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Showing posts with the label iQiyi

IB Net Payout Yields Model

iQIYI: A Mostly Overlooked Chinese IPO

iQIYI expects to go public next week. The Chinese online video leader seems overlooked by the market in comparison to other high-profile IPOs. The proposed offering price is attractive and the focus on Chinese tariffs could hold back the IPO excitement. As the market focuses on streaming video and music services in the U.S., a fast-growing opportunity is opening up in China. The potentially under the radar IPO of  iQIYI  ( IQ ), majority-owned by Chinese search giant  Baidu  ( BIDU ), provides an opportunity as the market focuses on more high profile public offerings and Chinese stocks face tariff related weaknesses. Read the full article at Seeking Alpha.  Disclosure: Long BIDU. Please review this disclaimer page for more details. 

Baidu: Hidden Value

Baidu remains a hidden tech giant in a market of $500 billion global giants. The Chinese search leader is returning to 30% revenue growth. The company has several hidden assets that the market is currently not ascribing any value. After a few years in self-imposed purgatory due to surging costs on new initiatives,  Baidu  (NASDAQ: BIDU ) is finally back to generating the massive profits from substantial revenue growth of the past. The combination of dumping the high-cost services businesses and a return to a healthy search market has the internet search giant of China back onto a path to higher stock prices. Read the full article on Seeking Alpha.  Disclosure: Long BIDU. Read the disclaimer page for more details.