Bilibili 9626; BILI

Bilibili 9626; BILI

Postby winston » Fri Jul 10, 2020 7:28 am

not vested

Bilibili eyes second listing

by Avery Chen

Chinese video site Bilibili is considering a secondary listing in Hong Kong, Reuters reported citing two people with direct knowledge of the matter, joining other US-listed Chinese companies eyeing a return to the exchange closer to home amid Sino-US tensions.

The company, which is backed by Chinese tech giants Tencent (0700) and Alibaba (9988) and went public on Nasdaq in March 2018, has held preliminary talks with investment banks about the secondary listing prospect, the people said.

Bilibili, with a current market cap of US$16.2 billion (HK$126.36 billion), is mulling selling between 5 percent and 10 percent of its shares.

Bilibili will only be able to list in Hong Kong next year, however, as under the city's listing rules, it has to have a track record of at least two financial years of good regulatory compliance on another qualifying exchange. Bilibili declined to comment.

Source: Reuters

https://www.thestandard.com.hk/section- ... ake-debuts
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Bilibili 9626

Postby winston » Tue Apr 06, 2021 7:29 am

What Bilibili is, how it makes money and what’s next for ‘China’s YouTube’

First established as an online home for China’s young anime fans, Bilibili now hosts a variety of video, comic and mobile game content

The platform is hoping to expand its user base to embrace older audiences beyond millennials and Gen Z

By the end of 2020, Bilibili boasted 202 million monthly active users and 54 million daily active users, who spent an average of 75 minutes on the platform each day. Most of them belong to what Bilibili calls Gen Z+, which the company defines as people born between 1985 and 2009.

Bilibili said that by the end of last year, it had 1.9 million content creators who were contributing more than 5.9 million videos each month.

Uploaders who sign on as exclusive content creators work closely with Bilibili on video pitches and receive daily insights on trending internet topics.

Despite being known as a video site, Bilibili made the most of its money from mobile games last year, which made up 40 per cent of its revenue.

In the fourth quarter of 2020, value-added services – which include premium subscriptions, live streaming and a comic book platform – surpassed mobile games as Bilbili’s biggest revenue generator.

Bilibili continued to lose money in 2020, though. Its net losses widened from 1.3 billion yuan (US$200 million) in 2019 to 3.1 billion yuan last year.


Source: SCMP

https://www.scmp.com/tech/big-tech/arti ... as-youtube
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Bilibili 9626; BILI

Postby winston » Mon Apr 12, 2021 11:07 am

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BILIBILI(9626)

Analysis:

Bilibili-SW (9626) is an iconic brand and a leading video community for young generations in China and is very popular among the Z+ generation.

According to iResearch, over 86% of the Company's MAU were aged 35 and below in 2020, which is the highest among the major video-centric platforms in China.

The company enables broad video-based content consumption scenarios centered around professional user generated videos, or PUGV, supplemented with live broadcasting, occupationally generated videos, or OGV, and more.

In 2020, 91.4% of the total video views are of PUGV. The company has given MAU guidance, that they are targeting a MAU of 300 million by 2023.

We are optimistic about the paying ability of the Z+ generation and the company's future monetization ability.

Strategy:
Buy-in Price: $820, Target Price: $900, Cut Loss Price: $780

Source: Phillips
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston
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Re: Bilibili 9626; BILI

Postby winston » Wed Jun 09, 2021 11:04 am

not vested

BILIBILI(9626)

Analysis:

Bilibili-SW (9626) is an iconic brand and a leading video community for young generations in China and is very popular among the Z+ generation.

According to iResearch, over 86% of the Company's MAU were aged 35 and below in 2020, which is the highest among the major video-centric platforms in China.

The company enables broad video-based content consumption scenarios centered around professional user generated videos, or PUGV, supplemented with live
broadcasting, occupationally generated videos, or OGV, and more.

In 2020Q4, 91.4% of the total video views are of PUGV.

The company has given a MAU guidance, that they are targeting a MAU of 400 million by the end of 2023, which is roughly twice the amount of that in 20Q4.

We are optimistic about the paying ability of the Z+ generation and the company's future monetization ability.

Strategy:
Buy-in Price: $800, Target Price: $880, Cut Loss Price: $750

Source: Phillips
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston
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Posts: 118536
Joined: Wed May 07, 2008 9:28 am


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