NetEase: Undervalued Gaming Giant With Global Potential

Group 1 - NetEase reported 4Q24 results with net revenue below consensus due to steady progress in the gaming business being offset by weakness in non-game segments [1] - Mobile games showed softness during the quarter, while PC gaming performance was not detailed [1] Group 2 - Astrada Advisors provides actionable recommendations to enhance portfolio performance and uncover alpha opportunities, leveraging a strong track record in investment research [1] - The firm specializes in technology, media, internet, and consumer sectors across North America and Asia, identifying high-potential investments and navigating complex industries [1] - Astrada Advisors integrates rigorous fundamental analysis with data-driven insights to offer a nuanced understanding of key trends, growth drivers, and competitive landscapes [1]