NetEase Update: Back To A Reasonable Valuation (Rating Downgrade)

Jan. 26, 2023 12:34 AM ETNetEase, Inc. (NTES)
Daniel Petersen profile picture
Daniel Petersen


  • With the stock being up by +50% in just a couple of months, it's worth considering if it's still a good buy.
  • The recent financial report demonstrated substantial progress in stabilizing the company's operations.
  • In light of the following reevaluation of the stock, I am changing my rating from Buy to Hold.
  • With the high reinvestment rate and the dividend, investors can still expect mid-double digits going forward.

Balanced on a black and white finger

PM Images


NetEase (NASDAQ:NTES) has recently seen a significant increase in its stock value, raising questions about whether it is still undervalued. My previous analysis of a fair valuation of NetEase, taking into account future growth projections, was only

Stock chart of Netease with its 50- and 200 moving averages

This article was written by

Daniel Petersen profile picture
Just sharing my thoughts. I love analysing companies and thought I would share my thoughts. Be sure to leave constructive feedback if you have any. Trust in your analysis and remember that value is often found when going against the crowd.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Recommended For You


To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.