$NTES

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (6m)

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Win rate (6m)

— (0 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Nov 2, 2:00 PM ET

$NTESr/ValueInvestingStock Analysisbullish

u/PrimarySourceArb · 33d ago3 prior · awaiting results

NetEase earns Meta's margins at Meta's growth rate. It trades at half the multiple. I went through 14 companies to figure out how much of the discount is real.

NetEase trades at 11.7x forward earnings with 18.9% EPS growth and 40% EBIT margins, nearly identical to Meta's fundamentals but at a 46% discount (21.6x multiple). The discount reflects geopolitical and structural risk rather than growth or payout divergence, suggesting significant upside if jurisdictional premiums narrow.

At post $121.16Now $115.99-4.3% since postedas of Nov 2, 2:00 PM ET

1d-0.5%

3d-3.3%

1w-0.5%

1m-6.2%

3m—

6m—

1y—

original post →

$NTESr/ValueInvestingStock Analysisbullish

u/dat1976 · 99d ago4 prior · 50% at 3mo

Need suggestion on buying US stocks

NetEase offers reasonable valuation entry relative to other stocks on the list, with diversified gaming cash flows, strong franchises, large cash balance, and growing cloud music and international businesses despite Chinese regulatory and geopolitical headwinds.

At post $123.27Now $115.99-5.9% since postedas of Nov 2, 2:00 PM ET

1d+2.9%

3d+6.6%

1w+6.3%

1m-0.3%

3m-3.8%

6m—

1y—

original post →

End of results.