Loading...
Docoh

NetEase (NTES)

NetEase, Inc. is an internet technology company, which premium online services centered around content, community, communication and commerce. It develops and operates some of the most popular PC-client and mobile games in China. The firm also operates some of the most popular international online games in China by partnering with Blizzard Entertainment, Mojang AB (a Microsoft subsidiary) and other global game developers. NetEase also offers other innovative services, including the intelligent learning services of its majority-controlled subsidiary, Youdao, its music streaming platform, NetEase Cloud Music, and its private label e-commerce platform, Yanxuan. The company operates through following business segments: Online game services, Youdao, and Innovative businesses and others. The Online game services segment has produced some of China's most renowned and longest running online PC-client games, including Fantasy Westward Journey Online and New Westward Journey Online II, as well as other highly successful games, such as Tianxia III, New Ghost and Justice. The Youdao segment is an online education service provider in China. Through Youdao, the Company's majority-controlled subsidiary, NetEase is dedicated to developing and using technologies to provide learning content, applications and solutions to users of all ages. The Innovative businesses and others segment offers other innovative services, including live video streaming, music streaming and its private label e-commerce platform, Yanxuan. The company was founded by Lei Ding in June 1997 and is headquartered in Beijing, China.

Company profile

Ticker
NTES
Exchange
Website
CEO
Lei Ding
Employees
Location
Fiscal year end
Former names
NETEASE COM INC, NETEASE.COM, INC.
SEC CIK

NTES stock data

Analyst ratings and price targets

Last 3 months

Investment data

Data from SEC filings
2 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
$121M 3.51M
$9.64M 1.96M
Holdings list only includes long positions. Only includes long positions.

Calendar

28 Apr 22
25 Sep 22
31 Dec 22
Quarter (USD) Dec 21 Dec 20 Dec 19 Dec 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Dec 21 Dec 20 Dec 19 Dec 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
13F holders Current Prev Q Change
Total holders 351 377 -6.9%
Opened positions 42 43 -2.3%
Closed positions 68 88 -22.7%
Increased positions 87 107 -18.7%
Reduced positions 161 174 -7.5%
13F shares Current Prev Q Change
Total value 149.86B 151.63B -1.2%
Total shares 1.55B 1.57B -1.3%
Total puts 1.52M 2.14M -28.9%
Total calls 911.98K 1.74M -47.6%
Total put/call ratio 1.7 1.2 +35.7%
Largest owners Shares Value Change
Ding William Lei 1.45B $138.9B 0.0%
IVZ Invesco 14.7M $1.37B -9.2%
Ubs Global Asset Management Americas 8.34M $778.96M -10.5%
Orbis Investment Management 7.87M $753.52M 0.0%
Dodge & Cox 6.59M $615.36M -0.5%
Ninety One UK 6.36M $594.03M +6.0%
Massachusetts Financial Services 4.44M $414.75M -3.4%
FMR 3.87M $361.32M +7.8%
Orbis Allan Gray 3.67M $342.5M -43.1%
GS Goldman Sachs 3.27M $305.4M -0.4%
Largest transactions Shares Bought/sold Change
Orbis Allan Gray 3.67M -2.78M -43.1%
E Fund Management 0 -2.25M EXIT
IVZ Invesco 14.7M -1.49M -9.2%
Greenwoods Asset Management Hong Kong 2.2M -1.4M -38.9%
Genesis Investment Management 1.08M -1.36M -55.6%
Vontobel Holding 22.11K -1.23M -98.2%
Ubs Global Asset Management Americas 8.34M -979.41K -10.5%
COFUF Coronation Fund Managers 54.16K -772.4K -93.4%
CoreView Capital Management 0 -760.36K EXIT
Alkeon Capital Management 2.06M -700K -25.3%

Financial report summary

?
Competition
Electronic ArtsMicrosoftSinaSohu.comTencentThe9 LimitedGravityBaiduGlu MobileZynga

Content analysis

?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. junior Avg
New words: adventure, aftermath, aid, album, algorithm, algorithmic, annualised, AppLovin, AST, AVSP, Awakened, Biden, bilateral, Bladepoint, Bright, broke, buffer, bullet, BZ, campaign, certainty, CII, circumstance, clarification, cognitive, Cohort, color, Colorado, column, commensurate, condensed, conservation, cornerstone, counter, CPC, Cracking, defense, desk, desktop, deviation, Devolver, dictate, diplomatic, disallowed, dissatisfaction, DLOM, Embracer, emphasized, encumbrance, endanger, endangering, ESG, ethical, exact, exert, extract, extraction, Extraordinary, extrapolate, extreme, fingerprinting, fingertip, forgoing, forma, fourteen, freestanding, Friday, gadget, geopolitical, grasp, great, guarantor, guard, Guizhou, handy, Harry, headquartered, healthcare, heavy, Henan, HFCAA, hierarchical, horizon, iconic, illustration, inadvertently, incident, injection, insist, intercompany, interfere, interval, intervene, intragroup, jeopardized, Joe, Kanzhun, lab, lamp, landscape, lender, licence, LifeAfter, livelihood, load, login, Lord, Magic, malfunction, manipulating, manipulator, melody, military, MIREX, mock, modern, MPS, multilateral, Nanjing, Naraka, neutral, nickname, NMPA, nominee, Oceania, percent, perpetuity, PIPL, placement, plant, pm, Pod, polysemy, portable, Portkey, posing, Potter, profession, pronunciation, protracted, psychology, publ, quantitative, rack, relief, remittance, rescinded, rescue, Revelation, river, robust, room, royale, Saturday, scan, scientific, SEK, semiannually, sentence, simply, sizable, sleek, societal, solution, solvent, sound, soundtrack, speaking, Standardised, steam, stranded, strength, study, sublicense, sublicensing, sudden, summit, Sunday, sunset, task, temperature, thatgamecompany, ticketing, tinyBuild, tort, trauma, unifiedly, unintended, unmerited, upending, upfront, Utah, VIEsand, Virginia, water, Weiqi, word, Xin, Xizang, yearly, Yiwen, Yu, Yuedu, Zhu
Removed: commence, comparative, Concord, cope, economically, experiencing, fierce, highlighting, host, HQG, importation, loyal, mentioned, modified, MOU, noncash, pegging, reinforce, renting, retired, retrospective, supportable, swap, TABULAR, wholesale, wrongly
Proxies
No filings