Bilibili (9626 HK): Synthetic Expert Call Transcript (05 Sep 2026)
Tencent’s restructuring of its Bilibili holding—selling US$400 million in Class Z shares while subscribing to US$200 million of the new...
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Aequitas: Bilibili Placement - CB, Placement, Repurchase - Confused?
Tencent (700 HK) aims to raise around US$400m via selling some of its stake in Bilibili (9626 HK) in HK. There is also a CB issuance and buyback...
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Alibaba (9988 HK): Dual Primary Listing & Potential Southbound Flows
Alibaba expect to convert to a Primary Listing on the HKEX by end August. That could mean inclusion in Southbound Stock Connect in September. With...
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Tencent/Netease: Two Months Without Approvals Despite Second-Highest Count Since 2022
NPPA released its September 2026 domestic game approval batch. None of the companies we track received approval despite the overall approval count...
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Primer: Bilibili (9626 HK) - Aug 2026
Bilibili is successfully transitioning from a high-growth, high-spend model to one focused on sustainable profitability, having achieved its...
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