NTES-S Stock Forum

Banks: $ABC (01288.HK)$ $BANK OF CHINA (03988.HK)$
Securities & Brokerage: $HTSC (06886.HK)$ $CMSC (06099.HK)$
Gaming Software: $NTES-S (09999.HK)$ $XD INC (02400.HK)$ $NETDRAGON (00777.HK)$
Digital Solutions: $TENCENT (00700.HK)$ $TRAVELSKY TECH (00696.HK)$ $CHINASOFT INT'L (00354.HK)$
Online Retailer: $BABA-W (09988.HK)$ $MEITUAN-W (03690.HK)$ $JD-SW (09618.HK)$
Insurer: $PING AN (02318.HK)$ $AIA (01299.HK)$ $CHINA LIFE (02628.HK)$
Telecommunication: $CHINA MOBILE (00941.HK)$ $CHINA TELECOM (00728.HK)$
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Background
It has only been a week since the rapid burst of stimulus injection into the economy and markets by the Chinese government. As China approaches her "Golden-Week" holiday, headlines of the Chinese market rally-frenzy has taken over the media headlines. The $CSI 300 Index (000300.SH)$ (which accounts for the top 300 stocks on the Shanghai and Shenzhen stock exchange) advanced +20% last week and added another +3% at the start of ...

China approves 109 domestic games in September (117 in August). One Tencent-operated game on the list.
$TENCENT (00700.HK)$ $Tencent (TCEHY.US)$ $BILIBILI-W (09626.HK)$ $Bilibili (BILI.US)$ $FEIYU (01022.HK)$ $NetEase (NTES.US)$ $NTES-S (09999.HK)$

Many investors consider the KraneShares CSI China Internet ETF $KWEB as the best instrument to get exposed to China Here is the breakdown of this ETF.
$Vipshop (VIPS.US)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$ $NetEase (NTES.US)$ $Trip.com (TCOM.US)$ $TRIP.COM-S (09961.HK)$ $KE Holdings (BEKE.US)$ $PDD Holdings (PDD.US)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $Meituan ADR (MPNGY.US)$ $MEITUAN-W (03690.HK)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $Tencent (TCEHY.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$

HSBC Global Research forecasts that Tencent's domestic game revenue will grow faster in 3Q24 and 4Q24, driven by new titles like DNF: Origins and Valorant, along with sustained engagement in popular existing games.
In contrast, $NTES-S (09999.HK)$ ’s revenue growth may slow year-over-year in 3Q24 due to tough comparisons with Justice and Eggy Party but should recover by 4Q24, aided by new games like Nara...

Despite a weakened stock market, China's leading internet platforms have shown resilience, according to CMSI. This is due to improved competition and earnings outlook.
Companies like $PDD Holdings (PDD.US)$ , $Tencent Music (TME.US)$ , and $NetEase (NTES.US)$ remain attractive for their business strength, market position, and valuation, even after recent declines.
CMSI's top picks are $TENCENT (00700.HK)$ , ...

*Including shopping App $JD-SW (09618.HK)$ , $BABA-W (09988.HK)$ 's Taobao Tmall, $Vipshop (VIPS.US)$ , news and search engine $BIDU-SW (09888.HK)$ , $TENCENT (00700.HK)$ News& Netease $NTES-S (09999.HK)$ News, video platforms including $BILIBILI-W (09626.HK)$ , $KUAISHOU-W (01024.HK)$ , and Douyin $ByteDance (FT0001)$ .

China approves 117 domestic games in August (105 in July). One Netease game and one Alibaba game were on the list. No Tencent game is included.
$TENCENT (00700.HK)$ $Tencent (TCEHY.US)$ $NetEase (NTES.US)$ $NetEase (NTES.US)$ $BABA-W (09988.HK)$ $Alibaba (BABA.US)$

$TENCENT (00700.HK)$ and $NTES-S (09999.HK)$ are reportedly reconsidering their investments in Japanese game studios after years of limited success. NetEase has laid off most staff at its Ouka Studios in Tokyo and plans to close its Shibuya studio. Tencent has also scaled back, canceling some game financing commitments.
Despite these changes, Tencent stated it remains committed to its Japanese partnerships, while N...