ENTITY
NetEase

NetEase (9999 HK)

381
Analysis
Communication ServicesChina
NetEase, Inc. operates as an leading internet technology company providing online services including content, community, communication, and commerce. The Company develops and operates online games, electronic commerce, internet media, innovative business, and other businesses. NetEase expands its businesses to Japan, North American, and other other international markets.
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bearishNetEase Inc
29 Aug 2017 09:59

We Expect Mobile Game Softness at Netease to Remain in 2017

We remain positive on the long-term prospects for NetEase (NTES US), which we see as one of the dominant online game companies in China (along with...

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bearishNetEase Inc
29 Aug 2017 05:28

Netease Q3 Update: Awaiting New Blockbuster Games

We believe that without the launches of a few new major mobile games, the upside in the stock of NetEase Inc (ADR) (NTES US) is capped.  As of Q2,...

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bullishTencent
25 Aug 2017 12:44

Tencent Continues to Surge past Expectations. Its Earnings Flexibility Makes It a Core Holding.

We updated our price target and forecasts for Tencent (700 HK) recently ahead of the 2Q result. Our price target moved from HK$260 to HK$371. The...

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bearishBaidu
17 Aug 2017 13:43

Baidu Beats Expectations in 2Q17 but Too Early to Cheer. We Remain at Neutral.

Whilst positive sentiment built up after the company’s impressive AI developers’ conference, we remain cautious on near to mid-term monetization at...

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26 Jul 2017 10:42

Vipshop Holdings Loses Appeal with EM Funds.  Netease Exposure Snowballs.

Exposure to Vipshop Holdings Ltd Adr (VIPS US) continues to be scaled back by global emerging market equity funds.  The percentage of EM funds...

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