Latest Search
Quote
| Back Zoom + Zoom - | ||||
|
<Research> CLSA Expects BILIBILI-W (09626.HK) 1Q26 Revenue to Rise 7% YoY with Further Profitability Improvement
Recommend 4 Positive 8 Negative 3 |
||||
|
||||
|
CLSA issued a report stating that BILIBILI-W (09626.HK) is expected to maintain steady revenue growth in 1Q26, with further improvement in profitability. The broker forecasts total revenue to increase 7% YoY to RMB7.5 billion, with adjusted net profit of RMB543 million. The report noted that although BILIBILI-W's mobile gaming business continues to face pressure due to the drag from "Three Kingdoms"-related titles, advertising revenue should sustain strong growth, mainly driven by resilient demand for game advertising and increased promotion of AI applications. The broker believes that, leveraging its young user base, BILIBILI-W is one of the key platforms to capture AI-driven advertising opportunities. Despite continued investment in AI, the company is still expected to further enhance its overall profitability. The report added that the current share price implies a forecast 2027 adjusted P/E of 15.7x. CLSA maintained its USD29.1 TP for Bilibili Inc. (BILI.US) and reiterated its Outperform rating. (ha/u) Auto-translated by AI This article was automatically translated by AI, the original language 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. More Details
AASTOCKS Financial News |
||||
Copied to Clipboard
 |
||||
