Why Bilibili Inc. (NASDAQ:BILI) Crashed Yesterday
Express News | BlackRock's Long Position in Shares of Bilibili Decreases to 4.76% on Dec 31, 2024 From 5.46% - HKEX
Hong Kong stock market morning report on January 3: GTJA's merger application with HAITONG SEC will be discussed next week. Institutions expect that Hong Kong stock IPO fundraising could reach 160 billion Hong Kong dollars in 2025.
① PwC predicts that Hong Kong stock IPO fundraising could reach 160 billion Hong Kong dollars in 2025. ② GTJA's merger application with HAITONG SEC will be discussed next week. ③ Alibaba's buyback plan still has a remaining quota of 20.7 billion US dollars. ④ Last November, Hong Kong's retail sales volume decreased by 8.3% year-on-year.
Top Gap Ups and Downs on Thursday: TSLA, NVO, HSBC and More
U.S. stocks closed: the S&P and Nasdaq recorded five consecutive daily losses while Small Cap stocks saw a surge in speculative trading.
① The three major Index opened high but closed low, with the S&P and Nasdaq recording a decline for the fifth consecutive day; ② Tesla's annual delivery data has decreased for the first time in over a decade; ③ USA AI Nuclear Power Concept stocks secured a government L of 1 billion dollars; ④ "Roaring Kitty" leads the way, Small Cap thematic concept stocks gained hype.
Trending Industry Today: Bilibili Leads Losses In Live Streaming Stocks
U.S. stocks closed: The S&P and Nasdaq fell more than 1% for two consecutive days as the shadow of the debt ceiling looms.
① The three major indices of the US stock market continue to decline, with most tech giants weakening, and Chinese concept stocks generally closing lower; ② The issue of the USA debt ceiling is back on the table, pressuring market sentiment; ③ Ackman "promotes goods," leading to a surge in the stock prices of Fannie Mae and Freddie Mac; ④ Hesai Technology's Lidar delivery has reached a milestone.
Chengdu B-ray Media (600880.SH) plans to exit 6.02% of its shares in Bilibili esports.
Gelonghui, on December 30, announced that Chengdu B-ray Media (600880.SH) has decided to further optimize the company's resource allocation. In line with the arrangements of the target company, all Shareholders of the target company have reached a consensus, agreeing that the relevant Shareholders will exit through a capital reduction. The company plans to exit its 6.02% stake in Bilibili eSports, with the capital reduction amounting to approximately 65,978,082.19 Chinese yuan (the specific capital reduction amount will be based on the 'Capital Reduction Agreement' jointly negotiated by the Shareholders and the actual performance of the transaction). After the capital reduction is completed, the company will no longer hold shares in the target company. According to the 'Capital Reduction Agreement' that the Shareholders of the target company plan to sign.
Bilibili-W (09626) has granted a total of 1.3744 million restricted stock units.
Bilibili-W (09626) issued an announcement that on December 27, 2024, the company will make adjustments based on the second revised...
China Galaxy Securities 2025 Media Internet strategy report: Three major logics, both offensive and defensive.
Bullish on the stability of subsequent performance foundations or on clearly restored supply sides, high cost-performance investment tracks, and flexible varieties with incremental dimensions or improved external factors.
Huajin Securities: The number of games released on Steam reached a new high this year, with premium games and IP driving the market.
The number of games released by major platforms reached a record high for the year, "Black Myth" continues to win awards, and high-quality content and IP are expected to continue to lay a solid foundation for top-quality games, empowering the development of the gaming industry.
Huajin Securities: The issuance of game approvals in December reached a record high, driven by quality content and strong IP.
HuaJin Securities released a Research Report stating that on the afternoon of December 24, the National Press and Publication Administration released the "Approval Information for Domestic Online Games in December 2024" and "Approval Information for Imported Online Games in December 2024", with a total of 135 games receiving licenses, the highest for this year.
In December, both domestic and imported game licenses were released! A total of 1416 licenses have been issued this year, the highest in the past five years.
① A total of 122 domestic games and 13 imported new games were approved today, marking the third consecutive month of simultaneous issuance of domestic and imported game licenses. Major games from Tencent and NetEase received approvals, along with several other publicly listed game companies also achieving gains. ② As of the time of writing, 1,416 new games have obtained licenses this year, the highest total in nearly five years.
Sinolink: Initiates a "Buy" rating for Mao Geping with a Target Price of 67.67 Hong Kong dollars.
Sinolink released a research report stating that it covers Mao Ge Ping (01318) for the first time, giving it a "Buy" rating. Based on strong products rooted in light and shadow & Eastern aesthetics, professional endorsement from makeup artists, and enhanced offline and online collaboration, the growth potential of high-end domestic beauty brands is viewed positively. It is expected that from 2024 to 2026, the Net income attributable to shareholders will be 0.95/1.27/1.53 billion yuan. Considering the rarity of the company's high-end positioning, a PE ratio of 24 is assigned for 2025, with a Target Price of HKD 67.67 per share. The main points from Sinolink are as follows: The company is a leading domestic beauty brand anchored in the scarce makeup artist IP, showing excellent growth and profitability for 2021 to 2023.
Hong Kong stock market morning report on December 23: Biden signed a bill to prevent the USA government from "shutting down". The performance of China Concept Stocks shows divergence.
① Biden signed an emergency funding bill to prevent a "shutdown" of the USA government. ② The USA's November core PCE price index rose 2.8% year-on-year, which was lower than expected. ③ The three major stock indexes in the USA opened lower and closed higher last Friday, while China Concept Stocks showed mixed performance. ④ NYMEX Henry Hub Natural Gas Futures rose more than 14% last week. ⑤ Federal Reserve's Goolsbee stated that interest rates may decline within 12 to 18 months.
2024's Financial Frenzy: Did You Capitalize on Key Market Trends?
Sensor Tower: In November, 35 Chinese mobile game companies collectively earned 1.87 billion USD, accounting for 34.8% of the income of the Global TOP 100 mobile game publishers.
The Sensor Tower store intelligence platform shows that in November 2024, 35 Chinese companies made it to the Global mobile game publisher revenue ranking TOP 100, collectively earning 1.87 billion dollars, accounting for 34.8% of the total revenue of the Global TOP 100 mobile game publishers this period.
BILI Shares Rise 59% Year to Date: Should Investors Buy the Stock?
Bilibili Announces Share Issuance and Repurchase Activity
Bilibili-W (09626.HK) spent 3 million USD to repurchase 0.1515 million shares on December 18.
On December 19, Gelonghui reported that Bilibili-W (09626.HK) announced that on December 18, 2024, the company spent 3 million dollars to buy back 0.1515 million shares, with a repurchase price of 19.39-19.99 dollars per share.