We won't fault you if you already did some profit taking on NetEase (NTES). This company's stock touts a price return of 22% since our March 30 buy recommendation. We also cash out 40% of our NTES position at $368. We will retain the remainder because NTES has another long-term tailwind from online education. NetEase's controlled subsidiary, Youdao (DAO) makes it a key player in China's fast-growing $37.9 billion (269.26 billion yuan) online education industry.
(Source: Statista)
You should now consider NetEase's future as an online education leader when you