SG-BILI@EC2612A

Bilibili Q1 Daily Active Users Rise 8% to 115.2 Million

Bilibili Q1 Net Revenue Rises 7% to 7.47 Billion, Adjusted Net Profit Jumps 62% to 585 Million

Bilibili Q1 Adjusted EPS Hits 1.31 Yuan, Beating Estimates

Bilibili to Release Q1 Earnings Today; Analysts Predict Profit Improvement

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

HINSANG GROUP

RIVERINE CHINA

PASHUN INT RTS

BRAINAURORA-B

SOFTMEDX

GOLDENPOWER

ZHONGKE GROUP

VISION SYNERGY

GEMILANG INTL

GHPC

09626

BILI

516010

159869

HERO

AASTOCKS News

BILIBILI-W

Bilibili

Guotai CSI Animation Game ETF

ChinaAMC CSI Animation Game ETF

Global X Video Games & Esports ETF

*BILIBILI-W 1Q Adj. Net Profit Climbs 63.4% YoY to RMB593M

BNGE

512980

159805

ESPO

516190

GAMR

517770

Bilibili reported a Q1 FY26 net profit of RMB 202 million, reversing a loss from the previous year, with revenue increasing 7% to RMB 7.47 billion. Advertising revenue rose 30% to RMB 2.59 billion, while mobile games revenue fell 12%. Gross profit grew 9% to RMB 2.77 billion, and average daily active users increased by 8% to 115.2 million. The company completed a USD 200 million repurchase program by buying back 2.5 million shares for USD 60.3 million.

- Bilibili reported a first-quarter net profit of RMB 202 million, recovering from a net loss of RMB 10.7 million a year prior, with revenue increasing 7% to RMB 7.47 billion.  
- Advertising revenue surged 30% to RMB 2.59 billion, whereas mobile games revenue declined 12% to RMB 1.52 billion due to high previous performance figures.  
- Average daily active users grew 8% to 115.2 million, and the company completed a USD 200 million repurchase program after buying back 2.5 million shares for USD 60.3 million during the quarter.

PUBT

First Trust S-Network Streaming and Gaming ETF

GF Fund CSI Media ETF

Penghua CSI Media ETF

Invesco Leisure & ENT ETF

VanEck Video Gaming and eSport ETF

ChinaAMC CSI Cultural Entertainment Media ETF

Yinhua CSI Movies Theme ETF

VanEck Gaming ETF

Comm Servcies Select Sector SPDR

Wedbush ETFMG Video Game Tech ETF

AXA SPDB CSI Hugangshen Game and Culture Media ETF

Bilibili Q1 FY26 net profit turns to RMB 202 million; revenue rises 7% to RMB 7.47 billion

BILIBILI-Wshares rose nearly 5% ahead of its first-quarter results announcement, currently trading at HKD157.7. Despite concerns over potential share sales by TENCENT, BOCI expects the company to achieve stable earnings growth through its AI-driven content ecosystem. CLSA forecasts a 7% YoY revenue increase to RMB7.5 billion and an adjusted net profit of RMB543 million.

- BILIBILI-W (09626.HK) is set to announce its first-quarter results today, with the stock up 4.71% at HKD157.7 and a turnover of HKD545 million.  
- BOCI attributes recent share price declines to market concerns over a potential share sale by TENCENT but anticipates that BILIBILI will benefit from its AI-empowered content ecosystem for steady earnings growth.  
- CLSA projects a 7% year-over-year revenue increase to RMB7.5 billion and an adjusted net profit of RMB543 million for the first quarter.

TENCENT

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

BILIBILI-W  Rises Nearly 5% Ahead of Results

TCTZF

TCEHY

03033

KWEB

BOCI reported that BILIBILI-Wshares fell due to concerns over Tencent's potential stake sale. Tencent, holding a 10.5% stake, plans to divest to fund AI investments. Despite this, BOCI forecasts a 31% CAGR in adjusted net profit from 2025-2028, citing strong user growth and solid fundamentals. The advertising business is expected to thrive, and gaming growth is anticipated in 2H with new titles. BOCI maintains a Buy rating with a target price of USD31 forand HKD244 for BILIBILI-W.

- BOCI reported that BILIBILI-W (09626.HK) is experiencing share price declines due to concerns about potential stake sales by Tencent Holdings.  
- Tencent, holding a 10.5% stake since 2019, plans to accelerate its investment portfolio disposal to boost AI investments and share buybacks.  
- BOCI maintains a Buy rating on BILIBILI-W, forecasting a CAGR of 31% in adjusted net profit from 2025 to 2028, with positive outlooks for advertising and gaming segments.

CSOP HS TECH

Krne Csi China Internet

BOCI: Tencent Stake Sale Concerns Weigh on BILIBILI-W ; Profit Expected to Sustain Growth

516620

513040

513770

Yesterday, BILIBILI-W's stock price plummeted by 8.08%, closing at HKD 153.5. After gapping down from yesterday's close of HKD 167.0, it continued to weaken, hitting a low of HKD 151.5 during the session. The MACD daily line has established a bearish signal, with the momentum bars rapidly expanding downward, which typically indicates that the phase of decline is accelerating and bullish forces are fully retreating. The trading volume reached approximately HKD 1.716 billion, characteristic of a typical volume-driven sell-off, with panic selling clearly emerging. On the news front, Chinese concept stocks collectively faced a heavy setback. U.S. pre-market trading saw a broad decline in Chinese concept stocks, with BILIBILI's U.S. shares dropping about 3% and Alibaba plummeting by 4%. The global financial market experienced a "Black Friday," as inflation fears crushed the tech stock rally, with the U.S. 30-year Treasury yield breaking 5%, leading to a sharp decline in risk appetite. Alibaba's earnings report showed a 99% drop in net profit, raising concerns about the profitability quality of Chinese concept stocks across the entire sector

- On May 17, Bilibili-W's stock price fell sharply by 8.08%, closing at 153.5 HKD after opening lower at 167.0 HKD and hitting a low of 151.5 HKD during the day.  
- The MACD daily signals indicated a strengthening bearish trend, with trading volume reaching approximately 1.716 billion HKD, reflecting widespread panic selling amid a broader downturn in Chinese stocks.  
- Concerns about the earnings quality of Chinese companies were heightened after Alibaba reported a 99% drop in net profit, contributing to a significant decline in the tech sector and a sharp drop in risk appetite globally.

Technical Forecast

Guotai CSI Movies Theme ETF

E Fund CSI HK Connect Internet ETF

Hwabao CSI HK Equities Internet ETF

BABA-W

Alibaba

BABA-WR

Alibaba HK SDR 5to1

Pre-market trend | BILIBILI-W (9626.HK) experienced a significant drop on May 15, breaking through key levels, is the short interest accelerating under the cold wave for Chinese concept stocks?

03896

.HXC

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

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.

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

the dip in chip stock would not surprise anyone. The parabolic rise would warrant profit taking with any convenient narrative to sell down. Pumping up to trap retail while they quietly rotated to sectors already beaten down and then release another narrative to pump up this compressed sector.

NVIDIA

LazyCat

Current LINK REIT stock return rate > 10%

LINK REIT Return Rate

Dividend Collector

Baidu Q1 actually quite decent leh, AI Cloud +79% and AI biz +49% but share price not really reflecting it yet. Bilibili tonight will be another good gauge of China consumer sentiment.

markypots

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

Micron Tech

Seagate Tech

Western Digital

Sandisk

Alphabet - C

Alphabet

CityDev

Meta Platforms

Lendlease Reit

Geo Energy Res

Ever Glory

Blackstone

Frencken

Agnico Eagle Mines

ST Engineering

SingTel

VictoryShares US Large Cap High Div

☕️ [Task Coins Giveaway] Daily Market Talk

DBS Group

CITYDEV NCCPS

Baidu HK SDR 10to1

Want to get more information from market before trading.

The market is still so expensive and I don’t think it is a good idea to buy at this point. I rather be safe so I am staying defensive.

I have a few Singapore semiconductor stocks but the price has also retreated quite a bit, following the US market. I hope I don’t regret not taking profits yesterday.

Watch out for tomorrow’s Fed meeting minutes. There are many uncertainties surrounding what Kevin Warsh may signal regarding future rate decisions. I expect markets to trade cautiously before further movement.😉Today is also Bilibili’s Q1 2026 earnings release. I will be closely watching the company’s earnings performance and strategic direction as it could influence my next investment.🤭

The memory chips narrative is gone! Make way for cyber security, it is the new trendy place to invest. Save yourself from even worse drawdown and rotate out!

The Iran War narrative remains the same, Trump will not do anything to escalate and slowly pressure. All these are baked into price and should be ignored!

Memory chips are having a bad start to the week, but fear not as profit taking is expected, and such drawdown is normal. Stay focused on the thesis and ignore the daily movement!

SG-BILI@EC2612A(29350.HK)

*BILIBILI-W 1Q Adj. Net Profit Climbs 63.4% YoY to RMB593M

Bilibili Q1 FY26 net profit turns to RMB 202 million; revenue rises 7% to RMB 7.47 billion

BILIBILI-W Rises Nearly 5% Ahead of Results

BOCI: Tencent Stake Sale Concerns Weigh on BILIBILI-W ; Profit Expected to Sustain Growth

Pre-market trend | BILIBILI-W (9626.HK) experienced a significant drop on May 15, breaking through key levels, is the short interest accelerating under the cold wave for Chinese concept stocks?