On February 11, 2026, NetEase, Inc. (NASDAQ: NTES) released its full-year 2025 earnings report, marking a pivotal moment in the company’s transition from a domestic giant to a truly global gaming powerhouse. Following a tumultuous few years defined by shifting regulatory landscapes and the high-profile severance (and subsequent reconciliation) with Blizzard Entertainment, NetEase’s latest numbers [...]
Date: December 31, 2025Sector: Artificial Intelligence / TechnologyStatus: Private (Pre-IPO) / Leading "AI Tiger" Introduction As 2025 draws to a close, the global artificial intelligence landscape has matured from a frantic gold rush into a disciplined war of attrition. At the center of this evolution in the East is Zhipu AI (Beijing Zhipu Huazhang Technology). [...]
A contrarian allocation into China’s largest housing platform highlights where disciplined capital is looking for durability, cash flow, and optionality in an out-of-favor market.
NetEase (NTES) presents a strong value case: cheap valuation, exceptional profitability, and a fortress balance sheet, suggesting a quality stock at a discount.
NetEase (NTES) is a financially strong, highly profitable company trading at a significant discount to its industry peers, presenting a classic value investing opportunity.
Kuke Music Holding Limited (NYSE: KUKE), a prominent classical music services platform, experienced a dramatic stock plunge of -34.92% on Friday, September 26, 2025. This significant decline, which saw shares fall to approximately $0.75, came despite an initial after-hours surge following the announcement of its strategic acquisition of
