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<Research>JPM Expects New Game Releases by NTES-S (09999.HK) in 2H24 to Drive Revaluation, Maintains OW
JPMorgan noted in a report that it spoke with NTES-S (09999.HK) management about the recent change in monetisation models for certain massively multiplayer online role-playing game...
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<Research>JPM Expects New Game Releases by NTES-S (09999.HK) in 2H24 to Drive Revaluation, Maintains OW
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JPMorgan noted in a report that it spoke with NTES-S (09999.HK)  -3.800 (-2.639%)    Short selling $110.19M; Ratio 8.732%   management about the recent change in monetisation models for certain massively multiplayer online role-playing games (MMORPGs), including the PC version of Fantasy Westward Journey. The broker concluded that the short-term impact would be small, and that such a strategic change should support the long-term healthy growth of these games.

In addition, JPM believed the regulatory environment for games in the mainland remained benign, as evidenced by the large supply of new game licences.

Related NewsJefferies: NTES-S (09999.HK) Shr Price Overreacted Ytd; Rating Buy Kept
According to JPM, NetEase has underperformed the market YTD, mainly due to investor concerns about its traditional game realisations and the prospects for new games. The stock is currently trading at 13x its 2024 P/E ratio, the lowest in the past five years and below its Asian online game peers. Nevertheless, the broker expected NetEase's new game launches from 3Q24 onwards to drive faster game growth, and valuations to rise from current levels.

JPM reiterated NetEase is its top pick in the mainland online game industry. The broker maintained its Overweight rating and an H-share target price of HK$200.

(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2024-06-21 16:25.)

Related NewsCMBI: 2H Game Mkt Reaccelerates; Sector Top Pick TENCENT

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