bearish•Bilibili•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...
bullish•Bilibili•30 Nov 2023 20:52•Broker 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...
bullish•Bilibili•20 Oct 2023 19:40•Broker 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...
bullish•PDD 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.
bearish•Bilibili•20 Aug 2023 09:23