $160 Price Target



      (EMAILWIRE.COM, October 25, 2010 ) Minneapolis, MN - Baidu, Inc. (NasdaqGS:BIDU) has been given a $160 price target by Mega Stock Picks based on the current earnings report and future guidance.

      Baidu, Inc. (NasdaqGS:BIDU) did a 10 for 1 stock split and ever since has gone up hill. Mega Stock Picks believes that (BIDU) will continue its rampage throughout winter and hit $160 by spring.

      Baidu, Inc. (NasdaqGS:BIDU) has a huge market share in China, nearly sixty percent, if not more.

      Visit www.megastockpicks.com and sign up for our FREE alerts, we first alerted (BIDU) at $68 dollars a couple months back.

      Baidu, Inc. (NasdaqGS:BIDU) most likely will be up again on Monday, as of right now futures in Europe and Asia are way up.

      Google Inc. (NasdaqGS:GOOG) should continue to fall, while (BIDU) eats up more market share.

      ABOUT Megastockpicks.com

      Mega Stock Picks provides free Penny stock newsletters on various stocks including penny stocks of the day. MegaStockPicks.com team of experts delve into the micro and small-cap world of stocks, including big board pennies, searching for equities that are undervalued, yet show great promise of future growth.

      MegaStockPicks.com will not be responsible for or accept any liability for any losses arising from an investor's reliance on or use of information obtained from our website or emails.

      MegaStockPicks.com does its best to verify, but does not guarantee the topicality, correctness, completeness and quality of information and statements presented on its website and emails. MegaStockPicks.com ‘s company officers are not registered investment advisors and do not recommend to buy, hold, or sell any securities. MegaStockPicks.com simply provides information and ideas to investors as they gather investment information. The onus is on viewers to complete their own due diligence. MegaStockPicks.com viewers should always make their own financial decisions.

      Contact Information:
      Mega Stock Picks
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      Tel: 651-442-4255
      Email us
      Avatar
      schrieb am 25.10.10 15:39:14
      Beitrag Nr. 603 ()
      Baidu Releases WAP Site Generator

      Tencent Tech, 10/25/10


      Chinese internet firm Baidu (Nasdaq: BIDU) quietly launched its mobile developers platform (gate.baidu.com) in the past few days, an industry insider has discovered. The platform will generate a WAP version of any standard webpage entered into the text input box. If a website has already developed a WAP site, Baidu mobile search can be informed and users will be automatically redirected to that site.

      The next step for the Baidu mobile developers platform is to enable three functions to allow website administrators to make changes to the generated WAP site, use the generated WAP site to build their own WAP site, and view traffic data such as number of daily visitors and daily pageviews.
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