HU-BILI@EC2611A

Bilibili and Lilith Enter CM-like Sector, Launch New Game 'Shine Lumi' with Innovative Mechanics to Break Stalemate

Bilibili's Podcast Videos Break 100 Million Minutes of Daily Playtime

CLSA Expects Bilibili to Maintain Strong Q1 2026 Revenue Growth and Profitability

JPMorgan cuts holdings in Bilibili

BILIBILI-W to Release FY2026 Q1 Earnings on May 19 Pre-Market (BJT), Forecast Revenue HKD 8.599 B, EPS HKD 0.3993

Teffa Service Wins Bilibili Headquarters Property Service Project

BlackRock Reduces Holdings in Bilibili

Goldman Sachs Expects Bilibili's Advertising Revenue to Grow by 26% and Maintains Buy Rating

JPMorgan Raises Its Bullish Stake in Bilibili to 15.27%

Goldman Sachs Increased Its Long Position in Bilibili Inc - ADR to 6.11%

Bilibili Launches the First AI Creation League 'Silicon Carbon War S1'

Citi Maintains 'Buy' Rating on Bilibili, Bullish on Ad Growth

BlackRock Increases Holdings in Bilibili-WH Stock to 5.04%

Goldman Sachs Report Indicates Strong Bilibili Stock Performance

BOC International Predicts Bilibili's Q1 2026 Revenue Growth of 7% and Maintains Buy Rating

CCTV Exposes Sale of Banned Anime 'Tokyo Ghoul' on Some Platforms

JPMorgan Increases Long Position in Bilibili

Citi Group Increases Holdings in Bilibili to 5.05%

Morgan Stanley Upgrades Bilibili to Overweight with Target Price Raised to 31 USD

Bilibili Adding 15-Second Pre-Roll Ads Despite Previous Commitment Causes User Anxiety

RADIANCE HLDGS

ANCHORSTONE

RIVERINE CHINA

REACH NEW HLDGS

FINELAND LIVING

NUR HOLDINGS

GOLDEN LEAF INT

UBOT HOLDING

MAN YUE TECH

03896

.HXC

BILI

09626

The Nasdaq China Golden Dragon Index experienced a 3% decline, reflecting a downturn in Chinese tech stocks. According to NS3.AI, Kingsoft Cloud saw a significant drop of 9.1%. Other major companies, including Bilibili, XPeng, and Baidu, also faced declines, each falling more than 5%.

CoinLive

KINGSOFT CLOUD

Kingsoft Cloud

NASDAQ Golden Dragon China Index

Bilibili

BILIBILI-W

XPeng

XPENG-W

Baidu

BIDU-SW

BIDU-SWR

Nasdaq China Golden Dragon Index Declines 3% Amid Tech Stock Slump

CLSA forecasts BILIBILI-Wto achieve a 7% YoY revenue growth in 1Q26, reaching RMB7.5 billion, with an adjusted net profit of RMB543 million. Despite challenges in mobile gaming, advertising revenue is expected to grow, driven by demand for game advertising and AI applications. CLSA maintains a USD29.1 target price for Bilibili Inc.and an Outperform rating, with a forecasted 2027 adjusted P/E of 15.7x.

- CLSA's report forecasts that BILIBILI-W (09626.HK) will achieve a 7% year-on-year revenue increase to RMB7.5 billion in 1Q26, with an adjusted net profit of RMB543 million.  
- The mobile gaming sector faces challenges, yet advertising revenue is expected to grow strongly due to demand for game ads and AI application promotions.  
- CLSA maintains a target price of USD29.1 for Bilibili Inc. (BILI.US) and reiterates its Outperform rating.

AASTOCKS News

CLSA Expects BILIBILI-W  1Q26 Revenue to Rise 7% YoY with Further Profitability Improvement

Bilibili Inc. to Hold Annual General Meeting on June 17, 2026 | BILI Stock News

StockTitan

Bilibili Inc. to Hold Annual General Meeting on June 17, 2026 | BILI Stock News

HERO

GAMR

BNGE

ESPO

Bilibili Inc. Files Its 2025 Annual Report on Form 20-F | BILI Stock News

Global X Video Games & Esports ETF

Wedbush ETFMG Video Game Tech ETF

First Trust S-Network Streaming and Gaming ETF

VanEck Video Gaming and eSport ETF

VanEck Gaming ETF

Bilibili Inc. Files Its 2025 Annual Report on Form 20-F | BILI Stock News

09999

TCTZF

09899

NTES

00700

TCEHY

Liu Xiaochun, Director of the Internet Law Research Center at the University of Chinese Academy of Social Sciences, stated that the new regulations on live streaming tipping aim to address chaos in the industry, particularly regarding the protection of minors. Minors' tipping behavior while watching live streams often does not align with their cognitive abilities, potentially leading to irrational and high-value tipping. Platforms and streamers may also engage in guiding or inducing such behavior

Wallstreetcn

NTES-S

Tencent Holdings Limited

NETEASE MUSIC

Tencent Music

NetEase

KUAISHOU-W

TENCENT

Tencent

Global X Funds Social Media

Krne Csi China Internet

Why Were 11 Regulations on Live Streaming Tipping Introduced and What Is Their Significance? Expert Analysis

📢 Companies Reporting Earnings Next Week$Baidu(BIDU.US) $Canaan(CAN.US) $Bilibili(BILI.US) $Amer Sports(AS.US) $Home Depot(HD.US) $Toll Brothers(TOL.US) $Cava(CAVA.US) $Keysight Tech(KEYS.US) $Hasbro(HAS.US) $Lowes(LOW.US) $Analog Devices(ADI.US) $ZIM Integrated Shipping Services(ZIM.US) $Target(TGT.US) $TJX(TJX.US) $NVIDIA(NVDA.US) $ELF Beauty(ELF.US) $Nordson(NDSN.US) $Intuit(INTU.US) $First Trust SkyBridge Crypto Leaders ETF(CRPT.US) $Arqit Quantum(ARQQ.US) $NIO Inc(NIO.US) $Walmart(WMT.US) $Deere(DE.US) $Deere(DE.US)CK $Take-Two Interactive Software(TTWO.US) $Webull(BULL.US) $Workday(WDAY.US) $Zoom Communications(ZM.US) $ROSST $Copart(CPRT.US) $BJs Wholesale Club(BJ.US)

Target

Deckers Outdoor

Canaan

Amer Sports

Home Depot

Toll Brothers

Cava

Keysight Tech

Hasbro

Lowes

Analog Devices

ZIM Integrated Shipping Services

NVIDIA

ELF Beauty

Nordson

Intuit

Arqit Quantum

NIO Inc

NIO Inc. USD OV

Walmart

Deere

Take-Two Interactive Software

Workday

Zoom Communications

Copart

BJs Wholesale Club

NVIDIA Corporation

Arqit Quantum - CW26

NIO-SW

📈 Share your trades, earn SGD $2 per post! 
How to join: post your P/L + 20-word insight in English
Learn, connect, and cash in! 🚀

📈 Share your trades, earn SGD $2 per post! How to join: post your P/L + 20-word insight in English Learn, connect, and cash in! 🚀

Trade Showcase

$Bilibili(BILI.US)I invested in Bilibili for two main reasons. First, I saw little justification for the sell-off after better than expected full year 2025 earnings. In fact, I bought more shares yesterday in the US market when the price dropped by more than 7%.🤭In my view, Bilibili’s long-term strengths remain firmly intact and the recent price correction is only temporary. Furthermore, Bilibili is showing improving margins, stronger cash flow and a clearer path toward sustainable profitability. Its highly engaged user base has created a resilient ecosystem that is difficult for competitors to replicate.Beyond the fundamentals, the US listing gives me the flexibility to engage in factor trading and manage my positions more actively. Sometimes, the best investments come from understanding where the next generation is spending their time and attention.😉

Hi Fattycat! I personally don't invest in US market hence no comments on Bilibili. Congratulations and very nice job of locking in your profits for JD! The rest of your HK stocks are made up of very strong (and cash-rich) companies, I am equally confident that these companies will perform very well in the mid to long term :)

KopiPeng

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5
⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: https://longbridge.com/topics/100000000601111?channel=WHAB0001

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

[Week 4] Portfolio Health Check: Post-Earnings Rebalancing 📈🔄1️⃣ Current HoldingsI have made some major moves this week to rebalance my exposure. My sector distributions have shifted significantly:🟢 Automobiles: 26.44% (BYD)🟢 Interactive Media &amp; Services: 22.10% (Tencent &amp; Bilibili)🟢 Broadline Retail: 24.06% (Alibaba &amp; JD)🟢 Tech Hardware &amp; Peripherals: 17.09% (Xiaomi)My largest conviction has shifted to BYD (26.44%), followed by my new entry, Tencent (20.66%). I have also increased my US stake in Bilibili.😁2️⃣ Earnings WatchAfter the JD and Alibaba reports, my focus now shifts to the tail end of the month:🟢 Bilibili: 19 May 2026 (Tuesday)🟢 Xiaomi: 26 May 2026 (Tuesday)I will be watching to see if Xiaomi’s hardware margins and Bilibili’s user monetisation can beat market expectations.3️⃣ Portfolio ReactionI followed through on my plan to lock in profits! I trimmed JD significantly (from 800 to 200 shares) and its current P/L has jumped to +12.70% following a positive earnings reaction. Alibaba remains my strongest anchor at +24.37%.Newcomer Tencent is currently flat (-0.64%) while BYD (-4.74%) and Bilibili (-8.05%) are facing some short-term pressure.4️⃣ Next PlanWith the capital freed up from the JD sale, I have established a position in Tencent and added to BYD. My next move is to wait for the Xiaomi and Bilibili earnings before making further adjustments. I am keeping my cash reserves flexible for any “buy the dip” opportunities in the HK tech sector. 5️⃣ Risk CheckMy concentration risk has improved! My top two holdings now represent 47.1% of my portfolio (down from 66%+ last week). I acknowledged that I am still heavily invested in Hong Kong market however adding Tencent provides a more stable, cash-flow-rich pillar to my strategy. Progressing toward a more balanced “All-Weather” setup! ⚖️

XIAOMI-W

XIAOMI-WR

Xiaomi Corporation

BYD COMPANY

BYD COMPANY-R

BYD Company Limited

BYD Company

Xiaomi HK SDR 2to1

BYD HK SDR 10to1

BABA-W

JD-SW

TENCENT-R

Tencent HK SDR 10to1

Alibaba

BABA-WR

Alibaba HK SDR 5to1

JD-SWR

JD.com

$Bilibili(BILI.US)Bilibili is evolving. A profitable and cash-rich company. Their platform is shifting focus toward high-margin advertising and AI-driven content discovery. Despite slowing gaming growth, its unique community creates an undervalued moat. Buying now captures long-term potential while market sentiment remains cautious. Don’t miss the opportunity! Once in a blue moon 🌑😆.

CBun

Patty

Ranks in the top 90% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Rate Of Return

$Bilibili(BILI.US)I bought Bilibili because it is a cash-rich and profitable company that still appears undervalued.I believe its strong user community gives it a real advantage in building a high-margin advertising business. Although gaming growth has slowed, the platform is evolving and its AI investments could deliver significant returns for shareholders.I see solid long-term potential, especially while market sentiment remains cautious.

Featured

DN91M

Ranks in the top 70% of account holders by total assets
Calculated based on your Longbridge (Singapore) A/C

Total Assets

$BILIBILI-W(09626.HK)Bilibili (9626.HK): : The Profitability Pivot or a Technical Trap? Bilibili has finally silenced critics by hitting full-year GAAP profitability. However, the charts suggest a tug-of-war between strong fundamentals and heavy technical resistance.🔷Technical Snapshots: Looking at the 4H and Daily charts:🟢 Price Action: Trading at HKD 177.60, currently hugging the lower Bollinger Band.🟢Key Levels: Immediate resistance sits at the 20 SMA (HKD 185.20) and the HKD 200 psychological barrier.🟢 Momentum: The RSI (44.3) is neutral-bearish. It is not deep enough in “oversold” territory to guarantee a bounce and suggesting a period of consolidation.🔷 Fundamental Snapshot: High-Margin Shift 💰🟢 The Win: 2025 marked a landmark RMB 1.19B net profit. Advertising remains the growth engine, surging 27% YoY.🟢 The Focus: Management is doubling down on AI content integration. This is likely to increase short-term R&amp;D but boosting long-term efficiency.🟢 Valuation: At approximately 21x forward P/E, the stock is transitioning from a speculative “growth at all costs” play to a disciplined “value-growth” hybrid.🔷 Analyst Sentiment Morgan Stanley: Overweight (Target: USD 31 / HKD 242).BofA/Citi: Reaffirmed Buy ratings, highlighting superior Gen-Z retention.Bank of China: Buy rating (Target: HKD 244)🔷 The VerdictFundamentals are the strongest but the technical structure is currently “heavy”. Avoid chasing the current price. Look for a daily close above HK$186 to confirm a reversal.A failure to hold HKD170 could lead to a retest of the HKD 160 floor.Not financial advice. Always do your own DD

Morgan Stanley

Bank of America

Citigroup

BANK OF CHINA

Bank Of China

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

CITIGROUP INC 6.250 NON CUM SER II PFD WI

BOC HONG KONG

Bank of China

Anynamedoesitmatter

Achieved a total trading volume of 10K USD

Traded Value

Ranks in the top 20% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

$Bilibili(BILI.US)$BILIBILI-W(09626.HK)This morning, I bought shares of Bilibili after doing some research on the company. It is cash-rich and profitable. I believe it deserves a higher share price.Many analysts see Bilibili as a recovering growth story. They are optimistic about the platform’s ability to turn its strong community interaction into a sustainable, high-margin advertising business, even as its traditional gaming revenue slows down.The strategy is simple: buy when others are fearful and sell when others are buying😄

Today’s Key News Recap

Apr 1 | Dolphin Focus: 🐬 Macro/Industry: Leaders of the US and Iran signaled openness to ending hostilities, easing fears of a broader Middle East war. On the back of this, US stocks closed higher on Tue as intl crude pulled back, with WTI and Brent both down, easing inflation worries. In addition, the White House said Trump will address the nation at 9pm ET Wed (9am Beijing Thu) to provide a major update on Iran.🐬 Single stocks: 1) $Taiwan Semiconductor(TSM.US) TSMC's Japan JASM Fab 2 has been upgraded from 6nm to 3nm...

Sony

Sony Group Corporation

Mirae Asset Global Investments Co., Ltd.

Bio-Techne

TM ADR US

Toyota Motor

Toyota

Blackstone

HK market kicks off Apr. with a rally; BILI overhauls recommendation engine | Daily News Recap

HU-BILI@EC2611A(29194.HK)

Nasdaq China Golden Dragon Index Declines 3% Amid Tech Stock Slump

CLSA Expects BILIBILI-W 1Q26 Revenue to Rise 7% YoY with Further Profitability Improvement

Bilibili Inc. to Hold Annual General Meeting on June 17, 2026 | BILI Stock News

Bilibili Inc. Files Its 2025 Annual Report on Form 20-F | BILI Stock News

Why Were 11 Regulations on Live Streaming Tipping Introduced and What Is Their Significance? Expert Analysis