Earnings Outlook For NetEase
Tencent's Q3 Revenue Grows as Gaming Unit Gains Momentum
Hong Kong stock concept tracking | Tencent announced its third-quarter report today, institutions are bullish on the gaming sector's improvement in business outlook (with concept stocks).
Tencent will announce its third quarter performance on November 13th.
NetEase's Third Quarter Net Profit Likely Fell 5% -- Earnings Preview
Express News | Ishares MSCI China ETF Down 2.3%, Ishares China Large Cap ETF Down 2.8%, Kraneshares CSI China Internet ETF Down 3.2%
Citi: Maintains a "shareholding" rating on Netease-S, with a target price of 170 Hong Kong dollars.
Morgan Stanley ranks netease as the top choice in the digital entertainment industry.
[Brokerage Focus] UBS Group's feedback on the china internet plus-related industry market: Investor sentiment and industry trends.
UBS Group recently conducted a survey of 59 investors in asia, the results show that investors maintain a strong interest in china's internet plus-related industry, but adopt a cautious attitude towards online media and gaming industries. Investors prefer sub-industries that are more sensitive to the macroeconomy, such as e-commerce and local services.
[Brokerage Focus] Morgan Stanley has switched its top pick in digital entertainment to NetEase (09999), indicating that its risk-return profile has become attractive.
JPMorgan released a research report in which it proposed switching its top choice for digital entertainment from Bilibili (09626) to Netease (09999) to reflect the bank's more optimistic outlook on Netease's stock performance in the next 6 to 12 months. The bank believes that Netease's game revenue will turn positive starting from the first quarter of next year, with a PE ratio of 11 times. The bank pointed out that Netease's third-quarter performance was not surprising, and important financial data fell below expectations, which may have a negative impact on the stock price. However, the bank believes that from a 6 to 12-month perspective, the risk-return has become attractive. The bank believes that investors in Netease games in the near term are changing.
The Zephirin Group Adjusts NetEase's Price Target to HK$104 From HK$115, Keeps at Strong Sell
Hong Kong stocks news preview this week: multiple domestic macroeconomic data to be released, Alibaba and Tencent will disclose their third quarter reports.
1. Multiple domestic macroeconomic data are coming, which ones are worth paying special attention to? 2. Alibaba and Tencent will disclose their third-quarter reports, what are the market expectations?
Disney, Home Depot More Stocks to Watch This Week
Earnings Week Ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and More
US-Listed Chinese Companies Q3 Earnings Begin Next Week: What to Expect
Earnings Preview: NetEase to Report Financial Results Pre-market on November 14
Top Gap Ups and Downs on Friday: SONY, RIO, NTES and More
Unusual Options Activity: PDD, NTES and Others Attract Market Bets, PDD V/OI Ratio Reaches 117.6
Shares of Chinese Stocks Are Trading Lower Despite a Chinese Stimulus Measure. Chinese Stocks Have Been on Watch Following the US Election as Investors Assess the Potential Impact of President-elect Trump's Policies.
Express News | Shares of Chinese Stocks Are Trading Lower Despite a Chinese Stimulus Measure. Chinese Stocks Have Been on Watch Following the US Election as Investors Assess the Potential Impact of President-elect Trump's Policies
Express News | Ishares MSCI China ETF Down 4.7%, Ishares China Large Cap ETF Down 4.7%, Kraneshares CSI China Internet ETF Down 4.9%
China Fiscal Policy Announcement Seems Underwhelming