Bilibili

$TENCENT(00700.HK)$BILIBILI-W(09626.HK)

🔄 Tencent’s Bilibili Exit: Capital Recycling in Action

Tencent’s near-total divestment from Bilibili is not about a sudden profit windfall, it is a smart capital discipline.

📉 Actually Not a big gain but small losses 😔

The stake is marked to market, so quarterly profit impact is negligible.

Sale price HK$115.38 was below the June valuation (~HK$131.70), leading to an estimated US$84M–US$98M loss ( just ~1% of one quarter’s net profit, immaterial for Tencent ).

🎯 The real strategy: capital recycling

• Converts minority stake into US$393M net cash to fund AI growth, buybacks and dividends.

• Takes US$200M in convertible notes: downside protection, plus upside if Bilibili tops HK$155.79.

• It is a repositioning and not a split. Tencents is still partner with Bilibili but capital goes where it matters most now.

A masterclass in financial agility: prioritizing liquidity and focus over short-term optics. ✅️

Refer to the infographic for more information ☺️☺️

Not financial advice. Do your own DD ☺️.

$KUAISHOU-W(01024.HK)$BILIBILI-W(09626.HK)

🚨 Tencent Sold - But Kuaishou & Bilibili Are Fine! Here’s Why

Are Kuaishou and Bilibili in trouble after Tencent trimmed its stakes? The short answer is absolutely not. ✅

The market reacted with short-term anxiety. Their latest earnings tell a very different story.

These divestments are secondary-market transactions. Zero cash changes hands at the company level and founders keep full operational control. 🤝

Why They Remain Strong:

✅ Partnerships Unchanged:

Core collaborations - advertising, cloud, gaming and payments are completely unaffected.

Tencent even recently backed Kuaishou’s AI unit, Kling AI! 🤖

✅ Financially Independent & Solid:

Both are profitable, cash-positive and self-sustaining:

• Kuaishou: Q2 revenue RMB 35.5B, profit RMB 3.1B, liquidity RMB 62.3B 💰

• Bilibili: Liquidity RMB 24.3B, Q1 adjusted profit +62% YoY 📈

Short-term sentiment and share supply may pressure prices but realistically and operationally nothing has changed.

These are mature, self-sustaining businesses.

Don’t let market noise overshadow strong fundamentals! 📊

See the real numbers in the infographic below 👇

Not financial advice. Please do your own DD😉.

Interesting to note that the Singapore Market has been experiencing dips recently after a strong showing for months, but this won't be too surprising given the ifast inflation rise reported on Tuesday. Moreover, banks are also getting a little pricey, so a small pullback is to be expected.

$BILIBILI-W(09626.HK)$Bilibili(BILI.US)

Bilibili 1H 2026: Ads & AI Shine- Gaming in Transition

Bilibili’s latest results tell a clear story: advertising is driving growth, profits are improving, but gaming is still shifting gears.

📊 The Numbers:

• Revenue: ~RMB 15.4B (+7.5% YoY)

• Adjusted net profit: ~RMB 1.29B, up 39%! ✨

🔥 The Star -Advertising:

Ad revenue jumped ~29% to RMB 5.7B, powered by AI , smarter matching, better conversions, and fresh ad inventory. 🤖

💰 Profits Trending Up:

Q2 gross margin hit 37.2%, with management targeting 40–45% long-term. Moving in the right direction! 📈

⚠️ The Weak Spot , Gaming:

Gaming revenue -13% YoY. The blockbuster Sanmou is maturing, so growth now hinges on new titles: N Card, Sanwang, Lumi Master. 🎮

🤝 Shareholder-Friendly:

US$300M buyback program ,already repurchased ~US$118M worth of shares in 2026.

💡 Bottom Line: Ads + AI + margins are firing. Gaming is the big question for H2.

Full breakdown in the infographic! 👇

Not financial advice. Do your own DD😆

Is this the top for the banks? Just a month or two back, there is nothing but praises for them Now it seems that there are cautiously mildly bearish pieces creeping out from the shadows. Are bank bulls starting to blink now?

Singapore’s manufacturing output rose 6.8% year-on-year in July, beating forecasts, though slower than June’s revised 7.5% gain, per today’s Straits Times. Every sector grew except biomedical manufacturing and chemicals. Electronics growth slowed noticeably, suggesting AI-driven momentum may be easing 😔.

That said, official data shows order books remain solid, with exports and PMI confirming external demand stays robust for now ☺️

Wednesday proved it — no one wants risk into earnings. Software “refusing to die” isn’t the same as thriving. With inflation sticky in SG, defensive rotates start now.

Tonight’s market calendar looks packed, with Marvell’s Q2 results and Bilibili’s earnings call offering fresh signals on semiconductor demand and Chinese consumer sentiment, while U.S. jobless claims could influence rate expectations. Friday’s Jackson Hole keynote from Fed Chair Kevin Warsh is arguably the bigger macro catalyst, especially as markets assess the Fed’s policy direction ahead of the September FOMC decision. Apple’s September event could also add excitement if foldable iPhone expectations materialize. Overall, volatility may remain elevated as investors balance corporate earnings, labor-market data, monetary-policy signals, and major technology catalysts. It’s a busy stretch for market watchers, but plenty of uncertainty remains.

Inflation is hotter.. means higher interest rates for longer…

Singapore's July core inflation reached 2.0%, a 21-month high, driven by electricity, natural gas, services, and food. The Monetary Authority of Singapore (MAS) has already raised its forecast range for 2026.

The ongoing Gulf conflict will pressure sectors such as transportation, logistics, and aviation, while exacerbating inflation.