T.H. Capital - Baidu Inc Sponsored ADR Class A (K3SD) T. H. Data Flash - Baidu, Inc. - November Preliminary 4Q17: Baidu Usage Increased Significantly Due to News Feed; Making Progress in AI; Maintain Buy Rating

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T.H. Capital

Tian Hou

EUR 130.54 For Business Accounts Only

T. H. Data Flash - Baidu, Inc. - November & Preliminary 4Q17: Baidu Usage Increased Significantly Due to News Feed; Making Progress in AI; Maintain Buy Rating

BIDU’s aggressive development in news feed and AI not only generated an additional source of revenue, but at the same time increased the total usage of Baidu search and mobile APP. In addition, the views and paying users increased for iQiyi, while BIDU decreased its investment in Nuomi.

10/01/2018 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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T. H. Data Flash - Baidu, Inc. - November & Preliminary 4Q17: Baidu Usage Increased Significantly Due to News Feed; Making Progress in AI; Maintain Buy Rating

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

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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