BLIMAIN BLI Futures(DEC4)
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BLI Futures(DEC4) News
Express News | bilibili (09626.HK) announced that it has completed the repurchase rights issuance of its 0.50% convertible senior bonds due in 2026.
Bilibili Inc. Announces Completion of the Repurchase Right Offer for Its 0.50% Convertible Senior Notes Due 2026
According to reports, Alibaba's (09988.HK) Taobao official account is live streaming on Bilibili to promote products.
According to domestic media reports, alibaba's official live-streaming channel Taobao Live has expanded to bilibili. The group's Zhejiang Taote software recently opened a certified account named 'Taobao Seconds Kill' for live streaming and sales on Bilibili. The report indicates that the products sold on Taobao Seconds Kill come from Taote Group's factory Tian Tian Special Sale, as well as brands like Chow Tai Seng Jewellery and Chatyan Yue Se.
Top 3 Stocks With Strong Earnings Acceleration to Buy
Sensor Tower: "Honor of Kings" crowned global mobile game revenue champion in October, with monthly income increasing by 10% month-on-month.
According to Sensor Tower's "App Performance Insights" data, Tencent's (00700) "Honor of Kings" claimed the title of global mobile game revenue champion in October 2024, with a month-on-month income growth of 10%, mainly driven by the application stores in china.
bilibili-W (9626.HK): High-margin business continues to grow significantly, achieving quarterly profit for the first time.
Event description: Bilibili released its financial report for Q3 24. In Q3 24, Bilibili achieved a revenue of 7.306 billion yuan, a 26% year-on-year increase; achieved a gross profit of 2.547 billion yuan, a 76% year-on-year increase; the gross margin increased by 9.9% year-on-year.
Express News | Auto reviewer Yuan Qicong responds to being sued by Huawei's Xiangjie: Actively defending, believing in the law.
Express News | Huawei's Enjoy Technology filed a lawsuit against self-media 'Yuan Qicong', demanding that he bear legal responsibility, compensate for losses, and eliminate the impact.
Express News | Lucasfilm's "Star Wars: Visions" season three will be available on Disney+ next year.
Bilibili-W (09626.HK) received a shareholding of 1.2442 million shares of common stock from jpmorgan, worth approximately 0.181 billion Hong Kong dollars.
Reported on November 21st, according to the documents disclosed by the Hong Kong Stock Exchange on November 21st, JPMorgan Chase & Co. increased its shareholding in Bilibili-W (09626.HK) by a total of 1.2442 million shares of common stock, with an average on-exchange price per share of 145.3993 Hong Kong dollars and an average off-exchange price per share of 145.3582 Hong Kong dollars on November 15th, totaling approximately 0.181 billion Hong Kong dollars. After the increase, JPMorgan Chase's latest shareholding number is 30.8679 million shares, with the holding ratio rising from 8.77% to 9.14%. Additional information: As of
[Brokerage Focus] Orient Securities maintains a "buy" rating on bilibili (09626), stating that the performance of "Three Schemes" exceeded expectations, which is expected to drive high growth in games.
Jingu Wealth News | Orient Securities released research pointing out that Bilibili (09626) achieved 7.31 billion yuan in 24Q3 (+26% yoy, +19% qoq), with advertising and gaming business driving the company's main growth. The gross margin in 24Q3 reached 34.9% (+9.9pp yoy, +5.6pp qoq). Sales expenses for 24Q3 amounted to 1.202 billion yuan (+21% yoy, +16% qoq), management expenses were 0.505 billion yuan (+1% yoy, +4% qoq), and research and development expenses were 0.906 billion yuan (-15% yoy, +1% qoq). 24Q3
Zhizhong Hong Kong stocks early knowledge | Ministry of Industry and Information Technology: Guide photovoltaic companies to reduce purely capacity expansion photovoltaic manufacturing projects. nvidia (NVDA.US) fell by as much as 5% after earnings.
On November 20, the Ministry of Industry and Information Technology issued a notice revising the "Specification Conditions for the Photovoltaic Manufacturing Industry" and the "Interim Measures for the Management of Announcements for the Photovoltaic Manufacturing Industry".
bilibili (9626.HK) 24Q3 Review: Game revenue exceeds expectations, profitability expected in 2025.
Total revenue: In Q3 2024, reached 7.31 billion yuan (yoy +26%, qoq +19%), driven by advertising and game business as the main growth factor. In Q3 2024, the gross margin reached 34.9% (yoy +9.9pp, qoq +
Hong Kong stock concept tracking | 112 domestically produced new games approved for version numbers! The gaming industry is expected to see a revival (with concept stocks)
On November 20, the domestic game licenses for this month were issued early. The National Press and Publication Administration announced in the evening the approval information for domestic online games in November 2024, with a total of 112 new games approved, marking two consecutive months with more than 110 licenses issued.
bilibili-W (09626.HK): First quarterly profit, expecting monetization to be released.
Bilibili's revenue growth rate has accelerated, achieving positive Non-GAAP operating profit for the first time. Bilibili's revenue in 2024Q3 was 7.3 billion yuan, a 26% year-on-year increase. Among them are value-added services, advertising, games, IP derivatives, and more.
The Hang Seng Index rose by 41 points, Kingsoft surged quickly, while Xpeng retraced after its results.
nvidia (NVDA.US) rose nearly 5% before the earnings announcement, leading the Nasdaq to gain 195 points or 1% on the night of the 19th, while the Dow dropped 120 points or 0.3%. Hong Kong stocks fluctuated upward. The Hang Seng Index opened 40 points lower, initially dropped 87 points to 19,575 points, then rebounded, at one point rising 89 points to 19,752 points, ultimately closing up 41 points or 0.2% at 19,705 points; the national index rose 6 points or 0.1% to close at 7,090 points; the hang seng tech index rose 18 points or 0.4% to close at 4,413 points. The total trading volume of the market for the day was 114.671 billion yuan. Alibaba-W (09988.HK)
Guosen Securities: Media industry turnaround expected in 2025, driven by new technology and M&A restructuring leading to valuation increase.
Looking ahead to 2025, the short-term media prosperity is at a low point, while in the medium term, under the effects of the base effect, improved content supply, and changes in external macro expectations, the prosperity is expected to gradually bottom out and rise.
bilibili-W (09626.HK): First single-quarter profit since listing, with impressive performance in advertising and gaming continuing.
The company released its third quarter performance for 2024, achieving revenue of 7.306 billion yuan, a year-on-year increase of 26%, and an adjusted net income of 0.236 billion yuan, turning a loss into a profit year-on-year. The company achieved its first profit in a single quarter, with a significant improvement in financial condition.
[Brokerage Focus] Huaan brokerage maintains a "buy" rating on bilibili (09626), indicating that popular IP is expected to bring additional volume to its gaming business.
Jingu Financial News | Huaan's research report pointed out that Bilibili (09626) achieved revenue of 7.306 billion yuan in Q3, a year-on-year increase of +25.85%; The adjusted net income attributable to owners in Q3 of 24 was 0.236 billion yuan, turning losses into profits year-on-year, successfully achieving the goal of adjusted operating profit in Q3 of 24. The report emphasized the long-term operating ability of 'Three Strategies,' which is expected to bring long-term revenue contribution to the company. The new game 'Three Kingdoms: Strategic Conquest' performed excellently after its launch, and the seasonal operation mode ensures the game's long-term operating capability. After the start of the new season in September, it reached as high as the second place on the iOS bestseller list, validating the game's quality.
Hong Kong stocks midday report: The three major indices all rose, the technology index rose nearly 1%; golden industrial concept strengthened, Chinagoldintl soared over 9%.
Network technology stocks fluctuate, Xiaomi Group-W down by 3.12%, Kuaishou-W up by 2.50%; Nonferrous metals stocks are on the rise, sd gold up by 5.22%, zijin mining group up by 5.11%; Apple supplier stocks perform well, fih up by 5.75%, BYD Electronics up by 4.04%.