NetEase's Fundamentals Intact, With Strong Game Pipeline -- Market Talk

Dow Jones

2024-11-18

0409 GMT - NetEase's fundamentals remain intact given its strong game pipeline, Nomura analysts Jialong Shi and Rachel Guo say in a research note. NetEase's ADRs have lagged its Chinese Internet peers this year so far due to a lack of big titles and softened revenue from some legacy titles, such as "Fantasy Westward Journey" and "Eggy Party," the analysts say. However, Nomura reckons the Chinese gaming giant will launch big new titles to re-accelerate top-line growth. Thanks to its gaming business's potential to recover gradually from 4Q onwards, Nomura thinks NetEase's ADR could outperform its Chinese internet peers in the near term. Nomura maintains a buy call on NetEase, but raises its ADR target price to US$102.00 from US$100.00. Shares last closed at US$85.49.(sherry.qin@wsj.com)

(END) Dow Jones Newswires

November 17, 2024 23:09 ET (04:09 GMT)

Copyright (c) 2024 Dow Jones & Company, Inc.

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2484069624"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2484069624\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2484069624?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-11-18 12:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2484069624","market":"other","top_or_hot":-1,"title":"NetEase's Fundamentals Intact, With Strong Game Pipeline -- Market Talk","media":"Dow Jones","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0409 GMT - NetEase's fundamentals remain intact given its strong game pipeline, Nomura analysts Jialong Shi and Rachel Guo say in a research note. NetEase's ADRs have lagged its Chinese Internet peers this year so far due to a lack of big titles and softened revenue from some legacy titles, such as \"Fantasy Westward Journey\" and \"Eggy Party,\" the analysts say. However, Nomura reckons the Chinese gaming giant will launch big new titles to re-accelerate top-line growth. Thanks to its gaming business's potential to recover gradually from 4Q onwards, Nomura thinks NetEase's ADR could outperform its Chinese internet peers in the near term. Nomura maintains a buy call on NetEase, but raises its ADR target price to US$102.00 from US$100.00. Shares last closed at US$85.49.(sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 17, 2024 23:09 ET (04:09 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>NetEase's Fundamentals Intact, With Strong Game Pipeline -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetEase's Fundamentals Intact, With Strong Game Pipeline -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-18 12:09</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0409 GMT - NetEase's fundamentals remain intact given its strong game pipeline, Nomura analysts Jialong Shi and Rachel Guo say in a research note. NetEase's ADRs have lagged its Chinese Internet peers this year so far due to a lack of big titles and softened revenue from some legacy titles, such as \"Fantasy Westward Journey\" and \"Eggy Party,\" the analysts say. However, Nomura reckons the Chinese gaming giant will launch big new titles to re-accelerate top-line growth. Thanks to its gaming business's potential to recover gradually from 4Q onwards, Nomura thinks NetEase's ADR could outperform its Chinese internet peers in the near term. Nomura maintains a buy call on NetEase, but raises its ADR target price to US$102.00 from US$100.00. Shares last closed at US$85.49.(sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 17, 2024 23:09 ET (04:09 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0501845795.SGD","symbol_name":"瑞银大中华区股票基金P Acc SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2484069624","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2484069624","pubTimestamp":1731902940,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0409 GMT - NetEase's fundamentals remain intact given its strong game pipeline, Nomura analysts Jialong Shi and Rachel Guo say in a research note. NetEase's ADRs have lagged its Chinese Internet peers this year so far due to a lack of big titles and softened revenue from some legacy titles, such as \"Fantasy Westward Journey\" and \"Eggy Party,\" the analysts say. However, Nomura reckons the Chinese gaming giant will launch big new titles to re-accelerate top-line growth. Thanks to its gaming business's potential to recover gradually from 4Q onwards, Nomura thinks NetEase's ADR could outperform its Chinese internet peers in the near term. Nomura maintains a buy call on NetEase, but raises its ADR target price to US$102.00 from US$100.00. Shares last closed at US$85.49.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0228659784.USD":"施罗德金砖四国基金","NTES":"网易","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","IE0008368742.USD":"首域中国增长基金I Acc","BK4548":"巴美列捷福持仓","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU2279701549.SGD":"JPMorgan Funds - Emerging Markets Sustainable Equity A (acc) SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU1226288170.HKD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P6%\"(HK D) INC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK1608":"元宇宙概念","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4531":"中概回港概念","K3MD.SI":"NTES ADR US$+","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0594300419.USD":"富达中国消费基金A","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0051755006.USD":"摩根大通中国A (dist)","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0140636845.USD":"施罗德大中华区股票A Acc","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4577":"网络游戏","LU0359201612.USD":"贝莱德中国基金A2","BK4526":"热门中概股","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU1226287792.SGD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P\" (SGDHDG) INC","09999":"网易-S","LU0048580855.USD":"富达大中华区A"},"translate_title":"网易基本面完好，游戏管线强大——市场谈","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09999":1,"NTES":1,"K3MD.SI":0.9},"content_text":"0409 GMT - NetEase's fundamentals remain intact given its strong game pipeline, Nomura analysts Jialong Shi and Rachel Guo say in a research note. NetEase's ADRs have lagged its Chinese Internet peers this year so far due to a lack of big titles and softened revenue from some legacy titles, such as \"Fantasy Westward Journey\" and \"Eggy Party,\" the analysts say. However, Nomura reckons the Chinese gaming giant will launch big new titles to re-accelerate top-line growth. Thanks to its gaming business's potential to recover gradually from 4Q onwards, Nomura thinks NetEase's ADR could outperform its Chinese internet peers in the near term. Nomura maintains a buy call on NetEase, but raises its ADR target price to US$102.00 from US$100.00. Shares last closed at US$85.49.(sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 17, 2024 23:09 ET (04:09 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0}}}