BLIMAIN BLI Futures(NOV4)
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BLI Futures(NOV4) News
[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.
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?
"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
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.
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.
Express News | Alibaba Down 4.4%, PDD Holdings Down 3.7%, NetEase Down 5.6%, Baidu Down 3.5%
Express News | U.S.-Listed Shares of Chinese Firms Fall After Latest Policy Stimulus From China
Memo for next week.
On November 11 (Monday), the holiday markets in the USA, France, and Canada are closed. Reserve Bank of New Zealand's fourth-quarter inflation expectations for the next two years: previous value 2.03%. Japan's October banks (including trusts) lending rate: previous value increased by 2.7%. Japan's September trade account: predicted deficit of 66.2 billion yen; previous deficit of 377.9 billion yen. Japan's September current account: predicted surplus of 3.4327 trillion yen; previous surplus of 3.8036 trillion yen. Japan's October economic observers' current situation index: predicted 47.1; previous value 47.8. Japan's October economic observers' future outlook index: predicted 49.2; previous value 49.7.
10 trillion debt-for-equity swap, real estate tax policies will be introduced in the near future... One article to understand the NPC press conference
Starting from 2024, China will allocate 800 billion yuan from the annual increase in local government special bonds for five consecutive years, specifically for debt restructuring, with a cumulative potential to replace 4 trillion yuan in hidden debt. In addition, with the 6 trillion yuan debt ceiling approved by the National People's Congress Standing Committee this time, it will directly increase local debt resources by 10 trillion yuan.
Express News | Ishares MSCI China ETF Down 3.7%, Ishares China Large Cap ETF Down 4.2%, Kraneshares CSI China Internet ETF Down 4.3%
Express News | JD.com Down 3.1%, Li Auto Down 3.7%, NIO Down 1.9%
Express News | Alibaba Down 3.4%, PDD Holdings Down 2.7%, NetEase Down 4.3%, Baidu Down 2%
Bilibili-W received a shareholding of 1.6339 million shares from JPMorgan and other shareholders, worth approximately 0.29 billion Hong Kong dollars.
Reported on November 8th, according to the documents disclosed by the Hong Kong Stock Exchange on November 8th, JPMorgan Chase & Co. increased its shareholding in bilibili-W (09626.HK) by an average on-exchange price of 177.4198 Hong Kong dollars per share and an off-exchange average price of 178.5564 Hong Kong dollars per share on November 5th, totaling 1.6339 million shares of other shares, worth approximately 0.29 billion Hong Kong dollars. After the increase, JPMorgan Chase's latest shareholding amount is 31.5874 million shares, and the holding ratio has risen from 8.87% to 9.35%. Additional information: As of
[Hong Kong Stock Connect] Bilibili (09626) rose by 3.3% repeatedly, with strong performance in new games. Bank of America Merrill Lynch expects its advertising business to remain strong in the second half of the year.
Golden Finance News | Bilibili (09626) fluctuated and rose repeatedly, as of the time of publication, up 3.3% to 184.5 Hong Kong dollars, with a transaction volume of 0.718 billion Hong Kong dollars. Bilibili will hold a board of directors meeting on November 14 to approve the third-quarter performance. Lyon expects Bilibili to deliver solid third-quarter results, maintaining the company's 'outperform the market' rating. Driven by the popular Three Kingdoms theme game, the bank expects the company's quarterly gaming revenue to nearly double, with the game consistently ranking in the top ten on the China gaming revenue chart. Advertising revenue is expected to increase by 28% year-on-year, benefiting from increased gaming market share, as well as advertising spending on electronic products and e-commerce.
HK Stock Market News | Bilibili-W (09626) rose more than 7% intraday, will release earnings next Thursday. Da Heng stated that third-quarter performance has a chance to exceed expectations.
bilibili-W(09626) rose more than 7% intraday, as of press time, up 4.26%, at 186.2 Hong Kong dollars, with a turnover of 0.512 billion Hong Kong dollars.
Express News | U.S.-Listed Shares of Chinese Firms Rise as Domestic Stocks Rise on Stimulus Hopes
Express News | Ishares MSCI China ETF up 3.5%, Kraneshares CSI China ETF up 3.7%, ishares China Large-Cap ETF up 3.8%
Express News | Bilibili up 4.6%, Baidu up 2.1%, Gaotu Techedu up 4.2%
Express News | Li Auto up 2.2%, NIO up 3%, Xpeng up 4.4%, iQIYI up 2.8%