Bilibili generates revenue through five major sources: 1) advertising; 2) mobile games; 3) live streaming; 4) subscriptions; and 5) e-commerce. We believe that the advertising business (as part of its YouTube-like video sharing website) is the most important asset for the company’s long-term success.
Bilibili’s video sharing platform is in early stage of monetization with significant runway for growth
Chinese regulators have become more assertive in recent years. The government may want more control over internet businesses by curbing monetization, limiting collection of user data, or restricting acquisitions.
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Ticker
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Name
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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|---|---|---|---|---|---|
NETTF
| NetEase Inc Ordinary Shares | — | Zrddwgk | $63.7 Bil | |
NTES
| NetEase Inc ADR | Ybjzxtx | Qlfnfww | $63.7 Bil | |
NTDOF
| Nintendo Co Ltd | — | Hzjsg | $59.8 Bil | |
NTDOY
| Nintendo Co Ltd ADR | — | Vlh | $59.8 Bil | |
EA
| Electronic Arts Inc | Zqrwyckcd | Xmhrg | $33.8 Bil | |
TTWO
| Take-Two Interactive Software Inc | Nqhdtnlbl | Ltbmh | $24.6 Bil | |
RBLX
| Roblox Corp Ordinary Shares - Class A | Bqvhhvlh | Kwjnr | $19.8 Bil | |
NEXOF
| NEXON Co Ltd | — | Xjrrsk | $13.8 Bil | |
NEXOY
| NEXON Co Ltd ADR | — | Jfxyxz | $13.8 Bil | |
BILI
| Bilibili Inc ADR | Pwlmyrbs | Dcmr | $6.1 Bil |
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