NetEaseNTES
About: Founded in the late 1990s as an internet portal, NetEase has transformed into a leading force in the second-largest online game company gaming in China. While its initial success was built upon the massively multiplayer online role-playing game Fantasy Westward Journey, NetEase has expanded its portfolio with captivating franchises that resonate with both domestic and international players. Over the past decade, the company has created titles such as Justice, Identity V, Naraka: Bladepoint, and Eggy Party, all of which maintain significant player bases today. Beyond in-house development, the company also collaborates with likes of Microsoft and Marvel to create and publish games based on renowned IPs, including World of Warcraft, Diablo Immortal, and Marvel Rivals.
Employees: 29,128
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
15% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 54
5% more call options, than puts
Call options by funds: $191M | Put options by funds: $182M
0.02% more ownership
Funds ownership: 2.15% [Q3] → 2.17% (+0.02%) [Q4]
0% more funds holding
Funds holding: 360 [Q3] → 360 (+0) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 13 [Q3] → 13 (+0) [Q4]
1% less capital invested
Capital invested by funds: $6.32B [Q3] → $6.25B (-$64.7M) [Q4]
21% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 132
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Barclays Jiong Shao 47% 1-year accuracy 16 / 34 met price target | 7%upside $104 | Equal-Weight Maintained | 24 Feb 2025 |
Benchmark Fawne Jiang 48% 1-year accuracy 28 / 58 met price target | 18%upside $115 | Buy Maintained | 21 Feb 2025 |
Morgan Stanley Alex Poon 80% 1-year accuracy 4 / 5 met price target | 21%upside $117 | Overweight Maintained | 12 Feb 2025 |
Financial journalist opinion
Based on 4 articles about NTES published over the past 30 days
