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BILI

Bilibili Inc. (BILI) — Gaming Growth & Shareholder ValueBilibili Inc. NASDAQ:BILI , a leading Chinese online entertainment platform, continues to capture younger audiences through video, live streaming, and gaming while actively expanding into Southeast Asia for international growth. Key Catalysts: Gaming momentum: Mobile gaming revenue jumped +60% YoY, solidifying its role as Bilibili’s primary growth driver. Shareholder returns: A $116M share repurchase underscores management’s confidence and enhances EPS growth. Global expansion: Southeast Asia entry taps into a demographic closely aligned with its core user base. Investment Outlook: Bullish above: $19.00–$20.00 Upside target: $45.00–$46.00, supported by gaming growth, buybacks, and international expansion. #BILI #ChinaTech #Gaming #Streaming #Ecommerce #ShareBuyback #Investing
NASDAQ:BILILong
by Richtv_official
BILI Projects to $100Bilibili Inc. is a leading provider of online entertainment tailored for the youth of the People's Republic of China. The company boasts a diverse array of digital offerings, including professionally produced user-generated videos, mobile gaming experiences, and enhanced services like live streaming, occupationally created videos, audio dramas on Maoer, and comics available through Bilibili Comic. Additionally, Bilibili offers advertising solutions, IP derivatives, and various other services. The company is also involved in business and technology development, e-commerce, and the distribution of videos, comics, and games. Established in 2009, Bilibili Inc. is based in Shanghai, China. Bilibili is currently priced at $20.81, indicating it may be undervalued according to discounted cash flow analysis, which suggests a fair value of $28.84. Although there has been notable insider selling recently, the stock remains 28% below its estimated fair value and is projected to achieve profitability within the next three years, surpassing average market growth rates. While the anticipated revenue growth of 10.2% per year is not as robust as one might hope, it still outpaces the overall US market's growth rate of 8.9%.
NASDAQ:BILILong
by BallaJi
$NASDAQ:BILI Breakout soon? As you can see on the chart, NASDAQ:BILI has been trending towards a breakout from the downwards trendline created during the 2021 crash (1W Chart). Following the bullish channel created shortly after the double bottom confirmation back in Jan 2024, we can speculate billy to soon challenge the $40 dollar range. Things to look out for: bounce from the 100 EMA. RSI crossover (w/ conviction). Overall bullish. Let me know what your thoughts are on $NASDAQ:BILI. NFA.
NASDAQ:BILILong
by WaitingonSpaceXipo
1
$PDD - The Appeal 🔥 NASDAQ:PDD appealing setup - remaining subdued throughout the day, setting the stage for a potentially stronger push. If it surpasses $82.83, we can expect a move towards $84, followed by a possible pullback before attempting to test the 61.8% retracement level at $88.45 (gap fill). PDD's showing promise with the recent distribution of $697 million USD in deep discounts to generate consumer demand. The extended rally is also fueled by China stimulus hopes ( NYSE:BABA , NASDAQ:JD and major Chinese tickers are witnessing the same effect).
NASDAQ:PDDLong
by gigavest
BILI/USD LONGBILI has had a very rough last couple of months, and has finally reached a point where long trade makes sense base on RISK/REWARD potential from current support. It is currently at MA100*0.236 support line, as well as 0.943 Fib Support level (based on log scale). Also Drawdown of 93% seems like an overdue to find some sort of local bottom, unless you anticipate the stock to go down to 0. Being "Youtube of China", I think it's quiet an unlikely event to take place within next couple of months. I will be deciding on TAKE PROFIT points, based on SPX chart. As of right now, SPX is likely to experience a decent support, and in short/mid term is very likely to see some upside. Once its mini rally will be coming to end, I will then look for exit points.
NASDAQ:BILILong
by kix_
1
Chinese stocks have incredible surprise for youChina is number one, huh? Are you really afraid of communistic party going mad and destroying everything they've earned with hard work last 20 years? They already spread covid and use their russian doll to harm West and that will be enough for them to continue going forward and building more trading routes in South America, Africa and Asia. China is here to stay no matter you like it or not, but they are working hard and providing value. Long your longs before FED change it's policy in September-November and revaluate food and energy weight in CPI indexes or else... Also most covid noob plebs already out of stonks and crypto and done with investing, rooting in a crisis. Would you buy the blood and fear here or sell with normies is the question?! Dollar value is still going down since the day it was born no matter what.
NYSE:BABALong
by WagsCapital
4
Bilibili: Q2 2021 Results Surpass ExpectationsThe popular video platform has released its quarterly financial and operating results – which show a stellar performance. Bilibili maintained a high growth rate in Q2 and gained over USD 1 billion in the first half of 2021, which exceeded its expectations. The company has attracted a large number of active creators and increased its user numbers through diversified content and business model optimization. The company might set its orientation in innovative advertising and self-developed games for the next quarter, while the uncertainty of its new business and the problem of banned events will pose the main risks. On August 19, 2021, Bilibili held the Q2 2021 earnings call that revealed positive financial results beyond its best predictions. However, with negative impacts from the recent changes in the United States and China's listing-related policies, such outstanding financials have not boosted the stock price. Beating expectations Bilibili's second-quarter results topped the expectations of the market. During that period, the company achieved a revenue of CNY 4.50 billion, up 72% year over year. It is the first time the company has achieved over USD 1 billion in revenue (about CNY 6.5 billion) in half a year. However, its quarterly loss from the operation has expanded to CNY 1.52 billion, up 47.5% quarter over quarter and 149.3% year over year mainly due to the increasing sales and marketing expenses (from CNY 1 billion to CNY 1.40 billion). Though Bilibili received a higher investment income this quarter, its net loss increased to CNY 1.12 billion, up 23.9% quarter on quarter. Following 2020, the company's mobile game revenue has tended to be stable, with weak growth. However, its e-commerce, advertising and 'value-added services' (VAS) businesses have started to pick up and helped the company maintain momentum. This is good news for Bilibili as it has stabilized its profit model and improved its anti-risk abilities in light of fierce competition. Nevertheless, we think the company is still in a critical period of increasing accessible users. We believe that the company will maintain a relatively aggressive marketing strategy to improve brand awareness based on the increasing marketing expenses. At the same time, Bilibili has been further enriching content categories and broadening differential-age groups to achieve its user growth goals. The company has a sticky and loyal user base that allows it to maintain a high growth rate during this quarter. By the end of June 30, 2021, the average monthly active users (MAUs) of Bilibili reached 237.1 million, up 38% year on year, while its average daily active users (DAUs) reached 62.7 million, up 24% year on year. The average user time spent on its website and app rose to 81 minutes per user per day, setting a historical record. For the paid subscribers, this group grew to 20.9 million users, surging 62% compared with the level of June 30, 2020, which indicates users' increasing engagement. Diversifying businesses Over the past decade, Bilibili has continuously expanded its content coverage and improved its user experience. This platform has become one of the most popular online communities in China and attracted a large number of stable and active UGC creators and users with high stickiness. These features equip the company with high competitiveness in the video entertainment domain. By the end of the second quarter, the company had attracted 121 million official members, up 35% year over year, and its 12-month retention rates remained around 80%. In the second quarter, Bilibili incubated 2.4 million content creators, up 25% year over year. Video submission grew to 8.4 million in the period, up 41% year over year. Also, the number of content creators with more than 10,000 followers increased by 47% year-over-year. Starting in 2020, the company's mobile game revenue began to turn stable, but this segment's growth has been weak in the past years. However, its e-commerce, advertising and value-added services (VAS) business growth has started to pick up and help the company maintain steady growth. This may be a good thing for Bilibili, that is, it has changed from a single profit model to a more balanced one, improving its business agility and thus hedging against risks. Nevertheless, we think it is still in a critical period of expanding the range of accessible users. We believe that the company will maintain relatively aggressive marketing methods to improve brand awareness, the increasing marketing expenses can testify to this point. At the same time, further enriching content categories and broadening differential-age groups may help Bilibili achieve its user growth goals. For the business segments, we think Bilibili has two obvious developing directions: innovative advertising and self-developed games. On the one hand, according to the call, Bilibili said it will continue to explore new advertisement formats in areas like video advertising and embedded advertising. These new streams will contribute to the boom of its advertising revenue. As for the mobile game segment, the company announced in the earnings call's Q&A session that Bilibili will focus more on self-developed games in the second half of 2021. It has over 1,000 team members and multiple self-developed projects have been progressing. Considering the unbalanced nature of the demand and supply chains, we think Bilibili's mobile game business is approaching a turning point. However, it is hard to develop games that resonate with the company's unique community culture and user characteristics – other than ACG-related ones. Hence, we have some reservations about its effect on the near-future performance of the company. Valuation and bottom line Since Bilibili is yet to make a profit, we used the EV/revenue ratio and chose IQ, HUYA and DOYU as its competitors. From the chart, it is obvious that the ratio jumped compared with its competitors since Q4 2019, owing to its continuous high growth. Based on its current financial performance, momentum and competitive landscape, we think 17x is an appropriate valuation for Bilibili in 12 months, which corresponds to a target price of USD 98.90 apiece. Risks 1. The largest risk in the next quarter comes from the company's gaming business. Factors such as the slow development and the wayward demand for new games may lead to the slow growth of the mobile game segment in the next quarter. 2. Another risk comes from the ban of uploaders publishing inappropriate content. In 2021, two of the most popular uploaders in Bilibili, LexBurner and Dangmei (link in Chinese), were banned for such a reason, having repercussions for the whole community. Events of this kind normally hurt the platform's reputation in China, with users migrating to its alternatives. For the full article with the charts, please visit the original link.
NASDAQ:BILILong
by EqualOcean
China BigTech - KWEB ETF☝ KWEB - ETF of Chinese tech giants. It is traded on ARCA, but managed by a Chinese bank, so there is no threat of delisting. Price is at the bottom of the channel. Most likely it will be a bottom and there will be a reversal up at least 50% towards the resistance line of $70 by February 2022. The upcoming bullish reversal is confirmed by the MACD-histogram, which is already in a bullish divergence. However, in February 2021, there was a 19.83% move up from the channel. Such a pull-out can be repeated down to the $40 support line. Not a financial recommendation. GET RICH OR DIE TRYIN
AMEX:KWEBLong
by Dr_Chester
1
So perfect Fib Spiral top reversal pattern. BILI is not worth thI won't short BILI, I'm not sure where the top is, maybe 200$ / 300$, that's crazy. Long stop-loss price: 106.67 / 94.91 BILI is a interesting stock, but I won't touch BILI stock above 120$. Low liquidity of BILI options, and low leverage for margin trading. I have no idea why my money forced buying a stock like BILI. BILI is too young to forecast its stock price. One of risks is pirated videos on bilibili.com, those videos like a time bomb. There are lots of opportunities buying other stocks, and those stocks are uprising steadily. The only reason buying BILI above 120$ after 18 Jan 2021 is that buying BILI like a believer, being a long-term shareholder who firmly believe that BILI would be great than others. stock analysis by Jiucai334 16 Jan 2021
NASDAQ:BILI
by jabberer