Che ne pensate della ipo di Baidu.com ?

[alingtonsky]

effetto GOOG per BIDU

La trimestrale di Google ha superato le attese e Baidu.com ne risente positivamente .
BIDU in ah sale del 7,5% a $333

 

[alingtonsky]

Baidu.com

Secondo Shanghai Securities News BIDU si appresta a lanciare diversi giochi online. Il mese scorso era entrata nel mercato dei messaggi istantanei con un servizio chiamato "Baidu Hi"


http://www.forbes.com/markets/feeds/afx/2008/04/17/afx4905264.html

 

[alingtonsky]

BIDU

Analisi tecnica per Baidu.com

we saw that shares of Baidu.com were challenging an important level, $300. The stock has now completed a successful push through that mark as the company is set to report earnings next week on April 24. ...
The stock is up after both the earnings report from Google (GOOG) and this news hit the wires. This leaves the shares pushing in on a short-term overbought condition but that former resistance near 300 should now be viewed as support.

The focus of my post earlier this week was on the resiliency near resistance and I pointed to the put/call ratio as a sign of skepticism and said - "few seem to betting on a breakout. In my experience, the breakouts tend to happen when no one is really expecting them." The question now becomes whether the company can impress the Street with their report. ...
Overall I think the technical action looks encouraging but I think the key to watch now is how the option activity builds as the earnings report nears. That will give a hint as how optimistic/skeptical the Street is. As a contrarian I prefer to see expectations remain low but the most important issue will be whether the company can deliver.

http://www.schaeffersresearch.com/commentary/trading_floor_blog.aspx?blogid=84098&single=true

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[alingtonsky]

Baidu.com

BIDU ha chiuso intorno ai massimi degli ultimi tre mesi abbondanti a $357,51.
Il target price comunicato a febbraio da Pacific Crest per il titolo ($350) è stato superato.
Il target di RBC Capital $361 è vicino.
http://newratings.com/en/main/compa...7&option=headline&section=company&show_next=0
Invece il 17/3/2008 Piper Jaffray per BIDU aveva confermato il "buy" e il prezzo obbiettivo di $430; si vedrà se entro fine anno verrà raggiunto.
http://www.thestreet.com/story/10408150/2/mondays-asia-stocks-recap.html

NEW YORK (AP) Monday April 21, 4:43 pm ET -- The Nasdaq 100 index wobbled Monday but ended higher after disappointing earnings from Bank of America Corp. sent Wall Street reeling and renewed concerns about the ongoing credit crisis.
The index, which includes 100 of the largest nonfinancial securities listed on the Nasdaq Stock Market, gained 12.84 points to 1,913.12 in Monday trading. The broader Nasdaq composite added 5.07 points to 2,408.04.
Shares of China's Baidu.com Inc. rose $16.51, or 4.8 percent, to $357.51.
...

 

[alingtonsky]

BIDU

BIDU in rialzo del 4,0% a $376. Si ipotizza anche che MSFT che aveva offerto $47 miliardi per acquisire YHOO (offerta ritirata sabato) potrebbe acquisire il motore di ricerca Baidu.com che capitalizza circa 12 miliardi di $ ed ha una quota del 60% del mercato Cinese. BIDU ha anche avviato una versione giapponese. Ma resterebbe da vedere se il governo Comunista Cinese permetterebbe un' acquisizione straniera del genere e se MSFT sia realmente interessata.

 

[alingtonsky]

July 24 (Bloomberg) -- Baidu.com Inc., operator of China's most-used Internet search engine, surged 13 percent in extended U.S. trading after second-quarter profit and sales forecast beat analysts' estimates.

The company's American depositary receipts gained $38.38 to $327.08 at the end of after-hours trading. Baidu said yesterday second-quarter profit rose 87 percent from a year earlier to 265 million yuan ($38.8 million), beating the 233.5 million yuan median of seven analysts' estimates in a Bloomberg survey.

Chief Executive Officer Robin Li added to Baidu's lead over Google Inc. in China by introducing services such as online games from Shanda Interactive Entertainment Ltd. and anti-virus software from Kingsoft Corp. Baidu has almost two-thirds of China's search market, the world's largest by users.

``They did good in the second quarter,'' said Elinor Leung, an analyst with CLSA Ltd. in Hong Kong who recommends investors buy the stock. ``They did a good job of getting more large corporate customers to advertise with them, in addition to more small and medium sized businesses.''

Net income increased to 7.62 yuan per ADR from 4.09 yuan a year earlier, Baidu said. Sales doubled to 802.6 million yuan, beating the 793.3 million yuan median of seven analysts' estimates.

http://www.bloomberg.com/apps/news?pid=conewsstory&refer=conews&tkr=BIDU:US&sid=a42wyqeNpHl4

 

[alingtonsky]

Il 22 Ottobre verranno comunicati i risultati trimestrali di Baidu.com
Nell' ultima giornata borsistica BIDU ha chiuso a $266.05 +52.30 ( +24.47% )

http://biz.yahoo.com/cc/3/97673.html

 

[alingtonsky]

October 13, 2008 2:46 PM EDT

Today, on CNBC's Street Signs, legendary investor (Tiger Mgmt), Julian Robertson said during the past week he picked up shares of these stocks: Apple (Nasdaq: AAPL), Microsoft (Nasdaq: MSFT), Baidu (Nasdaq: BIDU), Mastercard (NYSE: MA) and Visa (NYSE: V). He said all these stocks are all trading at very attractive valuations.

http://www.streetinsider.com/Inside...+Bought+These+High+Growth+Stocks/4061769.html

 

[alingtonsky]

Baidu.com (BIDU) annuncia un piano di riacquisto di azioni proprie entro il 2009

November 3, 2008, 12:03 pm
Baidu Sets $200 Million Buyback Plan



http://blogs.barrons.com/techtraderdaily/2008/11/03/baidu-sets-200-million-buyback-plan/

Ahead of the open this morning, Chinese Internet-search guru Baidu.com (BIDU, chart) announced that the company's board has approved a plan to repurchase $200 million in American depository receipts (ADRs) by the end of 2009. Baidu's management expects to implement the plan in a manner consistent with the market conditions and the best interest of shareholders.

http://www.schaeffersresearch.com/c...es+from+their+funk/observations.aspx?ID=88871

http://www.rttnews.com/ArticleView.aspx?Id=762490&SMap=1

 

[alingtonsky]

January 28, 2009

Baidu (BIDU) and Sohu (SOHU) shares are both trading higher today after Bernstein Research analyst Jeffrey Lindsay launched coverage of the two China-based Internet play with Outperform ratings. He set price targets of $170 for Baidu and $80 for Sohu.
“Concerns about the Chinese economy and a spate of controversies affecting the Internet in China, including a recent crackdown on pornography, have rattled investor confidence in both stocks,” he writes. But Lindsay says those fears are “unwarranted,” and asserts that “even with slower economic growth, there is more than enough domestic growth to fuel both players for at least the next 5 years.”
Lindsay notes that China has surpassed the U.S. to become the world’s largest Internet market. But he says that in terms of per capita usage, the Net in China still looks like the U.S. in the late 1990s.


http://voices.allthingsd.com/20090128/baidu-sohu-bernstein-bullish-on-china-internet-plays/