摩通预测《三国：谋定天下》将带动公司第三季及第四季游戏收入按年增幅加快至73%及79%，预测第三季毛利率可提升至35%，今明两年达到37%及39%。该行憧憬第三季会是公司上市以来首次录得经营利润，可成为短期催化剂。Bilibili-W (09626) rose more than 3%, as of press time, it rose 3.17%, to HKD 117, with a turnover of 0.178 billion Hong Kong dollars.
According to the Smart Finance APP, Bilibili-W (09626) rose more than 3%, as of press time, it rose 3.17%, to HKD 117, with a turnover of 0.178 billion Hong Kong dollars.
In terms of news, JPMorgan recently stated in a research report that Bilibili's second-quarter performance has been good. After communicating with the management, they are optimistic about its development prospects. The game "Three Kingdoms: Fate Conquers All" still performs strongly, and the management believes that the game can become another evergreen game.
JPMorgan predicts that "Three Kingdoms: Fate Conquers All" will drive the company's third and fourth quarter game revenue to increase by 73% and 79% year-on-year. The third-quarter gross margin is expected to improve to 35%, reaching 37% and 39% in the next two years. The bank anticipates that the third quarter will be the first time the company has recorded operating profit since its listing and can serve as a short-term catalyst.
