Market Strategy - US investors seeking "growth at a reasonable price" have two options: investing in struggling companies with turnaround potential or looking for better deals overseas [1] Analyst Background - Gary Alexander has extensive experience covering technology companies on Wall Street and working in Silicon Valley [2] - He serves as an outside adviser to several seed-round startups and has deep exposure to industry-shaping themes [2] - His articles are widely syndicated, appearing on platforms like Robinhood and various web publications [2]

SHANGHAI, Dec. 19, 2024 /PRNewswire/ -- The Matchless Kungfu, the open-world sandbox martial arts game deeply inspired by Chinese cultural elements, is now available at a historic 25% off as part of the Steam Winter Sale. From now until January 2, 2025, players can experience its expansive martial arts adventure for just $14.99, down from the regular price of $19.99. Developed by the passionate indie team HuanMos Game and published by Bilibili HK Limited, The Matchless Kungfu invites players to step into t ...

Bilibili (BILI) shares have surged 59.2% year to date (YTD), outperforming the Zacks Computer & Technology sector’s appreciation of 30.5% and the Zacks Internet - Services industry’s return of 31.1%.BILI shares have also outperformed peers like Tencent (TCEHY) , iQIYI (IQ) and Huya (HUYA) in the same time frame.While TCEHY shares have soared 36.3%, HUYA and IQ shares have lost 18% and 57.5%, respectively, YTD.BILI’s performance can be attributed to strong mobile game revenues, driven by a diverse portfolio, ...

SHANGHAI, Nov. 29, 2024 (GLOBE NEWSWIRE) -- Bilibili Inc. ("Bilibili" or the "Company") (NASDAQ: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced that it has completed its previously announced repurchase right offer relating to its 0.50% Convertible Senior Notes due 2026 (CUSIP No. 090040AF3) (the "Notes"). The repurchase right offer expired at 5:00 p.m., New York City time, on Wednesday, November 27, 2024. Based on information from Deutsche ...

Persistent earnings growth grabs the attention of top executives and analysts because it reflects a company’s profitability. Yet, earnings acceleration works even better when lifting the stock price. Studies have shown that most successful stocks have seen an acceleration in earnings before an uptick in the stock price. To that end, Bilibili Inc. (BILI) , BrightSphere Investment Group Inc. (BSIG) and Orchid Island Capital, Inc. (ORC) are exhibiting strong earnings acceleration.What is Earnings Acceleration? ...

2024 年 11 月 22 日 公司研究 《三谋》S4 赛季开局良好，Q3 实现首次盈利 ——哔哩哔哩（BILI.O）游戏事件点评 要点 事件：B 站独代 SLG 手游《三国：谋定天下》（简称《三谋》）第一批次服务 器 S4 问鼎赛季于 11 月 16 号正式开启；根据七麦数据，当日游戏升至 IOS 畅销 榜游戏第 2 名，17-19 日仍保持位居 IOS 畅销榜游戏第 2 名，即 S4 赛季初连续 4 天位居 IOS 游戏畅销榜第 2 名，而 S3 赛季初连续 2 天位居第 2。 24Q3 实现总收入 73.06 亿元（yoy+26% vs 彭博一致预期+23%），分业务来看： 1）游戏收入 18.23 亿元（yoy+84%vs 彭博一致预期+67%），主要系《三谋》 贡献强劲，根据点点数据，安卓渠道按照 IOS 两倍计算，7-9 月流水分别达约 4.54 亿、5.76 亿及 3.69 亿元；老牌作品《FGO》和《碧蓝航线》表现相对稳健； 海外代理 RPG 游戏《咒术回战》于 11 月推出后市场反响强烈，于全球超 70 个 国家及地区取得下载榜第一名，系公司未来发展重点游戏之一；公司未来将尝试 新赛道，持 ...

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Bilibili (BILI) reported third-quarter 2024 non-GAAP earnings of 8 cents per share, missing the Zacks Consensus Estimate by 20%. In the year-ago quarter, BILI had reported a loss of 29 cents per share.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Revenues increased to $1.02 billion, surpassing the Zacks Consensus Estimate by 0.76%.In terms of RMB, revenues increased 25.8% year over year to RMB 7.31 billion.BILI shares were up 1.83% in pre-market trading. The company’s shares have ou ...

证券研究报告·海外公司点评·传媒 哔哩哔哩（BILI） 2024Q3 业绩点评：Non-GAAP 净利润首次 转正，期待盈利潜力释放 2024 年 11 月 15 日 买入（维持） | --- | --- | --- | --- | --- | --- | |-------------------------------|-------|-------|------------------------------------|-------|-------------| | [ 盈利预测与估值 Table_EPS] | 2022A | 2023A | 2024E | 2025E | 2026E | | 营业总收入（百万元） | | | 21,899 22,528 26,720 30,229 32,569 | | | | 同比（ % ） | 13% | 3% | 19% | 13% | 8% | | 归母净利润（百万元） | | | -7,497 -4,822 -1,398 709 1,801 | | | | 同比（ % ） | - | - | - | - | 154% | | Non-GAAP 净利润（百万元 ...

| --- | --- | --- | --- | --- | |-----------------------|------------------------|----------------|----------|-------------------------------| | | | | | | | 交银国际研究 公司更新 | | | | | | | | | | | | 互联网 | 收盘价 | 目标价 | 潜在涨幅 | 2024 年 11 月 15 日 | | | 美元 18.59 | 美元 25.00 | +34.5% | | | 哔哩哔哩 | (BILI US) | | | | | 3 | 季度首次盈利，聚焦游戏 | + 广告变现增长 | | | 3 季度运营层面首次盈利。哔哩哔哩 2024 年 3 季度收入为 73 亿元（人民 币，下同），同/环比加速增长（26%/19%，对比 2 季度 16%/8%），基本 符合我们和市场预期。经调整运营层面实现利润 2.7 亿元，好于我们/市场 预期的 2.3/1.9 亿元，主要受益于收入结构改善及固定成本摊薄带动毛利 率提升（同/环比+9.9/4.9 ...