Baidu Beats Expectations in 2Q17 but Too Early to Cheer. We Remain at Neutral.
Whilst positive sentiment built up after the company’s impressive AI developers’ conference, we remain cautious on near to mid-term monetization at...
173 Views
The Week that Was in Greater China@SmartKarma: A Himalayan Spat, Bull Vs Bear, & Wanda's Wonderland
This is the 13th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
215 Views
Nvidia - Most of Good News Priced in if Following the Below Seasonal Sales Guidance?
Double digit 2Q17 sales beat but guides 3Q17 below seasonal growth Double digit 2Q17 sales beat: The leading gaming and AI graphic chip...
237 Views
Thinking Through Baidu's Q2
Baidu's good Q2 results signal a climb towards a 45%+ upside, but risks remainBaidu had a good Q2 - it beat earnings expectations by 56%, and grew...
301 Views
Baidu 2Q17 Earnings: EPS Smashes Consensus on Tighter Spending; 3Q17 Guidance Slightly Ahead
What You Need to Know Revenue increased by 14.3% YoY to RMB20.9 billion, while adjusted diluted EPS grew by 98% to US$2.36. Revenue was in-line...
272 Views