NetEase, Inc.Viés de alta
5/22/24 - $ntes - i'd buy the AM print, valuation checks boxes
5/22/24 - vrockstar - NTES - not typically one i'd buy to hold, but the setup looks reasonable into the print at 13x PE, growing LSD and throwing off mountains of cash (and the buyback presumably should increase) and without a stock comp issue as i've discussed in other comments. high single digit FCF yield, growing and LT index-beater (though not in thee last years means it's a check (not a check plus), but good enough for a small risk on punt as a tag along beneficiary "tech" factor from +ve NVDA earnings.
NTES - not typically one i'd buy to hold, but the setup looks reasonable into the print at 13x PE, growing LSD and throwing off mountains of cash (and the buyback presumably should increase) and without a stock comp issue as i've discussed in other comments. high single digit FCF yield, growing and LT index-beater (though not in thee last years means it's a check (not a check plus), but good enough for a small risk on punt as a tag along beneficiary "tech" factor from +ve NVDA earnings. 
Aviso legal
As informações e publicações não devem ser e não constituem conselhos ou recomendações financeiras, de investimento, de negociação ou de qualquer outro tipo, fornecidas ou endossadas pela TradingView. Leia mais em Termos de uso.