NETTF News and Press, NetEase Inc From 02/25/23

Summary My most important takeaway from NetEase's Q4 FY22 earnings call yesterday is on the margin dynamics: The headline ~300bps gross profit margin miss vs consensus is understandable as it is due to a one-time effect. But a favorable mix effect toward PC games - which have materi...

NetEase, Inc. (NTES) Q4 2022 Earnings Conference Call Feb 23, 2023, 07:00 AM ET Company Participants Margaret Shi - Director of IR Charles Yang - CFO William Ding - CEO Conference Call Participants Alicia Yap - Citigroup Yang Bai - CICC Lincoln Kong...

The following slide deck was published by NetEase, Inc. in conjunction with their 2022 Q4 earnings call. For further details see: NetEase, Inc. 2022 Q4 - Results - Earnings Call Presentation

Summary Baidu was the first to release news on February 7 that it plans to finish its internal testing of its ChatGPT-style project, Ernie Bot, in March. Baidu has long been at the forefront of the development of AI technologies in China since its strategic focus on AI in 2016. AI t...

Summary Tencent Music Entertainment Group, China's biggest music streaming player, is going through a rough patch. Near-term challenges including industry adjustment from China's regulatory tightening and macro headwinds that may impact revenues and profits. Tencent Music Entertainm...

Summary Garena's in-house game development capabilities have proven to be strong as it managed to develop its own successful self-developed game, Free Fire. The third-party game publishing business of Garena has a solid track record with relationships with key global game developers lik...

Summary ADRE’s portfolio has ADRs of large-cap companies from the financial sector in India and South Korea, ICT sector in India/Taiwan, and from technology focused consumer discretionary businesses in China. Core portfolio of ADRE had a satisfactory performance during the past t...

Summary In Q3, Fundamental Value outperformed the market significantly, up 2.5% net of fees versus -4.9% for the S&P 500. Economic pain has been limited thus far, and investors seem to believe it will continue to be limited. We caution investors that the Pavlovian response...

NetEase, Inc. (NTES) Q2 2022 Earnings Conference Call August 18, 2022 07:00 AM ET Company Participants Margaret Shi - Director, Investor Relations Charles Yang - Chief Financial Officer William Ding - Chief Executive Officer Conference Call Participants ...

The following slide deck was published by NetEase, Inc. in conjunction with their 2022 Q2 earnings call. For further details see: NetEase, Inc. 2022 Q2 - Results - Earnings Call Presentation