In this briefing:
1. Baidu (BIDU): Stagnant in 4Q18, Wrong Change Feeds a 24% User Increase to Google
- Baidu posted a weak result for 4Q2018.
- We believe it is a wrong decision to change Baidu into an in-house search engine.
- Alphabet Inc Cl C (GOOG US) ’s monthly active users in mainland China increased 24% QoQ in January 2019.
- We believe Baidu’s stock price has been fairly impacted.
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