NTES NetEase, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
05:09
Sep 21
Sep 21
Bloomberg Markets
Baidu better insulated than NetEase
China's crackdown on online livestreaming to minors pressures Chinese internet and streaming names; NetEase and Baidu are exposed, but Baidu's AI business may allow it to push through the measures, making it relatively better positioned.
07:56
Jan 06
Jan 06
1. THE FACT: Citi short-lists $TCEHY $BABA $NTES $TCOM as beneficiaries in the next wave.
1. THE FACT: Citi short-lists $TCEHY $BABA $NTES $TCOM as beneficiaries in the next wave of cloud and AI growth in China.
2. THE BRIDGE: Analyst endorsement from a major bank like Citi, identifying these companies as key beneficiaries of significant growth trends (cloud and AI), suggests strong future performance potential.
3. THE VERDICT: Long Tencent, Alibaba, NetEase, and Trip.com due to Citi's identification as beneficiaries of China's cloud and AI growth.
23:52
Jan 03
Jan 03
r/ASX_Bets
NetEase to lead AAA games amid Western decline
The author claims NetEase will be a future leader in AAA games because Western companies are producing lower-quality content, and Chinese games are expanding globally. The release of World of Jade Dynasty in the West at the end of the year is a concrete catalyst for this trend.
About NTES Investor Commentary
Across the available history and selected sources, Buzzberg tracks NTES (NetEase, Inc.) across 5 sources: 2 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 17% = 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. 12 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Anthony Stevens, @briantycangco, u/Ash-2449.