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Baidu, Inc. Message Board

  • steve.kandalam steve.kandalam Feb 16, 2012 9:22 PM Flag

    This stock should not trade below 150

    They beat earnings by 4 cents( already elevated-)
    They guided to 1q 2012 revenues 72-78% higher
    NO change in CPC rates(as in google0 Mobile still not a big part of their revenue
    they dominate the chinese market which has 512 million internet users
    the CEO keeps repeating that they have just scratched the surface
    I think this Xenophobia should end- they have trailing EPS of $3- the minimum pE- even assuming slowing economy- is 50, It should be atleast equal to the growth rate IMHO- that would put fair value at over 200$
    You cant explain it in any other way- pure xeno or Sinophobia!

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