NetEase Capable of Developing International Hit Games -- Market Talk

Dow Jones

2025/11/24

0412 GMT - NetEase is capable of translating domestic innovation into international hit games, Morningstar analyst Ivan Su says in a research note. Following the success of "Marvel Rivals" outside China in 2024, "Where Winds Meet" has received strong reception overseas as well, the analyst notes. NetEase's deferred revenue, a leading indicator of revenue growth, points to a stable near-term outlook, he says. Morningstar expects strong performance from NetEase's upcoming titles in 2026, including "Sea of Remnants" and "Anata." The analyst sees NetEase's shares as undervalued, which are last 5.6% higher at HK$216.00. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

November 23, 2025 23:12 ET (04:12 GMT)

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Following the success of \"Marvel Rivals\" outside China in 2024, \"Where Winds Meet\" has received strong reception overseas as well, the analyst notes. NetEase's deferred revenue, a leading indicator of revenue growth, points to a stable near-term outlook, he says. Morningstar expects strong performance from NetEase's upcoming titles in 2026, including \"Sea of Remnants\" and \"Anata.\" The analyst sees NetEase's shares as undervalued, which are last 5.6% higher at HK$216.00. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 23, 2025 23:12 ET (04:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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>NetEase Capable of Developing International Hit Games -- Market Talk</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nNetEase Capable of Developing International Hit Games -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-11-24 12:12</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0412 GMT - NetEase is capable of translating domestic innovation into international hit games, Morningstar analyst Ivan Su says in a research note. Following the success of \"Marvel Rivals\" outside China in 2024, \"Where Winds Meet\" has received strong reception overseas as well, the analyst notes. NetEase's deferred revenue, a leading indicator of revenue growth, points to a stable near-term outlook, he says. Morningstar expects strong performance from NetEase's upcoming titles in 2026, including \"Sea of Remnants\" and \"Anata.\" The analyst sees NetEase's shares as undervalued, which are last 5.6% higher at HK$216.00. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 23, 2025 23:12 ET (04:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0164865239.USD","symbol_name":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2585943059","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2585943059","pubTimestamp":1763957520,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0412 GMT - NetEase is capable of translating domestic innovation into international hit games, Morningstar analyst Ivan Su says in a research note. Following the success of \"Marvel Rivals\" outside China in 2024, \"Where Winds Meet\" has received strong reception overseas as well, the analyst notes. NetEase's deferred revenue, a leading indicator of revenue growth, points to a stable near-term outlook, he says. Morningstar expects strong performance from NetEase's upcoming titles in 2026, including \"Sea of Remnants\" and \"Anata.\" The analyst sees NetEase's shares as undervalued, which are last 5.6% higher at HK$216.00. 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Following the success of \"Marvel Rivals\" outside China in 2024, \"Where Winds Meet\" has received strong reception overseas as well, the analyst notes. NetEase's deferred revenue, a leading indicator of revenue growth, points to a stable near-term outlook, he says. Morningstar expects strong performance from NetEase's upcoming titles in 2026, including \"Sea of Remnants\" and \"Anata.\" The analyst sees NetEase's shares as undervalued, which are last 5.6% higher at HK$216.00. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 23, 2025 23:12 ET (04:12 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","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":true,"code":"91000000","status":"200"}}}