Baidu.com - NASDAQ: BIDU crashed - dieses Jahr noch unter 30 US Dollar? (Seite 176)
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ISIN: US0567521085 · WKN: A0F5DE · Symbol: B1C
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Beitrag zu dieser Diskussion schreiben
Sind die Anteile von Robert Li denn wohl an die UBS gegangen, denn
vorgestern wurde ja wohl bekanntgegeben, daß die jetzt einen 5,8 %-
Anteil von Baidu haben.
Weiß jemand etwas dazu?
Die würden ja wohl nicht investieren, wenn sie nicht überzeugt sind.
Gruß
Karlll
vorgestern wurde ja wohl bekanntgegeben, daß die jetzt einen 5,8 %-
Anteil von Baidu haben.
Weiß jemand etwas dazu?
Die würden ja wohl nicht investieren, wenn sie nicht überzeugt sind.
Gruß
Karlll
Antwort auf Beitrag Nr.: 33.336.297 von boom2 am 11.02.08 22:44:28
BAIDU.COM buy
11.02.2008 - 10:01
Rating-Update:
Minneapolis (aktiencheck.de AG) - Die Analysten von Piper Jaffray stufen die Aktie von BAIDU.COM (ISIN US0567521085/ WKN A0F5DE) unverändert mit "buy" ein. Das Kursziel werde bei 439 USD gesehen. (11.02.2008/ac/a/u) Analyse-Datum: 11.02.2008
BAIDU.COM buy
11.02.2008 - 10:01
Rating-Update:
Minneapolis (aktiencheck.de AG) - Die Analysten von Piper Jaffray stufen die Aktie von BAIDU.COM (ISIN US0567521085/ WKN A0F5DE) unverändert mit "buy" ein. Das Kursziel werde bei 439 USD gesehen. (11.02.2008/ac/a/u) Analyse-Datum: 11.02.2008
4 Reasons to Believe in Baidu
Baidu (Nasdaq: BIDU) investors are nervous heading into Wednesday's quarterly report. It's easy to see why. Stateside bellwether Google (Nasdaq: GOOG) posted a rare miss during the same period. Investor appetite for Chinese shares has also been waning, with Baidu's stock off by a bitter 45% since peaking three months ago.
I recommended the stock to Rule Breakers subscribers -- at one-third of today's price -- 16 months ago.
I'm not worried. I have four reasons to explain why I'm at ease.
Baidu is not tied to Google's hip
It's hard to avoid comparing Baidu to Google. Baidu's market share dominance in China is similar to Google's peer-thumping position closer to home. If you had to sum up Baidu, in three words or less, to someone unfamiliar with the company, who wouldn't lean on "It's China's Google," and leave it at that?
The problem is that we're talking about two different markets. The U.S. has a mature Internet audience and an iffy economy. China's is significantly earlier in the Web's adoption cycle and that country's economy is growing at a healthy annualized clip of better than 10%.
Don't take my word for it. Let history be your guide. Google's previous quarterly miss happened during last year's second quarter. Big G earned $3.56 a share, just shy of the $3.59 share in profitability that Wall Street was expecting.
Was Baidu doomed? A week later, China's search engine star earned $0.54 a share, obliterating Mr. Market's profit target of $0.43 a share.
Sympathy plays don't hold a whole lot of water when you're talking about fast-growing players on the other side of the planet. China's Ctrip.com (Nasdaq: CTRP) has been a speedster, even as many stateside travel portals plod along. You would be nuts to project a domestic hotelier's shortcomings on the growth story of China's Home Inns & Hotels (Nasdaq: HMIN).
Beating the pros is in Baidu's DNA
Baidu has missed analyst projections only once since it went public three summers ago. In one quarter the company simply met expectations. Those have been the exceptions to the rule. So in seven of its first nine quarters as a public company -- or 77% of the time -- Baidu has delivered net income that handily exceeded Wall Street's expectations.
It's not a perfect trend. However, it certainly helps handicap this week's upcoming report in Baidu's favor.
Microhoo drama needs another star
The roller-coaster romance between Microsoft (Nasdaq: MSFT) and Yahoo! (Nasdaq: YHOO) has centered mostly on Google's reaction to the rocky nuptials. The media portrayed Microsoft's quest to nab Yahoo! as the Web's third-leading search engine hooking up with the silver medalist to make a run at Google's gold. That is accurate domestically but a vast misrepresentation globally.
http://www.fool.com/investing/high-growth/2008/02/11/4-reaso…
Baidu (Nasdaq: BIDU) investors are nervous heading into Wednesday's quarterly report. It's easy to see why. Stateside bellwether Google (Nasdaq: GOOG) posted a rare miss during the same period. Investor appetite for Chinese shares has also been waning, with Baidu's stock off by a bitter 45% since peaking three months ago.
I recommended the stock to Rule Breakers subscribers -- at one-third of today's price -- 16 months ago.
I'm not worried. I have four reasons to explain why I'm at ease.
Baidu is not tied to Google's hip
It's hard to avoid comparing Baidu to Google. Baidu's market share dominance in China is similar to Google's peer-thumping position closer to home. If you had to sum up Baidu, in three words or less, to someone unfamiliar with the company, who wouldn't lean on "It's China's Google," and leave it at that?
The problem is that we're talking about two different markets. The U.S. has a mature Internet audience and an iffy economy. China's is significantly earlier in the Web's adoption cycle and that country's economy is growing at a healthy annualized clip of better than 10%.
Don't take my word for it. Let history be your guide. Google's previous quarterly miss happened during last year's second quarter. Big G earned $3.56 a share, just shy of the $3.59 share in profitability that Wall Street was expecting.
Was Baidu doomed? A week later, China's search engine star earned $0.54 a share, obliterating Mr. Market's profit target of $0.43 a share.
Sympathy plays don't hold a whole lot of water when you're talking about fast-growing players on the other side of the planet. China's Ctrip.com (Nasdaq: CTRP) has been a speedster, even as many stateside travel portals plod along. You would be nuts to project a domestic hotelier's shortcomings on the growth story of China's Home Inns & Hotels (Nasdaq: HMIN).
Beating the pros is in Baidu's DNA
Baidu has missed analyst projections only once since it went public three summers ago. In one quarter the company simply met expectations. Those have been the exceptions to the rule. So in seven of its first nine quarters as a public company -- or 77% of the time -- Baidu has delivered net income that handily exceeded Wall Street's expectations.
It's not a perfect trend. However, it certainly helps handicap this week's upcoming report in Baidu's favor.
Microhoo drama needs another star
The roller-coaster romance between Microsoft (Nasdaq: MSFT) and Yahoo! (Nasdaq: YHOO) has centered mostly on Google's reaction to the rocky nuptials. The media portrayed Microsoft's quest to nab Yahoo! as the Web's third-leading search engine hooking up with the silver medalist to make a run at Google's gold. That is accurate domestically but a vast misrepresentation globally.
http://www.fool.com/investing/high-growth/2008/02/11/4-reaso…
Na? Alle noch an Bord? Oder haben die Nerven doch zu sehr geflattert? Die letzten Wochen waren aber auch ein wilder Ritt...
Heute mal ne positive Analyse.
(Mit den 2 Jahren 100%-Gewinnwachstum kämen wir für 2009 dann wirklich Richtung 9 bis 10 Dollar und auf ein KGV von derzeit 24 auf Basis 2009 - also, nicht hektisch werden. Hoffe eben nur, dass es am Mittwoch bzw. für uns am Donnerstag Morgen keine böse Überraschung gibt, bei den ersten Zahlen nach dem Tod des CFO. Immerhin sinds auch die Gesamtjahreszahlen, da hängt wirklich viel von ab.)
February 11, 2008, 9:02 am
Baidu: Pacific Crest Ups Rating, Sets $350 Target
Posted by Eric Savitz
Baidu (BIDU) shares are headed higher this morning after Pacific Crest analyst Steve Weinstein raised his rating on the stock to Outperform from Sector Perform, setting a $350 price target.
Weinstein notes that Baidu will report fourth quarter earnings on Wednesday; he expects revenue of $67.5 million and EPS of 69 cents; the Street has been higher at $76.9 million and 71 cents.
Weinstein thinks Baidu can sustain 100% revenue growth or more for the next two years, driven by growth in advertisers as Baidu penetrates more markets and increases spending per advertiser. He says that the company’s share of China’s search market is about 60% and has the potential to increase. He does note that Google’s (GOOG) entry into the music search business in China “has fueled new competitive concerns,” but that those worries are overdone.
In pre-market trading, Baidu is up $6.90, or 3%, at $240.81.
Heute mal ne positive Analyse.
(Mit den 2 Jahren 100%-Gewinnwachstum kämen wir für 2009 dann wirklich Richtung 9 bis 10 Dollar und auf ein KGV von derzeit 24 auf Basis 2009 - also, nicht hektisch werden. Hoffe eben nur, dass es am Mittwoch bzw. für uns am Donnerstag Morgen keine böse Überraschung gibt, bei den ersten Zahlen nach dem Tod des CFO. Immerhin sinds auch die Gesamtjahreszahlen, da hängt wirklich viel von ab.)
February 11, 2008, 9:02 am
Baidu: Pacific Crest Ups Rating, Sets $350 Target
Posted by Eric Savitz
Baidu (BIDU) shares are headed higher this morning after Pacific Crest analyst Steve Weinstein raised his rating on the stock to Outperform from Sector Perform, setting a $350 price target.
Weinstein notes that Baidu will report fourth quarter earnings on Wednesday; he expects revenue of $67.5 million and EPS of 69 cents; the Street has been higher at $76.9 million and 71 cents.
Weinstein thinks Baidu can sustain 100% revenue growth or more for the next two years, driven by growth in advertisers as Baidu penetrates more markets and increases spending per advertiser. He says that the company’s share of China’s search market is about 60% and has the potential to increase. He does note that Google’s (GOOG) entry into the music search business in China “has fueled new competitive concerns,” but that those worries are overdone.
In pre-market trading, Baidu is up $6.90, or 3%, at $240.81.
Ausgerechnet wenn ich einsteige geht der Kurs gen Süden.
Sind das nicht schon etwas zuviel Negativnachrichten? Man könnte ja
den Eindruck gewinnen, daß sie lanciert sind, damit jemand günstig
einsteigen kann.
- CFO tot
- Insiderverkauf
- Abstufungen
- hohe Kosten durch Investitionen in Japangeschäft
- Klage durch Musikfirmen
- Massiver Gegenwind von Google
Was kommt noch. Oder lacht jemand und macht sich die Taschen voll?
Karlll
Sind das nicht schon etwas zuviel Negativnachrichten? Man könnte ja
den Eindruck gewinnen, daß sie lanciert sind, damit jemand günstig
einsteigen kann.
- CFO tot
- Insiderverkauf
- Abstufungen
- hohe Kosten durch Investitionen in Japangeschäft
- Klage durch Musikfirmen
- Massiver Gegenwind von Google
Was kommt noch. Oder lacht jemand und macht sich die Taschen voll?
Karlll
eventuell könnte sich dies hier aber kurzfristig recht negativ auf baidu und damit den aktienkurs auswirken
http://www.it-times.de/news/nachricht/datum/2008/02/05/urheb…
http://www.it-times.de/news/nachricht/datum/2008/02/05/urheb…
Antwort auf Beitrag Nr.: 33.260.186 von Karlll am 04.02.08 13:06:49warum sollten die in hektik verfallen? schließlich ist baidu etabliert und beliebt. ich würde sagen, baidu hat allen grund gelassen zu bleiben... meiner meinung nach, werden es die westlichen suchmaschinen und portalanbieter sehr schwer in china haben. dort ist nicht automatisch hip, was bei uns grade inn ist...
Also, mich wundert, daß Baidu von dem ganzen Gemenge um
Microsoft, Yahoo, Google so unberührt bleibt.
M. E. befindet man sich doch ziemlich nahe am Epizentrum.
Gruß
Karlll
Microsoft, Yahoo, Google so unberührt bleibt.
M. E. befindet man sich doch ziemlich nahe am Epizentrum.
Gruß
Karlll
Antwort auf Beitrag Nr.: 33.206.621 von MontPelerin am 29.01.08 20:38:54da könnten aber schon noch böse überraschungen im ergebnis kommen, da neuen investitionen erst einmal keine umsätze gegenüberstehen...
und der markt wird erst einmal kurzfristig darauf reagieren, erst recht bei einer derartig nervösen börse
mehr dazu hier
http://www.it-times.de/news/nachricht/datum/2008/01/30/baidu…
und der markt wird erst einmal kurzfristig darauf reagieren, erst recht bei einer derartig nervösen börse
mehr dazu hier
http://www.it-times.de/news/nachricht/datum/2008/01/30/baidu…
und eine Sell-Einstufung sorgt heute für weiteren Kursdruck:
NEW YORK (AP) - Baidu.com Inc. shares fell Tuesday after an analyst initiated coverage with a "Sell" rating, saying investments the Chinese search engine operator is making in 2008 are expected to increase expenses without leading to substantial near-term revenue.
Shares of Baidu declined $17.41, or 6 percent, to $273.91 in trading. In the past year, the stock has moved between $92.80 and $429.19.
In a note to investors, Canaccord Adams analyst Colin Gillis initiated his coverage of the stock and set a $265 price target.
The analyst said he feels positive about the company's position as a the leader in a growing market, and noted its share of the Chinese search market is over 60 percent, compared with Google Inc., which has about 24 percent.
Gillis said Baidu's ability to effectively execute double-byte searches -- searches of documents using Asian languages like Chinese -- gives it a "competitive edge."
Still, Gillis said that the company is putting money into several new ventures in 2008 -- such as its new Japanese search site and a consumer-to-consumer online auction-type business.
"On the one hand you want to applaud that; on the other hand, it's expense before revenue," he said in a phone interview Tuesday.
"We just want to see some of these new initiatives get some traction before we get more positive," Gillis added.
In his note, Gillis also pointed out that the company faces a host of other challenges, such as increasing competition, a rising number of affluent English-speaking and college-graduate Chinese who might be more interested in using Google, and rigid government regulation of the Internet business.
Gillis also initiated coverage of Google Tuesday in a note to investors, where he started the stock with a "Buy" rating and $755 price target.
The analyst added Google to his "Best Ideas" list and said the search company is a "U.S. recession-resistant investment idea" due to its international exposure and ongoing reallocation of ad budgets to measurable mediums like the Web.
© 2008 The Associated Press. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.
------------------
Die Begründung der Analyse ist allerdings extrem schwach. Weil Baidu investiert, um neue Chancen zu nutzen, ist die Aktie mies... Na ja, jeder wie er es braucht.
Mir macht der vakante CFO-Posten mehr Sorgen und ich hoffe, die Zahlen am 13.02. beinhalten keine böse Überraschung. Außerdem hoffe ich, dass man vielleicht etwas zu einer Nachbestzung des Postens sagt.
NEW YORK (AP) - Baidu.com Inc. shares fell Tuesday after an analyst initiated coverage with a "Sell" rating, saying investments the Chinese search engine operator is making in 2008 are expected to increase expenses without leading to substantial near-term revenue.
Shares of Baidu declined $17.41, or 6 percent, to $273.91 in trading. In the past year, the stock has moved between $92.80 and $429.19.
In a note to investors, Canaccord Adams analyst Colin Gillis initiated his coverage of the stock and set a $265 price target.
The analyst said he feels positive about the company's position as a the leader in a growing market, and noted its share of the Chinese search market is over 60 percent, compared with Google Inc., which has about 24 percent.
Gillis said Baidu's ability to effectively execute double-byte searches -- searches of documents using Asian languages like Chinese -- gives it a "competitive edge."
Still, Gillis said that the company is putting money into several new ventures in 2008 -- such as its new Japanese search site and a consumer-to-consumer online auction-type business.
"On the one hand you want to applaud that; on the other hand, it's expense before revenue," he said in a phone interview Tuesday.
"We just want to see some of these new initiatives get some traction before we get more positive," Gillis added.
In his note, Gillis also pointed out that the company faces a host of other challenges, such as increasing competition, a rising number of affluent English-speaking and college-graduate Chinese who might be more interested in using Google, and rigid government regulation of the Internet business.
Gillis also initiated coverage of Google Tuesday in a note to investors, where he started the stock with a "Buy" rating and $755 price target.
The analyst added Google to his "Best Ideas" list and said the search company is a "U.S. recession-resistant investment idea" due to its international exposure and ongoing reallocation of ad budgets to measurable mediums like the Web.
© 2008 The Associated Press. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.
------------------
Die Begründung der Analyse ist allerdings extrem schwach. Weil Baidu investiert, um neue Chancen zu nutzen, ist die Aktie mies... Na ja, jeder wie er es braucht.
Mir macht der vakante CFO-Posten mehr Sorgen und ich hoffe, die Zahlen am 13.02. beinhalten keine böse Überraschung. Außerdem hoffe ich, dass man vielleicht etwas zu einer Nachbestzung des Postens sagt.
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