Netease, Inc. (NASDAQ:NTES)

CAPS Rating: 4 out of 5

The Company through its subsidiaries, operates an interactive online community in China and is a provider of Chinese language content and services through its online games, Internet portal and wireless value-added services businesses.

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Member Avatar 10x2 (53.09) Submitted: 1/5/2014 4:34:53 PM : Outperform Start Price: $76.54 NTES Score: -10.30

I found this one while looking at the holdings of the ETF: PGJ - Golden Dragon Halter USX China Portfolio. It is a group or companies that generate most of their earnings in China. Netease was one of the stand outs of the top 10 holdings. Phenomenal earnings growth for years now. The price action has been outstanding as well but is still cheap in my opinion compared to the growth. Practically everything China related is cheap though so I'm interested but cautious. Debt is manageable.

My biggest concerns are these: #1 They may have pumped their numbers in 2001. I haven't actually investigated that but potential buyers should beware. #2 How far it can go really? They operate a search engine and an online fantasy game plus some other odds and ends. The search engine has gotten a crap load of hits but I don't know the future here. What's BIDU gonna do to them over the long term? I have no idea. And as far the game goes, games have a limited lime cycle so I don't feel cozy nuzzling up to the promise of that revenue.

I think I'm good for at least a couple of years with a caps pick though which is the requirement of this portfolio. I'm not sure if my real money will ever find its way here though. I'm kind of doubting it.

I may hop into the PGJ ETF instead. It looks very promising but it's not as cheap as other Chinese products. Both the stock and ETF are on my radar.

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Member Avatar Urua (< 20) Submitted: 12/4/2013 8:55:58 AM : Outperform Start Price: $67.57 NTES Score: -0.67

Cheap valuation and high expected growth

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Member Avatar pramathmalik (39.99) Submitted: 6/7/2013 9:46:51 AM : Outperform Start Price: $61.94 NTES Score: -1.29

Well placed to take advantage of the Chinese market, the translation business is going to grow exponentially as China gains significance

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Member Avatar Marmadukemark (76.60) Submitted: 5/29/2013 1:49:52 AM : Outperform Start Price: $62.31 NTES Score: -0.54

Zacks ranks it a strong buy. Brokers rate it a strong buy. It has a 36% sales growth, a 29% EPS growth rate, a 50% YTD return, 45% net margins, 23.7% ROE, LT debt/capital equals zero, and best of all insiders own 54.7% of it.

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Member Avatar paek813 (99.35) Submitted: 5/20/2013 4:51:41 PM : Outperform Start Price: $43.43 NTES Score: +35.85

Citigroup upgrades NTES to overweight from neutral. The stock is up by 5.9% on the day and is priced at $62.91.
______________________________________________________________________________________________________

S&P Fair Value Rank is 5

Fair Value Calc is $78.20 (Undervalued)

Relative Strength Rank is 80
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ROE:

(2012) 24.7
(2011) 28
(2010) 25.7
(2009) 28.6
(2008) 36.1
(2007) 39.7
(2006) 47.6
(2005) 49.8
(2004) 39.5
(2003) 44.2

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Member Avatar Raphael1990 (96.55) Submitted: 12/20/2012 3:13:06 PM : Outperform Start Price: $36.73 NTES Score: +59.60

Even if you assume no growth whatsoever and future EPS equal to this years projected earnings with a reasonable discount rate of 10% and add the net cash per share which is 17 USD(!) you get the conservative value of 64.50 USD.

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Member Avatar ValueMan1988 (26.91) Submitted: 12/19/2012 12:37:37 PM : Outperform Start Price: $37.38 NTES Score: +56.56

I recently initiated a position at $39.19 for NTES after watching for the last year. NTES showed support at $37 and change, with a company buy back in place. Also half of it's market cap is in cash with no debt! On top of this the fundamentals are shining for NTES as compared to it's peers. It has a major competitive advantage with rights to World of Warcraft.

Overall NTES is a great company at an attractive valuation.

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Member Avatar Benjie2202 (40.28) Submitted: 5/5/2012 5:40:50 AM : Outperform Start Price: $57.29 NTES Score: -14.13

Well placed to take advantage of Chinese growth market

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Member Avatar ll0o0ll (98.63) Submitted: 4/5/2012 5:49:05 PM : Outperform Start Price: $55.39 NTES Score: -8.96

WoW in China is going to be big. Diablo III & CoD is potentially next in line.

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Member Avatar maazzoo69 (89.53) Submitted: 3/20/2012 3:59:20 AM : Outperform Start Price: $53.78 NTES Score: -3.16

The gaming industry is going to change the Educational industry. Here is the reason:

Student are becoming boring with classical or traditional lectures. Because of games' interactivity, students want the same entertainment in class. In other words, they want class to be entertaining and engaging as video games. Therefore, companies will develop games that are suited for classroom environments in order to have the attention of the student and ensure the student is learning through games.

Bottom line:
Companies will make profits to suit all the schools (high schools, middle school, elementary schools) and will make those who invest us a nice return.

Regards.
Maazzoo

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Member Avatar zCreator (93.91) Submitted: 2/14/2012 1:07:53 PM : Outperform Start Price: $46.37 NTES Score: +12.18

Interactive Entertainment

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Member Avatar DBurner (41.92) Submitted: 1/25/2012 11:43:24 PM : Outperform Start Price: $47.41 NTES Score: +7.36

They will get the Diablo 3 license, along with the next WoW china-themed expansion pack. They have all of Blizzards IP, a hugely popular web portal, and great margins. What's not to like?

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Member Avatar modestus1 (< 20) Submitted: 9/10/2011 8:12:27 AM : Outperform Start Price: $45.39 NTES Score: -8.89

China gaming

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Member Avatar JanBarleycorn (23.17) Submitted: 5/25/2011 2:03:11 AM : Outperform Start Price: $41.84 NTES Score: +25.35

Good 3 Yr EPS & Revenue Growth.

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Member Avatar Contralogic (27.11) Submitted: 5/23/2011 5:44:38 PM : Underperform Start Price: $42.40 NTES Score: -24.01

Literally, just go to the website netease.com or 163.com. Not exactly pleasing to the eye, regardless of the Mandarin writing. This is the portal for a $5B company? Hello shell....

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Member Avatar thunderhawke23 (62.58) Submitted: 5/16/2011 11:18:44 PM : Outperform Start Price: $42.99 NTES Score: +22.04

Strong financial base, already profitable in China in a huge growing internet market

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Member Avatar rdapaah (25.45) Submitted: 4/17/2011 2:22:14 PM : Outperform Start Price: $50.44 NTES Score: -4.21

China!

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Member Avatar FoolSolo (70.64) Submitted: 2/24/2011 3:53:22 PM : Outperform Start Price: $43.58 NTES Score: +17.94

Been watching too long from the sidelines while this company climbs the charts on my screener. Time to put the money behind the strategy.

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Member Avatar Catimba (< 20) Submitted: 2/23/2011 8:33:23 PM : Outperform Start Price: $46.48 NTES Score: +7.88

NTES seems to have high margins compared to its peers, a low PEG, a reasonable P/E versus the P/E for the S&P 500 (specially for a tech company), a good amount of cash, no debt and a solid growth prospects due to its position in its industry and its pipeline.

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Member Avatar oldmanarchitect (< 20) Submitted: 2/11/2011 9:20:24 AM : Outperform Start Price: $42.95 NTES Score: +21.23

Talked myself into this one. Gaming is addictive and the demographics in China lead me to believe it can be a huge part of daily life in China. There is little doubt that the future of gaming is network based. The US market is still growing - If China sees a small percentage of that, this stock is well positioned to capitalize.

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