Added to YB: 2025-02-07
Pitch date: 2025-02-06
NTES [bullish]
NetEase, Inc.
+35.3%
current return
Author Info
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Company Info
NetEase, Inc. engages in online games, music streaming, online intelligent learning services, and internet content services businesses in China and internationally.
Market Cap
HKD 591.8B
Pitch Price
HKD 102.84
Price Target
N/A
Dividend
1.97%
EV/EBITDA
12.03
P/E
16.55
EV/Sales
4.07
Sector
Entertainment
Category
growth
Show full summary:
NetEase: Marvel Rivals & Blizzard Deal Could Drive a Major Re-Rating
NTES: Marvel Rivals success ($136M 1st month) & Blizzard renewal ($200-300M/Q) could boost FY'25 revenue 15-17%. FragPunk debut Mar 2025. Trades at <17x trailing PE, ~13x FY'26 est. (too low). Steam top 10 title. Potential $1.6B annual revenue from Marvel Rivals alone.