9999.HK NetEase, Inc. Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Source
16:35
Sep 30
Sep 30
r/ValueInvesting
NetEase at 46% discount to Meta on matched metrics
NetEase grows EPS at 18.9% per year with 40% EBIT margins versus Meta's 18.0% growth and 41% margins, yet trades at 11.7x forward earnings against Meta's 21.6x, a 46% discount. The author argues the gap is hard to explain without a jurisdiction discount, since growth and payouts are comparable, with NetEase's total shareholder yield at 2.9% and per-share dividend CAGR of roughly 18% over four and a half years. Main stated risk is geopolitical tail risk, which the author rates medium to high, plus VIE structure and cash repatriation friction rated lower.
9999.HK
NetEase, Inc.
Long
1ST
—
About 9999.HK Investor Commentary
Across the available history and selected sources, Buzzberg tracks 9999.HK (NetEase, Inc.) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: u/PrimarySourceArb.