The verdict: Avoid Bilibili for now
My biggest concern about Bilibili is that it's an underdog in the gaming, online advertising, and live streaming markets. Investors interested in mobile games should stick with Tencent, which dominates the charts with games like Arena of Valor , Clash Royale , and QQ Speed .
Tencent also owns WeChat, the most popular mobile messaging app in China, which makes it a great play on China's online advertising market. Meanwhile, more dominant live streaming players like Huya are likely better bets than Bilibili's fledgling platform.
Bilibili has an interesting business, but its decelerating revenue growth, heavy dependence on a few mobile games, lack of profitability, and high valuation make it an unreliable play on China's booming tech market.
这个分析师看了下一季度财报，觉得b站手游，即时通信不如腾讯，直播业务不如虎牙，尽管是个有意思的公司，但是并不看好，因为过于倚重几个手游，缺乏盈利手段（？？）和过高的估价。很想知道这位要是知道了最近BGO这档子事会怎么来写
My biggest concern about Bilibili is that it's an underdog in the gaming, online advertising, and live streaming markets. Investors interested in mobile games should stick with Tencent, which dominates the charts with games like Arena of Valor , Clash Royale , and QQ Speed .
Tencent also owns WeChat, the most popular mobile messaging app in China, which makes it a great play on China's online advertising market. Meanwhile, more dominant live streaming players like Huya are likely better bets than Bilibili's fledgling platform.
Bilibili has an interesting business, but its decelerating revenue growth, heavy dependence on a few mobile games, lack of profitability, and high valuation make it an unreliable play on China's booming tech market.
这个分析师看了下一季度财报，觉得b站手游，即时通信不如腾讯，直播业务不如虎牙，尽管是个有意思的公司，但是并不看好，因为过于倚重几个手游，缺乏盈利手段（？？）和过高的估价。很想知道这位要是知道了最近BGO这档子事会怎么来写
