Express News | On Bilibili's november 11 shopping festival-related, the GMV increased by 154% year-on-year, with the number of orders over a thousand yuan doubling from last year.
Shares of US-listed Chinese Stocks Are Trading Lower in Possible Reaction to President-elect Trump's Administration Picks, Which Could Raise Concerns of a Tougher China Stance.
A glimpse ahead: The Chinese concept stock financial report season has begun! Tencent and Alibaba are the first to release their reports. Who is expected to sound the horn of a new round of "counterattack"?
Starting next week, a new round of financial reporting season for Chinese network technology stocks will officially begin. Star companies such as Tencent, alibaba, and Meituan will release their financial reports one after another. The capital markets once again focus on Chinese concept stocks, can this financial reporting season bring surprises to the market?
Bilibili Is Maintained at Outperform by Mizuho
Bilibili Analyst Ratings
Express News | Bilibili : Mizuho Raises Target Price to $21 From $17
Express News | Ishares MSCI China ETF Down 2.3%, Ishares China Large Cap ETF Down 2.8%, Kraneshares CSI China Internet ETF Down 3.2%
Express News | JD.com Down 5.4%, Li Auto Down 4.9%, NIO Down 4.2%, Xpeng Down 6.3%
Express News | Alibaba Down 3.3%, PDD Holdings Down 3.2%, NetEase Down 0.7%, Baidu Down 2.9%
This year, the total online sales on 'Double 11' exceeded 1.4 trillion RMB, with Tmall topping the list.
According to Xingtu data, during the "Double 11" shopping festival in 2024, the cumulative sales of comprehensive e-commerce platforms and live e-commerce platforms amounted to 1.44 trillion yuan, a year-on-year increase of 26.6%. Among them, the total sales of comprehensive e-commerce platforms (excluding Taobao from Pinduoduo) reached nearly 1.11 trillion yuan, a year-on-year increase of 20.1%, with Taobao taking the top spot in sales. The sales of live e-commerce amounted to 332.5 billion yuan, with a year-on-year increase of 54.6%.
[Brokerage Focus] UBS Group's feedback on the china internet plus-related industry market: Investor sentiment and industry trends.
UBS Group recently conducted a survey of 59 investors in asia, the results show that investors maintain a strong interest in china's internet plus-related industry, but adopt a cautious attitude towards online media and gaming industries. Investors prefer sub-industries that are more sensitive to the macroeconomy, such as e-commerce and local services.
"Great Impact" Morgan Stanley's first choice for digital entertainment has been switched from Bilibili (09626.HK) to Netease (NTES.US).
JPMorgan released a research report stating that it is switching its top preference for digital entertainment from Bilibili (09626.HK) to Netease (09999.HK) (NTES.US) to better reflect its optimism about Netease's stock performance in the next 6 to 12 months. The bank believes that Netease's gaming revenue will turn positive starting from the first quarter of next year, with a PE ratio of 11 times. The bank points out that Netease's performance in the third quarter was not surprising, and significant financial data fell short of expectations, which may have a negative impact on the stock price. However, the bank believes that from a 6 to 12 month perspective, the risk-return ratio has become attractive. The bank believes that investors are nearing
CAMT Set to Report Q3 Earnings: What's in the Cards for the Stock?
Should You Investigate Bilibili Inc. (NASDAQ:BILI) At US$22.59?
Daiwa: Bilibili's third-quarter performance may be a key catalyst for the stock price, upgrading the rating to "buy" in one go.
Gelonghui November 11th | Daiwa released a research report, indicating that Bilibili's third-quarter performance may be a key catalyst for the stock price, expecting it to achieve a balance of profits and losses in the third quarter of this year, with an adjusted operating profit of 0.163 billion yuan. The bank pointed out that with the visibility of Bilibili's profitability trajectory becoming clearer, it believes that its advertising and gaming business may become the two main pillars driving further profit growth in the future. Daiwa predicts that after the fourth season game update of Bilibili's game 'Three Kingdoms: Strategic Edition', its total IOS revenue ranking will once again rise to the top 10. The bank also expects that the game income of Bilibili's 'Jujutsu Kaisen' will increase further.
Dah Sing upgraded Bilibili (09626.HK) rating to 'buy'. The third-quarter performance may be a key catalyst for the stock price.
Daiwa released research reports stating that Bilibili-W (09626.HK)'s third-quarter performance may be a key catalyst for its stock price, expecting it to achieve a breakeven in the third quarter of this year, with adjusted operating profit of 0.163 billion yuan. The bank mentioned that as the profit visibility of Bilibili becomes clearer, it believes that its advertising and gaming business may become the two main pillars driving further profit growth in the future. Daiwa pointed out that due to Bilibili's advantages in the gaming and 3C electronics sectors, its advertising revenue growth is expected to continue outperforming its peers. As major e-commerce platforms started their November 11 shopping festival-related activities earlier this year than last year.
Futu Express | Latest Wall Street Consensus: Trump 2.0 era, Federal Reserve may slow down the pace of interest rate cuts; blowing up the 'shorts'! Tesla surged nearly 30% in a week, with the market cap returning to one trillion US dollars.
A historic moment! Bitcoin reaches $0.08 million, BlackRock Bitcoin Fund surpasses its flagship gold fund; Trump reiterates his refusal to sell stocks, DJT stock price soars 15% upon hearing the news; Jinglin's Q3 positions revealed: selling Microsoft, Nvidia, and adding 0.59 million shares of Apple.
Hong Kong stocks morning report on November 11: The financial 10 trillion debt conversion plan is implemented, and the Dow Jones Index in the United States has achieved its largest weekly increase in a year.
① Minister of Finance Lan Foan stated that local bond resources will be increased to 10 trillion yuan; ② Last Friday, the three major US stock indexes collectively rose, with the Dow Jones, S&P 500 index both achieving their largest weekly gains in a year. China concept stocks were generally down; ③ Trump is considering candidates such as the SEC Chairman; ④ Tesla's stock price rose by 8% last Friday, Elon Musk's net worth surpassed $300 billion for the first time in nearly three years.
Earnings Week Ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and More
One week preview | USA CPI, PPI data is coming! Powell and a group of Fed officials will speak intensively; The Chinese concept stock earnings season opens! Tencent, Alibaba performance will be announced soon.
China's financial data such as social zero, social financing, etc. will be released this week. The State Council Information Office will hold a press conference on the national economic situation; after the US election, the Bank of Japan will announce a summary of opinions from the October monetary policy meeting on Monday.