UB#BAIDURP2712E(53206.HK)

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UB#BAIDURP2712E
53206.HK
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Citi in "The Big Banks": Baidu's $5 billion repurchase plan is expected to have a positive market reaction, and a dividend may be announced when quarterly results are released

Citigroup released a report stating that Baidu's board of directors has approved a $5 billion share repurchase plan, which will be effective until 2028, and has established a dividend policy, with the first dividend expected to be distributed in 2026. Citigroup believes this move will enhance investor confidence, and the market reaction may be positive. It is expected that Baidu will announce the dividend during the performance announcement in the fourth quarter of 2025 or the first quarter of 2026. Reiterating a "Buy" rating, with a target price of $186

AASTOCKS·
HK
09888
+0.95%
US
BIDU
-4.77%
AASTOCKS·
HK
09888
+0.95%
US
BIDU
-4.77%

"Big Banks" JP Morgan: The volatility of internet stocks reflects weak market sentiment, and adjustments bring investment opportunities

JP Morgan's research report points out that the recent fluctuations in internet stocks reflect weak market sentiment, particularly triggered by reports of an increase in Tencent's value-added tax rate. Although the bank believes this statement confuses value-added tax with consumption tax, it sees this adjustment as an opportunity to invest in Tencent and related internet stocks (such as NetEase and Baidu). The bank holds a constructive view on the MSCI China Index, setting targets of 100, 120, and 80 points by the end of 2026, and gives an overweight rating to the communications services sector

AASTOCKS·
US
TCTZF
-3.54%
US
BIDU
-4.77%
HK
09888
+0.95%
AASTOCKS·
US
TCTZF
-3.54%
US
BIDU
-4.77%
HK
09888
+0.95%

Hong Kong stocks intraday | All three major indices retraced, Tencent Holdings weakened while POP MART remained active against the trend

The main indices of the Hong Kong stock market experienced a significant pullback during the trading session, with the Hang Seng Index, Hang Seng Tech Index, and the China Enterprises Index all declining, showing clear structural differentiation. Leading internet and technology stocks generally faced pressure, while retail and jewelry stocks exhibited mixed performance, with individual consumer chain stocks like POP MART and MNSO standing out. Short-term capital flows were active in popular varieties, as the market focused on macro data and policy changes, with investor sentiment dominated by a wait-and-see attitude

Market Heartbeat·
HK
09888
+0.95%
HK
09988
-2.45%
Market Heartbeat·
HK
09888
+0.95%
HK
09988
-2.45%

The Hang Seng Index opened down 0.82%, and the Hang Seng Tech Index fell 1.31%

The Hang Seng Index opened down 0.82%, and the Hang Seng Tech Index fell 1.31%. Bilibili dropped over 4%, Tencent Music and HUA HONG SEMI fell over 3%, and Alibaba, KUAISHOU, SMIC, Meituan, and others dropped over 2%. Baidu rose over 2% and authorized the implementation of a stock repurchase plan totaling no more than USD 5 billion, with the first dividend expected to be announced in 2026

Wallstreetcn·
US
BIDU
-4.77%
HK
09888
+0.95%
US
BABA
-2.76%
Wallstreetcn·
US
BIDU
-4.77%
HK
09888
+0.95%
US
BABA
-2.76%

Baidu announces new $5 billion share repurchase program and dividend policy.(Symbol: BIDU)

On February 4, 2026, the Beijing-based company Baidu, Inc. (NASDAQ: BIDU and HKEX: 9888 - HKD Counter and 89888 - RMB Counter), known for its AI technology and Internet services, revealed that its Board of Directors has given the green light to a $5 billion initiative.

Unusual Whales·
US
DAT
-1.28%
US
CLOU
+0.21%
US
IXN
-2.13%
Unusual Whales·
US
DAT
-1.28%
US
CLOU
+0.21%
US
IXN
-2.13%
Posts
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Compared to BIDU's AI hype, BABA feels undervalued, anyone thinks so?🤔

Gold is on a wild run, rallying like nobody’s business. And that USD against SGD has weaken to below 1.27. Level. Total madness.

With the Fed meeting coming up this week, the statement will be crucial ...

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