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Bilibili Newsroom
Debon Securities: Pop Mart (09992) expects high growth in the first half of the year and pays attention to investment opportunities brought by ChinaJoy next week.
The 21st ChinaJoy Expo in 2024 will be held from July 26th to July 29th with the theme of "Starting from the heart, endless fun" as scheduled.
Hong Kong stock concept tracking | In July, 105 game version numbers were approved. With the coming of the peak season in summer, many games are expected to surpass expectations (with concept stocks attached).
On July 22, the State Administration of Press and Publication released the approval information for domestic online games produced in July 2024, with a total of 105 games approved.
First Shanghai: Rated bilibili-W(09626) as 'buy', with a target price of HKD 156.23.
Bilibili is expected to achieve Non-GAAP operation profit breakeven in Q3.
Brokerage Focus: First Shanghai: 'Three Strategies' Drive Bilibili (09626) Game Business to Rebound in the Second Half of the Year, Recommended to Buy Rating.
Jingu Finance News | First Shanghai released a research report, bilibili (BILI.US/09626) Q1 revenue was 5.66 billion yuan, up 11.7% year-on-year, slightly higher than the market's consensus expectations. Gross margin was 28.3%, up 6.5pcts year-on-year, mainly due to the increase in the proportion of high-gross-margin advertising business and optimization on the cost side; Operating profit margin was -14.5%, narrowing by 12.6% year-on-year. GAAP net loss was 0.76 billion yuan; non-GAAP net loss was 0.44 billion yuan, narrowing by 55.8% year-on-year, slightly higher than the market's consensus expected loss of 0.5 billion yuan. Next quarter revenue is expected to achieve growth.
In June, a total of 30 games entered the Top 10 of the free games chart on the App Store, slightly fewer than the previous two months, according to Qimai Research Institute.
In June, a total of 30 games entered the free game top 10 chart in the App Store, with a slightly lower number of apps compared to the previous two months.
Hong Kong stock concept tracking: Global game revenue is expected to reach 300 billion US dollars in the next three years, and the prosperity of the domestic game industry chain continues to recover. (Attached are concept stocks).
Game permits are now being issued on a regular basis, and top manufacturers are continuing to exert their efforts.
Express News | Morgan Stanley's Short Position in Shares of Bilibili Increases to 4.04% on July 15 From 3.54% - HKEX
JP Morgan: Feels positive about the future shareholding of Bilibili W(09626), maintains a 'shareholding' rating with a target price of HKD165.
Since its launch in July, the cash revenue of "Three Kingdoms: Strategy for Success" has been strong, now ranking 11th on the IOS revenue leaderboard in Mainland China, enough to drive first-month cash revenue of over 0.6 billion Chinese yuan.
Express News | Bilibili : HSBC Raises Target Price to $18 From $13.5
Hong Kong stock concept tracking | Micro-drama production and creation is moving towards standardization, and the refinement of content may become a trend. (Attached concept stock)
According to the 2023-2024 China Micro-drama Market Research Report by iResearch Consulting, the domestic micro-drama market is expected to reach a scale of 37.39 billion yuan in 2023, an increase of 267.65% year-on-year compared to 10.17 billion yuan in 2022.
Brokerage focuses on China Great Wall securities' first buy rating for Bilibili (09626) due to prosperous content and user ecosystem driving commercialization acceleration.
China Great Wall Securities released a research report stating that Bilibili, with its community as the foundation, has adopted a dual drainage strategy of "OGV+PUGV", forming a full chain of "OGV content drainage-high-quality PUGV content increase retention". In addition, the company continues to expand its content categories, achieving circle-breaking from second-dimensional users to pan-entertainment and pan-knowledge users. Bilibili has realized a positive cycle ecology of "UP host producing high-quality video content to attract fans and get positive feedback-incentivize UP host to produce more high-quality content", and both UP hosts and users have higher retention rates. As of 24Q1, the platform has achieved high user engagement.
Bocom Intl: Maintains 'buy' rating for Bilibili-W (09626), target price raised to HKD 155.
Bocom Intl raised Bilibili's total revenue for the next two years by 5%/8%.
[Brokerage Focus] Bocom International raises target price of Bilibili (09626) by 17.4%, maintaining expectations of a turnaround to profit in the third quarter.
Jinggu finance news | Bocom Intl released research reports that slightly raised the forecast of Bilibili's (09626) Q2 2024, with revenue expected to increase 1% to 6.1 billion yuan (RMB, the same below), and adjusted net loss attributable to shareholders maintained at 0.33 billion yuan. Considering the better-than-expected performance of new games, the game revenue for 2024/25 was raised to 5.4/6.7 billion yuan with a year-on-year growth rate of 34%/23%, and it is expected that "Sanmou" will contribute 26%/43% to the game revenue. The year-on-year growth expectations for VAS/advertising revenue remain at 15%/26%. Based on the adjustment of game revenue, the bank raised the total revenue for 2024/25 by 5%/8%, taking into account marketing.
Top Gap Ups and Downs on Monday: PDD, COIN, JD and More
Gaps can show signals that something important has happened to the fundamental or the psychology of traders that accompanies this market movement.
Express News | PDD Holdings Down 3.3%, Baidu Down 6.3%
Express News | U.S.-Listed Shares of Chinese Firms Fall as Bets of Trump's White House Return Rise
Express News | Ishares China Large Cap ETF Down 1.9%, Kraneshares CSI China Internet ETF Down 3.1%
Express News | Li Auto Down 4.9%, JD.com Slips 4.4%, NIO Falls 6.4%, Xpeng Losses 5.8%
Bilibili's Three Kingdoms Game Will Support Stronger 2024 Topline -- Market Talk
0727 GMT - Bilibili's topline in 2024 will likely helped by stronger-than-expected game segment performance, Daiwa analyst John Choi writes in a note. The Chinese video-sharing platform said its
Bilibili Shares Facing Profit-Talking After Big Runup -- Market Talk
0309 GMT - Bilibili shares may be ripe to be cashed in after a runup in its stock price, analysts say. "With the shares up by more than 60% in the past six months, profit taken is warranted," says