NetEase (SEHK:9999) Valuation Check After Executive Vice President Retirement In Core Gaming Unit

Simply Wall St.01-07

NetEase (SEHK:9999) is in focus after announcing the retirement of Yingfeng Ding, Executive Vice President and head of its Interactive Entertainment Group, a central figure in the company’s online ...

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See our latest analysis for NetEase. The retirement news lands at a time when momentum has cooled slightly, with a 30 day share price return of 5.14% but a 90 day share price decline of 4.34%. However, the 1 year total shareholder return of 71.05% and 3 year total shareholder return of 93.33% point to a much stronger longer term picture. If NetEase’s management changes have you rethinking your tech exposure, this could be a good moment to scan high growth tech and AI stocks for other potential ideas in the space. With NetEase trading at HK$229.20 and sitting at around a 10% intrinsic discount, plus a 13% gap to the current price target, you have to ask: is there still upside here, or is future growth already fully priced in? AdvertisementMost Popular Narrative Narrative: 11.4% Undervalued NetEase’s fair value in the most followed narrative sits around HK$258.80 versus the last close of HK$229.20. This frames the discussion around potential upside.  The company is demonstrating margin improvements (e.g., games and related VAS gross margin rising to 70.2%) due to a shift toward a higher proportion of revenue from self-developed games, which enhances profitability and resilience of net margins over time.  Read the complete narrative. Want to see what kind of revenue path and margin profile need to hold for that fair value to stack up, and how forward earnings multiples tie it all together? Result: Fair Value of $258.80 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on overseas growth actually scaling, and on higher R&D and content spending not squeezing margins if new titles or updates fall short. Find out about the key risks to this NetEase narrative. Another Angle On The Valuation While the narrative fair value of about HK$258.80 suggests upside, the current P/E of 17.9x tells a different story. It sits above both Hong Kong Entertainment peers at 16.1x and the industry average of 13.8x, which points to less room for error if sentiment turns. That richer P/E is close to our fair ratio of 18.9x, which implies the market is not wildly offside on pricing. The real question for you is whether NetEase can keep justifying that premium, or if you would rather wait for a more comfortable entry point. See what the numbers say about this price — find out in our valuation breakdown. SEHK:9999 P/E Ratio as at Jan 2026 Build Your Own NetEase Narrative If you see the numbers differently or want to stress test your own assumptions, you can spin up a personalised NetEase view in just a few minutes: Do it your way. A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding NetEase. Looking for more investment ideas? If NetEase has sharpened your appetite for quality opportunities, do not stop here. The best portfolios are built by comparing several strong contenders side by side.  Target potential mispricings by checking out these 881 undervalued stocks based on cash flows that could offer more attractive entry points than the usual big names. Ride the momentum in next generation technology by scanning these 25 AI penny stocks that sit at the crossroads of software, automation and data. Position your portfolio for income today by reviewing these 14 dividend stocks with yields > 3% that might complement growth oriented holdings.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if NetEase might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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