Baidu Nuomi's CEO: We're Not Done Until We Win
Baidu Nuomi's CEO (Zeng Liang) issued an internal email to all staff to dispel recent rumours that they are merging with Meituan-Dianping. The key...
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Bullish BAIDU Out of Triangulation
Baidu is poised to see a significant run higher out of triangulation noted in charts below. We remain bullish China and H shares outside of a...
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Baidu's Stock Price Now Assumes It Will Ditch All Its O2O Businesses - We Think Unlikely
Baidu's stock price has been up another 7% this week, fueled by speculation that its loss-making O2O businesses (ie, Baidu Nuomi and Baidu Takeout...
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China's New Internet Ad Rules Started - Baidu Complies But Sougou Cheats; O2O Consolidation Not Near
China's new Internet advertising rules became effective on September 1. Our checks show that Baidu has been complying strictly with them. However,...
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ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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