NetEase（9999）株式概要
NetEase, Inc.は、オンラインゲーム、音楽ストリーミング、オンライン・インテリジェント学習サービス、インターネット・コンテンツ・サービス事業を中国国内および海外で展開している。 詳細
報酬
リスク分析
リスクチェックの結果、9999 、リスクは検出されなかった。
9999 Community Fair Values
Create NarrativeSee what 26 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Media opportunity
NetEase, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | HK$181.90 |
| 52週高値 | HK$248.00 |
| 52週安値 | HK$162.70 |
| ベータ | 0.82 |
| 1ヶ月の変化 | 4.06% |
| 3ヶ月変化 | -8.36% |
| 1年変化 | 7.76% |
| 3年間の変化 | 29.10% |
| 5年間の変化 | 7.25% |
| IPOからの変化 | 39.92% |
最新ニュース
9999: Fair Value Will Reflect Higher Dividend And Completed Share Repurchases
Analysts have made a small upward adjustment to their HK$ price target for NetEase, supported by slightly higher assumptions for revenue growth, profit margin and fair value, together with a modestly lower future P/E multiple and a marginally higher discount rate. What's in the News NetEase approved an ordinary cash dividend of US$0.232 per share (US$1.16 per ADS) for the fourth quarter of 2025, payable in U.S. dollars to holders of ordinary shares and ADSs of record on March 16, 2026, with payment expected on March 25, 2026 for ordinary shares and on or around March 27, 2026 for ADSs (Key Developments).9999: Fair Value Will Reflect Higher Dividends And Completed Share Repurchases
Analysts have nudged their price target on NetEase slightly higher to around HK$189.04 from about HK$188.96, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together support a modestly higher valuation. What's in the News NetEase completed the share repurchase program announced on November 17, 2022, buying back 22,100,000 shares for a total of US$2,000m, representing 0.69% of the company (Key Developments).9999: Fair Value Will Reflect Higher Dividend Payouts And Updated Profit Assumptions
Analysts have reduced their price target for NetEase from about HK$197.83 to around HK$188.96, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together support a more conservative valuation framework. What's in the News A board meeting is scheduled for February 10, 2026, to approve unaudited results for the three months and full year ended December 31, 2025, and to consider the fourth quarter 2025 dividend (Key Developments).
9999: Dividend Policy And Buyback Capacity Will Support Future Upside Potential
Analysts have reduced their HK$ fair value estimate for NetEase from about HK$316.84 to roughly HK$310.01, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News A board meeting is scheduled for February 10, 2026 to approve unaudited results for the three months and fiscal year ended December 31, 2025, and to consider the fourth quarter 2025 dividend (Key Developments).Recent updates
9999: Fair Value Will Reflect Higher Dividend And Completed Share Repurchases
Analysts have made a small upward adjustment to their HK$ price target for NetEase, supported by slightly higher assumptions for revenue growth, profit margin and fair value, together with a modestly lower future P/E multiple and a marginally higher discount rate. What's in the News NetEase approved an ordinary cash dividend of US$0.232 per share (US$1.16 per ADS) for the fourth quarter of 2025, payable in U.S. dollars to holders of ordinary shares and ADSs of record on March 16, 2026, with payment expected on March 25, 2026 for ordinary shares and on or around March 27, 2026 for ADSs (Key Developments).9999: Fair Value Will Reflect Higher Dividends And Completed Share Repurchases
Analysts have nudged their price target on NetEase slightly higher to around HK$189.04 from about HK$188.96, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together support a modestly higher valuation. What's in the News NetEase completed the share repurchase program announced on November 17, 2022, buying back 22,100,000 shares for a total of US$2,000m, representing 0.69% of the company (Key Developments).9999: Fair Value Will Reflect Higher Dividend Payouts And Updated Profit Assumptions
Analysts have reduced their price target for NetEase from about HK$197.83 to around HK$188.96, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together support a more conservative valuation framework. What's in the News A board meeting is scheduled for February 10, 2026, to approve unaudited results for the three months and full year ended December 31, 2025, and to consider the fourth quarter 2025 dividend (Key Developments).9999: Dividend Policy And Buyback Capacity Will Support Future Upside Potential
Analysts have reduced their HK$ fair value estimate for NetEase from about HK$316.84 to roughly HK$310.01, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News A board meeting is scheduled for February 10, 2026 to approve unaudited results for the three months and fiscal year ended December 31, 2025, and to consider the fourth quarter 2025 dividend (Key Developments).
9999: Dividend Momentum And Completed Buyback Will Support Future Upside Potential
Analysts have trimmed their HK$ fair value estimate for NetEase from about HK$259.38 to around HK$255.05, reflecting updated assumptions for slightly lower revenue growth and P/E, along with a small adjustment to the discount rate and profit margin outlook. What's in the News NetEase approved an ordinary cash dividend of US$0.232 per share (US$1.16 per ADS) for the fourth quarter of 2025, with a record date of 16 March 2026 and expected payment dates of 25 March 2026 for ordinary shares and on or around 27 March 2026 for ADS holders (company announcement).NetEase, Inc. Just Missed EPS By 6.4%: Here's What Analysts Think Will Happen Next
Feb 13
NetEase (HKG:9999) Seems To Use Debt Rather Sparingly
Feb 109999: Reset Fair Value Will Reflect Higher Margins And Music Platform Integration
Narrative Update on NetEase The analyst price target for NetEase has been revised from US$169.73 to US$197.83, with analysts pointing to updated assumptions for revenue growth, profit margins and a slightly lower forward P/E multiple to support the change. What's in the News Board meeting scheduled for February 10, 2026, to approve unaudited results for the three months and fiscal year ended December 31, 2025, and to consider the quarterly dividend for the fourth quarter of 2025 (company event).9999: Share Repurchases And New Data Partnership Will Support Future Upside Potential
Analysts have raised their price target on NetEase by roughly 18%, reflecting updated assumptions that include a slightly lower discount rate, a modestly higher revenue growth outlook, a reduced profit margin estimate, and a higher future P/E multiple. What's in the News Chartmetric has integrated chart data from NetEase Cloud Music, giving global music professionals structured access to listening trends on one of China's largest youth-focused streaming platforms (Key Developments).9999: Completed Buyback And Upcoming Dividend Decision Will Support Future Upside Potential
Analysts have nudged their price target for NetEase slightly higher to US$259.38 from US$258.80, citing small adjustments to fair value estimates, discount rate assumptions, and future P/E expectations. What's in the News Chartmetric integrated chart data from NetEase Cloud Music, giving global music professionals structured access to mainland China streaming trends and regional listening behavior for younger users (Client Announcements).NetEase, Inc.'s (HKG:9999) Price Is Out Of Tune With Earnings
Jan 029999: Completed Buyback And Upcoming Dividend Review Will Support Future Upside Potential
Analysts have raised their price target on NetEase slightly to approximately $259 per share, up from about $258 per share, citing marginally improved long term revenue growth expectations and a modestly lower discount rate, which together support a slightly higher valuation multiple. What's in the News Chartmetric integrated NetEase Cloud Music chart data, giving global music professionals structured access to Chinese streaming trends and youth listening behavior.9999: Upcoming Dividend Review And Completed Buyback Will Drive Future Market Optimism
Analysts have raised their price target on NetEase slightly to approximately $258, reflecting modestly stronger expectations for revenue growth, profit margins, and valuation multiples. What's in the News Chartmetric integrated chart data from NetEase Cloud Music, giving global music professionals structured access to China specific streaming charts and listening trends, especially among under 35 users (Key Developments) NetEase Cloud Music rankings added to Chartmetric include the China Hot 100 Songs Chart (weekly), International Hot 100 Songs Chart (weekly), and International New 100 Songs Chart (daily), enabling closer monitoring of breakout tracks in mainland China (Key Developments) From July 1, 2025 to September 30, 2025, NetEase repurchased no additional shares, but confirmed completion of its $2.0 billion buyback of 22.1 million shares under the November 17, 2022 authorization (Key Developments) NetEase scheduled a board meeting on November 19, 2025 to review unaudited results for the quarter ended September 30, 2025 and to consider a third quarter 2025 dividend (Key Developments) Valuation Changes The fair value estimate has risen slightly from 255.93 to 257.83, reflecting a modestly higher intrinsic value per share.We Think NetEase's (HKG:9999) Profit Is Only A Baseline For What They Can Achieve
Nov 279999: Upcoming Board Decision On Dividend Will Increase Market Optimism
Narrative Update on NetEase Analyst Price Target Analysts have raised their fair value price target for NetEase from $248.15 to $255.93. They cite updated expectations for slightly higher revenue growth and a modest adjustment in profit margin forecasts.9999: Share Buyback And Dividend Announcement Will Drive Market Confidence
Narrative Update: NetEase Analyst Price Target Adjustment Analysts have modestly increased their price target for NetEase to $248.15 from $245.57. This change reflects slight improvements in the company’s projected fair value and future earnings expectations.Analysts Lift NetEase Price Target as Growth and Profit Margins Improve Amid Buyback and Dividend News
Analysts have raised their price target for NetEase from $241.62 to $245.57, citing modest improvements in growth rate and profitability metrics. What's in the News The board of directors has approved a dividend of USD 0.1140 per share (USD 0.5700 per ADS) for the second quarter of 2025.Digital Entertainment And Gaming Will Fuel Global Expansion
Analysts have raised their price target for NetEase from $238.19 to $241.62. They cite slight improvements in expected revenue growth and profit margin forecasts.Is There Now An Opportunity In NetEase, Inc. (HKG:9999)?
Oct 06Digital Entertainment And Gaming Will Fuel Global Expansion
NetEase's future P/E ratio and discount rate both remained virtually unchanged, supporting a marginal increase in its consensus analyst price target from HK$233.99 to HK$238.19. What's in the News NetEase's board approved a reduced dividend of USD 0.1140 per share (USD 0.5700 per ADS) for Q2 2025, payable in September.Digital Entertainment And Gaming Will Fuel Global Expansion
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.Some Shareholders Feeling Restless Over NetEase, Inc.'s (HKG:9999) P/E Ratio
Aug 29Do NetEase's (HKG:9999) Earnings Warrant Your Attention?
Aug 18
Calculating The Fair Value Of NetEase, Inc. (HKG:9999)
Aug 05Is NetEase (HKG:9999) Using Too Much Debt?
Jul 13What Is NetEase, Inc.'s (HKG:9999) Share Price Doing?
Jun 30We Think NetEase's (HKG:9999) Profit Is Only A Baseline For What They Can Achieve
May 23NetEase, Inc. Just Beat EPS By 26%: Here's What Analysts Think Will Happen Next
May 18NetEase (HKG:9999) Ticks All The Boxes When It Comes To Earnings Growth
May 16
Global Gaming Expansion And Innovation Propel Future Revenue Growth
NetEase's international game expansion and diversified portfolio position it for future revenue growth and long-term stability.株主還元
| 9999 | HK Entertainment | HK 市場 | |
|---|---|---|---|
| 7D | 5.0% | 3.1% | -0.8% |
| 1Y | 7.8% | 2.2% | 20.2% |
業界別リターン: 9999過去 1 年間で2.2 % の収益を上げたHong Kong Entertainment業界を上回りました。
リターン対市場: 9999は、過去 1 年間で20.2 % のリターンを上げたHong Kong市場を下回りました。
価格変動
| 9999 volatility | |
|---|---|
| 9999 Average Weekly Movement | 4.5% |
| Entertainment Industry Average Movement | 6.9% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in HK Market | 14.9% |
| 10% least volatile stocks in HK Market | 3.5% |
安定した株価: 9999 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 9999の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1997 | 25,382 | William Ding | ir.netease.com |
NetEase, Inc.は、オンラインゲーム、音楽ストリーミング、オンラインインテリジェント学習サービス、インターネットコンテンツサービス事業を中国国内および海外で展開している。ゲームおよび関連付加価値サービス事業、YouDao事業、NetEase Cloud Music事業、革新的事業およびその他事業を展開。モバイルゲームやPCゲームの開発・運営、他デベロッパーからライセンスされたゲームの提供を行っている。また、ライブストリーミングサービスや、ゲームをテーマにしたグッズの販売など、ゲームに関連する付加価値サービスも提供している。さらに、「Youdao Lingshi」や「Youdao Literature」などのインタラクティブな学習機能を備えたデジタルコンテンツサービス、コンピュータ・コーディング・コースなどのSTEAMコース、China University massive open online courseなどの成人向けコースも提供している。さらに、オンライン言語ツール「Youdao Dictionary」、教育分野向け大型言語モデル「Confucius」、AIによるバーチャル英会話チューター「Hi Echo」、会話ベースのAIチューター「Mr P AI Tutor」、会話ベースのツール「Confucius」、デスクトップ辞書ツール「Youdao Desktop Translation」、オンライン辞書・翻訳アプリ「U-Dictionary」、音声書き起こしツール「iRecord」、留学講義シナリオ用通訳ソフト「LectMate」、AI住宅設計ソフト「iArch」、AI赤ちゃんジェネレーター「Baby Genius」、旅行者向け翻訳ツール「One Translate Translator」などを提供している。また、パフォーマンスベースの広告サービスや、バナー、テキストリンク、動画、ロゴ、ボタン、リッチメディアを通じたグローバル・マーケティングおよびプロモーション・サービスからなるオンライン・マーケティング・サービスも提供している。さらに、同社はYoudao Dictionary Pen、Youdao Listening Pod、Youdao Smart Learning Padなどのスマートデバイスを開発、提供している。同社は以前はNetEase.com, Inc.として知られていたが、2012年3月に社名をNetEase, Inc.に変更した。NetEase, Inc.は1997年に設立され、中華人民共和国の杭州に本社を置いている。
NetEase, Inc. 基礎のまとめ
| 9999 基礎統計学 | |
|---|---|
| 時価総額 | HK$580.38b |
| 収益（TTM） | HK$38.72b |
| 売上高(TTM) | HK$129.17b |
15.0x
PER（株価収益率4.5x
P/Sレシオ9999 は割高か？
公正価値と評価分析を参照収益と収入
| 9999 損益計算書（TTM） | |
|---|---|
| 収益 | CN¥112.63b |
| 売上原価 | CN¥40.22b |
| 売上総利益 | CN¥72.40b |
| その他の費用 | CN¥38.64b |
| 収益 | CN¥33.76b |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 10.58 |
| グロス・マージン | 64.29% |
| 純利益率 | 29.98% |
| 有利子負債／自己資本比率 | 3.9% |
9999 の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.6%
現在の配当利回り39%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/04 19:15 |
| 終値 | 2026/05/04 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
NetEase, Inc. 30 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。69
| アナリスト | 機関 |
|---|---|
| Sau Shing Chow | ABCI Securities Company Limited |
| Tianli Wen | Aletheia Analyst Network Limited |
| Zixiao Yang | Arete Research Services LLP |