Home » Stocks » Bull Case Scenario for Baidu $BIDU, $GOOG, $FB, $AMZN, $TCEHY, $BABA, $RENN

Bull Case Scenario for Baidu $BIDU, $GOOG, $FB, $AMZN, $TCEHY, $BABA, $RENN

Baidu is about to release earnings. Ponder the Bull Case Scenario:

Baidu only serves 1.5% of China SME market. The growth potential is mind staggering as China modernizes.

Approximately 130 million mobile users make Baidu a dominant brand. They have a command of cultural sensitivities which western brands cannot fathom. They are expected to dominate in mobile search.

Baidu is sitting on top of an incredible amount of Chinese currency. They probably cannot be out spent within the Chinese domestic market.

Incremental improvements in  a large economy like China will translate to large bottom line benefits for Baidu.

George Gutowski writes from a caveat emptor perspective.