bearish•Bilibili •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...
bullish•Bilibili •19 Aug 2023 06:05•Broker Report
Bilibili (BILI US) – Monetization Improvement While Driving for Ecosystem Growth
BiliBili announced 2Q23 financial results on 17 Aug: total revenue increased by 8% YoY to RMB5.3bn, in line with CMBI/consensus estimate.
bearish•Bilibili •24 Jul 2023 13:14
[Bilibili(BILI US, SELL, TP US$12.3)Update]: Still Struggling to Balance Growth and Monetization
We were invited to BILI’s 2023 investor day, during which BILI management presented several catalysts. Most of these catalysts appear to be minor....
bullish•Bilibili •24 Jul 2023 10:34•Broker Report
Bilibili (BILI US) – Commercialization and Content Ecosystem Drive Business Growth
We attended BiliBili (Bili) 2023 investor day on 22 Jul. Our key takeaways are: 1) overall strategy: emphasizing healthy content ecosystem...
bearish•Bilibili •09 Jul 2023 16:32