ENTITY
NetEase

NetEase (9999 HK)

359
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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bearishTencent
26 Apr 2022 07:28

Tencent 1Q2022 Earnings Preview: Earnings Weakness to Continue

Tencent will announce its first quarter 2022 results on 18th May 2022. We expect Tencent’s earnings weakness to continue well into 1H2022E due to...

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bearishTencent Music
21 Apr 2022 14:56

TME – ByteDance’s Launch of Music Streaming App to Add Further Pressure on Earnings

ByteDance has launched a new music streaming service in China called Qishui Yinyue. TME’s earnings have come under pressure with ending of...

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21 Apr 2022 10:17

Zhihu HK Secondary Listing Trading - Delivered the Correction but Still Set for the Worst Debut Yet

Zhihu Technology (ZH US) raised around US$106m via a dual primary listing in Hong Kong. In this note we talk about the demand and trading dynamics.

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16 Apr 2022 19:12

GEM Weekly (15 Apr 2022): Chinese Inflation, Credit Growth; Tencent, NetEase, Ant Financial

The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...

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12 Apr 2022 16:33

Zhihu Dual-Primary Listing: HK-ADS Premium/​​​(Discount) Views

In this note, we will look at Zhihu’s potential HK-ADS premium/(discount). Zhihu pricing its H-shares at a discount of 3-4% to its ADSs will be...

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