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G Sachs Expects BILIBILI (09626.HK) 1Q Net Profit to Surge Over 60%, Resilient Performance; Reiterates Buy
Recommend
9
Positive
12
Negative
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A research report by G Sachs stated that BILIBILI (09626.HK) has demonstrated stronger resilience in its share price performance relative to HSTECH since the beginning of this year, and is expected to continue to outperform the broader market. The bank cited sustained rapid growth in the advertising business, an acceleration in the gaming business from mid-year, and margin expansion potential with manageable AI investment risks.

For the first quarter, the broker forecasts revenue to grow 7% YoY, with advertising revenue increasing 26%. Net profit margin is expected to reach 8%, with net profit rising more than 60% YoY.

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G Sachs believes BILIBILI remains resilient within Chinas gaming and entertainment industry, largely unaffected by AI disruption or competition from ByteDance. It projects EPS CAGR of 30% for 2025 to 2028. The broker reiterated its Buy rating, with a TP of HKD252 for BILIBILIs Hong Kong shares and USD32.3 for BILIBILI (BILI.US). (ss/j)


This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.
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