NetEase: Bullish On Favorable Policy Shift (Rating Upgrade)

Group 1 - The core viewpoint is that NetEase, Inc. (NASDAQ: NTES) is recommended for a "Buy" rating due to favorable regulatory changes and a positive Q3 preview [1] - The research service focuses on value investors looking for Asia-listed stocks with significant price and intrinsic value discrepancies, emphasizing deep value balance sheet bargains and wide moat stocks [1][2] - The author provides a range of watch lists with monthly updates for value investors, particularly targeting the Hong Kong market [2]