IQiyi (IQ): In 4Q18, Baidu’s Growth Engine Lost Control Over Content Cost
We notice that the growth rate of cost of revenues exceeded the growth rate of membership revenues. We believe that the margins will continue to...
459 Views
Last Week in Event SPACE: Kosaido, Descente, Panalpina, Ophir, RPC, Baidu, CJ Corp
Last Week in Event SPACE ... Something is up as Kosaido Co Ltd (7868 JP)'s shares trade almost 40% through terms and back down - still 18% through...
575 Views
Baidu: Time to Swoop In, with NAV Discount Widening Substantially
Our stub valuation analysis reveals that Baidu Inc (ADR) (BIDU US) attractively trades at near 2 SD below its 3-yr average of NAV...
1.1k Views
Baidu (BIDU): The Change Amounts to Business Suicide, Disappointing Existing Users and Clients
Baidu's new methodology directs the large majority of search results to its in-house functions, especially to its blog function BJH (百家号). Baidu...
590 Views
Business Happenings in the Americas that May Be “Below the Radar” - Week Ending December 22, 2018
Highlights of significant recent happenings include: Feeding the Dragon - Sumitomo Corp (8053 JP) buying into massive Chile copper...
882 Views