NetEase Capable of Developing International Hit Games -- Market Talk
Dow Jones
Nov 24, 2025
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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