Update shared on05 Sep 2025
Fair value Decreased 0.04%NetEase's consensus price target remained nearly flat as a significant rise in its future P/E ratio offset the impact of modest valuation adjustments, resulting in a marginal decrease in fair value from HK$234.08 to HK$233.99.
What's in the News
- NetEase's board approved a Q2 2025 dividend of USD 0.1140 per share (USD 0.5700 per ADS), with payment expected in early September 2025.
- The company repurchased 500,000 shares (0.02%) for $58.16 million in Q2 2025, completing a $2 billion buyback totaling 22.1 million shares (0.69%) under the existing program.
- The board held a meeting to review unaudited Q2 and first-half 2025 results and to consider the Q2 2025 dividend.
Valuation Changes
Summary of Valuation Changes for NetEase
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from HK$234.08 to HK$233.99.
- The Future P/E for NetEase has significantly risen from 20.35x to 22.40x.
- The Discount Rate for NetEase remained effectively unchanged, moving only marginally from 9.39% to 9.43%.
Disclaimer
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