BIDU作空动能衰竭.筑底似乎完成.

[dlhy]

股价\看涨期权...密切关注中.

[trader403]

作者: dlhy

股价\看涨期权...密切关注中.

BIDU已从我的一般list中上升到最关注list中。D兄我看了一下BIDU图形走得不错，也许受GOOG的影响，但发现最近insiders卖得很多。

[dlhy]

403兄,有些INSIDERS卖的确实VERY STUPID呀.

[dlhy]

在底部区域卖股的,都是纯散户行为.

[sapphire]

个人认为: 上看$62下掉$52 Profit/Loss Ratio不高, 所以只看不碰

http://biz.yahoo.com/ap/060407/biz_wall_main.html?.v=2

Analysts: Baidu.com Is Still Overpriced
Friday April 7, 4:29 pm ET
By Ellen Simon, AP Business Writer
Analysts Say Baidu.com Is Still Overpriced Despite Stellar Initial Public Offering, Long Decline

NEW YORK (AP) -- If Baidu.com Inc. were a band, it would be 'Nsync. If it were a fashion item, it would be leg warmers. If it were home decor, it would be avocado green shag carpeting. Baidu, the much hyped "Chinese Google," skyrocketed 354 percent on Aug. 5, 2005, the day it went public. Now it stands as one of the embarrassing investments of the last year.
ADVERTISEMENT


Baidu's American Depositary Receipts, which climbed as high as $153.98, now trade below $58 a share. What could be even more cringe-worthy for Baidu investors is the future: After months of decline, analysts say Baidu is still overpriced.

Baidu's history, so far, is one of hope colliding with reality. The Beijing-based company went public at $27 a share, then climbed to $122.54 its first day of trading. On Friday, the shares closed at $57.40, up 13 cents.

The shares began to slide within days, dropping below $100 within a week. After that, they swung dramatically. The stock lost a quarter of its value in one day after Goldman Sachs & Co. and Piper Jaffray, both underwriters of the company's initial public offering, issued research reports saying it was overvalued.

Despite its dramatic decline, Baidu remains "priced for perfection," Citigroup analyst Jason Brueschke said when he initiated coverage in January, months into the decline. In his next note on Baidu, he wrote, "Despite all the fundamental positives at Baidu, we still believe the company is trading above its fair value." Citigroup has a "Sell" rating on Baidu.

Anthony Noto of Goldman, Sachs & Co. said he couldn't justify the company's valuation "on an absolute basis or relative to the sector." Baidu trades at a significant premium to both U.S. large-cap Internet stocks and leading Chinese Internet stocks, he wrote. The company's estimated price-to-earnings ratio for 2006 is 84.7 percent.

Noto attributes Baidu's valuation "to exuberance over the opportunity in China as the economy booms" and excitement over Internet search companies based on Google's strong performance. The small number of publicly traded shares also "creates a disconnect between supply and demand," he said.

The challengers are lining up. Google Inc. has stepped up hiring in China. Yahoo Inc. spent $1 billion for a 40 percent stake in Alibaba.com, China's largest e-commerce site. Microsoft Corp. is investing in Chinese search and homegrown Sohu.com is building its search business.

In the face of such competition, Baidu may not be spending enough to expand its technology and offerings, wrote Piper Jaffray analyst Safa Rashtchy. Piper Jaffray ranks the stock "Underperform."

"Baidu, as the market leader, must withstand the collective impact of its competition," Citigroup's Brueschke wrote. Investors can get hurt even if Baidu maintains its market share, since the shares are likely to suffer with any kind of disappointment, from slower-than-expected growth to higher-than-expected costs.

Since analysts are so often the sunniest optimists of the investment world, it can be worth listening to them when they're at their outlook is gloomy. Consider their target prices, which are often overinflated. Target prices for Baidu are, for the most part, well below its current share price, which is one more sign that in the future, Baidu investors may be even more embarrassed about the shares' giddy IPO run-up than they are now.

[hoopeo]

作者: sapphire

BIDU周五收在阻力点,$57, 盘后即有一篇文章出来打压
个人认为: 上看$62下掉$52 Profit/Loss Ratio不高, 所以只看不碰.

这事儿应该这么看：因为盘后要有一篇文章出来打压，周五收在阻力点。

[hoopeo]

作者: dlhy

在底部区域卖股的,都是纯散户行为.

看来D兄已经不是纯散户了。

[dlhy]

作者: hoopeo

看来D兄已经不是纯散户了。

努力向大户思维靠拢,哈哈.

[dlhy]

作者: sapphire

个人认为: 上看$62下掉$52 Profit/Loss Ratio不高, 所以只看不碰

http://biz.yahoo.com/ap/060407/biz_wall_main.html?.v=2

Analysts: Baidu.com Is Still Overpriced
Friday April 7, 4:29 pm ET
By Ellen Simon, AP Business Writer
Analysts Say Baidu.com Is Still Overpriced Despite Stellar Initial Public Offering, Long Decline

NEW YORK (AP) -- If Baidu.com Inc. were a band, it would be 'Nsync. If it were a fashion item, it would be leg warmers. If it were home decor, it would be avocado green shag carpeting. Baidu, the much hyped "Chinese Google," skyrocketed 354 percent on Aug. 5, 2005, the day it went public. Now it stands as one of the embarrassing investments of the last year.
ADVERTISEMENT


Baidu's American Depositary Receipts, which climbed as high as $153.98, now trade below $58 a share. What could be even more cringe-worthy for Baidu investors is the future: After months of decline, analysts say Baidu is still overpriced.

Baidu's history, so far, is one of hope colliding with reality. The Beijing-based company went public at $27 a share, then climbed to $122.54 its first day of trading. On Friday, the shares closed at $57.40, up 13 cents.

The shares began to slide within days, dropping below $100 within a week. After that, they swung dramatically. The stock lost a quarter of its value in one day after Goldman Sachs & Co. and Piper Jaffray, both underwriters of the company's initial public offering, issued research reports saying it was overvalued.

Despite its dramatic decline, Baidu remains "priced for perfection," Citigroup analyst Jason Brueschke said when he initiated coverage in January, months into the decline. In his next note on Baidu, he wrote, "Despite all the fundamental positives at Baidu, we still believe the company is trading above its fair value." Citigroup has a "Sell" rating on Baidu.

Anthony Noto of Goldman, Sachs & Co. said he couldn't justify the company's valuation "on an absolute basis or relative to the sector." Baidu trades at a significant premium to both U.S. large-cap Internet stocks and leading Chinese Internet stocks, he wrote. The company's estimated price-to-earnings ratio for 2006 is 84.7 percent.

Noto attributes Baidu's valuation "to exuberance over the opportunity in China as the economy booms" and excitement over Internet search companies based on Google's strong performance. The small number of publicly traded shares also "creates a disconnect between supply and demand," he said.

The challengers are lining up. Google Inc. has stepped up hiring in China. Yahoo Inc. spent $1 billion for a 40 percent stake in Alibaba.com, China's largest e-commerce site. Microsoft Corp. is investing in Chinese search and homegrown Sohu.com is building its search business.

In the face of such competition, Baidu may not be spending enough to expand its technology and offerings, wrote Piper Jaffray analyst Safa Rashtchy. Piper Jaffray ranks the stock "Underperform."

"Baidu, as the market leader, must withstand the collective impact of its competition," Citigroup's Brueschke wrote. Investors can get hurt even if Baidu maintains its market share, since the shares are likely to suffer with any kind of disappointment, from slower-than-expected growth to higher-than-expected costs.

Since analysts are so often the sunniest optimists of the investment world, it can be worth listening to them when they're at their outlook is gloomy. Consider their target prices, which are often overinflated. Target prices for Baidu are, for the most part, well below its current share price, which is one more sign that in the future, Baidu investors may be even more embarrassed about the shares' giddy IPO run-up than they are now.

建仓期间,为了吓退散户\大户,要适当出些坏消息滴,否则,就是送钱啦.

[dlhy]

如果BIDU回调一下,搞个三重底,就更有投资价值了,哈哈.

[shenzhou6]

个人认为：短期风险大与收益，

[dlhy]

作者: shenzhou6

个人认为：短期风险大与收益，

神兄是典型的看图说画派呀.

[naka]

D兄周末还不忘工作啊

[hoopeo]

从股价顽强的逼进60的势头来看，好像有什么好事要发生。

[shenzhou6]

作者: dlhy

神兄是典型的看图说画派呀.

我是看图识字。

[shenzhou6]

刚刚看到了一则新闻，微软将要推出两款搜索引琴，挑战Google,
一款是产品搜索，一款是学术搜索。
这个新闻应该对Bidu有所影响。

[tiger-911]

花旗分析苌-布什科在最新研究蟾嬷斜硎荆骸管百度的基本面都很好，我仍然相信公司的股r超^了械r值。”花旗Π俣鹊脑u椤百u出”。

　　高盛分析安|尼-Z托表示，o法按照^蛳I绕I的方法o百度股r合理的解。他在研究蟾嬷道，百度的股r比美笮突ヂW公司和中W路股有明@的溢r，今年的A期市盈率_到了84.7倍。他J椋俣裙r高企是多N原因造成的，包括由於中s淼CGoogle的疟憩F，上市交易的股票盗可伲鹊取

　　百度正面R多挑稹Google已登中呕⒁10|美元@得了阿Y巴巴40%股份，微正在投Y于中文搜索，搜狐也正在加o建立搜索I铡Piper Jaffray分析_法-拉法奇表示，相比之下，百度的_支可能不足以U展技g和a品，他Π俣裙善钡脑u是“低於市觥薄

　　布什科表示：“百度作槭鲱I先者必受各N男n簟！奔词拱俣缺３脂F有市龇蓊~，投Y者仍然可能受到Γ樵鲩L低於A期、成本高於A期等因素都可能е鹿r下跌。

[dlhy]

当GOOGLE第一次冲上了450的时候,华尔街名嘴斩钉截铁的说:它肯定要上600元,3000元也不是顶,结果呢?盲目跟着股评的指挥棒走,究其是不花钱的股评走,MM要偷笑了,哈哈.

[liszt]

一直不知道BIDU发了option，因为上个OEday check的时候还没有，看到D兄的帖才发现BIDU的option最近发出来了

个人认为BIDU由于floating 太少，Q4的ER出来也还不差，另外大的股东并没有因为BIDU上市套现，目前的图形也还不错

三重底能够出现固然好，不管了今天刚才买进了5个Sept60call@6.2玩玩（开盘就是我创造的哈哈

[liszt]

众里寻她千百度，（6.2买进BIDU SEPT60call at 早上）
慕然回首，（午后看盘）
那人却在灯火阑珊处！（BIDU已经红盘变绿盘，SEPT60call已经7.5了）





－－－－－－－－－－－－－－－－
李彦宏大话：五年后大家将很难看到Google
来源: 华夏时报 日期：04-10 17:34

本报记者 芬子 报道 日前，在对外经贸大学举行的“2006商业灵感论坛”上，互联网搜索新秀百度上选“2005战略管理标杆企业”，零点研究集团董事长袁岳挑起话题：“5年以后Google和百度是什么样的关系？那个时候Google 比百度牛还是百度比Google牛？一个月前，李彦宏亲口告诉我说：‘5年以后，Google和百度之间的关系是百度一枝独秀，从市场份额来说，大家很难看到Google了。’”

百度的财务总监王湛生出席了当天的论坛，他证实了袁岳的话。他回忆：“百度5年前诞生在中国，当时仅仅是一个公司、一个主意，而Google做中文搜索已经1年了。我们一点一点地投入开发中文搜索技术，从无到有，在竞争很激烈的环境中，一点点把市场份额从跨国公司手里边夺回，在2003年的时候，在中文搜索领域我们基本上和Google持平，2004年、2005年从30%到40%，到今年超过50%，已经远远超过跨国公司。”

　　他说：“随着中国语言不断发展，中国独特规模经济体不断成长，我们认为依赖进口技术做中国的事情难以持久，我们相信中国人会用自己的搜索引擎技术了解中国文化。”