NetEase（NTES N）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NTES N ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長2/6過去の実績5/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より21.5%で取引されている 収益は年間7.06%増加すると予測されています 過去1年間で収益は13.7%増加しました リスク分析株式の流動性は非常に低い すべてのリスクチェックを見るNTES N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$1.97k611.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0158b2016201920222025202620282031Revenue CN¥158.4bEarnings CN¥47.5bAdvancedSet Fair ValueView all narrativesFeatured narrative•Media opportunityGiftify30 days ago author updated this narrativeLOFair Value from Lou_BaseneseUS$2.562.5% 割安 内在価値ディスカウントGiftify ($GIFT): A Small-Cap Incentives Platform with More ScaleThan Its Valuation SuggestsKey Takeaways Giftify (GIFT) is building an incentives and rewards platform anchored by CardCash, the nation’s leading secondary gift card marketplace, processing over $154 million in annual transaction volume. The global gift card market is projected at $680 billion in 2026, growing to $1,259 billion by 2031.Read full narrative1.8kusers have viewed this narrative6users have liked this narrative1users have commented on this narrative22users have followed this narrativeRead narrativeNetEase, Inc. 競合他社NintendoSymbol: TSE:7974Market cap: JP¥8.8tElectronic ArtsSymbol: NasdaqGS:EAMarket cap: US$50.3bZhejiang Century Huatong GroupLtdSymbol: SZSE:002602Market cap: CN¥116.5bMegacable Holdings S. A. B. de C. VSymbol: BMV:MEGA CPOMarket cap: Mex$53.2b価格と性能株価の高値、安値、推移の概要NetEase過去の株価現在の株価HK$1,965.0052週高値HK$2,635.0052週安値HK$1,965.00ベータ0.801ヶ月の変化-5.64%3ヶ月変化-14.57%1年変化-5.91%3年間の変化18.10%5年間の変化-7.31%IPOからの変化1,767.87%最新ニュースお知らせ • May 07NetEase, Inc. to Report Q1, 2026 Results on May 21, 2026NetEase, Inc. announced that they will report Q1, 2026 results at 6:00 PM, China Standard Time on May 21, 2026お知らせ • Feb 11+ 1 more updateNetEase, Inc. Approves Ordinary Cash Dividend for the Fourth Quarter Ended 31 December 2025, Payable on March 25, 2026NetEase, Inc. approved ordinary cash dividend of USD 0.232 per share (USD 1.16 per ADS) for the fourth quarter ended 31 December 2025 to holders of ordinary shares and holders of ADSs as of the close of business on March 16, 2026, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, on March 16, 2026 (Beijing/Hong Kong Time). The payment date is expected to be March 25, 2026 for holders of ordinary shares and on or around March 27, 2026, for holders of ADSs. NetEase paid a dividend of USD 0.114 per share (USD 0.57 per ADS) for the third quarter of 2025 in December 2025. Ex-dividend date is 13 March 2026. Latest time to lodge transfer documents for registration with share registrar for determining entitlement to the dividend is 16 March 2026.お知らせ • Jan 28NetEase, Inc. to Report Q4, 2025 Results on Feb 11, 2026NetEase, Inc. announced that they will report Q4, 2025 results at 6:00 PM, China Standard Time on Feb 11, 2026お知らせ • Nov 20NetEase, Inc. Announces Dividend for the Third Quarter Ended 30 September 2025, Payable on 16 December 2025NetEase, Inc. announced dividend of USD 0.114 per share for the third quarter ended 30 September 2025. Ex-dividend date 04 December 2025. Record date 05 December 2025. Payment date 16 December 2025.お知らせ • Nov 06NetEase, Inc. to Report Q3, 2025 Results on Nov 20, 2025NetEase, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 20, 2025お知らせ • Aug 14+ 1 more updateNetEase, Inc. Approves Dividend for the Second Quarter Ended June 30, 2025, Payable on September 8, 2025The board of directors of NetEase, Inc. approved a dividend of USD 0.1140 per share (USD 0.5700 per ADS) for the second quarter of 2025 to holders of ordinary shares and holders of ADSs as of the close of business on August 28, 2025, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited no later than August 28, 2025 (Beijing/Hong Kong Time). The payment date is expected to be September 8, 2025 for holders of ordinary shares and on or around September 11, 2025, for holders of ADSs.最新情報をもっと見るRecent updatesお知らせ • May 07NetEase, Inc. to Report Q1, 2026 Results on May 21, 2026NetEase, Inc. announced that they will report Q1, 2026 results at 6:00 PM, China Standard Time on May 21, 2026お知らせ • Feb 11+ 1 more updateNetEase, Inc. Approves Ordinary Cash Dividend for the Fourth Quarter Ended 31 December 2025, Payable on March 25, 2026NetEase, Inc. approved ordinary cash dividend of USD 0.232 per share (USD 1.16 per ADS) for the fourth quarter ended 31 December 2025 to holders of ordinary shares and holders of ADSs as of the close of business on March 16, 2026, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, on March 16, 2026 (Beijing/Hong Kong Time). The payment date is expected to be March 25, 2026 for holders of ordinary shares and on or around March 27, 2026, for holders of ADSs. NetEase paid a dividend of USD 0.114 per share (USD 0.57 per ADS) for the third quarter of 2025 in December 2025. Ex-dividend date is 13 March 2026. Latest time to lodge transfer documents for registration with share registrar for determining entitlement to the dividend is 16 March 2026.お知らせ • Jan 28NetEase, Inc. to Report Q4, 2025 Results on Feb 11, 2026NetEase, Inc. announced that they will report Q4, 2025 results at 6:00 PM, China Standard Time on Feb 11, 2026お知らせ • Nov 20NetEase, Inc. Announces Dividend for the Third Quarter Ended 30 September 2025, Payable on 16 December 2025NetEase, Inc. announced dividend of USD 0.114 per share for the third quarter ended 30 September 2025. Ex-dividend date 04 December 2025. Record date 05 December 2025. Payment date 16 December 2025.お知らせ • Nov 06NetEase, Inc. to Report Q3, 2025 Results on Nov 20, 2025NetEase, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 20, 2025お知らせ • Aug 14+ 1 more updateNetEase, Inc. Approves Dividend for the Second Quarter Ended June 30, 2025, Payable on September 8, 2025The board of directors of NetEase, Inc. approved a dividend of USD 0.1140 per share (USD 0.5700 per ADS) for the second quarter of 2025 to holders of ordinary shares and holders of ADSs as of the close of business on August 28, 2025, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited no later than August 28, 2025 (Beijing/Hong Kong Time). The payment date is expected to be September 8, 2025 for holders of ordinary shares and on or around September 11, 2025, for holders of ADSs.お知らせ • Jul 31NetEase, Inc. to Report Q2, 2025 Results on Aug 14, 2025NetEase, Inc. announced that they will report Q2, 2025 results at 6:00 PM, China Standard Time on Aug 14, 2025お知らせ • May 15NetEase, Inc. Approves Dividend for the First Quarter of 2025, Payable on June 10, 2025The board of directors of NetEase, Inc. approved a dividend of USD 0.1350 per share (USD 0.6750 per ADS) for the first quarter of 2025 to holders of ordinary shares and holders of ADSs as of the close of business on May 30, 2025, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. The payment date is expected to be June 10, 2025, for holders of ordinary shares and on or around June 13, 2025, for holders of ADSs.お知らせ • Apr 30NetEase, Inc. to Report Q1, 2025 Results on May 15, 2025NetEase, Inc. announced that they will report Q1, 2025 results Pre-Market on May 15, 2025お知らせ • Apr 16NetEase, Inc., Annual General Meeting, Jun 25, 2025NetEase, Inc., Annual General Meeting, Jun 25, 2025, at 10:00 China Standard Time. Location: company`s offices, no. 399 wangshang road, binjiang district, zhejiang province, 310052, hangzhou, Chinaお知らせ • Feb 20NetEase, Inc. Approves Dividend to Ordinary Share Holders and ADSs Holders for the Fourth Quarter of 2024, Expect to Pay on March 17, 2025 and on or Around March 20, 2025, RespectivelyThe board of directors of NetEase, Inc. approved a dividend of USD 0.24405 per share (USD 1.22025 per ADS) for the fourth quarter of 2024 to holders of ordinary shares and holders of ADSs as of the close of business on March 6, 2025, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17 Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, no later than 4:30 p.m. on March 6, 2025 (Beijing/Hong Kong Time). The payment date is expected to be March 17, 2025, for holders of ordinary shares and on or around March 20, 2025, for holders of ADSs.お知らせ • Feb 06NetEase, Inc. to Report Q4, 2024 Results on Feb 20, 2025NetEase, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 20, 2025お知らせ • Nov 14NetEase, Inc. Announces Dividend for the Third Quarter Ended September 30, 2024, Payable on December 10, 2024NetEase, Inc. announced the dividend of USD 0.087 per share for the third quarter ended September 30, 2024. Ex-dividend date is November 28, 2024. Record date is November 29, 2024. Payment date is December 10, 2024.お知らせ • Oct 31NetEase, Inc. to Report Q3, 2024 Results on Nov 14, 2024NetEase, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 14, 2024Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to Mex$1,828, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Entertainment industry globally. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,411 per share.Declared Dividend • Aug 26Second quarter dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 6th September 2024 Payment date: 20th September 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: CN¥10.50 (vs CN¥12.80 in 2Q 2023)Second quarter 2024 results: EPS: CN¥10.50 (down from CN¥12.80 in 2Q 2023). Revenue: CN¥25.5b (up 6.1% from 2Q 2023). Net income: CN¥6.76b (down 18% from 2Q 2023). Profit margin: 27% (down from 34% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Aug 22NetEase, Inc. Approves A Dividend for the Second Quarter of 2024, Payable on September 17, 2024The board of directors of NetEase, Inc. has approved a dividend of USD 0.0870 per share (USD 0.4350 per ADS) for the second quarter of 2024 to holders of ordinary shares and holders of ADSs as of the close of business on September 6, 2024, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong no later than 4:30 p.m. on September 6, 2024 (Beijing/Hong Kong Time). The payment date is expected to be September 17, 2024 for holders of ordinary shares and on or around September 20, 2024 for holders of ADSs.お知らせ • Aug 05NetEase, Inc. to Report Q2, 2024 Results on Aug 22, 2024NetEase, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 22, 2024Declared Dividend • May 27First quarter dividend of US$0.49 announcedShareholders will receive a dividend of US$0.49. Ex-date: 6th June 2024 Payment date: 21st June 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • May 25Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to Mex$1,473. The fair value is estimated to be Mex$1,964, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.Reported Earnings • May 24First quarter 2024 earnings released: EPS: CN¥11.89 (vs CN¥10.49 in 1Q 2023)First quarter 2024 results: EPS: CN¥11.89 (up from CN¥10.49 in 1Q 2023). Revenue: CN¥26.9b (up 7.2% from 1Q 2023). Net income: CN¥7.63b (up 13% from 1Q 2023). Profit margin: 28% (up from 27% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • May 22NetEase, Inc. Showcases Latest Game Advancements at 2024 Annual Product Launch EventNetEase, Inc. announced an exciting product lineup, content reveals and plans for over 40 game franchises and products at its annual product launch event on May 20. The 120-minute online event showcased an array of NetEase's vibrant and diversified gaming offerings across genres and platforms. Some highlights from the event include: Exciting new game plans and content updates, such as: Where Winds Meet (an open-world action-adventure RPG), NARAKA: BLADEPOINT Mobile (a melee-focused hero battle royale), Once Human (a supernatural open-world survival game), Ashfall (a cross-platform post-apocalyptic MMORPG) and Lost Light (an endless loot shooting game), for domestic audiences; Dedicated layouts and plans to further extend the appeal of iconic titles, such as new expansion packs, crossovers, gameplay and upcoming events for games including Fantasy Westward Journey series, Westward Journey series, Justice series, Eggy Party, Racing Master and Identity V, among others; and Numerous reveals from games collaborated between NetEase and its global partners. For instance, the producer of Marvel Snap introduced behind-the-scenes stories of its inspirations and other anecdotes. First introduced in 2015, NetEase's product launch event is an annual celebration and carnival for developers, players and NetEase partners. This year's presentations again demonstrate NetEase's unwavering commitment to offering players the best and most exhilarating gaming experiences possible.お知らせ • May 08NetEase, Inc. to Report Q1, 2024 Results on May 23, 2024NetEase, Inc. announced that they will report Q1, 2024 results at 6:00 PM, China Standard Time on May 23, 2024お知らせ • Apr 28NetEase, Inc., Annual General Meeting, Jun 26, 2024NetEase, Inc., Annual General Meeting, Jun 26, 2024, at 10:00 China Standard Time. Location: offices located at No. 399 Wangshang Road, Binjiang District Hangzhou, Zhejiang Province, People’s Republic of China 310052 Hangzhou China Agenda: To re-elect the following five directors to serve for the ensuing year until the next annual general meeting of shareholders and until their successors are elected and duly qualified, or until such directors are otherwise vacated in accordance with the Company’s Memorandum and Articles of Association: Mr. William Lei Ding, Ms. Alice Cheng, Ms. Grace Tang, Mr. Joseph Tong and Mr. Michael Leung; to ratify the appointment of PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as auditors of the Company for the fiscal year ending December 31, 2024 for U.S. financial reporting and Hong Kong financial reporting purposes, respectively; and to consider other business matters.Reported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥45.73 (vs CN¥30.20 in FY 2022)Full year 2023 results: EPS: CN¥45.73 (up from CN¥30.20 in FY 2022). Revenue: CN¥103.5b (up 7.2% from FY 2022). Net income: CN¥29.4b (up 49% from FY 2022). Profit margin: 28% (up from 20% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.New Risk • Apr 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (3.0% increase in shares outstanding).Upcoming Dividend • Mar 06Upcoming dividend of US$1.08 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Mexican dividend payers (6.2%). Higher than average of industry peers (1.5%).Declared Dividend • Mar 04Fourth quarter dividend of US$1.08 announcedShareholders will receive a dividend of US$1.08. Ex-date: 13th March 2024 Payment date: 28th March 2024 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: CN¥45.73 (vs CN¥30.20 in FY 2022)Full year 2023 results: EPS: CN¥45.73 (up from CN¥30.20 in FY 2022). Revenue: CN¥103.5b (up 7.2% from FY 2022). Net income: CN¥29.4b (up 49% from FY 2022). Profit margin: 28% (up from 20% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Feb 29NetEase, Inc. Announces Dividend for the Fourth Quarter Ended 31 December 2023, Payable on 25 March 2024NetEase, Inc. announced dividend of USD 0.21597 per share for the fourth quarter ended 31 December 2023. Ex-dividend date is 13 March 2024. Record date is 14 March 2024. Payment date is 25 March 2024.お知らせ • Feb 07NetEase, Inc. to Report Q4, 2023 Results on Feb 29, 2024NetEase, Inc. announced that they will report Q4, 2023 results at 6:00 PM, China Standard Time on Feb 29, 2024Buying Opportunity • Dec 22Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 9.1%. The fair value is estimated to be Mex$2,122, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 8.2% per annum over the same time period.お知らせ • Nov 17+ 1 more updateNetEase, Inc. Announces Resignation of Charles Zhaoxuan Yang as Chief Financial Officer Effective November 30, 2023NetEase, Inc. announced that Mr. Charles Zhaoxuan Yang has resigned from his position as Chief Financial Officer effective November 30, 2023 for personal reasons and to subsequently pursue other career interests. Mr. Yang will remain with the Company as a consultant until June 30, 2024 to ensure a smooth transition as the Company undertakes a search to find a successor.Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: CN¥12.19 (vs CN¥10.27 in 3Q 2022)Third quarter 2023 results: EPS: CN¥12.19 (up from CN¥10.27 in 3Q 2022). Revenue: CN¥27.3b (up 12% from 3Q 2022). Net income: CN¥7.84b (up 17% from 3Q 2022). Profit margin: 29% (up from 27% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 27NetEase, Inc. to Report Q3, 2023 Results on Nov 16, 2023NetEase, Inc. announced that they will report Q3, 2023 results at 6:00 PM, China Standard Time on Nov 16, 2023Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥12.80 (vs CN¥7.13 in 2Q 2022)Second quarter 2023 results: EPS: CN¥12.80 (up from CN¥7.13 in 2Q 2022). Revenue: CN¥24.0b (up 3.7% from 2Q 2022). Net income: CN¥8.24b (up 77% from 2Q 2022). Profit margin: 34% (up from 20% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Aug 25NetEase, Inc. Approves Dividend for the Second Quarter of 2023, Payable on September 19, 2023The board of directors of NetEase, Inc. has approved a dividend of USD 0.1050 per share (USD 0.5250 per ADS) for the second quarter of 2023 to holders of ordinary shares and holders of ADSs as of the close of business on September 8, 2023 The payment date is expected to be September 19, 2023 for holders of ordinary shares, and on or around September 22, 2023 for holders of ADSs.お知らせ • Aug 04NetEase, Inc. to Report Q2, 2023 Results on Aug 24, 2023NetEase, Inc. announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Aug 24, 2023お知らせ • May 26NetEase, Inc. Approves A Dividend for the First Quarter of 2023, Payable on June 21, 2023The board of directors of NetEase, Inc. has approved a dividend of USD 0.0930 per share (USD 0.4650 per ADS) for the first quarter of 2023 to holders of ordinary shares and holders of ADSs as of the close of business on June 9, 2023, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong no later than 4:30 p.m. on June 9, 2023 (Beijing/Hong Kong Time). The payment date is expected to be June 21, 2023 for holders of ordinary shares, and on or around June 23, 2023 for holders of ADSs.Reported Earnings • May 26First quarter 2023 earnings released: EPS: CN¥10.49 (vs CN¥6.70 in 1Q 2022)First quarter 2023 results: EPS: CN¥10.49 (up from CN¥6.70 in 1Q 2022). Revenue: CN¥25.0b (up 6.3% from 1Q 2022). Net income: CN¥6.75b (up 54% from 1Q 2022). Profit margin: 27% (up from 19% in 1Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 22Netease, Inc. Updates to Existing and Pipeline Games at Product Launch EventNetEase, Inc. announced robust game content updates and plans for over 50 Chinese and international games across various genres. Catering to NetEase's growing global audience, these updates were streamed in English and Japanese during NetEase Connect 2023, the Company's annual product launch event that took place on May 20, 2023. The latest content updates are part of NetEase's efforts to grow its development pipeline of quality products for players around the world. Earlier this year, the Company announced two newly formed games studios, Anchor Point Game Studios and Spliced Inc. Limited, spearheaded by industry veterans and talents who are focused on bringing more fresh and thrilling experiences to players worldwide. Alongside the many announcements at NetEase Connect 2023, the Company revealed its global aspiration for its casual game Eggy Party, which was first launched internationally in the Philippines last month. Other key highlights included: First real-time gameplay preview of Justice mobile game which is slated to launch on June 30, 2023 in Chinese mainland; Exclusive look at highly anticipated domestic and global projects: Harry Potter: Magical Awakened, Badlanders, Racing Master, Mission Zero, Once Human, Ashfall, and Dunk City Dynasty; Content updates to Naraka: Bladepoint, Knives Out, Fantasy Westward Journey series, Dead by Daylight Mobile, Lost Light, Identity V, and many more; Presented the official soundtrack for Ashfall by world-renowned composers Hans Zimmer, recipient of the 67th Academy Award for Best Original Score, and Steve Mazzaro, who has composed music for numerous films including Iron Man and The Dark Knight Rises; A detailed look at NetEase's 2023 global esports strategy at the event.お知らせ • May 05NetEase, Inc. to Report Q1, 2023 Results on May 25, 2023NetEase, Inc. announced that they will report Q1, 2023 results at 6:00 AM, US Eastern Standard Time on May 25, 2023Reported Earnings • Apr 29Full year 2022 earnings released: EPS: CN¥30.20 (vs CN¥25.34 in FY 2021)Full year 2022 results: EPS: CN¥30.20 (up from CN¥25.34 in FY 2021). Revenue: CN¥96.5b (up 10% from FY 2021). Net income: CN¥19.7b (up 17% from FY 2021). Profit margin: 20% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 01Upcoming dividend of US$0.27 per share at 1.8% yieldEligible shareholders must have bought the stock before 08 March 2023. Payment date: 24 March 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Mexican dividend payers (6.0%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 24Full year 2022 earnings released: EPS: CN¥30.20 (vs CN¥25.34 in FY 2021)Full year 2022 results: EPS: CN¥30.20 (up from CN¥25.34 in FY 2021). Revenue: CN¥96.5b (up 10% from FY 2021). Net income: CN¥19.7b (up 17% from FY 2021). Profit margin: 20% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 03NetEase, Inc. to Report Q4, 2022 Results on Feb 23, 2023NetEase, Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 23, 2023Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: CN¥10.27 (vs CN¥4.78 in 3Q 2021)Third quarter 2022 results: EPS: CN¥10.27 (up from CN¥4.78 in 3Q 2021). Revenue: CN¥24.4b (up 10% from 3Q 2021). Net income: CN¥6.70b (up 111% from 3Q 2021). Profit margin: 27% (up from 14% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 8% per year.Reported Earnings • Aug 18Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: CN¥23.2b (up 13% from 2Q 2021). Net income: CN¥4.67b (up 32% from 2Q 2021). Profit margin: 20% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 13%, compared to a 21% growth forecast for the Entertainment industry in Mexico.Reported Earnings • May 25First quarter 2022 earnings released: EPS: CN¥6.70 (vs CN¥6.63 in 1Q 2021)First quarter 2022 results: EPS: CN¥6.70. Revenue: CN¥23.6b (up 15% from 1Q 2021). Net income: CN¥4.39b (down 1.0% from 1Q 2021). Profit margin: 19% (down from 22% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 13%, compared to a 31% growth forecast for the industry in Mexico.Board Change • May 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Alice Cheng was the last director to join the board, commencing their role in 2007. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$1,515, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Entertainment industry globally. Total returns to shareholders of 72% over the past three years.Reported Earnings • Feb 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CN¥25.34 (up from CN¥18.25 in FY 2020). Revenue: CN¥87.6b (up 19% from FY 2020). Net income: CN¥16.9b (up 40% from FY 2020). Profit margin: 19% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 25% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Jan 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Alice Cheng was the last director to join the board, commencing their role in 2007. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Dec 18Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to Mex$1,957, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Entertainment industry globally. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,807 per share.Reported Earnings • Nov 18Third quarter 2021 earnings releasedThe company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥22.2b (up 19% from 3Q 2020). Net income: CN¥3.18b (up 6.1% from 3Q 2020). Profit margin: 14% (down from 16% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$1,597, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 23x in the Entertainment industry globally. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,902 per share.Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS CN¥5.29 (vs CN¥7.00 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥20.5b (up 13% from 2Q 2020). Net income: CN¥3.54b (down 22% from 2Q 2020). Profit margin: 17% (down from 25% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥1,806, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Entertainment industry globally. Total returns to shareholders of 130% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,514 per share.Upcoming Dividend • May 26Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 18 June 2021. Trailing yield: 0.7%. Lower than top quartile of Mexican dividend payers (5.2%). Lower than average of industry peers (1.1%).Valuation Update With 7 Day Price Move • May 25Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥2,422, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 23x in the Entertainment industry globally. Total returns to shareholders of 162% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,592 per share.Reported Earnings • May 19First quarter 2021 earnings released: EPS CN¥6.63 (vs CN¥5.50 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: CN¥20.5b (up 20% from 1Q 2020). Net income: CN¥4.44b (up 25% from 1Q 2020). Profit margin: 22% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 01Full year 2020 earnings released: EPS CN¥18.25 (vs CN¥20.61 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥73.7b (up 24% from FY 2019). Net income: CN¥12.1b (down 9.1% from FY 2019). Profit margin: 16% (down from 22% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 27Full year 2020 earnings released: EPS CN¥18.25 (vs CN¥20.61 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥73.7b (up 24% from FY 2019). Net income: CN¥12.1b (down 9.1% from FY 2019). Profit margin: 16% (down from 22% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 27Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 22%, compared to a 23% growth forecast for the Entertainment industry in Mexico.Executive Departure • Feb 26Independent Director has left the companyOn the 25th of February, Sui Bau Tong's tenure as Independent Director ended after 21.3 years in the role. We don't have any record of a personal shareholding under Sui Bau's name. Sui Bau is the only executive to leave the company over the last 12 months.Is New 90 Day High Low • Feb 11New 90-day high: Mex$2,610The company is up 47% from its price of Mex$1,779 on 10 November 2020. The Mexican market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$1,710 per share.Is New 90 Day High Low • Jan 21New 90-day high: Mex$2,276The company is up 31% from its price of Mex$1,734 on 23 October 2020. The Mexican market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$1,699 per share.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥2,245, the stock is trading at a trailing P/E ratio of 31.1x, up from the previous P/E ratio of 26.5x. This compares to an average P/E of 31x in the Entertainment industry. Total returns to shareholders over the past three years are 83%.Is New 90 Day High Low • Jan 06New 90-day high: Mex$2,000The company is up 4.0% from its price of Mex$1,930 on 07 October 2020. The Mexican market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$1,687 per share.Reported Earnings • Nov 20Third quarter 2020 earnings released: EPS CN¥4.43The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: CN¥18.7b (up 28% from 3Q 2019). Net income: CN¥3.00b (down 77% from 3Q 2019). Profit margin: 16% (down from 88% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Nov 20Revenue beats expectationsRevenue exceeded analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 18%, compared to a 21% growth forecast for the Entertainment industry in Mexico.Is New 90 Day High Low • Oct 18New 90-day low: Mex$1,882The company is down 11% from its price of Mex$2,124 on 20 July 2020. The Mexican market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$1,615 per share.Is New 90 Day High Low • Oct 11New 90-day low: Mex$1,904The company is down 13% from its price of Mex$2,192 on 10 July 2020. The Mexican market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$1,599 per share.Is New 90 Day High Low • Oct 03New 90-day low: Mex$1,930The company is down 4.0% from its price of Mex$2,000 on 29 June 2020. The Mexican market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$1,623 per share.株主還元NTES NMX EntertainmentMX 市場7D0%0.2%2.5%1Y-5.9%30.0%20.3%株主還元を見る業界別リターン: NTES N過去 1 年間で30 % の収益を上げたMX Entertainment業界を下回りました。リターン対市場: NTES Nは、過去 1 年間で20.3 % のリターンを上げたMX市場を下回りました。価格変動Is NTES N's price volatile compared to industry and market?NTES N volatilityNTES N Average Weekly Movementn/aEntertainment Industry Average Movement4.9%Market Average Movement4.1%10% most volatile stocks in MX Market6.0%10% least volatile stocks in MX Market2.8%安定した株価: NTES Nの株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のNTES Nのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト199725,382William Dingir.netease.comNetEase, 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。もっと見るNetEase, Inc. 基礎のまとめNetEase の収益と売上を時価総額と比較するとどうか。NTES N 基礎統計学時価総額Mex$1.30t収益（TTM）Mex$85.48b売上高(TTM)Mex$285.17b15.2xPER（株価収益率4.6xP/SレシオNTES N は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NTES N 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May 21, 2026一株当たり利益（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%NTES N 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2.5%現在の配当利回り39%配当性向View Valuation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2026/05/07 13:38終値2026/04/22 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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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。70 アナリスト機関Sau Shing ChowABCI Securities Company LimitedTianli WenAletheia Analyst Network LimitedZixiao YangArete Research Services LLP67 その他のアナリストを表示
Featured narrative•Media opportunityGiftify30 days ago author updated this narrativeLOFair Value from Lou_BaseneseUS$2.562.5% 割安 内在価値ディスカウントGiftify ($GIFT): A Small-Cap Incentives Platform with More ScaleThan Its Valuation SuggestsKey Takeaways Giftify (GIFT) is building an incentives and rewards platform anchored by CardCash, the nation’s leading secondary gift card marketplace, processing over $154 million in annual transaction volume. The global gift card market is projected at $680 billion in 2026, growing to $1,259 billion by 2031.Read full narrative1.8kusers have viewed this narrative6users have liked this narrative1users have commented on this narrative22users have followed this narrativeRead narrative
お知らせ • May 07NetEase, Inc. to Report Q1, 2026 Results on May 21, 2026NetEase, Inc. announced that they will report Q1, 2026 results at 6:00 PM, China Standard Time on May 21, 2026
お知らせ • Feb 11+ 1 more updateNetEase, Inc. Approves Ordinary Cash Dividend for the Fourth Quarter Ended 31 December 2025, Payable on March 25, 2026NetEase, Inc. approved ordinary cash dividend of USD 0.232 per share (USD 1.16 per ADS) for the fourth quarter ended 31 December 2025 to holders of ordinary shares and holders of ADSs as of the close of business on March 16, 2026, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, on March 16, 2026 (Beijing/Hong Kong Time). The payment date is expected to be March 25, 2026 for holders of ordinary shares and on or around March 27, 2026, for holders of ADSs. NetEase paid a dividend of USD 0.114 per share (USD 0.57 per ADS) for the third quarter of 2025 in December 2025. Ex-dividend date is 13 March 2026. Latest time to lodge transfer documents for registration with share registrar for determining entitlement to the dividend is 16 March 2026.
お知らせ • Jan 28NetEase, Inc. to Report Q4, 2025 Results on Feb 11, 2026NetEase, Inc. announced that they will report Q4, 2025 results at 6:00 PM, China Standard Time on Feb 11, 2026
お知らせ • Nov 20NetEase, Inc. Announces Dividend for the Third Quarter Ended 30 September 2025, Payable on 16 December 2025NetEase, Inc. announced dividend of USD 0.114 per share for the third quarter ended 30 September 2025. Ex-dividend date 04 December 2025. Record date 05 December 2025. Payment date 16 December 2025.
お知らせ • Nov 06NetEase, Inc. to Report Q3, 2025 Results on Nov 20, 2025NetEase, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 20, 2025
お知らせ • Aug 14+ 1 more updateNetEase, Inc. Approves Dividend for the Second Quarter Ended June 30, 2025, Payable on September 8, 2025The board of directors of NetEase, Inc. approved a dividend of USD 0.1140 per share (USD 0.5700 per ADS) for the second quarter of 2025 to holders of ordinary shares and holders of ADSs as of the close of business on August 28, 2025, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited no later than August 28, 2025 (Beijing/Hong Kong Time). The payment date is expected to be September 8, 2025 for holders of ordinary shares and on or around September 11, 2025, for holders of ADSs.
お知らせ • May 07NetEase, Inc. to Report Q1, 2026 Results on May 21, 2026NetEase, Inc. announced that they will report Q1, 2026 results at 6:00 PM, China Standard Time on May 21, 2026
お知らせ • Feb 11+ 1 more updateNetEase, Inc. Approves Ordinary Cash Dividend for the Fourth Quarter Ended 31 December 2025, Payable on March 25, 2026NetEase, Inc. approved ordinary cash dividend of USD 0.232 per share (USD 1.16 per ADS) for the fourth quarter ended 31 December 2025 to holders of ordinary shares and holders of ADSs as of the close of business on March 16, 2026, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, on March 16, 2026 (Beijing/Hong Kong Time). The payment date is expected to be March 25, 2026 for holders of ordinary shares and on or around March 27, 2026, for holders of ADSs. NetEase paid a dividend of USD 0.114 per share (USD 0.57 per ADS) for the third quarter of 2025 in December 2025. Ex-dividend date is 13 March 2026. Latest time to lodge transfer documents for registration with share registrar for determining entitlement to the dividend is 16 March 2026.
お知らせ • Jan 28NetEase, Inc. to Report Q4, 2025 Results on Feb 11, 2026NetEase, Inc. announced that they will report Q4, 2025 results at 6:00 PM, China Standard Time on Feb 11, 2026
お知らせ • Nov 20NetEase, Inc. Announces Dividend for the Third Quarter Ended 30 September 2025, Payable on 16 December 2025NetEase, Inc. announced dividend of USD 0.114 per share for the third quarter ended 30 September 2025. Ex-dividend date 04 December 2025. Record date 05 December 2025. Payment date 16 December 2025.
お知らせ • Nov 06NetEase, Inc. to Report Q3, 2025 Results on Nov 20, 2025NetEase, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 20, 2025
お知らせ • Aug 14+ 1 more updateNetEase, Inc. Approves Dividend for the Second Quarter Ended June 30, 2025, Payable on September 8, 2025The board of directors of NetEase, Inc. approved a dividend of USD 0.1140 per share (USD 0.5700 per ADS) for the second quarter of 2025 to holders of ordinary shares and holders of ADSs as of the close of business on August 28, 2025, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited no later than August 28, 2025 (Beijing/Hong Kong Time). The payment date is expected to be September 8, 2025 for holders of ordinary shares and on or around September 11, 2025, for holders of ADSs.
お知らせ • Jul 31NetEase, Inc. to Report Q2, 2025 Results on Aug 14, 2025NetEase, Inc. announced that they will report Q2, 2025 results at 6:00 PM, China Standard Time on Aug 14, 2025
お知らせ • May 15NetEase, Inc. Approves Dividend for the First Quarter of 2025, Payable on June 10, 2025The board of directors of NetEase, Inc. approved a dividend of USD 0.1350 per share (USD 0.6750 per ADS) for the first quarter of 2025 to holders of ordinary shares and holders of ADSs as of the close of business on May 30, 2025, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. The payment date is expected to be June 10, 2025, for holders of ordinary shares and on or around June 13, 2025, for holders of ADSs.
お知らせ • Apr 30NetEase, Inc. to Report Q1, 2025 Results on May 15, 2025NetEase, Inc. announced that they will report Q1, 2025 results Pre-Market on May 15, 2025
お知らせ • Apr 16NetEase, Inc., Annual General Meeting, Jun 25, 2025NetEase, Inc., Annual General Meeting, Jun 25, 2025, at 10:00 China Standard Time. Location: company`s offices, no. 399 wangshang road, binjiang district, zhejiang province, 310052, hangzhou, China
お知らせ • Feb 20NetEase, Inc. Approves Dividend to Ordinary Share Holders and ADSs Holders for the Fourth Quarter of 2024, Expect to Pay on March 17, 2025 and on or Around March 20, 2025, RespectivelyThe board of directors of NetEase, Inc. approved a dividend of USD 0.24405 per share (USD 1.22025 per ADS) for the fourth quarter of 2024 to holders of ordinary shares and holders of ADSs as of the close of business on March 6, 2025, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17 Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, no later than 4:30 p.m. on March 6, 2025 (Beijing/Hong Kong Time). The payment date is expected to be March 17, 2025, for holders of ordinary shares and on or around March 20, 2025, for holders of ADSs.
お知らせ • Feb 06NetEase, Inc. to Report Q4, 2024 Results on Feb 20, 2025NetEase, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 20, 2025
お知らせ • Nov 14NetEase, Inc. Announces Dividend for the Third Quarter Ended September 30, 2024, Payable on December 10, 2024NetEase, Inc. announced the dividend of USD 0.087 per share for the third quarter ended September 30, 2024. Ex-dividend date is November 28, 2024. Record date is November 29, 2024. Payment date is December 10, 2024.
お知らせ • Oct 31NetEase, Inc. to Report Q3, 2024 Results on Nov 14, 2024NetEase, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 14, 2024
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to Mex$1,828, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Entertainment industry globally. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,411 per share.
Declared Dividend • Aug 26Second quarter dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 6th September 2024 Payment date: 20th September 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: CN¥10.50 (vs CN¥12.80 in 2Q 2023)Second quarter 2024 results: EPS: CN¥10.50 (down from CN¥12.80 in 2Q 2023). Revenue: CN¥25.5b (up 6.1% from 2Q 2023). Net income: CN¥6.76b (down 18% from 2Q 2023). Profit margin: 27% (down from 34% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Aug 22NetEase, Inc. Approves A Dividend for the Second Quarter of 2024, Payable on September 17, 2024The board of directors of NetEase, Inc. has approved a dividend of USD 0.0870 per share (USD 0.4350 per ADS) for the second quarter of 2024 to holders of ordinary shares and holders of ADSs as of the close of business on September 6, 2024, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong no later than 4:30 p.m. on September 6, 2024 (Beijing/Hong Kong Time). The payment date is expected to be September 17, 2024 for holders of ordinary shares and on or around September 20, 2024 for holders of ADSs.
お知らせ • Aug 05NetEase, Inc. to Report Q2, 2024 Results on Aug 22, 2024NetEase, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 22, 2024
Declared Dividend • May 27First quarter dividend of US$0.49 announcedShareholders will receive a dividend of US$0.49. Ex-date: 6th June 2024 Payment date: 21st June 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • May 25Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to Mex$1,473. The fair value is estimated to be Mex$1,964, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.
Reported Earnings • May 24First quarter 2024 earnings released: EPS: CN¥11.89 (vs CN¥10.49 in 1Q 2023)First quarter 2024 results: EPS: CN¥11.89 (up from CN¥10.49 in 1Q 2023). Revenue: CN¥26.9b (up 7.2% from 1Q 2023). Net income: CN¥7.63b (up 13% from 1Q 2023). Profit margin: 28% (up from 27% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • May 22NetEase, Inc. Showcases Latest Game Advancements at 2024 Annual Product Launch EventNetEase, Inc. announced an exciting product lineup, content reveals and plans for over 40 game franchises and products at its annual product launch event on May 20. The 120-minute online event showcased an array of NetEase's vibrant and diversified gaming offerings across genres and platforms. Some highlights from the event include: Exciting new game plans and content updates, such as: Where Winds Meet (an open-world action-adventure RPG), NARAKA: BLADEPOINT Mobile (a melee-focused hero battle royale), Once Human (a supernatural open-world survival game), Ashfall (a cross-platform post-apocalyptic MMORPG) and Lost Light (an endless loot shooting game), for domestic audiences; Dedicated layouts and plans to further extend the appeal of iconic titles, such as new expansion packs, crossovers, gameplay and upcoming events for games including Fantasy Westward Journey series, Westward Journey series, Justice series, Eggy Party, Racing Master and Identity V, among others; and Numerous reveals from games collaborated between NetEase and its global partners. For instance, the producer of Marvel Snap introduced behind-the-scenes stories of its inspirations and other anecdotes. First introduced in 2015, NetEase's product launch event is an annual celebration and carnival for developers, players and NetEase partners. This year's presentations again demonstrate NetEase's unwavering commitment to offering players the best and most exhilarating gaming experiences possible.
お知らせ • May 08NetEase, Inc. to Report Q1, 2024 Results on May 23, 2024NetEase, Inc. announced that they will report Q1, 2024 results at 6:00 PM, China Standard Time on May 23, 2024
お知らせ • Apr 28NetEase, Inc., Annual General Meeting, Jun 26, 2024NetEase, Inc., Annual General Meeting, Jun 26, 2024, at 10:00 China Standard Time. Location: offices located at No. 399 Wangshang Road, Binjiang District Hangzhou, Zhejiang Province, People’s Republic of China 310052 Hangzhou China Agenda: To re-elect the following five directors to serve for the ensuing year until the next annual general meeting of shareholders and until their successors are elected and duly qualified, or until such directors are otherwise vacated in accordance with the Company’s Memorandum and Articles of Association: Mr. William Lei Ding, Ms. Alice Cheng, Ms. Grace Tang, Mr. Joseph Tong and Mr. Michael Leung; to ratify the appointment of PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as auditors of the Company for the fiscal year ending December 31, 2024 for U.S. financial reporting and Hong Kong financial reporting purposes, respectively; and to consider other business matters.
Reported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥45.73 (vs CN¥30.20 in FY 2022)Full year 2023 results: EPS: CN¥45.73 (up from CN¥30.20 in FY 2022). Revenue: CN¥103.5b (up 7.2% from FY 2022). Net income: CN¥29.4b (up 49% from FY 2022). Profit margin: 28% (up from 20% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
New Risk • Apr 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (3.0% increase in shares outstanding).
Upcoming Dividend • Mar 06Upcoming dividend of US$1.08 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Mexican dividend payers (6.2%). Higher than average of industry peers (1.5%).
Declared Dividend • Mar 04Fourth quarter dividend of US$1.08 announcedShareholders will receive a dividend of US$1.08. Ex-date: 13th March 2024 Payment date: 28th March 2024 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: CN¥45.73 (vs CN¥30.20 in FY 2022)Full year 2023 results: EPS: CN¥45.73 (up from CN¥30.20 in FY 2022). Revenue: CN¥103.5b (up 7.2% from FY 2022). Net income: CN¥29.4b (up 49% from FY 2022). Profit margin: 28% (up from 20% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Feb 29NetEase, Inc. Announces Dividend for the Fourth Quarter Ended 31 December 2023, Payable on 25 March 2024NetEase, Inc. announced dividend of USD 0.21597 per share for the fourth quarter ended 31 December 2023. Ex-dividend date is 13 March 2024. Record date is 14 March 2024. Payment date is 25 March 2024.
お知らせ • Feb 07NetEase, Inc. to Report Q4, 2023 Results on Feb 29, 2024NetEase, Inc. announced that they will report Q4, 2023 results at 6:00 PM, China Standard Time on Feb 29, 2024
Buying Opportunity • Dec 22Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 9.1%. The fair value is estimated to be Mex$2,122, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 8.2% per annum over the same time period.
お知らせ • Nov 17+ 1 more updateNetEase, Inc. Announces Resignation of Charles Zhaoxuan Yang as Chief Financial Officer Effective November 30, 2023NetEase, Inc. announced that Mr. Charles Zhaoxuan Yang has resigned from his position as Chief Financial Officer effective November 30, 2023 for personal reasons and to subsequently pursue other career interests. Mr. Yang will remain with the Company as a consultant until June 30, 2024 to ensure a smooth transition as the Company undertakes a search to find a successor.
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: CN¥12.19 (vs CN¥10.27 in 3Q 2022)Third quarter 2023 results: EPS: CN¥12.19 (up from CN¥10.27 in 3Q 2022). Revenue: CN¥27.3b (up 12% from 3Q 2022). Net income: CN¥7.84b (up 17% from 3Q 2022). Profit margin: 29% (up from 27% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 27NetEase, Inc. to Report Q3, 2023 Results on Nov 16, 2023NetEase, Inc. announced that they will report Q3, 2023 results at 6:00 PM, China Standard Time on Nov 16, 2023
Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥12.80 (vs CN¥7.13 in 2Q 2022)Second quarter 2023 results: EPS: CN¥12.80 (up from CN¥7.13 in 2Q 2022). Revenue: CN¥24.0b (up 3.7% from 2Q 2022). Net income: CN¥8.24b (up 77% from 2Q 2022). Profit margin: 34% (up from 20% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Aug 25NetEase, Inc. Approves Dividend for the Second Quarter of 2023, Payable on September 19, 2023The board of directors of NetEase, Inc. has approved a dividend of USD 0.1050 per share (USD 0.5250 per ADS) for the second quarter of 2023 to holders of ordinary shares and holders of ADSs as of the close of business on September 8, 2023 The payment date is expected to be September 19, 2023 for holders of ordinary shares, and on or around September 22, 2023 for holders of ADSs.
お知らせ • Aug 04NetEase, Inc. to Report Q2, 2023 Results on Aug 24, 2023NetEase, Inc. announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Aug 24, 2023
お知らせ • May 26NetEase, Inc. Approves A Dividend for the First Quarter of 2023, Payable on June 21, 2023The board of directors of NetEase, Inc. has approved a dividend of USD 0.0930 per share (USD 0.4650 per ADS) for the first quarter of 2023 to holders of ordinary shares and holders of ADSs as of the close of business on June 9, 2023, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong no later than 4:30 p.m. on June 9, 2023 (Beijing/Hong Kong Time). The payment date is expected to be June 21, 2023 for holders of ordinary shares, and on or around June 23, 2023 for holders of ADSs.
Reported Earnings • May 26First quarter 2023 earnings released: EPS: CN¥10.49 (vs CN¥6.70 in 1Q 2022)First quarter 2023 results: EPS: CN¥10.49 (up from CN¥6.70 in 1Q 2022). Revenue: CN¥25.0b (up 6.3% from 1Q 2022). Net income: CN¥6.75b (up 54% from 1Q 2022). Profit margin: 27% (up from 19% in 1Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 22Netease, Inc. Updates to Existing and Pipeline Games at Product Launch EventNetEase, Inc. announced robust game content updates and plans for over 50 Chinese and international games across various genres. Catering to NetEase's growing global audience, these updates were streamed in English and Japanese during NetEase Connect 2023, the Company's annual product launch event that took place on May 20, 2023. The latest content updates are part of NetEase's efforts to grow its development pipeline of quality products for players around the world. Earlier this year, the Company announced two newly formed games studios, Anchor Point Game Studios and Spliced Inc. Limited, spearheaded by industry veterans and talents who are focused on bringing more fresh and thrilling experiences to players worldwide. Alongside the many announcements at NetEase Connect 2023, the Company revealed its global aspiration for its casual game Eggy Party, which was first launched internationally in the Philippines last month. Other key highlights included: First real-time gameplay preview of Justice mobile game which is slated to launch on June 30, 2023 in Chinese mainland; Exclusive look at highly anticipated domestic and global projects: Harry Potter: Magical Awakened, Badlanders, Racing Master, Mission Zero, Once Human, Ashfall, and Dunk City Dynasty; Content updates to Naraka: Bladepoint, Knives Out, Fantasy Westward Journey series, Dead by Daylight Mobile, Lost Light, Identity V, and many more; Presented the official soundtrack for Ashfall by world-renowned composers Hans Zimmer, recipient of the 67th Academy Award for Best Original Score, and Steve Mazzaro, who has composed music for numerous films including Iron Man and The Dark Knight Rises; A detailed look at NetEase's 2023 global esports strategy at the event.
お知らせ • May 05NetEase, Inc. to Report Q1, 2023 Results on May 25, 2023NetEase, Inc. announced that they will report Q1, 2023 results at 6:00 AM, US Eastern Standard Time on May 25, 2023
Reported Earnings • Apr 29Full year 2022 earnings released: EPS: CN¥30.20 (vs CN¥25.34 in FY 2021)Full year 2022 results: EPS: CN¥30.20 (up from CN¥25.34 in FY 2021). Revenue: CN¥96.5b (up 10% from FY 2021). Net income: CN¥19.7b (up 17% from FY 2021). Profit margin: 20% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 01Upcoming dividend of US$0.27 per share at 1.8% yieldEligible shareholders must have bought the stock before 08 March 2023. Payment date: 24 March 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Mexican dividend payers (6.0%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: CN¥30.20 (vs CN¥25.34 in FY 2021)Full year 2022 results: EPS: CN¥30.20 (up from CN¥25.34 in FY 2021). Revenue: CN¥96.5b (up 10% from FY 2021). Net income: CN¥19.7b (up 17% from FY 2021). Profit margin: 20% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 03NetEase, Inc. to Report Q4, 2022 Results on Feb 23, 2023NetEase, Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 23, 2023
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: CN¥10.27 (vs CN¥4.78 in 3Q 2021)Third quarter 2022 results: EPS: CN¥10.27 (up from CN¥4.78 in 3Q 2021). Revenue: CN¥24.4b (up 10% from 3Q 2021). Net income: CN¥6.70b (up 111% from 3Q 2021). Profit margin: 27% (up from 14% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 8% per year.
Reported Earnings • Aug 18Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: CN¥23.2b (up 13% from 2Q 2021). Net income: CN¥4.67b (up 32% from 2Q 2021). Profit margin: 20% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 13%, compared to a 21% growth forecast for the Entertainment industry in Mexico.
Reported Earnings • May 25First quarter 2022 earnings released: EPS: CN¥6.70 (vs CN¥6.63 in 1Q 2021)First quarter 2022 results: EPS: CN¥6.70. Revenue: CN¥23.6b (up 15% from 1Q 2021). Net income: CN¥4.39b (down 1.0% from 1Q 2021). Profit margin: 19% (down from 22% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 13%, compared to a 31% growth forecast for the industry in Mexico.
Board Change • May 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Alice Cheng was the last director to join the board, commencing their role in 2007. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$1,515, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Entertainment industry globally. Total returns to shareholders of 72% over the past three years.
Reported Earnings • Feb 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CN¥25.34 (up from CN¥18.25 in FY 2020). Revenue: CN¥87.6b (up 19% from FY 2020). Net income: CN¥16.9b (up 40% from FY 2020). Profit margin: 19% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 25% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Jan 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Alice Cheng was the last director to join the board, commencing their role in 2007. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to Mex$1,957, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Entertainment industry globally. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,807 per share.
Reported Earnings • Nov 18Third quarter 2021 earnings releasedThe company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: CN¥22.2b (up 19% from 3Q 2020). Net income: CN¥3.18b (up 6.1% from 3Q 2020). Profit margin: 14% (down from 16% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$1,597, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 23x in the Entertainment industry globally. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,902 per share.
Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS CN¥5.29 (vs CN¥7.00 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥20.5b (up 13% from 2Q 2020). Net income: CN¥3.54b (down 22% from 2Q 2020). Profit margin: 17% (down from 25% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥1,806, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Entertainment industry globally. Total returns to shareholders of 130% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,514 per share.
Upcoming Dividend • May 26Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 18 June 2021. Trailing yield: 0.7%. Lower than top quartile of Mexican dividend payers (5.2%). Lower than average of industry peers (1.1%).
Valuation Update With 7 Day Price Move • May 25Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥2,422, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 23x in the Entertainment industry globally. Total returns to shareholders of 162% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,592 per share.
Reported Earnings • May 19First quarter 2021 earnings released: EPS CN¥6.63 (vs CN¥5.50 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: CN¥20.5b (up 20% from 1Q 2020). Net income: CN¥4.44b (up 25% from 1Q 2020). Profit margin: 22% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 01Full year 2020 earnings released: EPS CN¥18.25 (vs CN¥20.61 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥73.7b (up 24% from FY 2019). Net income: CN¥12.1b (down 9.1% from FY 2019). Profit margin: 16% (down from 22% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS CN¥18.25 (vs CN¥20.61 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥73.7b (up 24% from FY 2019). Net income: CN¥12.1b (down 9.1% from FY 2019). Profit margin: 16% (down from 22% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 22%, compared to a 23% growth forecast for the Entertainment industry in Mexico.
Executive Departure • Feb 26Independent Director has left the companyOn the 25th of February, Sui Bau Tong's tenure as Independent Director ended after 21.3 years in the role. We don't have any record of a personal shareholding under Sui Bau's name. Sui Bau is the only executive to leave the company over the last 12 months.
Is New 90 Day High Low • Feb 11New 90-day high: Mex$2,610The company is up 47% from its price of Mex$1,779 on 10 November 2020. The Mexican market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$1,710 per share.
Is New 90 Day High Low • Jan 21New 90-day high: Mex$2,276The company is up 31% from its price of Mex$1,734 on 23 October 2020. The Mexican market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$1,699 per share.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥2,245, the stock is trading at a trailing P/E ratio of 31.1x, up from the previous P/E ratio of 26.5x. This compares to an average P/E of 31x in the Entertainment industry. Total returns to shareholders over the past three years are 83%.
Is New 90 Day High Low • Jan 06New 90-day high: Mex$2,000The company is up 4.0% from its price of Mex$1,930 on 07 October 2020. The Mexican market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$1,687 per share.
Reported Earnings • Nov 20Third quarter 2020 earnings released: EPS CN¥4.43The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: CN¥18.7b (up 28% from 3Q 2019). Net income: CN¥3.00b (down 77% from 3Q 2019). Profit margin: 16% (down from 88% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Nov 20Revenue beats expectationsRevenue exceeded analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 18%, compared to a 21% growth forecast for the Entertainment industry in Mexico.
Is New 90 Day High Low • Oct 18New 90-day low: Mex$1,882The company is down 11% from its price of Mex$2,124 on 20 July 2020. The Mexican market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$1,615 per share.
Is New 90 Day High Low • Oct 11New 90-day low: Mex$1,904The company is down 13% from its price of Mex$2,192 on 10 July 2020. The Mexican market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$1,599 per share.
Is New 90 Day High Low • Oct 03New 90-day low: Mex$1,930The company is down 4.0% from its price of Mex$2,000 on 29 June 2020. The Mexican market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$1,623 per share.
