2024-03-27 09:43:48 ET
Summary
- NetEase, rivaling Tencent, appears undervalued via discounted earnings, despite risks from China's economic shifts and gaming regulations.
- With over 75% of revenue from gaming, restrictions on minors impact NetEase, yet strategic focus and financial health suggest resilience.
- Competitive analysis favors NetEase for investment; superior financial management and growth potential position it strongly against Tencent.
...
Read the full article on Seeking Alpha
For further details see:
NetEase: Undervalued As Gaming Regulations Don't Detract Much From The Great business