NetEase: Morgan Stanley sees the stock as a top pick thanks to GTA competitor "Ananta"!
Reading Time: 2 minutes
The diversified business model supports revenues in the challenging market environment. Morgan Stanley rates the stock as "Overweight" and names it a top pick. The release of "Ananta" in January 2027 holds potential in the open-world segment. Stable revenues through a diversified gaming portfolio NetEase (NTES) bases its business model on recurring revenues from in-game purchases and long-lasting game titles. In the first half of 2026, the company generated a net revenue of 8.9 billion USD, reflecting a growth of 7% compared to the previous...
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