• The Changing Landscape of China's Search Market

    By Nick Chiu - July 30, 2013 | Tickers: BIDU, QIHU, SOHU

    Despite its dominance in China’s search market, Baidu (NASDAQ: BIDU) is losing market share. Yet, it is Google that suffered the most. While,, and Qihoo 360 (NYSE: QIHU) all gained market share since 2012, there is only one apparent winner, Qihoo 360, whose fast growth continues in 2013 as its market share jumped from 10.59% at the beginning of 2013 to 15.18% in more »

  • 3 Computer Services Firms that Stand Out

    By Phillip Woolgar - July 24, 2013 | Tickers: ATHN, BMC, SOHU

    The computer services field is typically loaded with a tremendous amount of competition. However, there are several companies that have either managed to find a niche, or dominate in a sub-sector that is riddled with competition. could be the Chinese version of Google and Facebook combined (NASDAQ: SOHU) is an interesting play that relies heavily on the viability of China's internet industry. It operates the more »

  • Baidu and Qihoo: The War Is On

    By Dusan Jovanic - July 24, 2013 | Tickers: BIDU, QIHU, SOHU

    China’s leading search companies are investing heavily into their respective business developments, and have been acquiring or trying to acquire companies that will help them grow and diversify. Baidu (NASDAQ: BIDU) was very active on the acquisition front, spending a part of its large cash position. On the other hand, Qihoo 360 (NYSE: QIHU) is said to be in talks with (NASDAQ: SOHU) about buying their Sogou more »

  • A Make it or Break it Quarter

    By Chad Henage - July 23, 2013 | Tickers: BIDU, GOOG, QIHU, SOHU

    When a company grows fast, it attracts a lot of attention. Investors buy the stock, the company reports fantastic growth, and the stock gains momentum. However, at some point, analysts begin to question how long the company’s growth can last. There are generally two directions a high growth business can go.

    One possibility is, the company expands its business into other industries, diversifying its revenue streams. The second is more »

  • How You Can Benefit From the Internet Boom in China

    By Madhukar Dubey - July 16, 2013 | Tickers: DANG, SOHU, YOKU

    China is jumping on board the Internet bandwagon, with Internet use rising to 718 million users by the end of this year as compared to 538 million in June 2012. With the increase of the population’s disposable income, the demand for Internet-enabled devices continues to rise.

    Internet and e-commerce companies have an excellent opportunity to expand into this booming market. Three companies are doing just that by adopting different more »

  • Chinese Internet Companies Not Affected by the Credit Crunch

    By Damian Illia - July 6, 2013 | Tickers: BIDU, SINA, SOHU

    Although many are concerned about the credit crunch in China, its effect on Internet ADRs is quite limited. Consequently, companies like (NASDAQ: SOHU), Baidu (NASDAQ: BIDU) and Sina (NASDAQ: SINA) still have long growth runways ahead of them. All three seem poised to benefit from the increasing penetration of the internet in China, accompanying the expansion of its middle-classes and the rising corporate spending on advertising. Let's more »

  • Baidu Is Betting on Mobile Search

    By Nicholas Kitonyi - June 17, 2013 | Tickers: BIDU, QIHU, SINA, SOHU

    Baidu's (NASDAQ: BIDU) dominance in the Chinese search business is under attack. The influx of mobile technology is not only taking down the PC industry, but also the companies that have been reliant on personal computers. Baidu is China’s largest search engine, and may threaten to rival Google globally, due to the massive Asian population.

    Local competition is heating up

    Baidu accounts for 75% of China’s desktop more »

  • A Few Ways to Make Money From Chinese Internet

    By Madhukar Dubey - June 4, 2013 | Tickers: SOHU, YHOO, YOKU

    China is improving the infrastructure of internet-based services, which will increase its mobile user base to 800 million by 2015. That number was only 550 million in 2011. With the upsurge in the mobile user base that access internet using mobile devices and tablets, internet information providers are looking forward to take advantage of the opportunity. I have analyzed three companies from this industry which are monetizing the rising number more »

  • 3 Internet Companies to Buy in 2013

    By Shweta Dubey - June 3, 2013 | Tickers: SOHU, YHOO, YOKU

    According to a study by Cisco, global mobile traffic grew by 70% in 2012 year over year. This traffic is expected to increase by 11.2 exabytes per month by 2017. The key factors for this growth will be feature enhancements in mobile devices and growth in the usage of smartphones and tablets. Though mobile devices contributed only around 4% to Internet traffic in 2012, with a constant increase in more »

  • Now Is the Time to Buy This Internet Giant

    By Mark Yagalla - May 16, 2013 | Tickers: BIDU, QIHU, SOHU

    The Chinese Internet landscape is dominated by a handful of companies. They are fighting one another to consolidate their positions to capture the greatest opportunity of them all -- the Chinese web user. In our lifetime, I feel that China offers investors the greatest investment opportunity. The best company to invest in to capture this growth in China is Baidu (NASDAQ: BIDU).

    China's Google

    The best way to play Chinese more »

  • New Ecosystem With Synergy? How About Alibaba and Sina's Weibo

    By Nick Chiu - May 13, 2013 | Tickers: EBAY, NTES, SINA, SOHU

    Alibaba, known as China's eBay, is buying 18% stake in SINA's (NASDAQ: SINA) Weibo, known as China's Twitter, for $586 million. Alibaba, founded by Jack Ma, has acquired preferred and ordinary shares and has the option to increase its stake to 30%. The new contract will value SINA Weibo at around $3.3 billion, whereas Alibaba is currently valued at around $55 billion as estimated by analysts more »

  • Baidu: Why Now Is The Time To Buy

    By Daniel Murray - April 30, 2013 | Tickers: BIDU, QIHU, SOHU, TCEHY.PK

    In the last three months, Chinese search engine provider Baidu (NASDAQ: BIDU) has seen a dramatic 20% drop in share price. As recently as April 9, The Motley Fool warned that the number of internet users in China may begin to slow, which could become a threat to Baidu's growth. Other outlooks are equally foreboding. International Business Times offered a similarly dismal outlook, explaining, “increased selling has led Baidu more »

  • Billionaire Kerr Neilson’s Small Cap Picks

    By Meena Krishnamsetty - April 7, 2013 | Tickers: CIEN, FWLT, SINA, SOHU, SWC

    We track 13F filings from hedge funds and other notable investors as part of our work researching investment strategies, and one of our findings has been that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year. We think that this is because small cap stocks receive less attention, and are therefore more likely to be undervalued more »

  • These 3 Charts Explain Why This Giant Is in Trouble

    By Chad Henage - April 3, 2013 | Tickers: BIDU, GOOG, QIHU, SOHU

    The only thing more certain than death and taxes is change. This seems to be particularly true when it comes to Chinese companies. Baidu (NASDAQ: BIDU) stock has been absolutely crushed on concerns about new competition from companies like Qihoo 360 (NYSE: QIHU), and slowing growth. I've owned Baidu in the past, and my initial reaction to these threats was to dismiss them out of hand. Baidu is the more »

  • Is Baidu a Good Stock to Buy?

    By Meena Krishnamsetty - March 21, 2013 | Tickers: BIDU, GOOG, SINA, SOHU, YNDX

    Concerns over the Chinese economy and a pattern of accounting irregularities at Chinese companies have caused declines in a number of Chinese stocks in the last year. Baidu (NASDAQ: BIDU), a leading search engine and Web portal in the country, has fallen 38%. This has occurred despite strong growth at the company: Baidu reported that in the fourth quarter of 2012 its revenues increased 42% versus a year earlier, and more »

  • Can Sina's Business of Censored Free Speech Survive?

    By Leo Sun - February 24, 2013 | Tickers: BIDU, SINA, SOHU | Editor's Choice

    The very existence of Sina Corp. (NASDAQ: SINA), the Chinese Internet portal site that created microblogging site Weibo, is a paradox.

    Weibo, which is widely regarded as “China’s Twitter,” depends on the rapid exchange of freely expressed ideas. Yet the company is based in authoritarian China, in one of its most highly oppressed growth industries -- Internet technology. For every two steps Sina takes forward, it must take one back more »

  • Eroding Growth Prompts Response From Baidu

    By Peter Pham - February 21, 2013 | Tickers: BIDU, CYOU, GOOG, QIHU, SOHU

    China’s leading search engine Baidu (NASDAQ: BIDU) posted mixed results for the fourth quarter and full year. Baidu attributes this decline to China’s weak economy, greater competition in search engine industry, and consumers shifting from desktop to mobile.

    Baidu’s quarterly revenue increased by 41.6% to $1.017 billion, while annual revenue rose by 53.8% to $3.58 billion. Quarterly income increased by 36.1% to more »

  • A Chinese Stock Legend in the Making

    By Declan Fallon - February 19, 2013 | Tickers: BIDU, GOOG, MSFT, QIHU, SOHU

    The days of scanning for computer viruses is a task young 'uns would associate with their parents, but the industry responsible for keeping the bad guys out is very much a current phenom.  Mobile security, in particular, has taken on increased importance in the smartphone age.  The current global market, estimated at $1.6 billion is expected to grow to $10.7 billion by 2017.  And of course, China will more »

  • Baidu: Just Like Google In 2004

    By Matthew Frankel - January 31, 2013 | Tickers: BIDU, GOOG, SOHU

    Baidu (NASDAQ: BIDU), the most frequently visited website in China, has grown by leaps and bounds since going public in 2005, from a split-adjusted $2.70 per share to the current level of around $110.  Shareholders who got in from the beginning are sitting on gains of almost 4000%.  To put this in perspective, if you had invested $10,000 in Baidu in 2005, your initial investment would be worth more »

  • The Next Google or Better?

    By Ben Kovalick - January 9, 2013 | Tickers: BIDU, GOOG, SINA, SOHU

    Baidu ) provides internet search services that enable users to find relevant information online with the help of web pages, news, images, documents and multimedia. They also offer a range of online marketing services to small and medium sized enterprises as well as subsidiaries of multinational corporations.

    Killing the Competition

    Baidu has often times been compared to Google ), but of late they have the valuations and growth potential to possibly outperform more »

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