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HEADLINES:

First Quarter 2013 Growth For Chinese Online Gaming Stocks Looking Solid
Gary Cheng • Wed, May 22 • 1 Comment
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Jonathan Verenger • Fri, May 17 • 10 Comments
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In China, This Year's Awards Go To These Top Brands
Justin Giles • Thu, Apr 11 • 15 Comments
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Brian Grosso • Thu, Feb 21 • 8 Comments
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NetEase's CEO Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Feb 7
NetEase Reports Fourth Quarter and Fiscal Year 2012 Unaudited Financial Results

PR Newswire (Feb 6, 2013)
NetEase to Report Fourth Quarter and Fiscal Year 2012 Financial Results on February 6, 2013

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Phoenix New Media: One Of The Most Overlooked Stocks That I've Ever Known
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Hedge Funds Are Buying These 8 BRIC Stocks
Kapitall • Sun, Nov 25, 2012 • 1 Comment
NetEase's CEO Discusses Q3 2012 Results - Earnings Call Transcript
Thu, Nov 15, 2012
NetEase Reports Third Quarter 2012 Unaudited Financial Results

PR Newswire (Nov 14, 2012)
What Activision Blizzard Should Learn From These 2 Chinese Companies
Henry Tan • Thu, Oct 25, 2012 • 5 Comments

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Earnings Preview: NetEase
Vytautas Drumelis • Thu, Aug 9, 2012
NetEase: The China Internet Momentum Play
Sammy Pollack • Fri, May 18, 2012 • 1 Comment
Call Of Duty China, Diablo III, Key To NetEase's Outlook
John Miller • Mon, Mar 5, 2012
NetEase's Q3 Earnings Increase To Record Levels
Investing Hobo • Thu, Nov 17, 2011
NetEase to Announce Earnings Wednesday: Growth Outlook Remains Strong
John Miller • Mon, Aug 15, 2011 • 3 Comments
Expanding Potential in Chinese Media Stocks
Mercenary Trader • Fri, Nov 5, 2010 • 2 Comments
NetEase: Further Downside Limited Before Q3 Earnings Release
Xiaofan Zhang • Fri, Oct 15, 2010 • 3 Comments
Why Not to Get Excited by NetEase's Record PCU
Xiaofan Zhang • Wed, Jul 14, 2010 • 11 Comments
NetEase: New IR Policy Hurts Stock Valuation
Xiaofan Zhang • Wed, May 26, 2010
Updates on NetEase's New Games
Xiaofan Zhang • Fri, May 7, 2010 • 1 Comment
Two Thoughts on NetEase's Popular TX2 Game
Xiaofan Zhang • Wed, Jan 6, 2010
NetEase: TX2 Enters 2010 with All-Time High Usage
Xiaofan Zhang • Tue, Jan 5, 2010
On NetEase's 3Q09 and 1Q10
Xiaofan Zhang • Wed, Dec 23, 2009 • 2 Comments
Three Potential Risks for NetEase's Hit Game TX2
Xiaofan Zhang • Tue, Oct 13, 2009
NetEase: Reasons Behind TX2's Success
Xiaofan Zhang • Mon, Sep 28, 2009
NetEase: TX2 Has Strong Open Beta Debut
Xiaofan Zhang • Mon, Sep 21, 2009
NetEase: TX2's Recent Strength Bodes Well for Its Open Beta
Xiaofan Zhang • Tue, Sep 15, 2009
NetEase: Tian Xia II Poised to Grow Significantly in Q4
Xiaofan Zhang • Tue, Aug 25, 2009 • 1 Comment
NetEase: WWJ2's New Expansion Has Mediocre Start
Xiaofan Zhang • Mon, Aug 17, 2009
NetEase: Three Thoughts on Flagship Game FWWJ
Xiaofan Zhang • Mon, Aug 10, 2009 • 2 Comments

First Quarter 2013 Growth For Chinese Online Gaming Stocks Looking Solid
Gary Cheng • Wed, May 22 • 1 Comment
Investors Should Not Ignore India
Jonathan Verenger • Fri, May 17 • 10 Comments
In China, This Year's Awards Go To These Top Brands
Justin Giles • Thu, Apr 11 • 15 Comments
6 BRIC Stocks Being Sold Off By Institutional Investors
Kapitall • Fri, Mar 29
Yongye International: Risky Business
Charlie You • Thu, Mar 28 • 50 Comments
5 Chinese Stocks Currently Being Sold Off By Institutional Investors
Kapitall • Mon, Mar 4 • 1 Comment
6 Companies More Profitable Than You Think And A New Way To Think Of ROA
Brian Grosso • Thu, Feb 21 • 8 Comments
Picking Stocks: Validea Offers A Refreshingly Different Approach
Elliott R. Morss • Tue, Feb 19 • 12 Comments
5 Internet Stocks Undervalued By LFCF/EV
Kapitall • Fri, Dec 28, 2012 • 1 Comment
Phoenix New Media: One Of The Most Overlooked Stocks That I've Ever Known
Franco Noble • Mon, Dec 3, 2012 • 7 Comments
Hedge Funds Are Buying These 8 BRIC Stocks
Kapitall • Sun, Nov 25, 2012 • 1 Comment
What Activision Blizzard Should Learn From These 2 Chinese Companies
Henry Tan • Thu, Oct 25, 2012 • 5 Comments
Rise Of 'Made In China': 5 Chinese Tech Stocks With Great Profit Potential
Efsinvestment • Thu, Sep 27, 2012 • 4 Comments
Caution Is The Word Of The Week
David Brown • Mon, Sep 24, 2012 • 3 Comments
9 Undervalued Stocks Being Bought Aggressively By Hedge Funds
Kapitall • Sat, Sep 22, 2012 • 2 Comments
7 Undervalued Tech Stocks Being Snapped Up By Hedge Funds
Kapitall • Thu, Sep 20, 2012
6 Low-Debt Mid Cap Tech Stocks With Great Earnings Trends
ZetaKap • Wed, Sep 19, 2012
Buyer Beware Of Variable Interest Entity Structures
Morningstar • Fri, Sep 14, 2012 • 6 Comments
Initial Weibo Monetization Encouraging, But Sina's Journey Could Be Bumpy
Jiang Zhang • Tue, Sep 11, 2012
Perfect World Is A Perfect Buy Based On Low Valuations
Qineqt • Thu, Aug 30, 2012 • 6 Comments

NetEase Management Discusses Q1 2013 Results - Earnings Call Transcript
Thu, May 16
NetEase's CEO Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Feb 7
NetEase's CEO Discusses Q3 2012 Results - Earnings Call Transcript
Thu, Nov 15, 2012
NetEase, Inc Management Discusses Q2 2012 Results - Earnings Call Transcript
Thu, Aug 16, 2012 • 1 Comment
NetEase Q3 2009 Earnings Call Transcript
Wed, Nov 18, 2009
NetEase.com, Inc. Q2 2009 Earnings Call Transcript
Thu, Aug 13, 2009
NetEase.com, Inc. Q3 2008 Earnings Call Transcript
Thu, Nov 13, 2008
NetEase Q2 2008 Earnings Call Transcript
Thu, Aug 14, 2008
NetEase.com Q4 2007 Earnings Call Transcript
Wed, Feb 20, 2008
NetEase.com Q3 2007 Earnings Call Transcript
Thu, Nov 8, 2007
NetEase.com Q2 2007 Earnings Call Transcript
Tue, Aug 14, 2007
NetEase.com Q1 2007 Earnings Call Transcript
Mon, May 21, 2007
NetEase.com Q4 2006 Earnings Call Transcript
Tue, Feb 27, 2007
NetEase Q3 2006 Earnings Call Transcript
Tue, Nov 7, 2006
NetEase Q2 2006 Earnings Conference Call Transcript (NTES)
Tue, Aug 15, 2006
NetEase, Inc. Q1 2006 Earnings Conference Call Transcript (NTES)
Tue, May 16, 2006
Netease.com Inc Q4 2005 Earnings Conference Call Transcript (NTES)
Fri, Feb 24, 2006
Full Transcript of NetEase’s 3Q05 Conference Call - Q&A (NTES)
Sun, Nov 20, 2005
Full Transcript of NetEase’s 3Q05 Conference Call - Prepared Remarks (NTES)
Sun, Nov 20, 2005

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NetEase to Report Fourth Quarter and Fiscal Year 2012 Financial Results on February 6, 2013

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NetEase Reports Third Quarter 2012 Unaudited Financial Results

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NTES vs. ETF Alternatives

Company Description

Currently, there's no company description for NTES.

Sector: Technology

Industry: Internet Software & Services

Country: China

All
| Earnings
| Dividends
| M&A
| On the move

Monday, May 20, 1:44 PM In addition to Qihoo's strong numbers, NetEase (NTES +5.5%) is benefiting from an upgrade to Buy from Citi, and an upgrade to Overweight from HSBC. The upgrades come a few days after the Chinese online game developer posted a Q1 beat and promised to pay out 20%-25% of annual net income via dividends. Comment! [Tech, On the Move]
Monday, May 20, 10:15 AM Chinese Internet stocks jump in response to Qihoo's Q1 beat and very strong Q2 guidance, highlighted by ramping search ad sales and soaring online game revenue. YY +6.5%. RENN +6.8%. NTES +5.5%. BIDU +2.4%. PWRD +3.2%. SOHU +3%. SINA +2.3%. Comment! [Tech, On the Move]
Wednesday, May 15, 6:23 PM More on NetEase: The company has adopted an annual dividend policy under which it will pay out 20%-25% of net income in a given fiscal year. The announcement follows the January payment of a $1/share special dividend. NetEase's Q1 online game revenue (90% of total) rose 11% Y/Y. Ad sales +15%, all other services +65%. Opex -22% Q/Q (lower promotional spend) but +28% Y/Y (investments in new games). NTES +2.6% AH. CC at 9PM ET (webcast). (PR) Comment! [Tech, Earnings, On the Move]
Wednesday, May 15, 6:02 PM Netease.com (NTES): Q1 EPS of $1.32 beats by $0.09. Revenue of $363.6M beats by $15.47M. (PR) Comment! [Earnings, Breaking News, Tech]
Wednesday, May 15, 12:10 AM Notable earnings after Wednesday’s close: ANW, CSCO, EGLE, JACK, NTES, SB, SKX, SVM, THMC, YOKU Comment! [Earnings]
Tuesday, May 14, 5:35 PM Notable earnings after Wednesday’s close: ANW, CSCO, EGLE, JACK, NTES, SB, SKX, SVM, THMC, YOKU Comment! [Earnings]
Monday, April 29, 11:28 AM Chinese Internet stocks rally following news Alibaba is buying an 18% stake in Sina as it tries to head off competition from Tencent. Youku (YOKU +7%) is the biggest winner, but Baidu (BIDU +2.2%), NetQin (NQ +3.8%), NetEase (NTES +2%), and YY (YY +3.7% - a rival to Tencent's QQ platform) are also having good days. Youku filed its 2012 20-F on Friday. Comment! [Tech, On the Move]
Thursday, March 28, 6:49 PM Even as console game sales tumbled and PC demand slipped, PC game sales grew 8% last year to $20B, estimates research firm DFC - this figure includes money spent on online titles. Demand from China is believed to have risen 9% to $6.8B, and positive growth was also reportedly seen in the U.S. and Japan. Interestingly, industry trade group PCGA argues mobile is helping PC gaming enabling smaller developers to launch cross-platform initiatives. Comment! [Tech]
Wednesday, March 20, 10:57 AM Solid earnings from Tencent (TCEHY.PK) and a rally in Shanghai help Chinese Internet stocks trade higher. YOKU +3.8%. SINA +2.8%. QIHU +2.5%. SOHU +1.8%. YY +1.8%. NTES +1.5%. PWRD +1.7%. Tencent, which rose 1.5% in Hong Kong, reported a 53% Y/Y increase in Q4 sales to $1.96B, and a 37% increase in net income to $557M. Ad sales were better than expected, and value-added service sales (includes online games) rose 32%. Registered accounts for Tencent's WeChat mobile IM platform, which competes with Sina's Weibo, have topped 300M. Comment! [Tech, On the Move, Earnings]
Wednesday, March 6, 11:02 AM Some Chinese Internet stocks sell off after Qihoo sees a post-earnings drop and Sohu (SOHU -9.4%) denies reports it's thinking of going private. CYOU -6.8%. SINA -4.4%. YOKU -5.7%. NTES -1.7%. Comment! [Tech, On the Move]
Friday, February 8, 11:40 AM Activision (ATVI +11.6%) is making multi-year highs following a Q4 beat fueled by a record 44% op. margin and soaring Skylanders toy sales. Sterne Agee has upgraded shares to Buy, declaring Activision well-positioned for upcoming console refreshes and predicting major buybacks are on the way. Management noted on the earnings call most of the Q4 decline in World of Warcraft subs came from China, and that Western subs were relatively stable. Electronic Arts (EA +2.2%) is higher, and so is Chinese Warcraft partner NetEase (NTES +6.7%). 1 Comment [Tech, On the Move, Earnings]
Wednesday, February 6, 6:04 PM Netease (NTES): Q4 EPS of $1.23 beats by $0.14. Revenue of $373.5M. Shares +3.2% AH. (PR) 1 Comment [Earnings, Breaking News, On the Move]
Wednesday, February 6, 12:10 AM Notable earnings after Wednesday’s close: AKAM, ALL, ARAY, ARRS, ATML, ATO, BDN, CBG, CINF, CVA, CYS, DV, ENS, FMC, GHDX, GMCR, HIMX, IACI, IRBT, LF, NTES, NWSA, ORLY, OSUR, PAA, PDH, PNG, PRU, QUIK, SGMO, SRCL, TQNT, TRLA, TRLG, TSO, TWO, V, XIDE, YELP Comment! [Earnings]
Tuesday, February 5, 5:35 PM Notable earnings after Wednesday’s close: AKAM, ALL, ARAY, ARRS, ATML, ATO, BDN, CBG, CINF, CVA, CYS, DV, ENS, FMC, GHDX, GMCR, HIMX, IACI, IRBT, LF, NTES, NWSA, ORLY, OSUR, PAA, PDH, PNG, PRU, QUIK, SGMO, SRCL, TQNT, TRLA, TRLG, TSO, TWO, V, XIDE, YELP 1 Comment [Earnings]
Tuesday, December 4, 2012, 10:24 AM Some marquee Chinese Internet stocks are slumping, potentially on worries about the SEC's suits against the Chinese arms of the Big-4 U.S. accounting firms. Baidu (BIDU -5.1%), Sina (SINA -6.6%), Youku Tudou (YOKU -4.2%), Sohu (SOHU -3%), Perfect World (PWRD -1.2%), and NetEase (NTES -4%) are among the losers. Renren (RENN +2.5%) is higher following yesterday afternoon's Deutsche upgrade. 2 Comments [Tech, On the Move]
Friday, November 16, 2012, 1:02 PM Sohu (SOHU -4.8%) is selling off again today, likely on account of fellow Chinese portal owner Sina's disappointing Q4 guidance. Shares fell on Wednesday after HSBC started coverage with an Underweight, and (like Baidu and Sina's shares) aren't far removed from their 52-week low. NetEase (NTES -5.5%), which dived yesterday in response to its Q3 miss, is also having a bad day. 1 Comment [Tech, On the Move]

Richard Tarjeft
$NTES looks for a beat after-hours today!
May 15, 1:39 PM
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ltfinger
New Downgrades (4/12/13): $ACC, $ATAX, $AUXL, $CEO, $DELL, $LOGM, $MPW, $NM, $NTES, $PCTI, $PRO, $THR
Apr 15, 9:03 AM
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Kapitall
hedge funds are selling these 6 BRIC stocks $GAME $NTES $SVN http://seekingalpha.com/a/s20l
Mar 29, 10:09 AM
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ltfinger
Today's Potential Upgrades (3/19/13): $AEM, $EBAY, $EZCH, $MNST, $NTES, $SQQQ, $TLT, $USG, $VXX
Mar 20, 8:44 AM
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ltfinger
Today's New Downgrades (3/15/13): $AMZN, $AOL, $CYBX, $EW, $NTES, $NTI, $SBS, $SCO, $TSLA, $ZMH
Mar 15, 7:35 PM
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ltfinger: $NTI sinks per its downgrade...
Apr 2, 9:36 PM
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COBeeMan: $NTI is down just under $25 today.
Apr 3, 1:27 PM
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ltfinger
Returning Upgrades (3/5/13): $ALNY, $CBS, $HME, $NTES, $PRLB
Mar 5, 11:49 PM
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Kapitall
Looking to invest in China..here are 5 that look interesting $GAME $NTES $SINA http://seekingalpha.com/a/qog5
Mar 4, 2:46 PM
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Hillbilly Stock Star: $BJK too, Long.
Mar 4, 2:48 PM
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The Oxen Group
$NTES - We added position to our Extended Value Portfolio at 52.70. Targets are $55.75, $61.25, $66.00. Buy rated at The Oxen Group.
9/24/12
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ZetaKap
6 Low-Debt Mid Cap Tech Stocks With Great Earnings Trends http://bit.ly/R0Nc8m $ANSS $FFIV $INFA $MCRS $NTES $SWI @ZetaKap
9/19/12
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Michael Bryant
NetEase (NTES), OSI Systems (OSIS), FleetCor Tech (FLT), Dick's Sporting Goods (DKS), & AFC Enterprises (AFCE) rose Wednesday on unusual vol
8/15/12
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LATEST REPLIES

ltfinger
Today's New Downgrades (3/15/13): $AMZN, $AOL, $CYBX, $EW, $NTES, $NTI, $SBS, $SCO, $TSLA, $ZMH
Mar 15, 7:35 PM
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ltfinger: $NTI sinks per its downgrade...
Apr 2, 9:36 PM
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COBeeMan: $NTI is down just under $25 today.
Apr 3, 1:27 PM
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Kapitall
Looking to invest in China..here are 5 that look interesting $GAME $NTES $SINA http://seekingalpha.com/a/qog5
Mar 4, 2:46 PM
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Hillbilly Stock Star: $BJK too, Long.
Mar 4, 2:48 PM
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Michael Bryant
Interestingly, NetEase (NTES) was the only riser on unusual volume on Thursday. And it is a good longterm buy, too.
5/18/12
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iadops40: GAME is a better buy with more upside potential for Asia imo
5/18/12
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TruffelPig
Which stock is better prospect wise: NTES, CYOU, or ATVI
1/29/12
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DAG1996: seems an argument could be made for either though
1/29/12
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zjl: ATVI all the way (Diablo 3 is coming out "soon")
1/31/12
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1980XLS
Chinese Internet torture. FMCN, SINA BIDU NTES..
11/21/11
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1980XLS: TCEHY is the Largest internet portal in China, despite not being a household name.
11/21/11
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John Rayhall: Ok thanks I will take a look.
11/21/11
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Holly Thompson
Roth Capital expects NetEase.com (NTES) to report stronger than expected Q3. The firm reiterates a $60 target and Buy rating.
10/5/11
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Angler: What does your firm say on CAAS now? http://seekingalpha.com/a/4k4b
10/5/11
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1980XLS
Online chinese stocks getting hammered SINA NTES DANG BIDU
9/20/11
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talbano: REport last night about china not liking their corporate structure
9/20/11
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Romar: Bought SINA at 100.50; will most likely be day trade
9/20/11
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NTES NetEase, Inc

NTES

NetEase, Inc