New Street Research - Bilibili Inc. Sponsored ADR Class Z (BILI) New Street: BILI 3Q22 Results - Timeline for Margin Breakeven Set

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New Street Research

Jin Yoon

New Street: BILI 3Q22 Results - Timeline for Margin Breakeven Set

What's new: Bilibili Inc reported 3Q22 top line results that were largely in-line with consensus and our estimates, while margins top expectations. Near-term visibility could be limited amid macro and covid uncertainties, while margins could further improve driven by cost control initiatives. We maintain our PT at USD 40.

Analysts:
Jin Yoon

01/12/2022 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

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Analysts

Jin Yoon

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New Street: BILI 3Q22 Results - Timeline for Margin Breakeven Set

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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