NetEaseNTES
About: Founded in the late 1990s as an internet portal, NetEase has transformed into a leading force in the second-largest online game company gaming in China. While its initial success was built upon the massively multiplayer online role-playing game Fantasy Westward Journey, NetEase has expanded its portfolio with captivating franchises that resonate with both domestic and international players. Over the past decade, the company has created titles such as Justice, Identity V, Naraka: Bladepoint, and Eggy Party, all of which maintain significant player bases today. Beyond in-house development, the company also collaborates with likes of Microsoft and Marvel to create and publish games based on renowned IPs, including World of Warcraft, Diablo Immortal, and Marvel Rivals.
Employees: 26,028
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
30% more call options, than puts
Call options by funds: $185M | Put options by funds: $143M
29% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 51
12% more capital invested
Capital invested by funds: $6.25B [Q4 2024] → $7B (+$747M) [Q1 2025]
2% more funds holding
Funds holding: 361 [Q4 2024] → 369 (+8) [Q1 2025]
6% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 113
0.02% more ownership
Funds ownership: 2.17% [Q4 2024] → 2.2% (+0.02%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 13 [Q4 2024] → 13 (+0) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
JP Morgan Daniel Chen | 1%upside $135 | Overweight Maintained | 19 May 2025 |
Barclays Jiong Shao | 11%downside $118 | Equal-Weight Maintained | 16 May 2025 |
Financial journalist opinion
