Baidu.com - NASDAQ: BIDU crashed - dieses Jahr noch unter 30 US Dollar? (Seite 97)
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ISIN: US0567521085 · WKN: A0F5DE · Symbol: BIDU
109,59
USD
-0,85 %
-0,94 USD
Letzter Kurs 00:15:25 Nasdaq
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03.05.24 · Der Aktionär TV |
30.04.24 · wallstreetONLINE Redaktion |
30.04.24 · wallstreetONLINE Redaktion |
29.04.24 · Markus Weingran |
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Baidu will mobilen Browser-Markt in China erschließen
Der chinesische Suchmaschinen-Betreiber Baidu will nun auch den mobilen Browser-Markt erschließen. Auf der Technikmesse "Technology Innovation Forum" in Peking enthüllte das Unternehmen Pläne über ein neues Cloud Computing Center und stellt einen mobilen Web-Browser vor.
Der neue Web-Browser biete eine breite Palette von Dienstleistungen, schnellen Downloads und Anwendungen, die direkt im Browser laufen, erklärte Baidu. Über weitere Einzelheiten und wo das Center erbaut werden soll, hat sich das Unternehmen bisher nicht geäußert. China hat den weltweit am schnellsten wachsenden Internetmarkt.
Quelle:Finanznachrichten
Oberkassler
Der chinesische Suchmaschinen-Betreiber Baidu will nun auch den mobilen Browser-Markt erschließen. Auf der Technikmesse "Technology Innovation Forum" in Peking enthüllte das Unternehmen Pläne über ein neues Cloud Computing Center und stellt einen mobilen Web-Browser vor.
Der neue Web-Browser biete eine breite Palette von Dienstleistungen, schnellen Downloads und Anwendungen, die direkt im Browser laufen, erklärte Baidu. Über weitere Einzelheiten und wo das Center erbaut werden soll, hat sich das Unternehmen bisher nicht geäußert. China hat den weltweit am schnellsten wachsenden Internetmarkt.
Quelle:Finanznachrichten
Oberkassler
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Guten Morgen Karlll,
mit deinen Aussagen stimme absolut zu.
Der Euro am Sonntag beurteilt Baidu so:
Das Kurs-Gewinn-Verhältnis von Baidu ist angemessen an der eigenen Historie
moderat. Charttechnisch pendelte die Aktie zuletzt in einem breiten Kanal seitwärts. Die Unterstützungszone zwischen 80-85€ sollte den Kurs absichern.
Kurs 89,64€ Ziel: 100€ persönliche Einschätzung Ende 2012: 125-130€
KGV12 23,7, KGV13 17,6 KBV 9,3 und KCV 19,5
Quelle Euro am Sonntag Ausgabe: 35/12
Beste Grüsse
Oberkassler
mit deinen Aussagen stimme absolut zu.
Der Euro am Sonntag beurteilt Baidu so:
Das Kurs-Gewinn-Verhältnis von Baidu ist angemessen an der eigenen Historie
moderat. Charttechnisch pendelte die Aktie zuletzt in einem breiten Kanal seitwärts. Die Unterstützungszone zwischen 80-85€ sollte den Kurs absichern.
Kurs 89,64€ Ziel: 100€ persönliche Einschätzung Ende 2012: 125-130€
KGV12 23,7, KGV13 17,6 KBV 9,3 und KCV 19,5
Quelle Euro am Sonntag Ausgabe: 35/12
Beste Grüsse
Oberkassler
Antwort auf Beitrag Nr.: 43.558.835 von Oberkassel am 01.09.12 07:52:33@ Ecki, Oberkassel
ich denke zwei Dinge müssen passieren, damit wir am JE wieder über
130 US-$ stehen:
1. Baidu muß jetzt liefern, die Zahlen für das 3. Quartal müssen
also mindesten inline liegen, besser ca. 5 - 10 % über Konsens.
2. Man wird jetzt verstärkt den Blick auf Qihoo haben und schauen, wie
denn dort die Zahlen für das 3. Quartal ausfallen, und vor allen
Dingen liegt der Focus auf der Entwicklung der Marktanteile
Gruß
Karlll
ich denke zwei Dinge müssen passieren, damit wir am JE wieder über
130 US-$ stehen:
1. Baidu muß jetzt liefern, die Zahlen für das 3. Quartal müssen
also mindesten inline liegen, besser ca. 5 - 10 % über Konsens.
2. Man wird jetzt verstärkt den Blick auf Qihoo haben und schauen, wie
denn dort die Zahlen für das 3. Quartal ausfallen, und vor allen
Dingen liegt der Focus auf der Entwicklung der Marktanteile
Gruß
Karlll
Why Baidu Should Be Bought On The Pullback ?
It is always interesting to see what happens when momentum stocks slow down. While market leaders such as Apple (AAPL) and Baidu (BIDU) have risen on strong fundamentals, these companies are also momentum names.
Baidu rallied hard after over the last several months. While China's leading search engine company fell from around $160 a share late last year, to $100 a share several months ago, shares rebounded nicely over the last several months after the company's surprisingly strong recent earnings report.
(www.thestreet.com)
Baidu shares rallied from around $110 a share in mid-July, to over $130 a share in mid-August, and the stock had significantly outperformed the S&P 500, and its tracking exchange traded fund, SPY (SPY), over the last several months.
This is why I find the significant recent sell-off in Baidu's shares since mid-August on the news that the company may lose market share to new competitor, Qihoo(QIHU), so interesting.
I recently wrote that I thought Baidu was a broken growth story, and the company's two biggest problems have been stagnating market share growth in search and mobile, and an inability to monetize the company's existing market share in these fast growing markets.
Baidu's market share nearly doubled in the Chinese search engine market from 2004 to 2009. With Google increasingly having trouble with the Chinese government and the Chinese online advertising space growing at 20% a year, Baidu significantly expanded its search engine in this fast growing market at the right time.
Still, with Baidu market share in the Chinese search engine market at over 80%, and China slowing, increasing concerns over the company's decelerating growth rate caused the stock to sell-off hard.
Qihoo 360 technology was a company competing primarily in the mobile space against companies such as Ten Cent (0700-07.HK) over the last several years, and the company recently launched its popular web browser on August 16th. While conflicting reports exist, the consensus is that Qihoo likely has taken around 10-15% of the search engine market in China.
Still, Baidu's problem has been the company's inability to better monetize its existing market share in search, and management's struggles to increase and monetize the company's market share in the mobile space. Baidu has had over 75% of the Chinese search engine market the last several years, and the stock has gone nowhere.
This is why I think the recent sell-off over fears of possible market share loss is a buying opportunity.
Baidu's stock finally began to rebound after the company's critical recent earnings report. While the company's second fiscal quarter report did not show any market share gains in search or mobile, the company significantly increased its per ad fees this past quarter. Baidu's growth rate accelerated significantly this past quarter because of new and more targeted advertising revenue, and the company also further increased its existing advertising fees by focusing on smaller businesses and offering new forms of advertising methods, such as banner ads.
Baidu has been very successful at growing market share in the search space over the last decade, but the company's market share gains in search and mobile have been very minimal over the last several years. The critical challenge for the company now was monetizing its existing market share. Baidu showed it was better able to monetize its search and advertising revenue last quarter, and the company's growth rate accelerated to over 50% from first to second quarter.
To conclude, while Baidu was partially helped by an increase in advertising spending after the Chinese New Year, the company is showing strong ability to further monetize its existing market share, and Baidu's partnership with Apple could be significant with the new iPhone 5 launch if the company is better able to monetize the mobile advertising market. Baidu trades at nearly 18x average estimates of next years likely earnings, but the company is growing at over 40% a year. If the company's growth rate continues to accelerate the stock would likely trade at a growth multiple of 25-28x average estimates of next year likely earnings of $6.31 a share. That would make Baidu a $160-180 dollar stock.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
http://seekingalpha.com/article/840851-why-baidu-should-be-b…
Ich denke eine gute Analyse von Baidu und ich sehe persönlich die Baidu Aktien wieder Richtung Norden gehen.
Frage wie sich der Gesamtmarkt kurzfristig entwicklen wird im September, noch bessere Einstiegskurse ?
Ende des Jahres 2012 sehe die Aktie über 130 Dollar.
Meine persönliche Meinung.
Oberkassler
It is always interesting to see what happens when momentum stocks slow down. While market leaders such as Apple (AAPL) and Baidu (BIDU) have risen on strong fundamentals, these companies are also momentum names.
Baidu rallied hard after over the last several months. While China's leading search engine company fell from around $160 a share late last year, to $100 a share several months ago, shares rebounded nicely over the last several months after the company's surprisingly strong recent earnings report.
(www.thestreet.com)
Baidu shares rallied from around $110 a share in mid-July, to over $130 a share in mid-August, and the stock had significantly outperformed the S&P 500, and its tracking exchange traded fund, SPY (SPY), over the last several months.
This is why I find the significant recent sell-off in Baidu's shares since mid-August on the news that the company may lose market share to new competitor, Qihoo(QIHU), so interesting.
I recently wrote that I thought Baidu was a broken growth story, and the company's two biggest problems have been stagnating market share growth in search and mobile, and an inability to monetize the company's existing market share in these fast growing markets.
Baidu's market share nearly doubled in the Chinese search engine market from 2004 to 2009. With Google increasingly having trouble with the Chinese government and the Chinese online advertising space growing at 20% a year, Baidu significantly expanded its search engine in this fast growing market at the right time.
Still, with Baidu market share in the Chinese search engine market at over 80%, and China slowing, increasing concerns over the company's decelerating growth rate caused the stock to sell-off hard.
Qihoo 360 technology was a company competing primarily in the mobile space against companies such as Ten Cent (0700-07.HK) over the last several years, and the company recently launched its popular web browser on August 16th. While conflicting reports exist, the consensus is that Qihoo likely has taken around 10-15% of the search engine market in China.
Still, Baidu's problem has been the company's inability to better monetize its existing market share in search, and management's struggles to increase and monetize the company's market share in the mobile space. Baidu has had over 75% of the Chinese search engine market the last several years, and the stock has gone nowhere.
This is why I think the recent sell-off over fears of possible market share loss is a buying opportunity.
Baidu's stock finally began to rebound after the company's critical recent earnings report. While the company's second fiscal quarter report did not show any market share gains in search or mobile, the company significantly increased its per ad fees this past quarter. Baidu's growth rate accelerated significantly this past quarter because of new and more targeted advertising revenue, and the company also further increased its existing advertising fees by focusing on smaller businesses and offering new forms of advertising methods, such as banner ads.
Baidu has been very successful at growing market share in the search space over the last decade, but the company's market share gains in search and mobile have been very minimal over the last several years. The critical challenge for the company now was monetizing its existing market share. Baidu showed it was better able to monetize its search and advertising revenue last quarter, and the company's growth rate accelerated to over 50% from first to second quarter.
To conclude, while Baidu was partially helped by an increase in advertising spending after the Chinese New Year, the company is showing strong ability to further monetize its existing market share, and Baidu's partnership with Apple could be significant with the new iPhone 5 launch if the company is better able to monetize the mobile advertising market. Baidu trades at nearly 18x average estimates of next years likely earnings, but the company is growing at over 40% a year. If the company's growth rate continues to accelerate the stock would likely trade at a growth multiple of 25-28x average estimates of next year likely earnings of $6.31 a share. That would make Baidu a $160-180 dollar stock.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
http://seekingalpha.com/article/840851-why-baidu-should-be-b…
Ich denke eine gute Analyse von Baidu und ich sehe persönlich die Baidu Aktien wieder Richtung Norden gehen.
Frage wie sich der Gesamtmarkt kurzfristig entwicklen wird im September, noch bessere Einstiegskurse ?
Ende des Jahres 2012 sehe die Aktie über 130 Dollar.
Meine persönliche Meinung.
Oberkassler
Antwort auf Beitrag Nr.: 43.552.958 von ecki007 am 30.08.12 19:04:35Ergänzung Cortal Consors:
Kurzfristiger SmartStop 85,76 EUR (107,25 USD) Stop Loss setzen
Mittelfristiger SmartStop 82,92 EUR (103,70 USD) Stop Loss setzen
Wiedereinstiegssignal 107,71 EUR (134,70 USD)
Beste Grüsse
Oberkassler
Kurzfristiger SmartStop 85,76 EUR (107,25 USD) Stop Loss setzen
Mittelfristiger SmartStop 82,92 EUR (103,70 USD) Stop Loss setzen
Wiedereinstiegssignal 107,71 EUR (134,70 USD)
Beste Grüsse
Oberkassler
Antwort auf Beitrag Nr.: 43.552.958 von ecki007 am 30.08.12 19:04:35Actual Price Support Pivot Point Resistance
112.35 109.27 114.98 120.69
Ich denke die Marke 109,27 sollte nicht fallen,
war im Juni auch schon bei 102,35 !
Werde in den nächsten Wochen nachkaufen in der Bandbreite von 105-112$
aber im September wird es wie immer volatil sein.
Beste Grüsse
Oberkassler
112.35 109.27 114.98 120.69
Ich denke die Marke 109,27 sollte nicht fallen,
war im Juni auch schon bei 102,35 !
Werde in den nächsten Wochen nachkaufen in der Bandbreite von 105-112$
aber im September wird es wie immer volatil sein.
Beste Grüsse
Oberkassler
wo ist der boden???
zu beachten :
Yap estimates conservatively that Qihoo could dent Baidu’s traffic share by about 6% and its revenue by about 2% in 2013.
also wat soll der zenober!!!
Yap estimates conservatively that Qihoo could dent Baidu’s traffic share by about 6% and its revenue by about 2% in 2013.
also wat soll der zenober!!!
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