New Street Research - Bilibili Inc. Sponsored ADR Class Z (BILI) BILI 1Q24 Results: Ads Could Remain Resilient

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New Street Research

Jin Yoon

BILI 1Q24 Results: Ads Could Remain Resilient

What’s new: Bilibili’s reported 1Q24 margins that were above consensus and our expectations. Ads could remain resilient, while gaming could return to YoY growth partly driven by new game launches. We maintain our PT at USD 20.

Analysts:
Jin Yoon

24/05/2024 1 EN

Underlying

Bilibili Inc. Sponsored ADR Class Z

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US0900401060 NASDAQ Stock Market Cayman Islands

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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Analysts

Jin Yoon

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BILI 1Q24 Results: Ads Could Remain Resilient

Bilibili Inc. Announces Completion of the Repurchase Right Offer for Its 0.50% Convertible Senior Notes due 2026

BILI 3Q24 Results: Gaming to Remain Resilient in 4Q

Bilibili Inc. Announces Third Quarter 2024 Financial Results

OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model.

Airtel Africa (Buy, TP: GBp200, +85%) Second share buyback program

Takeaways from our conversation with VerticalScope (FORA-TO, Not rated)

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