Baidu Stock Analysis: A VERY STRONG BUY from China? China’s Undervalued Gem! $BIDU Stock
Baidu Stock Analysis: A VERY STRONG BUY from China? China’s Undervalued Gem! $BIDU Stock 📌 Affiliate links (I get a commission if you register): • Try Seeking Alpha Premium for free for 7 days and get a $30 discount on the annual plan: https://www.sahg6dtr.com/3LPDKC1/R74QP/ • Support the channel by joining on Patreon: / investingwithandrew • Get up to 15 free stocks worth between $2 - $2,000 each and up to 8.1% APY on idle cash for 3 months with moomoo using my link: https://j.moomoo.com/01bx2U (T&C Applies) • For Europe/Australia - Join me on eToro: https://med.etoro.com/B19645_A122700_... Advert. eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. Getting back with another Chinese company - Baidu (BIDU/9888). They provide a search engine, where they have over half of the Chinese market share, that’s the core of the business. Plus, they have their own Netflix or YouTube, autonomous driving, AI, cloud, devices, fintech and more. They are very similar to Alphabet, which by the way, isn’t allowed in China, so they are basically China’s version of Google. The overall business is relatively flat, but the smaller, high-growth parts of the company are developing okay. They talk about the currently unfavorable market conditions and the company’s focus on controlling the costs. At the same time, the company’s margins are improving, getting to some decent mid-teens to even 20s. And also important, we can see that pretty much everything is above the company’s average. We see a huge amount of investing last year and the company has always kind of done what America’s Big Tech does. They invested in autonomous ride-hailing, a lot of AI, even some AI-powered biotech, so a lot of things that can grow very well. As are about to see, they make and have a ton of money from the classic search engine side of the business that they use to develop the growth. In this aspect, it’s very similar to Alphabet. They can make around $3-4 billion now and we can see some nice growth in the operating cash flow. $3-4 billion on a 20-something billion market cap is definitely good and it’s among the lowest in the Chinese Big Tech. Even for them historically, it’s very low. But, we can see that there isn’t really that much growth in the overall business. Sure, their older investments are becoming more profitable and the margins are maturing, but they haven’t really been adding that much. The lack of growth might have to do with pandemic China’s crackdown but still, that may be about to change. Other videos: Warner Bros. Discovery (WBD) Stock Analysis - • WBD Stock Analysis: Another Stock I'm... Nike (NKE) Stock Analysis - • Nike Stock Analysis: 52-Week Lows, Bu... Starbucks (SBUX) Stock Analysis - • Starbucks Stock Analysis: 52-Week Low... Vale (VALE) Stock Analysis - • Vale Stock Analysis: A Stock I Just B... Alibaba (BABA) Stock Analysis - • Alibaba Stock Analysis: Will China's ... Lithium Stocks (Arcadium Lithium/Allkem/Livent, Albemarle, SQM, Lithium Americas/Argentina) - • Lithium Stocks: Hidden 10-Bagger Gems... Verizon (VZ) Stock Analysis - • Verizon Stock Analysis: 6.8% Dividend... Barrick Gold (GOLD) Stock Analysis - • Video Arcadium Lithium (ALTM) Stock Analysis - • Arcadium Lithium Stock Analysis: Arca... Medical Properties Trust (MPW) Stock Analysis - • MPW Stock Analysis: Still a Stock to ... PayPal (PYPL) Stock Analysis - • PayPal ($PYPL) Stock Analysis: Is The... Don't forget to like and subscribe if you appreciate what I do! On my channel, you will find a wide variety of stock analyses - from gold miners such as Barrick Gold (NYSE: GOLD) and Newmont Mining (NYSE: NEM) to tech stocks like Nokia (NYSE: NOK), Alphabet (NYSE: GOOG/GOOGL), Intel (NYSE: INTC) and even healthcare REITs like Medical Properties Trust (NYSE: MPW) and Omega Healthcare Investors (NYSE: OHI). Although I mostly focus on value investing, there will also be plenty of high-yield dividend stocks being analysed on the channel, especially if I believe that there is value in there. Song: ♪ Marshmallow (Prod. by Lukrembo) Link: • lukrembo - marshmallow (royalty free ... DISCLAIMER: I am not a financial advisor and nothing on this channel should qualify as investing advice. All information is provided for your education or entertainment. It is not intended to be investment advice. This information is general in nature and has not taken into account your personal financial position or objectives. Seek a duly licensed professional for investment advice. DISCLAIMER 2: The links above include affiliate commission or referrals. I'm part of an affiliate network and I receive compensation from partner websites. The video is accurate as of the posting date but may not be accurate in the future. 0:00 Baidu ($BIDU) Stock Review 0:14 Baidu ($BIDU) Stock Analysis: China, Cash, Potential 5:14 Baidu ($BIDU) Stock Valuation #stocks #investing #personalfinance #valueinvesting