Baidu 4Q17: Revenue & EPS Beat; 1Q18 Guidance Slightly Ahead; Planned IQiyi IPO

Fat Cash Inflows Yet Traded at 2/3 of Historical P/E Average

BIDU – Break Down Q1 into Search Engine and IQiyi, Upside At Least 35%

China Internet: Valuations Reasonable Vs Global Peers Given Growth Opportunities

China Mobile Ad Opportunity: Overhyped or Underappreciated?

Sogou IPO Preview: Do Yourself a Favour and Search for a Better IPO

Sogou IPO: Second Tier Player Asking Tier One Valuation?

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Equity Bottom-Up

<p>In late November, <a href="https://www.smartkarma.com/entities/179" target="_blank" data-smartkarma-citation="entities:179:1">Baidu Inc (ADR) (BIDU US)</a> hosted their annual Baidu World (BW) showcase in Beijing (write-up somewhat lost into year-end). This year the focus was on smart home devices, software/OS upgrades and more detail on the timeline for autonomous driving. As in previous years, the technology on display was impressive. However, that does little to allay <a href="https://www.smartkarma.com/profiles/1920" target="_blank" data-smartkarma-citation="accounts:1920">Kirk Boodry</a>'s concerns over weak core search revenue trends and on the path to AI monetization. Because of these concerns, he remains at…</p>

In late November, Baidu Inc (ADR) (BIDU US) hosted their annual Baidu World (BW) showcase in Beijing (write-up somewhat lost into year-end). This year the focus was on smart home devices, software/OS upgrades and more detail on the timeline for autonomous driving. As in previous years, the technology on display was impressive. However, that does little to allay Kirk Boodry's concerns over weak core search revenue trends and on the path to AI monetization. Because of these concerns, he remains at…

Baidu's Technology Is Impressive but yet to Monetize While the Core Search Business Remains Weak