NTES - NetEase, Inc.
| Previous close | 213.19 |
| Open | 219.01 |
| Bid | 206.11 x 800 |
| Ask | 212.90 x 2200 |
| Day's range | 214.15 - 219.28 |
| 52-week range | 184.60 - 377.64 |
| Volume | 1,137,295 |
| Avg. volume | 990,070 |
| Market cap | 28.203B |
| Beta | 0.99 |
| PE ratio (TTM) | 27.87 |
| EPS (TTM) | 7.71 |
| Earnings date | 13 Nov 2018 - 19 Nov 2018 |
| Forward dividend & yield | 2.44 (1.21%) |
| Ex-dividend date | 2018-08-23 |
| 1y target est | 295.58 |
- Investor's Business Daily•3 days ago
Stocks, Oil Prices Rise: Acuity Upgraded, McDonald's Hikes Dividend
China stocks were early movers Friday, as McDonald's topped the Dow and Mazor Robotics spiked on takeover news. Micron Technology dragged chip stocks lower.
- Investor's Business Daily•6 days ago
Use The 10-Day Moving Average To Get Ahead Of Sell Signals
Is there a way to take profits on a stock before it makes a sell signal? The short answer is yes. Use the 10-day moving average.
Market Realist•13 days agoHow Weibo’s Operating Margin Trended in the Second Quarter
How have operating expenses impacted Weibo’s operating margin? Weibo’s (WB) operating expenses rose 82% YoY to $209.9 million in the second quarter of 2018. Operating expenses used up 45% of the revenue in the second quarter of 2017 compared to 51% and 49% in the first and second quarters of 2018, respectively.
Market Realist•13 days agoWhat Drove Weibo’s Gross Margin in Q2 2018?
What led to the gross margin growth of Weibo? Weibo’s (WB) cost of revenue rose 23% YoY to $61.8 million in the second quarter of 2018. Weibo’s gross profit increased by 80% YoY to $364.8 million in the second quarter of 2018.
- Reuters•13 days ago
China's NetEase to rectify "irregular practices" at finance website
The announcement from the Nasdaq-listed company comes as the Chinese government is ramping up a campaign to regulate online media with tighter licensing rules and censorship. NetEase did not specify the problems in its statement posted on the company's portal site. The NetEase portal site is known for its outspoken opinion pieces and a freewheeling comments section, where popular posts are widely circulated online.
Market Realist•14 days agoWhat Is Driving Weibo’s Net Margins?
Weibo’s (WB) net income increased by 167% and 121% in 2016 and 2017, respectively. The company’s remarkable revenue and operating income growth played a crucial role in driving net income growth. Weibo succeeded in reducing its cost of revenue and operating expense margins, leading to higher net income margins. The company saw net income of $183.5 million and $405.7 million in 2016 and 2017, respectively. The net margin expanded from 14% in 2015 to 35% in 2017. Improved gross and operating margins drove the growth in net margin. ...
Market Realist•14 days agoHow Weibo’s Operating Margins Look
What drove Weibo’s operating margins? On the brighter side, the expenses as a percentage of revenue (or operating expense margin) have fallen from 62% in 2015 to 44% in 2017. Weibo’s improved gross profit and operating expenses led to growth of 276% and 189% in income of operations for 2016 and 2017, respectively.
Market Realist•14 days agoNetEase’s Net and Operating Margins in Q2 2018
What led to the decline in operating and net margins in Q2 2018? This final part of the series will focus on NetEase’s (NTES) and its peers’ operating and net margins for the second quarter of 2018. NetEase’s operating income declined 31% YoY (year-over-year) and increased 93% QoQ (quarter-over-quarter) to 2.3 billion yuan ($0.4 billion) in the second quarter of 2018.
- Market Realist•17 days ago
How Does Weibo’s Gross Margin Stack Up against Peers?
What drove the gross margins of Weibo? Weibo’s (WB) cost of revenue rose by 21% and 35% in 2016 and 2017, respectively. Turnover taxes from higher revenue, infrastructure costs from increased traffic and video content, content licensing fees for games services, and revenue sharing cost of advertisement production drove the costs in both the years.
Market Realist•17 days agoHow Weibo’s Revenue Drivers Set It Apart from Peers
Weibo (WB) saw revenue growth of 37% and 75% in fiscal 2016 and 2017, respectively. Revenue amounted to $655.8 million and $1.2 billion for these years, respectively. Advertising and marketing services and value-added services are the company’s two reportable business segments. The share of revenue from advertising and marketing grew from 84% in 2015 to 87% in 2016 and 2017. The company’s advertising and marketing revenue came from three broad categories: third parties, Alibaba and SINA, and other related parties.
Market Realist•17 days agoNetEase’s Gross Margin Expansion in the Second Quarter of 2018
Its gross profit expanded 8% YoY (year-over-year) and 22% QoQ (quarter-over-quarter) to 7.2 billion yuan ($1.1 billion) in the second quarter of 2018. The gross margin for email and others decreased from 0% in the second quarter of 2017 to -1% in both the first and second quarters of 2018.
Market Realist•17 days agoWhat Drove Weibo’s Net Margin in Q2 2018?
Weibo’s (WB) net income expanded 80% YoY to $156.1 million in the second quarter of 2018. Weibo also succeeded in reducing its costs and expenses as a percentage of revenue. The operating margin had significantly influenced net margin.
Market Realist•17 days agoHow Do Weibo’s Valuations Look Compared to Peers?
Weibo (WB), considered to be the “Twitter of China,” surpassed Twitter’s user base (TWTR) in May 2017. The company’s competitors for user traffic, content, and social networking services and messenger include Tencent Holdings, Alibaba Group Holding, Baidu, NetEase, and Facebook. The S&P 500 and the tech-heavy NASDAQ ended in the red amid US-China trade war concerns on September 6. The NASDAQ Composite has gained 14.8% YTD and has a PE ratio of 25.5x. Let’s investigate the valuations of Weibo and its peers as of September 6.
Market Realist•17 days agoWhat Drove NetEase’s Revenue Growth in Q2 2018?
Let’s look now at NetEase’s (NTES) revenue growth in the second quarter of 2018 followed by a comparative peer analysis. NetEase’s revenue grew 22% YoY (year-over-year) and 15% QoQ (quarter-over-quarter) to 16.3 billion yuan ($2.5 billion) in the second quarter of 2018. Advertising services contributed 4% of revenue in the second quarter of 2017 against 3% and 4% of revenue in the first and second quarters of 2018, respectively.
- Market Realist•17 days ago
Decoding NetEase’s Annual Operating and Net Margins
In this part of the series, we’ll concentrate on NetEase’s (NTES) annual operating and net margins followed by a comparative peer analysis. Its operating income increased 74% in 2016 and declined 4% in 2017. The decrease in 2017 was due to lower gross profit and higher operating expenses, as we saw in the previous part. Its operating income was 12.6 billion yuan and 12.2 billion yuan ($1.9 billion) for 2016 and 2017, respectively. Its operating margin decreased from 32% in 2015 to 22% in 2017.
- Market Realist•18 days ago
How NetEase’s Annual Gross Margin Stacks Up against BAT Stocks
What led to NetEase’s decline in annual gross margin? In the previous parts of this series, we looked at NetEase’s (NTES) revenue drivers, segments, and cost of revenue growth and compared them to its peers, the BAT stocks. NetEase’s gross profit expanded 62% to 21.7 billion yuan in 2016 and expanded 20% to 25.9 billion yuan ($4 billion) in 2017.
Market Realist•18 days agoNetEase’s Annual Revenue Trend Compared to BAT Stocks
In this part of the series, we’ll look at NetEase’s (NTES) annual revenue trend and revenue drivers followed by a comparative peer analysis. Its revenue increased 67% and 42% in 2016 and 2017, respectively. It was 38.2 billion yuan and 54.1 billion yuan ($8.3 billion) for 2016 and 2017, respectively.
Market Realist•18 days agoNetEase’s Valuation Compared to BAT Stocks
In this series, we’ll compare the valuations of NetEase (NTES) with critical Chinese technology stocks as of September 4. The series will look at the reasons behind NetEase’s valuations and do a comparative analysis of peer Chinese technology stocks, or BAT stocks.
Market Realist•20 days agoHow the Valuations of China’s Major Tech Stocks Look
On one hand, the US is initiating a trade war against China, and the Chinese government has launched a crackdown on online gaming companies. Optimistic revenue and earnings estimates continue to drive the valuations of Chinese tech stocks despite the loss in stock value. Tencent Holdings (TCEHY) last traded at a 29% discount to its 52-week high price.
Market Realist•20 days agoWhat Led to 7% Decline in Tencent Holdings?
Why Fall in Chinese Tech Stocks May Not Affect Valuations MuchA look into Tencent’s stock price movement
- Motley Fool•20 days ago
3 Reasons NetEase Stock Can Bounce Back
The Chinese online gaming pioneer is hitting two-year lows after another mixed quarter, but there are some signs that things could be getting better.
- The Wall Street Journal•23 days ago
[$$] Tencent and Chinese Gaming Rivals Shudder as Government Tightens Grip
BEIJING—China will limit videogame releases and set new restrictions on play time for youths, further punishing companies in the world’s largest game market. The action followed increasing government scrutiny of videogames in China, which have been criticized in state media for graphic violent content as well as the amount of time young people spend playing them. The new measures were announced by China’s Ministry of Education as part of a broader plan to combat vision problems among schoolchildren and adolescents.
- Market Realist•28 days ago
Baidu Says It’s Not Scared of Google
Baidu (BIDU) stock fell 8.0% following media reports indicating that Alphabet’s (GOOGL) Google is planning to re-introduce its online search service in China. Baidu is currently China’s top online search provider, controlling more than 73.8% of the country’s online search market, according to StatCounter. Microsoft’s (MSFT) Bing held about 1.1% of China’s online search market at the end of July.
- CNBC•last month
US-listed Chinese stocks fall after Alibaba disappoints
Baidu, JD.com and the KraneShares CSI China Internet ETF (KWEB) dropped in New York trading Thursday.
Motley Fool•last monthWhy Investors Should Look Beyond NetEase’s Painful Transition
The Chinese internet giant is in a rough patch, but long-term investors have reason for optimism.
