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

Many people think of Baidu as the Google of China trading at a cheap valuation, but if you look deeper you spot that Baidu is not a great company but has a rather poor track record with no clear path for the future.

Stocks talked about:
Baidu - $BIDU
Alibaba - $BABA
Tencent - $TCEHY

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[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.

[黄微-jj]

Because Google had withdrawn from China at that time, Baidu had no competitors, so it focused all its energy on how to get high profits from SEM, and gradually became more and more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.

[dutch-gp]

A cash cow with a decent amount of patents. And they have a deal with Tesla and soon maybe other NEV in the sector for robotaxi; my bet is that will become a big boost over the next 12 to 24 months. I added to my own position today.

*Plus a large cash pile; they should buyback faster, then it could explode. You also mentioned good job 😂

Alibaba is my larger position, for the reason you mentioned. Cloud will go four times in the next five or six years.

[thenbamatrix]

Wouldn’t you need to add the cash on hand and long term investments back as well?

[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.

[rnegoro]

Baidu is not rewarding shareholders enough. The cash does not seem real

[muzzapj]

So using Sven Carlins excel sheet I see

[guidodonatti]

ERROR - NOT CORRECT !!!

you didn't add Initial Non Operating Assets !!!! It's not ok!!!  
20B in cash + 3.5B Financial Long Term Investments
Change it, because too many people don't know how to value stocks and may see your DFCF and it is not correct !!

Big hug!