New Street Research - NetEase Inc. Sponsored ADR (NEH) NTES: 3Q18 Earnings Preview - Deferred Revenues May See Continued Weakness

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New Street Research

Jin Yoon

EUR 881.10 For Business Accounts Only

NTES: 3Q18 Earnings Preview - Deferred Revenues May See Continued Weakness

NTES: 3Q18 Earnings Preview - Deferred Revenues May See Continued Weakness

Jin Yoon

09/11/2018 6 EN

Underlying

NetEase Inc. Sponsored ADR

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US64110W1027 Berlin Stock Exchange Germany

Provider

New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
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We provide debt research on:

Pan European Telecom Services and Cable

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Analysts

Jin Yoon

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NTES: 3Q18 Earnings Preview - Deferred Revenues May See Continued Weakness

China Internet: Navigating headwinds and uncovering opportunities upon tariff pressures.

NTES 4Q24 Results: Gaming Could Remain Resilient in 1Q

NetEase (9999 HK): 4Q24: Solid earnings beat; promising pipeline and AI adoption as the catalysts.

CHTR Quick Hit: Charter Buys Back $0.6BN of Shares in April

AMD 1Q25 – Export restrictions hurt badly, but the GPU opportunity is still strong. Buy, $150 TP.

Arista 1Q25: 2025 guide prudently maintained amid macro uncertainty. AI programs on track. Buy, $105 TP.

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