Bilibili's Game Revenue Looks Promising in Near Term -- Market Talk
Top Gap Ups and Downs on Friday: AZN, BABA, PDD and More
bilibili-W (09626.HK) received a shareholding increase of 1.2442 million shares from jpmorgan.
On November 22, according to the latest equity disclosure by the Hong Kong Stock Exchange, on November 15, 2024, bilibili-W (09626.HK) had its good warehouse increased by JPMorgan Chase & Co. by 1.2442 million shares at an average price of HKD 145.3993 per share, involving approximately HKD 0.181 billion. After the increase, JPMorgan Chase & Co.'s latest good warehouse number stands at 30,867,948 shares, with the holding ratio rising from 8.77% to 9.14%.
US stocks closed: "Trump trade" resumes, with all three major indexes rising together. The Dow rose 1%.
① The three major indices collectively rose, with the Dow Jones up 1%; ② Most large technology stocks fell, with Google dropping nearly 5%; ③ Most china concept stocks fell, with pdd holdings down more than 10%.
Hong Kong stocks morning report on November 21: The chairman of the Securities and Futures Commission, wu qing, met with the Financial Secretary of Hong Kong, paul chan mo-po. Canvest env received a privatization offer of 10 billion yuan from an A-share c
CSRC Chairman Wu Qing meets with Hong Kong Financial Secretary Paul Chan Mo-po.
Zhizhong Hong Kong stocks early knowledge | Ministry of Industry and Information Technology: Guide photovoltaic companies to reduce purely capacity expansion photovoltaic manufacturing projects. nvidia (NVDA.US) fell by as much as 5% after earnings.
On November 20, the Ministry of Industry and Information Technology issued a notice revising the "Specification Conditions for the Photovoltaic Manufacturing Industry" and the "Interim Measures for the Management of Announcements for the Photovoltaic Manufacturing Industry".
Guosen: Media prosperity reversal expected in 2025, driven by new technology and M&A restructuring to boost valuation.
Looking ahead to 2025, the short-term media sentiment is at its lowest, but in the medium term, with the base effect, improvement in content supply, and changes in external macro expectations, the sentiment is expected to gradually reach the bottom and rise.
Hong Kong stocks morning report on November 20: hkbn received a takeover offer from china mobile. goldman sachs recommends continuing to overweight A-shares and listed in hong kong.
1. hkbn received a takeover offer from china mobile. 2. goldman sachs recommends continued overallocation of a shares and h shares. 3. robin zeng said that the main listing in hong kong brings greater liquidity to alibaba stocks. 4. zto express reported a profit of nearly 2.4 billion yuan in the third quarter.
Mizuho Securities Maintains Bilibili(BILI.US) With Buy Rating, Raises Target Price to $22
[Brokerage Focus] Huaan Securities maintains a "buy" rating for Bilibili (09626), indicating that popular IP is expected to bring additional volume to its gaming business.
Kin Oucai News | Huaan Securities issued a research report, reporting that Bilibili (09626) achieved operating revenue of 7.306 billion yuan in Q3, with a year-on-year increase of +25.85%; the adjusted net income attributable to mother in 24Q3 was 0.236 billion yuan, turning losses into profits year-on-year, successfully achieving the goal of adjusted operating profit in 24Q3. The report points out that "Three Strategy" highlights the long-term operational capabilities, with the potential to bring long-term revenue contributions to the company. The new game "Three Kingdoms: Determination of the World" has performed well since its launch, and the seasonal operation mode ensures the game's long-term operational capabilities. Following the start of the new season in September, it rose to as high as second place on the iOS bestseller list, validating the game's quality.
Hong Kong stocks morning report on November 19: Hong Kong Exchanges and Clearing is preparing various optimization measures for mutual market access. Goldman Sachs predicts a 15% increase in the MSCI China Index by 2025.
① The Hong Kong Stock Exchange stated that it is preparing multiple optimization measures for mutual connectivity. ② S.F. Holding plans to issue 0.17 billion H shares through an IPO in Hong Kong. ③ Goldman Sachs expects the MSCI Chinese Index to rise by 15% by 2025. ④ Xiaomi's revenue in the third quarter increased by approximately 30% year-on-year.
Asian Equities Traded in the US as American Depositary Receipts Rise in Monday Trading
Bilibili Is Maintained at Overweight by Barclays
Bilibili Third Quarter 2024 Earnings: Revenues Beat Expectations, EPS In Line
Express News | Bilibili : Barclays Raises Target Price to $24 From $19
Barclays Maintains Bilibili(BILI.US) With Buy Rating, Maintains Target Price $24
60% of the 'rebound fruit' has been eroded, who is currently increasing their holdings in Hong Kong stocks in the opposite direction?
Since October 8th, the once "unrivaled globally" Hong Kong stock market has retraced nearly 60% of the gains from the rebound trend from September 24, 2024 to October 7, 2024.
[Brokerage Focus] Bocom Intl maintains a buy rating on Bilibili (09626), expecting high-speed growth in gaming to continue in the fourth quarter.
Jinwu Financial News | bocom intl released a research report indicating that bilibili (09626) expects revenue of 7.3 billion yuan (RMB, the same below) for the third quarter of 2024, with accelerated year-on-year and quarter-on-quarter growth (26%/19%, compared to 16%/8% in the second quarter), which is basically in line with the bank's and market expectations. Adjusted operating profit is 0.27 billion yuan, better than the bank's/market's expectations of 0.23/0.19 billion yuan. In the third quarter, the game "Three Strategies" drove game revenue to grow 84% year-on-year, and advertising revenue increased 28% year-on-year, with performance advertising revenue nearly growing 50% year-on-year. Looking forward to the fourth quarter, the bank expects games to maintain high-speed growth, year-on-year +
[Brokerage Focus] Sealand maintains a 'buy' rating on bilibili (09626), noting that its platform has a strong content ecosystem barrier.
Jingu Finance News | Sealand Securities issued a research report, announcing that Bilibili (09626) released the 2024Q3 quarterly report, achieving revenue of 7.3 billion yuan (YoY +26%, QoQ +19%), with adjusted net income of 0.24 billion yuan, realizing a profit for the first time in a single quarter after listing. The bank pointed out that the exclusive authorized game 'Three Kingdoms: Rule the World' launched by the company performed well, driving the mobile gaming business' 2024Q3 revenue to increase by 84% year-on-year to 1.823 billion yuan. According to the company's official public account, 'Three Kingdoms: Rule the World' has ranked among the top three best-selling iOS games for three consecutive seasons. At the same time,
Barclays Maintains Bilibili(BILI.US) With Buy Rating, Raises Target Price to $24