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Baidu


Baidu: A Post Regulatory Crackdown Play

Summary Baidu has been caught in the recent regulatory crackdown in China and although they haven't been affected like others, their share price has suffered. As a result, I believe they are undervalued by as much as 33% and review…

Baidu: Play The AI Surge Ahead

Summary Baidu continues to lag in valuation as a Chinese tech stock. The company forecast the small AI business to top Online Marketing revenues in 3 years. The stock trades at half the forward P/S multiple of Alphabet, while…