Tech giant NTES is a leading Chinese content and commerce company to name a few strings to its bow, the company reported strongly in the 3rd quarter last year and yet again its all-around regulatory concerns from Beijing. We like the stock believing it’s cheap trading around 20x Est earnings for 2022, similar to previous names we like NSET leaving room to average into another dip under $US90 & $US80.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM is bullish NTES around $US95
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
Recorded Friday 20th February 2026
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Thursday 11th September – Dow off -220pts, SPI off -20pts
Daily Podcast Direct from the Desk
Video
WATCH
Market Matters Monthly Video Update: Portfolio Performance for November 2025
Recorded Wednesday 10th December
Podcast
LISTEN
Wednesday 10th September – Dow up +196pts, SPI down -4pts
Daily Podcast Direct from the Desk
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