Bilibili Upgrade To Buy As Margins Continue To Expand

Bilibili (NASDAQ: BILI ) has performed well since my initial coverage in April. We have seen good progress on cost-cutting efforts by the company in 1Q25, where gross margin has reached 36% vs. management'sI'm Michael from Hong Kong. I focus on consumer discretionary and financial services sector in the US and China. My investment time frame is 0.5-2 years. I hold a bachelors in commerce with high distinction from the University of Toronto, specializing in finance and economics. I am passionate about value ...