Global Equities Roundup: Market Talk

Dow Jones

03/18

The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day.

0412 GMT - Apple's move to cut commission fees charged to game developers on its mainland China App Store is a tailwind for Tencent and NetEase, Morningstar analyst Ivan Su says in a note. She expects Apple's fee reduction, alongside Google lowering its Play Store service fees, could improve the Chinese gaming firms' margins and lift their operating profit by low single-digit percentages this year. If Android app stores, including those operated by Huawei and Xiaomi, follow suit, their operating profit could rise by mid- to high-single-digit percentages, she adds. Morningstar maintains fair value estimates of HK$800.00 for Tencent and US$200.00 for NetEase, noting that both stocks remain significantly undervalued. Tencent shares were last trading at HK$545.00, while NetEase's ADRs last closed at US$118.87. (jason.chau@wsj.com)

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March 18, 2026 00:12 ET (04:12 GMT)

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Published exclusively on Dow Jones Newswires throughout the day. \n</p>\n<p>\n  0412 GMT - Apple's move to cut commission fees charged to game developers on its mainland China App Store is a tailwind for Tencent and NetEase, Morningstar analyst Ivan Su says in a note. She expects Apple's fee reduction, alongside Google lowering its Play Store service fees, could improve the Chinese gaming firms' margins and lift their operating profit by low single-digit percentages this year. If Android app stores, including those operated by Huawei and <a href=\"https://laohu8.com/S/XIACY\">Xiaomi</a>, follow suit, their operating profit could rise by mid- to high-single-digit percentages, she adds. Morningstar maintains fair value estimates of HK$800.00 for Tencent and US$200.00 for NetEase, noting that both stocks remain significantly undervalued. Tencent shares were last trading at HK$545.00, while NetEase's ADRs last closed at US$118.87. 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Published exclusively on Dow Jones Newswires throughout the day. \n</p>\n<p>\n  0412 GMT - Apple's move to cut commission fees charged to game developers on its mainland China App Store is a tailwind for Tencent and NetEase, Morningstar analyst Ivan Su says in a note. She expects Apple's fee reduction, alongside Google lowering its Play Store service fees, could improve the Chinese gaming firms' margins and lift their operating profit by low single-digit percentages this year. If Android app stores, including those operated by Huawei and <a href=\"https://laohu8.com/S/XIACY\">Xiaomi</a>, follow suit, their operating profit could rise by mid- to high-single-digit percentages, she adds. Morningstar maintains fair value estimates of HK$800.00 for Tencent and US$200.00 for NetEase, noting that both stocks remain significantly undervalued. Tencent shares were last trading at HK$545.00, while NetEase's ADRs last closed at US$118.87. 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Published exclusively on Dow Jones Newswires throughout the day.0412 GMT - Apple's move to cut commission fees charged to game developers on its mainland China App Store is a tailwind for Tencent and NetEase, Morningstar analyst Ivan Su says in a note. She expects Apple's fee reduction, alongside Google lowering its Play Store service fees, could improve the Chinese gaming firms' margins and lift their operating profit by low single-digit percentages this year. If Android app stores, including those operated by Huawei and Xiaomi, follow suit, their operating profit could rise by mid- to high-single-digit percentages, she adds. Morningstar maintains fair value estimates of HK$800.00 for Tencent and US$200.00 for NetEase, noting that both stocks remain significantly undervalued. Tencent shares were last trading at HK$545.00, while NetEase's ADRs last closed at US$118.87. 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Published exclusively on Dow Jones Newswires throughout the day. \n\n\n  0412 GMT - Apple's move to cut commission fees charged to game developers on its mainland China App Store is a tailwind for Tencent and NetEase, Morningstar analyst Ivan Su says in a note. She expects Apple's fee reduction, alongside Google lowering its Play Store service fees, could improve the Chinese gaming firms' margins and lift their operating profit by low single-digit percentages this year. If Android app stores, including those operated by Huawei and Xiaomi, follow suit, their operating profit could rise by mid- to high-single-digit percentages, she adds. Morningstar maintains fair value estimates of HK$800.00 for Tencent and US$200.00 for NetEase, noting that both stocks remain significantly undervalued. Tencent shares were last trading at HK$545.00, while NetEase's ADRs last closed at US$118.87. (jason.chau@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  March 18, 2026 00:12 ET (04:12 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}