Investopedia: Should Investors Ride Along With Ctrip?

As growth in the U.S. looks increasingly shaky and investors try to figure out which listed Chinese companies tell the truth, well-established names like Baidu (Nasdaq:BIDU) and Ctrip (Nasdaq:CTRP) seem to be getting a little extra love. The question, though, is whether Ctrip's valuation already more than credits the company for its likely impressive future growth in China's travel industry. 

Some Reasons for Concern in Q2  
Top line revenue for Ctrip was a solid 20% and in line with analyst expectations. Hotel booking is still the largest individual revenue component and grew about 16%. Air ticketing was weaker, though, as lower commissions offset higher volume, and growth came in at 13%. Packaged tours continues to be a growth driver, and Ctrip saw 62% higher revenue from this category in the second quarter.

To read more, click below:
http://stocks.investopedia.com/stock-analysis/2011/Should-Investors-Ride-Along-With-Ctrip-CTRP-BIDU-LONG-EXPE-PCLN-CHL-HMIN0806.aspx

Investopedia: How Far Will Baidu Follow Google's Map

Often called the "Google (Nasdaq:GOOG) of China", Baidu (Nasdaq:BIDU) has indeed rewarded investors with exceptional growth for some time. While the Chinese internet market is far from mature, the question remains whether Baidu will look to become such a wide-ranging technology company. It is an interesting dilemma - stick and stay in a market that can still pay, or divert resources toward becoming a more well-rounded company.

Growth, Growth and More Growth  
Baidu reported that second quarter revenue jumped 78%, beating estimates by about 5%. The number of paying clients rose 17% from last year (and 9% from the first quarter), while the revenue per client spiked up 52% (and 29% sequentially).

Continue to the full piece:
http://stocks.investopedia.com/stock-analysis/2011/How-Far-Will-Baidu-Follow-Googles-Map-BIDU-MSFT-GOOG-SOHU-NTES-CTRP-LONG0728.aspx