Sohu.com
-
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 |
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 »
-
4 Leading Search Engine Stocks: Which Fit Your Portfolio?
By Maxwell Fisher - December 5, 2012 | Tickers: AOL, GOOG, SOHU, YHOO
Today I am going to take a look at four of the world's leading web hosting and search engine companies to see what opportunities they present for investors. In this day and age, companies supplying these services also tend to offer many more services than just web hosting and searching. Hence, there may be hidden investing opportunities here. In this article, I will focus on Google (NASDAQ: GOOG), Yahoo more »
-
It’s Easy to Be Bullish on Baidu
By Meena Krishnamsetty - November 9, 2012 | Tickers: BIDU, FB, GOOG, LNKD, SOHU
Chinese Internet search company Baidu.com (NASDAQ: BIDU) has taken quite the beating since releasing its third quarter earnings on October 29, as disappointing revenues have pushed the stock down over eight percentage points in value. Looking to the fourth quarter, Baidu issued guidance ($979M-$1.01B) that is slightly off the Street’s top line consensus of $1.03 billion, and it’s quite possible that investors (like these more »
-
Top 5 Tech Stocks for Fall 2012 - #1 Baidu
By Dave Zaegel - September 28, 2012 | Tickers: BIDU, GOOG, SOHU
Last year, we released our Top 5 Tech Stocks for Fall 2011 at Fastball Financial. The list was a success, producing a 5.9% return versus 1.3% for the S&P 500. With the goal of meeting or exceeding those results, we developed a similar list for 2012. Thus far, the list consists of Accenture (ACN), SalesForce.com (CRM), Rackspace (RAX) and F5 Networks (FFIV). Rounding out our Top more »
-
Fear Creates a Buying Opportunity
By Chad Henage - September 19, 2012 | Tickers: BIDU, QIHU, SINA, SOHU
Investors in Baidu (NASDAQ: BIDU) must feel like they're always waiting for the next shoe to drop. The company is clearly the dominant search engine in the Chinese market. Just as it seems their dominance will go unquestioned, a new competitor arrives on the scene. The most recent threat is a company called Qihoo 360 Technology (NYSE: QIHU), which recently decided to oust Google as its browser's default search engine. The worry is that Qihoo will steal market share from Baidu by offering their own search engine results. Fortunately for Baidu investors, this most recent fear appears founded more on worry than real data.
-
Fresh Off its New Partnership, Is Baidu a Good Investment?
By Soroush Pour - August 30, 2012 | Tickers: BIDU, GOOG, SINA, SOHU
A few weeks ago, we discussed Google’s (NASDAQ: GOOG) acquisition of Frommer’s, which is expected to expand the tech giant’s footprint in the travel search industry. This move, coupled with the company’s earlier purchases of Zagat and ITA Software, has proven that Google is moving beyond its basic search engine services. Interestingly, Baidu (NASDAQ: BIDU), the largest search provider in China, has proven that it too more »
-
Has Baidu Risen Too Far Too Fast?
By Ryan Guenette - August 28, 2012 | Tickers: BIDU, GOOG, SINA, SOHU, YNDX
After going public in 2005, Baidu.com Incorporated (NASDAQ: BIDU) quickly began its move upward. Rising 993.36% since its initial public offering, Baidu has been labeled as “one of the greatest growth stories of our time” and “the Google of China”. After making an all-time high in the $150 area, the stock has puttered along, ending a significant multi-year trend of drastic upward moves. As the company matures at more »
-
Rumors of Baidu's Death are Greatly Exaggerated
By Pam Peerce-Landers - August 24, 2012 | Tickers: BIDU, QIHU, SINA, SOHU, YHOO
This week, shares of Baidu Inc. (NASDAQ: BIDU) dipped twice, 5% on Tuesday, August 21, 2012 and another 5.7% yesterday, August 23rd. The stock reached an intra-day low yesterday of $110.13, nearly 18% below last Friday's close. What caused these two down days? A writer for Forbes wrote an article on Tuesday saying that web browser provider Qihoo 360 Technology Co. Ltd. (NYSE: QIHU) was “getting more »
-
Sina’s Weibo : Continued growth opportunities ahead
By Ashish Sharma - August 24, 2012 | Tickers: AAPL, MSFT, SINA, SOHU
Weibo monetization was clearly the key swing factor as Sina’s (NASDAQ: SINA) last quarter. The stock soared ~9% after its earnings call. Sina generated $3.7 million in net profit in Q2 compared to consensus estimates of a net loss of $0.3 million. While the profits are small, they come amidst strong investment in Weibo monetization. We continue to see strong growth opportunities for Sina with the increasing more »
-
China Online
By Mary Posey - August 9, 2012 | Tickers: CYOU, SOHU, TUDO, YOKU
Youku (NYSE: YOKU), a popular Chinese online television company, has been working to clean up its reputation and offer licensed content in an attempt to draw advertising dollars from foreign and domestic companies. The company has faced struggles with piracy lawsuits, government censorship, and the state-owned media’s web expansion. In the most recent quarter Youku posted a significant loss due to an increase in operating expenses, but the extra more »
- Page 1 of 2
- »