NETTF News and Press, NetEase Inc From 11/16/23

2023-11-16 11:03:06 ET NetEase, Inc. (NTES) Q3 2023 Earnings Call Transcript November 16, 2023 07:00 AM ET Company Participants Margaret Shi - Senior Director of IR Charles Yang - CFO William Ding - CEO Conference Call Participants Ritchie Sun - HSBC ...

2023-09-07 03:15:00 ET Summary NetDragon’s revenue declined 13% in the first half of 2023, mostly due to a sharp drop in its education business following strong gains the previous year. Revenue growth from the company’s gaming business grew 8% year-on-year in the lat...

2023-08-30 04:04:00 ET Summary New smash hit games and Cloud Music paying user growth support medium-term prospects. Competitive risks are significant in both growth opportunities. Valuation seems fair. New smash hit game titles and growing Cloud Music paying users suppo...

2023-08-24 12:59:07 ET NetEase, Inc. (NTES) Q2 2023 Earnings Conference Call August 24, 2023, 08:00 AM ET Company Participants Margaret Shi - Senior Director of IR Charles Yang - CFO William Ding - CEO Conference Call Participants Alex Poon - Morgan S...

2023-07-16 11:29:50 ET Summary NetEase, a Chinese tech company, has promising future prospects in various sectors including gaming, e-commerce, and online education, but faces regulatory risks and intense competition from major players. The company has seen strong revenue and earn...

2023-06-18 10:31:30 ET Summary Emerging markets and commodities are showing strength amid a weak USD, which has a historical negative correlation with these sectors. Risk-on currencies like the Australian Dollar and Canadian Dollar have broken out against the USD, providing a supp...

2023-05-25 12:09:06 ET NetEase, Inc. (NTES) Q1 2023 Earnings Conference Call May 25, 2023, 08:00 AM ET Company Participants Margaret Shi - Senior Director of IR Charles Yang - CFO William Ding - CEO Conference Call Participants Alicia Yap - Citigroup ...

2023-05-01 16:51:05 ET Summary The May 2022 total return portfolio for 1-year is up +17.09%, and the May 2021 2-year portfolio is up 21.33%, not adjusted for greater than 2%+ dividends. The first May 2020 portfolio had +66.98% 2-year returns. 40 portfolios have been formed sin...

2023-03-29 12:02:45 ET Summary Alibaba Group Holding Limited announced earlier this week that it intends to restructure the company into six separate units eligible for independent capital raising and IPOs subject to regulatory approval. The company is preparing for a detailed pre...

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...