This was a fun stock to look into, China's version of Google. I want to go into some stocks outside of China and USA for a bit, so dont be afraid to comment, especially if you want to see a stock from my portfolio analysed. See my portfolio on eToro, username HJGWhite.
No trouble! enjoyed making it and researching Baidu. Hope it was helpful. Deffinately low downside, if baba didn't have such a bigger upside I'd have potentially switched.
Then why is this segment of the business such a small part of their overall revenue? Search = 75b, cloud = 18b, all other inc AI and robo taxis = 9b. This I feel is the difference between a growth play with value and a value play with growth. BABA I know is the latter. In order to know if it's a growth play with value you'd need to know how competitive the robo-taxi business is.
Yes this genius forgot to mention their robo taxi business which is largest in the world and will be profitable by the end of the year, they also own China's version of netflix 🤦 poor analysis
Baidu have 3 segments: 1. Online marketing services aka chinese-google (75B of Baidu's Revenue) 2. Cloud computing (18B of Baidu's Revenue) 3. Everything else, AI, Robo-taxi and chinese-netflix (9B of Baidu's Revenue) I try not to speculate on growth. With BABA I expect the growth to come from the core business, not speculative bets. BABA could also just as easily go into Robo-taxi. The companies you mentioned are a fraction of Baidu's business. But if you know more about them then this bet may very well make sense for you
