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Why Baidu Is NOT The Google Of China - $BIDU Stock Analysis




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Title :  Why Baidu Is NOT The Google Of China - $BIDU Stock Analysis
Lasting :   6.20
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@黄微-j2j
Because Google had withdrawn from China at that time, Baidu had no competitors, so it focused all its energy on how to get high profits from SEM, and gradually became more and more difficult to use By the time it realized how to remedy the situation, it was too late, and thus it was out of touch with the times When I tell some young people now that Baidu used to be better than Google, they can't believe it and think I'm crazy, but this is the fact
Comment from : @黄微-j2j


@ВладимирПопдимитров-й3у
watch it go to 200$
Comment from : @ВладимирПопдимитров-й3у


@rnegoro1
Baidu is not rewarding shareholders enough The cash does not seem real
Comment from : @rnegoro1


@iFlobben
I agree completely I’ve looked at all the major chinese companies and just can’t see a reason why any of them are better than BABA right now -2 reduction in shares PER QUARTER at higher growth rates
Comment from : @iFlobben


@thenbamatrix
Wouldn’t you need to add the cash on hand and long term investments back as well?
Comment from : @thenbamatrix


@MagnoosChess
Baidu is the best Chinese stock to own right now If you can get it in the 80s or 70s a share you are making 2-5x by 2026 Easy money
Comment from : @MagnoosChess


@muzzapj86
So using Sven Carlins excel sheet I see
Comment from : @muzzapj86


@stevejackson1977
Thanks for covering Very good points, I have been buying alot since March (under $100), 24 of portfolio now Their Apollo Go is expanding rapidly, they have their new RT6 built at a cost $35K USD with lvl4 autonomy Wuhan region set to break even by the end of the year and this should be replicated around the country From what I have seen they currently charge a fraction of regular taxi fare and aim to eventually increase this to be around half the price of taxi fare At the very least this will improve margins, but there is potential for a lot more than that - deals with other automakers etc I have written to their IR twice asking them to buyback shares more aggressively and also increase the authorized amount by another 5-10 Billion USD Hopefully new interim CFO sees it the same way and announces something on Thursday's earnings call
Comment from : @stevejackson1977



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