New Street Research - Bilibili Inc. Sponsored ADR Class Z (BILI) New Street: BILI 2Q22 Preview - Estimates Intact; Ads Tracking Bit Ahead of Expectations

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New Street Research

Jin Yoon

New Street: BILI 2Q22 Preview - Estimates Intact; Ads Tracking Bit Ahead of Expectations

What’s New: Our 2Q and FY22 estimates remain intact as overall business could be in-line with expectations. In this note, we highlight key updates in the business including game approvals, and recent restructuring.

Analysts:
Jin Yoon

22/07/2022 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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New Street: BILI 2Q22 Preview - Estimates Intact; Ads Tracking Bit Ahead of Expectations

Bilibili Inc. Announces Results of Annual General Meeting

Bilibili Inc. Announces Completion of the Repurchase Right of Its 1.25% Convertible Senior Notes due 2027

Bilibili Inc. Announces Completion of US$690 Million Convertible Senior Notes and Offering of Class Z Ordinary Shares in Connection with Hedging Transactions of Certain Convertible Notes Investors and Terms of Concurrent Repurchase

SATS, Carr, and the Art of the No Deal…Yet

Supreme Court Upholds USF Framework but Reform Still Ahead

CMCSA quick hit: Comcast continues to make the right pricing moves

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