Netease Delivering on Growth. Valuation Looks Attractive.
Of all the Chinese internet companies we cover, the market's reaction to Netease Inc Adr (NTES) has been the most positive. 1Q16 results were ahead...
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China Internet: Sector Inputs Supportive for Tencent and NetEase.
Strong results from China Mobile Ltd (CM) in particular are supportive of the Chinese internet stocks. Our view has been that just looking at the...
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China Internet Update: Mobile Data Traffic Accelerates, Driving Advertising Sales
Financial results for the 4Q15 were generally ahead of investors' expectations. While macro concerns remain, concern over the internet names has...
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NetEase 1Q16 Results Could Be a Pleasant Surprise
When we last wrote about Netease Inc Adr (NetEase) in Netease Games Growth Starting to Slow , our concerns were about slowing games growth. The...
203 Views
Large Caps Squeezing SMEs in Early Reading of FY2015 Chinese Working Capital
Ecstrat were amongst the first to highlight the explosive growth of working capital in non-financial companies in China. We monitor over 3,000...
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