Despite EPS growth, market enthusiasm for the stock is waning. The TSR and share price return divergence is largely due to dividends. The stock's 9% annual return over five years faces short-term issues that shareholders should watch.
The company's potential to reinvest capital at high return rates is an indication of being a multi-bagger stock. Despite the stock being relatively more expensive, its strong fundamentals warrant it for further research.
The company's stellar growth track record has boosted its market esteem. A 123% TSR over last 5 years, primarily due to dividends, outpaces share price return hinting at optimism about the improved performance and continued business growth.
JPMorgan issued a report on$網易-S(09999.HK)$, lifting its earnings per share forecasts for 2023/24 by 5%/7% respectively, after it successfully launched "Justice Mobile" and "Racing Master". The broker also raised its price target from $180 to $185, equivalent to a 20x P/E ratio in 2023, and reiterated that NETEASE is its top pick in the Chinese online gaming sector. JPM expected NETEASE's YoY online game revenue...
According to the latest data from store information platform Sensor Tower, TENCENT's "PUBG Mobile" saw its overseas revenue increased 27% MoM in June with the launch of the new season, a series of event updates, and the return of "Battlegrounds Mobile India", the game's Indian version. The game rose to second place in the overseas mobile game revenue chart and returned to the top of the growth and download charts. As ...
In January, a total of 41 Chinese game developers were shortlisted as the top 100 global mobile game publishers in terms of spending, according to Sensor Tower. These game developers gulped almost US$2.2 billion in total during the month, accounting for 40% of the revenue of the top 100 global game publishers. Among them,$騰訊控股(ADR)(TCEHY.US)$,$網易-S(09999.HK)$, miHoYo, Lingxi I...
$開源控股(01215.HK)$said that as the disclosure of the third quarter report in 2022 is nearing the end, the market may have fully reflected the Q3 performance expectation of the game sector. The distribution of subsequent version numbers is expected to resume its normal rhythm. With the release of the core products reserved by head game companies such as$騰訊控股(00700.HK)$, ...
According to Sensor Tower data, in August 2022, a total of 40 Chinese manufacturers were shortlisted in the top 100 global mobile game publishers' income list, with a total of more than US $2 billion (about 13.9 billion yuan), accounting for 38.1% of the global top 100 mobile game publishers' income. It is reported that the top ten publishers in the list are: Tencent, Netease, miHoYo, 37 Interactive E...
According to the latest research report of galaxy securities, since the termination of the edition, the valuation of the game sector has continued to decline and is currently at a historical low. With the resumption of version approval, the valuation of the game sector and the performance of the game company will be repaired. I suggested to pay attention to Tencent, BiliBili-SW, Sanqi mut...
$三七互娛(002555.SZ)$$完美世界(002624.SZ)$Tomorrow, if nothing else, 37 and perfection will break out. Minors on the performance of the game company is very small, since the Xinhua News Agency article has been expected after the game will also be regulated, today's policy comes out after belongs to the empty, and the empty is not empty, 37 and perfect today has been overdigested.
三七互娛股票討論區
JPM Adds NTES-S TP to $185, Reiterates Stock as Top Pick for CN Online Games
The broker also raised its price target from $180 to $185, equivalent to a 20x P/E ratio in 2023, and reiterated that NETEASE is its top pick in the Chinese online gaming sector.
JPM expected NETEASE's YoY online game revenue...
Sensor Tower: Tencent's 'PUBG Mobile' Surpasses USD4B in Total Overseas Revenue
41 CN Firms Shortlisted as Top 100 Global Game Publishers in Jan with Almost US$2.2B Rev.: Sensor Tower
Among them, $騰訊控股(ADR)(TCEHY.US)$ , $網易-S(09999.HK)$ , miHoYo, Lingxi I...
Institution: The fourth quarter of the game sector is expected to usher in an upward turning point in performance
The distribution of subsequent version numbers is expected to resume its normal rhythm. With the release of the core products reserved by head game companies such as $騰訊控股(00700.HK)$ , ...
Global revenue ranking of Chinese mobile game publishers in August: Tencent, NetEase and miHoYo
It is reported that the top ten publishers in the list are: Tencent, Netease, miHoYo, 37 Interactive E...
Galaxy Securities: the valuation of the game sector and the performance of the game company will be repaired
With the resumption of version approval, the valuation of the game sector and the performance of the game company will be repaired. I suggested to pay attention to Tencent, BiliBili-SW, Sanqi mut...
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