Assessing NetEase (SEHK:9999) Valuation After Earnings Growth And Dividend Increase

Simply Wall St.02-17

AdvertisementEarnings and Dividend Moves Put NetEase in Focus NetEase (SEHK:9999) has drawn fresh attention after releasing its fourth quarter and full year 2025 results, alongside approving a higher ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2612469881?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/416512-main-header/1756247269474","is_english":true,"pubTime":"2026-02-17 22:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2612469881","market":"nz","top_or_hot":-1,"title":"Assessing NetEase (SEHK:9999) Valuation After Earnings Growth And Dividend Increase","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementEarnings and Dividend Moves Put NetEase in Focus NetEase (SEHK:9999) has drawn fresh attention after releasing its fourth quarter and full year 2025 results, alongside approving a higher ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/media/hkg-9999/netease-shares/news/assessing-netease-sehk9999-valuation-after-earnings-growth-a\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing NetEase (SEHK:9999) Valuation After Earnings Growth And Dividend Increase</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing NetEase (SEHK:9999) Valuation After Earnings Growth And Dividend Increase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-17 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/hk/media/hkg-9999/netease-shares/news/assessing-netease-sehk9999-valuation-after-earnings-growth-a><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementEarnings and Dividend Moves Put NetEase in Focus NetEase (SEHK:9999) has drawn fresh attention after releasing its fourth quarter and full year 2025 results, alongside approving a higher ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/media/hkg-9999/netease-shares/news/assessing-netease-sehk9999-valuation-after-earnings-growth-a\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NTES","symbol_name":"网易","start_time":0,"source_url":"https://simplywall.st/stocks/hk/media/hkg-9999/netease-shares/news/assessing-netease-sehk9999-valuation-after-earnings-growth-a","article_id":"2612469881","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/416512-main-header/1756247269474"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/hk/media/hkg-9999/netease-shares/news/assessing-netease-sehk9999-valuation-after-earnings-growth-a","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2612469881","pubTimestamp":1771337893,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Earnings and Dividend Moves Put NetEase in Focus\nNetEase (SEHK:9999) has drawn fresh attention after releasing its fourth quarter and full year 2025 results, alongside approving a higher ordinary cash dividend for shareholders and American Depositary Share holders.\nSee our latest analysis for NetEase.\nNetEase shares trade at HK$187.3 after a recent 1 day share price return of 0.86%. However, the 30 day share price return shows a 13.13% decline compared with a 1 year total shareholder return...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"NTES":"网易","09999":"网易-S"},"translate_title":"评估盈利增长和股息增加后网易（SEHK：9999）的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NTES":1.5,"09999":1.5},"content_text":"AdvertisementEarnings and Dividend Moves Put NetEase in Focus NetEase (SEHK:9999) has drawn fresh attention after releasing its fourth quarter and full year 2025 results, alongside approving a higher ordinary cash dividend for shareholders and American Depositary Share holders. See our latest analysis for NetEase. NetEase shares trade at HK$187.3 after a recent 1 day share price return of 0.86%. However, the 30 day share price return shows a 13.13% decline compared with a 1 year total shareholder return of 19.52%, suggesting longer term holders have seen stronger results than more recent buyers. If NetEase's earnings and dividend update has you thinking about where growth and income might meet next, it could be worth scanning our screener of 58 profitable AI stocks that aren't just burning cash as another way to source ideas in the broader AI theme. With the share price sliding over the past quarter, but full-year revenue and net income both higher than a year ago, plus a larger dividend in place, is NetEase now trading below its worth, or is the market already pricing in future growth? Most Popular Narrative: 27.8% Undervalued NetEase's most followed valuation narrative places fair value at HK$259.38, well above the last close of HK$187.3, framing a sizeable pricing gap for investors to weigh.  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. Curious what kind of revenue profile and profit margin path could justify that higher fair value, along with a richer future earnings multiple than today? The full narrative walks through the growth runway, expected earnings step up, and the reasons analysts think NetEase may sustain that level of profitability over time. Result: Fair Value of HK$259.38 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh risks such as heavy reliance on the Chinese market and higher R&D and content spending, which could pressure margins if new titles underperform. Find out about the key risks to this NetEase narrative. Next Steps If this all sounds optimistic, it is worth reviewing the numbers yourself and forming your own view promptly, starting with 4 key rewards. Looking for more investment ideas? If you stop with one company, you risk missing other opportunities that suit your style, so keep building your watchlist while this update is fresh in your mind.  Spot potential value plays early by checking companies our screener flags as screener containing 572 high quality undiscovered gems before they draw wider attention. Prioritise resilience and sleep easier at night by scanning the 321 resilient stocks with low risk scores that our filters highlight for more defensive profiles. Anchor your research in financial strength by reviewing companies in the solid balance sheet and fundamentals stocks screener (371 results) and seeing which ones merit a closer look next.   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. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2612469881","isCrawlerRequest":true}