Professional
Added to YB: 2024-06-21
Pitch date: 2024-06-14
BILI [bullish]
Bilibili Inc.
+107.23%
current return
Author Info
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Company Info
Bilibili Inc. provides online entertainment services for the young generations in the People’s Republic of China.
Market Cap
$87.7B
Pitch Price
$14.94
Price Target
34.00 (+10%)
Dividend
N/A
EV/EBITDA
24.92
P/E
116.65
EV/Sales
2.48
Sector
Interactive Media and Services
Category
value
Show full summary:
Bilibili Inc.: Huawei's Potential Fee Shakeup Could Be a Win for Game Developers
BILI: Video platform w/ 5 rev streams: ads, games, streaming, subs, e-commerce. UGC focus = low content costs vs rivals. 34% 5Y rev CAGR, breakeven in '24 via rising ad load from 5% to 20%+. Risks: ByteDance competition, reg uncertainty, ability to monetize w/o alienating users
Read full article (8 min)