BlackBerry and Baidu Target Autonomous Driving Safety Market
Baidu Stock Has Strong Outlook, Looks Like a Good Buy at This Price
Is the Worst Over in the Chinese Stock Market?
The Chinese stock market rose by 150% 15 months before June 2015. Approximately 12 million Chinese citizens opened trading accounts in May 2015 alone.
What Do Analysts Recommend for Alphabet?
On December 21, 2015, the last trading price of Alphabet (GOOG) was $760.8.
US-China Talks: Can ‘Miles and Miles’ Be Covered in Five Weeks?
With about five weeks remaining in the trade truce, Commerce Secretary Wilbur Ross said yesterday that the US was “miles and miles” away from a trade deal with China.
EU Fine Had a Huge Impact on Alphabet’s Profitability
Facebook’s net profit was $3.9 billion in 2Q17, up from $2.3 billion in the corresponding quarter a year earlier.
Why new messaging rules in China could affect Tencent
Last month, for the first time, China applied restrictions on instant messaging services for national security purposes.
NVIDIA Stock Continues to Rise in 2018
Shares of semiconductor (SMH) firm NVIDIA (NVDA) rose 27% in January 2018 to close at $245.8.
A Look at Amazon Stock
Amazon’s (AMZN) 2017 book value per share of $51.30 compares to the expected book value per share of $52.50 for 2018.
Fiscal 3Q17: An Activity-Filled Quarter for Nvidia
Nvidia (NVDA) took the stage in the past three months by launching a series of Pascal GPUs aimed at high-end and mainstream customers. Nvidia’s fiscal 3Q17 earnings are expected to be released in the first week of November.
Why Alibaba Stock Fell Following Its 3Q18 Earnings Release
Alibaba’s (BABA) stock fell about 6.2% on February 1—the day the company released its fiscal 3Q18 (December quarter) earnings.
Twitter’s Fundamental Analysis for 2017
Deciphering Twitter’s comprehensive valuations Twitter (TWTR) has an EV (enterprise value) of ~$10.2 billion. Among its peers, PayPal (PYPL), Baidu (BIDU), Square (SQ), and Groupon (GRPN) have enterprise values of ~$68.1 billion, ~$73.9 billion, ~$9.2 billion, and ~$1.9 billion, respectively. Twitter’s EV-to-adjusted-EBITDA[1. enterprise value to earnings before interest, tax, depreciation, and amortization] multiple for the trailing 12 […]
Why Baidu’s 3Q16 Fall in Revenue Could Be a Blessing
Baidu (BIDU) reported 3Q16 results on October 27, 2016, reporting that quarterly revenue fell for the first time. But the fall could be a blessing for Baidu and its shareholders.
Baidu’s and Google’s Scorecards Side-by-Side
Baidu (BIDU) and Google have a lot of similarities. It’s no wonder Baidu has earned itself the nickname of the “Google of China.”
Steven Cohen’s Point72 Asset Management ups its stake in Yahoo
Steven Cohen’s Point72 Asset Management upped its position in Yahoo! Inc. (YHOO) last quarter that now accounts for 2.18% of the fund’s total 1Q portfolio.
What’s Driving Alibaba’s Valuations?
Alphabet (GOOG) announced its partnership with JD.com in June 2018, worth $550 billion.
Alibaba and Tencent Should Watch Out for Baidu
Baidu is selling a majority stake in its financial services unit as it seeks to raise funds to bolster its competition in China’s digital financial services market.
What Opportunities Does Deep Learning Offer NVIDIA?
Stages of deep learning In the previous part of this series, we saw that GPU[1.graphics processing unit]-accelerated computing is helping supercomputers solve many complex problems efficiently. The cost and time savings brought by GPUs have encouraged many cloud companies to use these chips for their deep learning tasks. Deep learning happens in two stages. The […]
Intel on Track to Report Record Earnings in Fiscal 2018
Intel has partnered with China’s Internet giant Baidu (BIDU) to set up an AI and 5G innovation lab focused on converged edge and cloud services.
Why China’s Slowdown Couldn’t Have Come at a Worse Time
The global economy is closely watching China for fresh signs of a slowdown, which could threaten global growth.
Why China’s Uxin Has Surged 106% in 3 Days
The largest Chinese used car e-commerce platform, Uxin (UXIN), continues to rally after its strategic partnership with Alibaba Group’s (BABA) Taobao last week.
Baidu’s Big Plans in Shanghai
Baidu (BIDU) has formed an AI partnership with the city of Shanghai.
Baidu Unit Cleared to Sell Mutual Funds
Du Xiaoman Financial, Baidu’s (BIDU) financial services subsidiary, has been cleared to enter the business of selling mutual funds in China.
Can Google Make $20 Billion Selling Hardware?
Amid tightening competition for advertising dollars, there is growing pressure on Google to diversify its revenue sources.
What Are Analysts’ Recommendations for Facebook?
Out of 52 analysts covering Facebook, 47 have “buy” recommendations, one has a “sell” recommendation, and four have “hold” recommendations on the stock.
Analyzing Alibaba’s Fundamentals
On December 19, Alibaba (BABA) stock opened at $140.75 and closed at $137.14, posting an average volume of 27.24 million.
Can China Manage Growth without Fueling a Debt Crisis?
While there is no denying that China (FXI) needs stimulus measures to kickstart its slowing economy, any propping up needs to be done in a way to avoid another debt-fueled crisis.
What Drove Revenue Growth for Alphabet and Baidu?
The United States continues to be Alphabet’s leading market, generating 46% of its revenue in 2015 compared to 47% in 2017.
Will economic growth raise Chinese equities like FXI in 2014?
This article considers China’s prospects to see its equity market rally once again after a few years of soft landing–induced tightening.
Moore Capital lowers its stakes in JPMorgan Chase
JPMorgan’s latest 2Q14 results beat estimates. Meanwhile, net income was down to $6 billion from $6.5 billion in 2Q13. The earnings per share (or EPS) was $1.46, compared to $1.60 in 2Q13.
Alibaba’s Modified Ant Financial Agreement
Alibaba’s (BABA) big news in early 2018 was that the Chinese e-commerce giant was swapping its profit share in Ant Financial for an equity stake in the business.
Is China’s real estate bubble getting out of control again?
With new properties developing slower, the current price levels in China could in fact be supported. The risk for the future of housing prices is more likely to be associated with China’s GDP.
How Analysts Are Viewing Yelp
Of the 35 analysts covering Yelp (YELP), 13 have given it a “buy” recommendation, and four have recommended a “sell.”
How Baidu’s AI Push Has Affected Its Costs
Baidu’s (BIDU) expenses have risen steadily in recent years with notable increases in the cost of revenue and R&D (research and development) spending.
Baidu’s Revenue Growth Drivers for Fiscal 3Q16
When Baidu revealed its financials for fiscal 3Q15, the market reaction was positive, with the company’s stock price rising by 10% in after-hours trading.
Baidu’s Profit Margins Fall Due to Increased Investments
Shrinking profit margins have raised concerns about Baidu’s (BIDU) long-term prospects. Baidu’s operating margins trended downward last year.
Why Google Is Ending Forced Arbitration for Employees
Google has long required its employees to settle their claims against the company through arbitration.
Silver Lining for Baidu in China’s Economic Gloom
China has been struggling with an economic slowdown recently in the midst of trade frictions with the United States.
Point72 Asset Management starts a new position in Estée Lauder
Steven Cohen’s Point72 Asset Management, which was earlier known as SAC Capital, added a position in Estée Lauder Companies (EL) in 1Q 2014.
Why NIO Stock Turned Negative after Q3 2018 Earnings Call
Chinese electric carmaker NIO (NIO) released its third-quarter results on November 6.
Is Alibaba’s Stock Repurchase Program Secure?
Back in May 2017, Alibaba (BABA) announced a plan to repurchase its own shares to the tune of $6.0 billion over two years.
What Wall Street Expects for Sina in Q1 2019
China’s (FXI) online and mobile media services provider Sina (SINA) is set to announce its first-quarter earnings results on May 8.
Soaring high: Appaloosa initiates a position in American Airlines
Appaloosa Management’s top new buy last quarter was American Airlines Group (AAL), with a 2.22% position in the hedge fund’s U.S. long portfolio.
Google Out to Tackle a $376 Billion Problem
Alphabet (GOOGL) units Google and Verify have partnered on a program to tackle vision loss.
Will Baidu Expand Its Stock Repurchase Program?
In June last year, Baidu (BIDU) launched a stock repurchase program under which it planned to return as much as $1.0 billion to its shareholders in a period of one year.
Where Does Showcase Fit in Facebook’s Strategy?
Facebook (FB) recently launched a new video advertising program called Showcase.
Key Updates to Watch For in NIO’s Fourth-Quarter Results
NIO started producing its premium SUV, the ES8, last June.
Progress Report: Intel’s Mobileye Business
Mobileye reported 37% year-over-year growth in the company’s second-quarter revenues as the adoption of its ADAS solutions increased.
Chinese Electric Car Sales Up 180% in January: Great News for NIO?
In the previous part of this series, we began our discussion by looking at the solid stock gains for Chinese electric carmaker NIO (NIO).
Tech Stocks: Two Chinese Giants Gained 10% Today
Today, two Chinese tech stocks have gained significant market value. Baidu (BIDU) and iQIYI (IQ) are trading 10% and 15% higher, respectively.
When Will Nvidia See Revenue from Autonomous Cars?
Nvidia is set to report big revenue growth in data center as its Tesla GPUs make their way into servers and supercomputers.
How Did AMD Boost Adoption of EPYC Server CPU?
Advanced Micro Devices (AMD) developed an EPYC server CPU (central processing unit) that offered a better price-to-performance ratio than Intel’s (INTC) Xeon server CPUs.
Behind NVIDIA’s Record Fiscal 3Q18
NVIDIA’s revenues of $2.6 billion represented a quarterly top-line record. The revenue figure rose 32% year-over-year and topped the consensus estimate by ~$280.0 million.
Baidu Exploring Attack on Tencent Music
Baidu (BIDU) has formed a special team to explore the revival of its music business, according to a report from TechNode.
Value Investors, Emerging Market Equities Could Mean Opportunity
Emerging markets have now shored up their current account balances and bolstered their foreign exchange reserves.
Trump Brags Again about Stock Market Gains Since His Election
Today, the broader market was trading on a positive note after President Donald Trump extended his China tariff deadline of March 1.
Post-Q3 2018 Results, Is NIO Stock a Better Buy than Tesla?
NIO (NIO) stock has been highly volatile since its listing on the New York Stock Exchange in September.
How APAC Compares with Alphabet’s Other Regions
The US is Alphabet’s top region by revenues with over $12.9 billion in revenues from the US in 3Q17.
Why Priceline and Expedia clash over “opaque” hotel offerings
Priceline earns the majority of its revenues from the agency model, under which third parties such as hotel suppliers set the rates while Priceline earns a commission on the transaction.
Must-know: Has Muddy Waters sold NQ Mobile short?
NQ Mobile shares tanked nearly 50% after a report by Muddy Waters Research stated that NQ Mobile had misrepresented cash balances and inflated revenue.
Steven Cohen and Point72 Asset Management’s 1Q 2014 positions
Steven Cohen’s Point72 Asset Management, the new name for SAC Capital Advisors, disclosed new positions in its 13F filing this month.
Alphabet’s Waymo Preparing Insurance Coverage for Riders
Alphabet’s (GOOGL) Waymo inked a deal with usage-based insurance provider Trov to provide coverage for users of its upcoming ride-hailing service. Waymo is on track to launch a ride-hailing service using self-driving vans.
China’s New Yuan Loans Rose in May, but Its Debt Pile Increased
According to the People’s Bank of China, new loans issued by Chinese banks rose to 985.5 billion yuan ($150 billion) in May from 555.6 billion yuan ($85.2 billion) in the previous month.
What’s Next for Facebook after the Zenimax Settlement?
Facebook (FB) and ZeniMax have settled their legal differences centering on copyright infringement and the alleged theft of trade secrets.
Alphabet Enters a $285 Billion Market
Alphabet (GOOGL) has officially joined the chase for the global ride-hailing market’s $285 billion commercial opportunity.
Investors Flock to JD Stock amid Hong Kong Listing Plans
At $46.78 per share currently, JD stock has pulled up more than 80% from its pandemic lows. At this point, the stock spots a 30% upside.
What’s the Motive behind Alibaba’s Acquisition of 8% in Bilibili?
On February 14, Alibaba (BABA) bought a stake in China’s top online video sharing platform Bilibili (BILI), according to the Xinhua News Agency.
An Analysis of the Guggenheim China Technology ETF (CQQQ)
The Guggenheim China Technology ETF (CQQQ) is a passive fund that looks to replicate the AlphaShares China Technology Index.
Intel Penetrates China’s 5G and AI Markets
As Intel (INTC) is facing delays in its core CPU (central processing unit) market, it’s important for the company to secure a large share of the optical photonics market and other 5G (fifth-generation) and AI markets.
Could Apple Ever Buy Netflix, Blizzard, and Sonos?
Despite a massive sell-off at the start of 2019, Apple (AAPL) managed to end January on a positive note.
Why Is Baidu Yisheng Being Shut Down?
Baidu is closing the operations of Baidu Yisheng, its online medical consultation services business. The company began taking down Baidu Yisheng’s services on March 10, 2017.
What Led to Intel’s Partnerships with Alibaba, Tencent, and Baidu?
Alibaba (BABA) has a leading position in China’s cloud market with a market share of 48%.
China’s New Yuan Loans and Aggregate Financing Plummeted in April
China’s aggregate financing dropped to 751.0 billion yuan ($115.2 billion) in April from 2.3 trillion yuan ($361 billion) in March.
How JD Will Fund Its $1.0 Billion Repurchase Program
JD.com (JD) is planning to repurchase up to $1.0 billion of its shares over the next 12 months. The company intends to fund its share repurchase program with its existing cash balance.
Japan Is a Strong Growth Engine for Twitter
Besides the United States, Japan is the only other country whose performance Twitter (TWTR) reports as a separate item.
Why Microsoft Partnered with Lenovo
Microsoft has extended its partnership with Lenovo, a leading vendor in the PC space, because it generates the majority of its revenue from the PC market.
Why Chinese Consumers Are Tightening Their Belts
The Chinese economy (FXI) has been shifting from being led by investments to being driven by consumption.
Why Is Baidu Borrowing $1.0 Billion?
Baidu (BIDU) announced earlier this month that it was seeking to raise ~$1.0 billion through the sale of notes.
TCWAX Fell Due to Weak Global Demand
For the month ending on November 30, 2015, TCWAX fell by 2.8% due to weakness in global demand and lower commodity prices.
Why’s Alibaba Looking to Launch a Netflix-Like Streaming Service
Alibaba (BABA) continues to diversify its business beyond e-commerce. The company is looking to leverage China’s booming online video market
Citron’s Andrew Left Booked Profit in NIO: Should You?
NIO (NIO) has been rising for the last five sessions in a row.
How Did China’s Service Sector Fare in March?
China’s service sector expanded at a moderate pace in March. The Caixin China General Services Business Activity Index beat the neutral value of 50 to come in at 51.3 in March.
SSE Composite Index Falls on Worries of a US Interest Rate Hike
The SSE Composite Index fell 1.0% to 2,807.51 from May 11 to May 18, 2016, after the minutes of the Federal Reserve’s April policy meeting hinted that a rate hike might happen in June.
Is China Trying to Steal Apple’s Autonomous Car Secrets?
According to NBC, the FBI has arrested a Chinese national for allegedly “attempting to steal trade secrets” from Apple (AAPL).
J.P. Morgan Encourages Investors to Buy Stocks despite Worries
The US stock market has seen a decent recovery in the first quarter of 2019 so far after a steep decline in the fourth quarter of 2018.
2 Things Facebook Stock Investors Need to Know Today
Facebook (NASDAQ:FB) stock continues to recover from the pandemic-driven sell-off. The shares closed at $185 on Thursday.
Sonos Sues Google for the Same Reason Waymo Fought Uber
Sonos is dragging Google to court as the relationship sours between the two companies amid heated competition in the lucrative smart speaker market.
How the Chinese recovery helps hedge funds’ BIDU holdings
This article considers the prospects for China’s Baidu versus Google in the U.S. and Yandex in Russia.
Why NQ Mobile is a leading global mobile Internet provider
NQ Mobile shares tanked nearly 50% after a report by Muddy Waters Research stated it had misrepresented cash balances and inflated revenue.
An Investor’s Guide to the CSI China Internet ETF (KWEB)
KWEB has 1% exposure to firms listed in Hong Kong, 97% exposure to Chinese stocks, and 2% exposure to US equities.
A Look at Baidu’s Location Advantage in the Self-Driving Market
In China, 82% of those surveyed said they would like to ride in a self-driving car.
Why Microsoft Is Trying to Strengthen Its Presence in China
Microsoft partnered with Baidu (BIDU), China’s dominant search engine, to promote the Windows 10 OS.
Did Citron Research’s Predictions for NIO Come True?
Previously in this series, we looked at China’s declining overall vehicle sales for the last eight months.
NIO, the ‘Tesla of China,’ Above $10: Still a Buy?
Chinese electric carmaker NIO’s (NIO) stock was soaring on Tuesday for the fifth consecutive session. At 11:23 AM ET, NIO was trading with solid 12.2% gains for the day at $10.10.
BAML Survey: Most Crowded Trade for Fifth Month in a Row
There is a persistent concern over valuations of US equity markets, especially tech stocks, which include FAANG stocks.
Why Did Alibaba’s Operating Margins Steeply Decline in 4Q15?
Alibaba’s EBITDA margins declined from 57% in fiscal 4Q14 to 49% in fiscal 4Q15.
TCWAX: 2015’s Worst Performer, but Lowest YTD Negative Return
The Templeton China World Fund – Class A (TCWAX) is the third-largest fund under this review, with an asset size of $297.2 million as of January 2016.
What Are Yandex’s Advantages In the Cloud Market?
Yandex (YNDX) recently rolled out its cloud computing service across Russia, following a limited launch in September.
MCHFX Rose despite China’s Volatile Equity Market
Despite China’s volatile equity market environment and a slowdown in the economy, MCHFX was able to post a positive performance for November 2015.
A Look at the PayPal-Acorns Tie-Up
Acorns is one of the nearly two dozen companies that PayPal has either invested in or inked commercial deals with over the past two years.