NetEase (NTES) , a prominent provider of gaming and Internet services with an emphasis on high-quality content, has gained 6.6% in a month, outpacing the Internet - Software and Services industry’s return of 5.9%.Over the same time frame, it has also outpaced its industry peers, including Red Violet (RDVT) , Criteo (CRTO) and Globant (GLOB) . Shares of RDVT have gained 1.9% in a month, while shares of CRTO and GLOB dropped 3.9% and 4.1%, respectively.Strong momentum in its online gaming services and remarka ...

My articles are written for the sole purpose of keeping a public track record of successful investments ideas. My articles are high-level and succinct and not intended to replace due diligence. I highly encourage discourse in the comments or replies to my tweets.I'm an individual investor looking to build a long track record of compounded returns. I have a director level job in Accounting/Finance and invest because I passionately enjoy researching companies. I've been investing for 5 years, although the fir ...

NetEase (NTES) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power of ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, December 19th:NetEase (NTES) : This Internet technology company which is engaged in the development of applications, services and other technologies for the Internet in China, has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.1% over the last 60 days.NetEase’s shares gained 16.4% over the last three month compared with the S&P 500’s gai ...

Here are three stocks with buy rank and strong income characteristics for investors to consider today, December 16th:ZIM Integrated Shipping Services (ZIM) : This global container liner shipping company which provides container shipping and related services in Israel and internationally, has witnessed the Zacks Consensus Estimate for its current year earnings increasing 35.7% over the last 60 days.This Zacks Rank #1 (Strong Buy) company has a dividend yield of 5.8%, compared with the industry average of 3.6 ...

I believe true value is from growth, not cigar butts. Time is investors' best friend.  Evaluation matters but need to be viewed from a long-term perspective. Great businesses often offer tremendous value to society and are super durable. When your products and services are 10x better than others, you deserve to grow 10x (or people you to grow 10x) and stay dominant. Selection, convenience, and value are tremendous characteristics I am looking for.  Durability is a great multiplier of value (I don't buy a cy ...

交银国际研究 公司更新 收盘价 美元84.22 目标价潜在涨幅 美元113.00+34.2% 互联网 2024 年 11 月 15 日 网易 (NTES US) 端游势头强劲并将带动 2025 年游戏增长，手游亦将实现边际改善 3 季度端游表现带动游戏好于预期，递延收入同/环比增 10%/14%，将为 4 季 度游戏收入恢复增长奠定基础。2025 年新游上线计划值得期待，预计端游将 在未来一段时间内成为公司收入增长的主要动力，而手游也将在消化高基数 影响以及《炉石传说》的带动下逐渐企稳，预计 2025 年游戏收入增 10%。我 们微调收入及利润预测，维持目标价 113 美元/176 港元（9999 HK）及买入评 级。 3 季度手游低于预期，端游好于预期。3 季度收入同比下降 4%，符合彭博 一致预期，其中游戏收入同比下降 1%。调整后净利润因汇兑损失同比下 降13%，较市场预期低5%，调整后运营利润同比下降3%， 环比增1%。端 游同比增 29%，主要因《魔兽》国服及《永劫无间》端游增长带动，《大 话西游》、《七日世界》亦有增量贡献。手游同比下降 10%，主要因《逆 水寒》高基数。 新游戏上线计划。1）《燕 ...

15 Nov 2024 CMB 国际全球市场 | 股票研究 | 公司更新 网易(NTES 美国) 内联第三季度业绩 ； 关注 12 月新游戏的发布 网易宣布2024年第三季度财务结果：总收入同比下滑4%至人民币262亿元，基 本符合彭博一致预期；营业利润同比下降5%至人民币71.5亿元，符合彭博一致 预期的人民币72.2亿元。2024年第三季度收入同比下降，主要由于基数较高以 及某些新游戏表现不及预期。展望未来，我们预计将在不久后推出新的游戏产 品。 漫威竞争对手 and 风相遇的地方 在2024年12月将是关键的催化剂，其 表现将主导网易在2025财年的估值和收入增长。我们下调了2024至2026财年的 总收入预测，降幅为5-6%，以反映某些新游戏表现不及预期的情况。我们调整 了基于收益折现法的目标股价至125.5美元（此前目标价为130.0美元）。维持 买入评级。 由于高基数效应 ， 游戏收入承压。 游戏 & 相关增值服务收入在2024年第三季度同比下降4%，达到人民币209亿元。移动 游戏收入同比下降10%，降至人民币143亿元，主要原因是基数较高的影响（注 ：原文中"high-base effect" ...

15 Nov 2024 CMB International Global Markets | Equity Research | Company Update NetEase (NTES US) Inline 3Q24 results; eyes on new game launch in December NetEase announced 3Q24 financial results: total revenue declined by 4% YoY to RMB26.2bn, largely in line with Bloomberg consensus estimate; operating profit was down by 5% YoY to RMB7.15bn, in line with consensus estimate of RMB7.22bn. 3Q24 revenue was down YoY, mainly due to the high-base effect and softer-than-expected performance of certain new game ti ...

| --- | --- | --- | --- | |------------------------------------------------------------------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | N e t Ea se | | | | | | | | | | | | | | | 3Q24 Investor Presentation Investor Relations November 14, 2024 | | | | SAFE HARBOR STATEMENT This announcement contains statements of a forward-looking nature. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. You can identif ...