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Professional

[ANALYST] Ivan Su

Added to YB: 2024-02-14

Pitch date: 2024-02-12

NTES [bullish]

NetEase, Inc.

+37.43%

current return

Author Info

No bio for this author

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 101.24

Price Target

150.00 (+8%)

Dividend

1.97%

EV/EBITDA

12.03

P/E

16.55

EV/Sales

4.07

Sector

Entertainment

Category

growth

Show full summary:
NetEase, Inc.: We See Resilience and Value in the Interactive Media Sector

$NTES: Resilient in tough macro w/ $150 PT. #2 mobile game co benefits from new titles & licenses. Iconic games, top brands & new franchises drive 30%+ gaming margins. Cloud Music to grow on affordable streaming & sticky subs. Risks: Chinese regs, user shifts, gaming concerns.

Read full article (9 min)