T.H. Capital - Baidu Inc Sponsored ADR Class A (K3SD) BIDU: Continues to Invest In AI and Apollo, Which Was Realized In Initial Productions; Maintain BUY Rating With AI Business As A Free Option

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T.H. Capital

Tian Hou

EUR 126.90 For Business Accounts Only

BIDU: Continues to Invest In AI and Apollo, Which Was Realized In Initial Productions; Maintain BUY Rating With AI Business As A Free Option

BIDU will report 2Q18 results on Tuesday, July 31st after the market closes followed by a 9:15pm EST conference call. Based on our proprietary data, we believe BIDU is likely to deliver 2Q18 net revenue at least inline with or slightly higher than consensus.

30/07/2018 6 EN

Underlying

Baidu Inc Sponsored ADR Class A

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US0567521085 Singapore Exchange Cayman Islands

Provider

T.H. Capital

T.H. Capital is an independent research and investment advisory firm specializing in China. We offers real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects; from China ADRs to international names that have meaningful exposure to China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.

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Analysts

Tian Hou

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BIDU: Continues to Invest In AI and Apollo, Which Was Realized In Initial Productions; Maintain BUY Rating With AI Business As A Free Option

Greater China Strategy Alpha Picks: February Conviction Calls.

China Internet. Deeper Dive Into Agentic AI And The Rise Of AI Super Apps.

China Internet: Deeper dive into agentic AI and the rise of AI super apps. OVERWEIGHT

TCOM: TCOM’s Potential Better 4Q2024 Performance and Better Long-Term Growth Outlook

BILI: Cautious On Long-Term Outlook Due To Competition And Market Saturation

BIDU: Expect In Line 2Q24 Results; Monetization In AI Is Taking Time To Drive Overall Growth

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