ENTITY
Bilibili

Bilibili (BILI US)

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Analysis
Communication ServicesChina
Bilibili Inc. provides online entertainment services. The Company offers a platform that covers a wide array of genres and media formats, including videos, live broadcasting, mobile games, animation, and comics. Bilibili serves customers in China.
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bearishBilibili
02 Dec 2023 12:08

[Bilibili Inc. (BILI US, SELL, TP US$9) Target Price Change]: Niche Player Faces Market Saturation

​Bilibili's Q3 results disappoint due to ineffective investment in game studio. Analysts are bearish on their game pipeline and maintain a SELL...

bullishBilibili
30 Nov 2023 20:52Broker Report

Bilibili (BILI US) – Game Business Weighed on Revenue Growth Despite Resilient Ad and VAS Business

We maintain our total revenue forecast largely unchanged and see Bili remain on track for breakeven by endFY24. We maintain our SOTP-based TP of...

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bullishBilibili
20 Oct 2023 19:40Broker Report

Bilibili (BILI US) – 3Q23 Preview: Loss Reduction Remains on Track

Cumulatively, from 1Q23 to 3Q23, the company’s electricity generation grew by 13.36% YoY to 40.03bn kWh. We remain optimistic about CTGR’s full...

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bullishPDD Holdings
04 Dec 2023 11:39

China Consumption Weekly (4 Dec 2023): PDD, Alibaba, AliHealth, Great Wall Motor, ByteDance

PDD’s market cap has exceeded Alibaba’s. Great Wall Motor plans to enter eight countries in Europe. ByteDance plans to close its game subsidy.

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Ming Lu
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bearishBilibili
20 Aug 2023 09:23

[Bilibili(BILI US, SELL, TP US$12.3) Review]: E-Commerce Ads Aren’t Sufficient to Hide Other Issues

We believe e-commerce ads could become a new driving force, but the rapid growth of game-related ads might fade post-Q3. Also, the consolidation of...

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