Bilibili Inc. (NASDAQ:BILI)

CAPS Rating: 4 out of 5 70.70

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All Players

63 Outperform
2 Underperform
 

All-Star Players

20 Outperform
1 Underperform
 

Wall Street

0 Outperform
0 Underperform
 

Top BILI Bull/Bear Pitches

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CMFMLove (24.77)
Submitted November 19, 2018

Chinese internet companies are being left for dead by the market. Fears of trade wars impact on the overall Chinese economy and new regulation of online gaming in China have led to a big selloff. Bilibi is among those sent to the charnel house… More

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BILI VS S&P 500 (SPY)

BILI Summary

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Recent Community Commentary

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Recs

0
Member Avatar Desertdavid (62.19) Submitted: 1/12/2019 12:20:00 AM : Outperform Start Price: $15.20 BILI Score: +2.38

Emily and David are probably right about this one on 12/20/18.

Recs

1
Member Avatar CMFMLove (24.77) Submitted: 11/19/2018 2:37:28 PM : Outperform Start Price: $13.05 BILI Score: +24.42

Chinese internet companies are being left for dead by the market. Fears of trade wars impact on the overall Chinese economy and new regulation of online gaming in China have led to a big selloff. Bilibi is among those sent to the charnel house because it is currently unprofitable. Nonetheless, the company has big opportunities.

Bilibi is an online entertainment platform that targets users in generation Z (born between 1990 and 2009) who number 300 million people in China. The platform hosts videos (user generated content) and allows commentary on the content in real time. It also hosts gaming. Gaming revenue accounted for 77% of Bilibi’s revenue last year. The company expects that monetization of its video streaming platform with ads and services will lower that figure to 50% within five years.

The firm’s headquarters are in Shanghai, China and it employees approximately 1903 people. The firm is a small cap that competes with IQIYI and NetEase.

Bili is not profitable. In 2Q2018 it reported revenue of $159.1 Million a loss of $16.57 Million.
Sales growth over the past three years have been strong. Income was CNY523 in 2016, CNY2.47 billion in 2017, and CNY4.03 in 2018. Merrill Lynch estimates income will reach over CNY10billion in 2020. User growth has been strong, growing by 30%, 123% and 232% over the past three years (40M in 2016, 65 million in 2017, 82 million in 2018, with estimated 100 million in 2019; estimates from Merrill Lynch).

Bilibi began operations in 2010, founded by Xu Yi. The company went public in the US (ADR) in March 2018 and trades on the NASDAQ. The company’s stock opened at $11.50/share at the IPO and reached a high of $22.70. In October, 2018 Chinese giant Tencent invested $318 million to buy a 12% stake in Bilibi. Bilibi is currently trading at around $13.00/share, down roughly 40% from its high. I think this is a very good opportunity to buy long term growth at a stellar price.

Recs

0
Member Avatar freeits (98.98) Submitted: 9/11/2018 6:54:05 AM : Outperform Start Price: $11.11 BILI Score: +51.90

China tech bubble on it's way.

Leaderboard

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Score Leader

Lituus

Lituus (93.54) Score: +62.00

The Score Leader is the player with the highest score across all their picks in BILI.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
Lituus 93.54 5/7/2018 Outperform 3Y $9.94 +60.46% -1.54% +62.00 1 Comment
Ses5152f 69.67 5/7/2018 Outperform 5Y $9.96 +60.14% -1.10% +61.24 1 Comment
freeits 98.98 9/11/2018 Outperform 5Y $11.11 +43.56% -8.34% +51.90 1 Comment
XMFpessen 83.14 8/3/2018 Outperform 5Y $11.16 +42.92% -6.87% +49.79 0 Comment
DaMonezPlentiful < 20 8/20/2018 Outperform 1Y $11.28 +41.40% -7.86% +49.26 0 Comment
AsakusaKid 29.50 8/27/2018 Outperform 5Y $11.45 +39.30% -8.81% +48.11 0 Comment
TMFBreakerRick 80.47 4/5/2018 Outperform 1Y $10.96 +45.53% -0.69% +46.22 0 Comment
WarCapital 20.68 9/10/2018 Outperform 5Y $11.73 +35.98% -8.77% +44.75 0 Comment
XMFRendezvous 93.03 4/9/2018 Outperform 5Y $11.00 +45.00% +0.78% +44.22 1 Comment
Breq 71.18 4/19/2018 Outperform 5Y $11.40 +39.91% -2.31% +42.23 1 Comment

Wall Street

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