New Street Research - Baidu Inc Sponsored ADR Class A (K3SD) Baidu: Key Takeaways from Internet Tour

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New Street Research

Iain Johnston

EUR 862.60 For Business Accounts Only

Baidu: Key Takeaways from Internet Tour

Baidu: Key Takeaways from Internet Tour. Based on how the company views the future of the industry that whoever has the best AI capabilities will have an advantage, Baidu see itself in a good position given that 1) the mobile environment is huge, and companies will need to have a strategy to support the advertising budget and 2) smart devices is where the new internet connectivity is going to grow.

Jin Yoon

03/09/2018 6 EN

Underlying

Baidu Inc Sponsored ADR Class A

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US0567521085 Singapore Exchange Cayman Islands

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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Pan European Telecom Services and Cable

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Analysts

Iain Johnston

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Baidu: Key Takeaways from Internet Tour

China Internet: WAIC -- Battlefield of AI applications and agents to reshape productivity.

BIDU 2Q25 Preview: Ads Continues to be Meaningfully Impacted by the Restructuring of AI Search

Ride-sharing & Delivery: Lower prices fuel accelerating volumes

LUMN 2Q25 Results Review: Solid financials; FCF guidance increased

SATS: Quick thoughts following the 2Q25 Call

SATS 2Q25 Quick Take: Slightly soft results; no spectrum updates, but big LEO news

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