$NTES

NetEase Inc

  • NASDAQ
  • Technology Services
  • Internet Software/Services
  • Information
  • Software Publishers

PRICE

$94.05 ▲0.739%

Delayed Price

VOLUME

533,101

DAY RANGE

-

52 WEEK

68.41 - 117.04

Join Discuss about NTES with like-minded investors

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@Benlax #droscrew
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that june ntes flow prob getting paid today

46 Replies 14 👍 13 🔥

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@Benlax #droscrew
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ntes up 8% bili up 9%

52 Replies 9 👍 9 🔥

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@CarlosH-carvan #ivtrades
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$NTES 110C Apr14th

112 Replies 10 👍 13 🔥

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@dros #droscrew
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the homies coming in for some $NTES calls

115 Replies 10 👍 8 🔥

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@Benlax #droscrew
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Jd NTES and BILI are your China horses

105 Replies 15 👍 15 🔥

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@Benlax #droscrew
recently

could see ntes challenging ath before eoy

95 Replies 9 👍 11 🔥

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@Benlax #droscrew
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stick with the leaders tho JD NTES BILI

81 Replies 8 👍 13 🔥

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@Benlax #droscrew
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China not fading with the market into close Jd NTES BILI

89 Replies 15 👍 8 🔥

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@Benlax #droscrew
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out NTES calls 5.3 to 11

54 Replies 8 👍 11 🔥

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@DarkPoolAlgo #Dark Pool Charts
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@everyone U.S. equity futures extend yesterday’s rally amid apparent progress on the debt-ceiling impasse in Washington, while in Europe, natural gas prices and power fell after Russia offered to ease Europe’s energy crisis as U.S. stocks are looking at a stronger open. Yesterday, the S&P 500 erased a -1.3% loss in its biggest reversal since February to settle modestly higher as investors grew more optimistic that congressional Democrats and Republicans could reach a deal to avert a government debt default with October 18th, the date Treasury Secretary Janet Yellen has estimated the government will run out of money and not be able to service its existing debts, if the ceiling remains in place. China markets and U.S. listed Chinese stocks (BABA, BIDU, JD) are rising as President Biden and his Chinese counterpart Xi Jinping agreed to hold a virtual summit by the end of the year. Late yesterday, top U.S. Senate Republican Mitch McConnell said his party would support an extension of the federal debt ceiling into December. The offer could provide an off-ramp to a months-long standoff between President Joe Biden’s Democrats and McConnell’s Republicans, who had been expected on Wednesday to block a third attempt by Senate Democrats to raise the $28.4 trillion debt ceiling. In Asian markets, The Nikkei Index rose 149 points to 27,678, the Shanghai Index remained closed for its Golden Week holiday, and the Hang Seng Index surged 735 points, or over 3% to settle at 24,701. The picture remains bright in Europe as well with the German DAX up 175 points to 15,150 and the FTSE 100 rising 67 points or nearly 1% to 7,060. The monthly nonfarm payroll report also in focus tomorrow. Market Closing Prices Yesterday · The S&P 500 Index gained 6.51 points, or 0.15%, to 4,363.55 · The Dow Jones Industrial Average rose 90.49 points, or 0.26%, to 34,416.99 · The Nasdaq Composite dropped -64.79 points, or 0.44%, to 14,501.91 · The Russell 2000 Index declined -26.67 points, or 1.19% to 2,214.96 Events Calendar for Today · 7:30 AM ET Challenger Layoffs for Sept · 8:30 AM ET Weekly Jobless Claims · 8:30 AM EST Continuing Claims · 10:30 AM ET Weekly EIA Natural Gas Inventory Data · 3:00 AM ET Consumer Credit for Aug Earnings Calendar: · Earnings Before the Open: CAG, HELE, LW · Earnings After the Close: ACCD Other Key Events: · China’s Caixin Services PMI for Sept · Piper Global Chemicals M&A Conference (virtual), 10/7 · International Conference on Molecular Targets & Cancer Therapeutics (virtual), 10/7-10/10 Consumer · Costco ($COST) reported net sales of $19.50 billion for the retail month of September, the five weeks ended October 3, 2021, an increase of 15.8% from $16.84 billion last year; Total Company Comparable Sales rose 14.3%, Sept E-Commerce Sales rose 10.6%, Sept total co. Comparable Sales ex-impacts of gas prices, foreign exchange rose 9.4% and Sept E-Commerce sales ex-impacts of gas prices, foreign exchange rose 9.6% · Levi Strauss ($LEVI) Q3 EPS $0.48 vs. est. $0.37; Q3 revs up 41% YoY to $1.5B vs. est. $1.48B; authorizes $200M share buyback; qtrly gross margin was 57.6% of net revenues, up from 54.3%; said qtrly DTC net revenues increased 34% due to increased revenues from our company-operated stores; sees 4q net rev growth 20-21% YoY · Resources Connection ($RGP) Q1 EPS $0.43 vs. est. $0.25; Q1 revs $183.1M vs. est. $175.7M; sees Q2 revs $186M-$190M vs. est. $176.9M · Carnival Cruise Line ($CCL) announced plans for more ship restarts for January and February, as it works towards the return of its full fleet sailing from U.S. homeports in the spring of 2022 · Life Time Group ($LTH) 39M share IPO priced at $18.00 Energy, Industrials and Materials · Crude futures extend Wednesday’s slump. WTI drops as much as 3.2% before recovering near $75.80. Brent follows similar price action, settling just shy of the $80 mark. · Emerson Electric Co ($EMR) is in talks to merge its software assets with industrial software company Aspen Technology Inc (AZPN), Bloomberg News reported on Wednesday, citing people with knowledge of the matter. https://bloom.bg/3AlySkj · U.S. Silica Holdings, Inc. ($SLCA) said to explore strategic alternatives for industrial & specialty products (ISP) segment · Rocket Lab USA ($RKLB) announced that it has been selected to launch NASA’s Advanced Composite Solar Sail System on the Electron launch vehicle. Financials · Chubb ltd ($CB) files mixed securities shelf · Credit Acceptance ($CACC) increased the size of its revolving secured line of credit facility from $340M to $385M · Realogy ($RLGY) forms strategic joint venture with Centerbridge Partners to accelerate growth of title insurance underwriter; Centerbridge to purchase controlling interest of Realogy’s title insurance underwriter for $210M in cash · RLI Corp. ($RLI) announced an estimated range of pretax catastrophe losses of $30M-$35M, net of reinsurance, in Q3 Healthcare · Denali Therapeutic ($DNLI) announced positive Phase 1 clinical results and regulatory progress for two investigational small molecule therapeutics in development for the treatment of amyotrophic lateral sclerosis, ALS, at the 2021 Annual Northeast ALS · SeaSpine Holdings Corp. ($SPNE) announced the successful completion of the first cases in both the United States and Australia for the 7D Percutaneous Spine Module · Moderna ($MRNA) announced it will build a mRNA facility in Africa with the goal of producing up to 500M doses of vaccines each year at the 50-microgram dose level; the company anticipates investing up to $500M in this new facility · Osmotica Pharmaceuticals ($OSMT) 14M share Spot Secondary priced at $2.50 · Theseus Pharmaceuticals ($THRX) 10M share IPO priced at $16.00 Technology, Media & Telecom · IAC/InterActiveCorp. ($IAC) has reached a roughly $2.7 billion deal to buy magazine publisher Meredith Corp. (MDP), with holders to receive $42.18 per share in an all-cash deal. As a result of the deal, Meredith will become part of DotDash, IAC’s digital-publishing division. · Dutch antitrust authority finds Apple ($AAPL) in-app payment system anti-competitive – Reuters reports citing sources; Dutch authority has ordered apple to change app store practices; Apple has appealed to Dutch court to block publication of regulatory decision · Alibaba ($BABA), Baidu ($BIDU), NetEase ($NTES), Didi Global ($DIDI) among U.S.-listed Chinese stocks rising as concerns around U.S/China trade relations and Evergrande’s debt crisis appeared to ease. Fund giant Fidelity is putting money back into Chinese stocks and thinks the recent “indiscriminate” selling caused by the debt crisis at property giant Evergrande is presenting opportunities in the country’s beaten up bond markets. Reuters reported. “There are companies that have seen good haircuts on their debt that are not justified,” Fidelity’s global Chief Investment Officer Andrew McCaffery said during a roundtable, adding that some other parts of Asia had also been impacted. · Twitter, Inc. ($TWTR) to sell MoPub to AppLovin Corp. (APP), a leading marketing software company, for $1.05 billion in cash. The transaction will enable Twitter to accelerate the development of owned and operated revenue products and drive growth · Citrix Systems Inc ($CTXS) said David j. Henshall steps down as president, chief executive officer and member of board of directors and Bob Calderoni appointed interim president and chief executive officer; sees Q3 revenue at midpoint to high end of guidance range of $765M-$775M vs. est. $778M

86 Replies 12 👍 15 🔥

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@dros #droscrew
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500 $NTES NOV2021 $85 Cs trade 5.19

143 Replies 13 👍 14 🔥

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@dros #droscrew
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500 $NTES NOV2021 $85 Cs trade 5.19

97 Replies 7 👍 10 🔥

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@Benlax #droscrew
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flipping a little offensive on t3 acct, sto Jan adbe 505p, dec NTES 75p, dec veev 260p, Jan Uber 40p

122 Replies 11 👍 8 🔥

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@Benlax #droscrew
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chart looks real good > @dros said: 1994 $NTES 1OCT2021 $87 Cs trade 1.1

42 Replies 10 👍 9 🔥

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@Benlax #droscrew
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Bto NTES oct 85c at 3.4, didn’t post earlier cause super small but posting now cause it’s working 🙂

50 Replies 13 👍 7 🔥

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@dros #droscrew
recently

1994 $NTES 1OCT2021 $87 Cs trade 1.1

99 Replies 7 👍 8 🔥

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@dros #droscrew
recently

1994 $NTES 1OCT2021 $87 Cs trade 1.1

51 Replies 13 👍 6 🔥

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@Benlax #droscrew
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flow hitting JD and NTES, think they get bid up rest of week

129 Replies 13 👍 11 🔥

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@DarkPoolAlgo #Dark Pool Charts
recently

This list is ALL bullish this week. $BABA, $CCJ, $CIEN, $DE, $DHI, $FCX, $LLY, $LMND, $SPOT, $STZ, $WPM, $XPEV, $YUM, THESE HAVE the Wu options column not a Wu-Tang pattern the meet options oi is greater than volume $BILI, $DKNG, $EA, $FSLR, $JD, $NTES, $PDD, $WB, $ZM

77 Replies 14 👍 8 🔥

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@HeyShoe #droscrew
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RECAP 9/14 Chatter $NTES - Scaling down projects $CMCSA - CFO Comments $LC + Blockchain patent $NFLX + Popular originals $TBLA + Xiaomi P-Ship $CROX + Guidance $GME - SEC Report near $PNC - CEO Worried about RE

102 Replies 12 👍 15 🔥

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@DarkPoolAlgo #Dark Pool Charts
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Thursday, September 9, 2021 Following a day of weakness, U.S. stock futures are again looking modestly lower, pulling back along with declines in both Europe and Asia as the spread of the delta strain of Covid-19 continues to weigh on the U.S. economy. This morning, two airlines noted impact to revenues due to a decline in travel. Tech stocks in China fell after regulators again increased pressure on gaming companies for focusing solely on profit. In Asian markets, The Nikkei Index declines -173 points to hold just above 30K, the Shanghai Index rose 17 points to 3,693 and the Hang Seng Index dropped over -600 points (2.3%) to settle at 25,716. In Europe, the German DAX is down about -40points to 15,570, while the FTSE 100 tumbles over -80 points (1.2%) to hold around the 7,000 level. Yesterday, Europe’s Stoxx 600 was down 1.0%, marks worst day in nearly 3 weeks as the German Dax down 1.4%, marks worst day since mid-July. Later this morning, we get the European Central Bank (ECB) rate decision at 7:45 AM and press conference at 8:30 AM where investors will look for clues about inflation and or asset tapering. The S&P 500 Index was lower for a third straight session Wednesday amid increasing concerns about economic growth and the ongoing spread of Covid. The Federal Reserve’s Beige Book report showed that economic growth downshifted slightly to a moderate pace from early July through August, largely due to a pullback in dining out, travel and tourism because of consumers’ safety fears. The dollar pared earlier gains, while Treasuries recovered Tuesday’s losses. Market Closing Prices Yesterday · The S&P 500 Index slipped -5.96 points, or 0.13%, to 4,514.07 · The Dow Jones Industrial Average fell -68.93 points, or 0.20%, to 35,031.07 · The Nasdaq Composite dropped -87.69 points, or 0.57%, to 15,286.64 · The Russell 2000 Index declined -25.88 points, or 1.14% to 2,249.73 Events Calendar for Today · 8:30 AM ET Weekly Jobless Claims · 8:30 AM EST Continuing Claims · 10:30 AM ET Weekly EIA Natural Gas Inventory Data · 11:00 AM ET Weekly DOE Inventory Data Earnings Calendar: · Earnings Before the Open: ASO, HOFT, HOV, JILL, LOVE, TUESQ · Earnings After the Close: AFRM, AMRK, AOUT, COOK, CXM, FARM, KLXE, LAKE, PLAY, PWSC, SUMO, VRNT, ZS, ZUMZ Other Key Events: · Barclay’s Global Consumer Staples Conference (virtual) 2021, 9/8-9/10 · Barclay’s CEO Energy-Power Conference 2021 (virtual), 9/8-9/10 · BTIG Cloud Communications and Collaboration Investor Forum (virtual), 9/8 · Citigroup Annual BioPharma Conference (virtual), 9/8-9/10 · Citigroup GEMS Conference 2021 (virtual), 9/8-9/10 · Cowen 14th Annual Global Transportation & Sustainable Mobility Conference, 9/8-9/10 · Credit Suisse 2021 Global Steel & Mining Conference (virtual), 9/8-9/10 · Stephens Building Materials Investor Trip, 9/8-9/9 · Wolfe Inaugural TMT Conference, 9/8-9/9 · Barrington Annual Fall Investment Conference (virtual), 9/9 · DA Davidson Annual Software & Internet Conference (virtual), 9/9 · Deutsche Bank 2021 Technology Conference (virtual), 9/9-9/10 · Goldman Sachs 11th Annual Financial Technology Conference (virtual), 9/9 · Needham 1st Annual Needham Crypto Conference (virtual), 9/9 · Wells Fargo 2021 Healthcare Conference (virtual), 9/9-9/10 Sector News Breakdown Consumer · Lululemon ($LULU) shares rise 10%; 2Q adj EPS $1.65 vs est. $1.19 on revs $1.5B vs est. $1.33B; guides 3Q adj EPS $1.33-1.38 vs est. $1.32, sees 3Q revs $1.4-1.43B vs est. $1.32B; guides FY adj EPS $7.38-7.48 vs est. $6.91; raises year revs to range of $6.19B-$6.26B, compared with its prior range of $5.83B-$5.91B · RH Corp. ($RH) 2Q adj EPS $8.48 vs est. $6.48 on revs $989Mm vs est. $975.5Mm; guides FY revs +31-33% up from prior 25%-30% view and vs est. +29.2% and op margin 24.9-25.5% , sees ROIC 70% vs prior 60%; says currently expecting manufacturing to restart in Vietnam in October with full capacity by end of year · Boston Beer Company Inc ($SAM) shares fell -8%; said since last guidance update market for hard seltzer products has continued to experience decelerating growth trends; believe there will be continuing uncertainty about hard seltzer demand trends for remainder of 2021; said it is withdrawing its 2021 financial guidance issued on July 22, 2021 as EPS will fall below previously-reported estimate of between $18.00-$22.00 · Caesars ($CZR) announced an agreement to sell the non-US assets of William Hill to 888 Holdings for approximately GBP 2.2B · Copart (C$PRT) Q4 non-GAAP EPS $1.03 vs. est. $0.91; Q4 revs $748.6M vs. est. $690.87M · VICI Properties ($VICI) announces offering of 100M shares of common stock · GameStop ($GME) Q2 EPS loss (-$0.76) vs. est. loss (-$0.67); Q2 revs $1.183B vs. est. $1.12B; Ended the period with cash and restricted cash of $1.78B · Calavo Growers ($CVGW) 3Q adj EPS ($0.17) vs est. ($0.05) on revs $285Mm vs est. $281.7Mm · Limoneira ($LMNR) Q3 adj EPS $0.20 vs. est. $0.18; Q3 revs $49.1M vs. est. $48.8M; Agribusiness revenue Q3 includes $24.4M in fresh lemon sales, compared to $35.4M of fresh lemon sales during the same period of fiscal year 2020; approximately 1,144,000 cartons of fresh lemons were sold in aggregate · Torrid ($CURV) 2Q adj EPS $0.36 vs est. $0.16 on sales $332.9Mm vs est. $294.7Mm; guides 3Q sales $305-315Mm vs est. $305.1Mm; guides FY sales $1.29-1.31B vs est. $1.3B Energy, Industrials and Materials · The American Petroleum Institute ($API) reports that crude inventories fell 2.88M barrels last week and gasoline inventories fell 6.41M barrels · United Airlines ($UAL) said it expects third-quarter capacity to fall at least 28% compared with the same period in 2019, as bookings take a hit due to the rise in COVID-19 cases fueled by the Delta variant. · Southwest Airlines ($LUV) said it sees October operating revenue down 20% to 30% vs 2019; expects q4 2021 capacity to increase about 60% YoY and to decrease about 5% vs. Q4 2019 · Sherwin-Williams ($SHW), Axalta Coating (AXTA), and PPG Industries (PPG) all downgraded to Neutral from Buy at Citigroup · ABM Industries ($ABM) Q3 revenue $1.54B vs. est. $1.51B; Q3 EPS from continuing operations $0.90 vs. est. $0.81; sees FY adj eps cont ops $3.45 to $3.55, vs. prior view $3.30 to $3.50 · AeroVironment ($AVAV) Q1 adj EPS loss (-$0.17) vs. est. loss (-$0.24); Q1 revs $101M vs. est. $96.48M; backs FY22 adj EPS view $2.50-$2.70 (est. $2.64) and backs FY22 revenue view $560M-$580M (est. $569.34M) Financials · Digital Realty ($DLR) 6.25M share Spot Secondary priced at $160.50 · Riot Blockchain ($RIOT) produces 441 Bitcoins in August, down from the 444 BTC produced in July; on a Y/Y basis, its production increased 451% from 80 BTC in August 2020. Healthcare · Humanigen ($HGEN) plunges over 50% after U.S. FDA declines emergency use approval for COVID-19 drug; said the FDA declined to grant emergency use authorization for its drug, lenzilumab, to treat patients hospitalized with COVID-19 · ProQR Therapeutics ($PRQR) announces a global licensing and research collaboration with Eli Lilly (LLY) to discover new medicines for genetic disorders in the liver and nervous system, in a deal that could be worth over $1.25B · Avid Biosciences ($CDMO) Q1 EPS $0.10 vs. est. $0.04; Q1 revs $30.8M vs. est. $27.8M; · HealthEquity Corp. ($HQY) 2Q adj EPS $0.40 vs est. $0.36 on revs $189.1Mm vs est. $184.7Mm; guides FY adj EPS $1.45-1.50 vs est. $1.49, sees FY revs $755-765Mm vs est. $762.8Mm; says re: WageWorks have achieved approximately $70 million of the approximately $80 million in annualized ongoing net synergies we expect to achieve by the end of fiscal year 2022. · Cardiff Oncology ($CRDF) updated data from its Phase 1b/2 clinical trial for onvansertib in combination with standard-of-care (SOC) as second-line therapy in patients with KRAS-mutated metastatic colorectal cancer (mCRC); said as of data cut off July 2, 2021, eight of 19 (42%) patients who received the recommended Phase 2 dose of onvansertib 15 mg/m2 and were evaluable for disease response achieved a partial response · Turning Point Therapeutics ($TPTX) announces early clinical data for Repotrectinib in NTRK fusion-positive advanced solid tumors selected for late-breaker plenary presentation at 2021 AACR-NCI-EORTC conference · Beauty Health ($SKIN) announces $400M convertible senior notes offering Technology, Media & Telecom · Cisco ($CSCO) downgraded to Equal Weight from Overweight at Morgan Stanley · NetEase ($NTES) and Tencent (TCEHY) tumble again as China’s focus on reining in the power of tech companies hasn’t abated. A report in the South China Morning Post notes that the government will halt approvals for new online games. · Sea Limited ($SE) is looking to sell 11 million ADRs with the option to offer 1.65 million more as part of a so-called green shoe option; it is also raising $2.5 billion in a convertible bond that has a $375 million green shoe attached · SentinelOne ($S) Q2 revenue $45.8M vs. est. $40.4M; Q2 ARR up 127% YoY; total customer count grew more than 75% year-over-year to over 5,400 customers as of July 31; Customers with ARR over $100K grew 140% year-over-year to over 345 as of July 31, 2021; guides year revs $188M-$190M vs. est. $176.4M

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@Benlax #droscrew
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im all out ntes, still got some longer dated JD > @Snowcow said: yeah i sold JD two days go

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@Benlax #droscrew
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taking off some more nov NTES and dec JD calls

87 Replies 11 👍 13 🔥

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@Benlax #droscrew
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absolute garbago good thing i have jd and ntes as my ponys

104 Replies 14 👍 10 🔥

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@Benlax #droscrew
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cashed a few of the shorter term NTES and JD calls for nice wins, lucky enough to load some JD leaps in the new IRA too

63 Replies 10 👍 10 🔥

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@Benlax #droscrew
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$ZLAB and $NTES ripping today, likely your China leaders going forward

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@DarkPoolAlgo #Dark Pool Charts
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Tuesday, August 17, 2021 Futures Up/Down % Last Dow -221.00 0.62% 35,313 S&P 500 -21.25 0.49% 4,452 Nasdaq -59.50 0.39% 15,075 U.S. equity-index futures are looking lower this morning, while global stocks have fallen for a second day amid several market concerns. U.S. major averages hit record highs (S&P 500 and Dow record high closes for a 5th straight session) on Monday as investors moved into defensive sectors (Healthcare, Staples, Utilities) and stocks recovered from losses earlier in the session, shaking off glum economic data out of China and the U.S., but start the day on shaky ground yet again. Several factors playing into the morning decline including: 1) concerns that more lockdowns could be needed to contain the coronavirus pandemic; 2) Treasury yields fall ahead of an address by Federal Reserve Chairman Jerome Powell on the health of the world’s largest economy; 3) Dow component Home Depot (HD) reports a top and bottom-line beat, but weaker-than-expected comp sales drag shares lower; 4) Federal Reserve Bank President Eric Rosengren said Monday he could be prepared to begin rolling back economic stimulus this fall. But he said he wouldn’t boost interest rates until the employment picture improves; 5) China markets tumble following another regulatory crackdown after China published detailed rules to tackle unfair competition and companies’ handling of critical data; the draft regulations ban unfair competition and restrict the use of user data. Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital. Asian stocks retreat for fourth day as the Hang Seng and Shanghai Composite lose ground after China issues draft rules targeting unfair online competition. The Kosdaq sinks 2.3% as Korean selloff resumes following Monday’s holiday. The Nikkei Index fell -98 points to 27,424, the Shanghai Index tumbled -70 points (or 2%) to 3,446 and the Hang Seng Index declined -435 points (1.66%) to 25,745. In Europe, the German DAX is down around -40 points to 15,885, while the FTSE 100 is up a few points to 7,165. Wal-Mart earnings expected later this morning as well. Market Closing Prices Yesterday The S&P 500 Index gained 11.71 points, or 0.26%, to 4,479.71 The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.40 The Nasdaq Composite slumped -29.13 points, or 0.20%, to 14,793.76 The Russell 2000 Index declined -19.69 points, or 0.89% to 2,203.41 Events Calendar for Today 7:45 AM ET ICSC Weekly Retail Sales 8:30 AM ET Advance Retail Sales MoM for July…est. (-0.02%) 8:30 AM ET Retail Sales Ex; Autos MoM for July…est. 0.1% 8:55 AM ET Johnson/Redbook Weekly Sales 9:15 AM ET Industrial Production MoM for July…est. 0.5% 9:15 AM ET Capacity Utilization for July…est. 75.7% 10:00 AM ET Business Inventories MoM for June…est. 0.8% 10:00 AM ET NAHB Housing Market Index for Aug…est. 80 4:30 PM ET API Weekly Inventory Data Earnings Calendar: Earnings Before the Open: AIT, CRTD, HD, OB, PINC, WMT Earnings After the Close: A, CDK, CREE, CRMT, DNUT, INST, JKHY, LZB Other Key Events: EnerCom Oil & Gas Conference (virtual), 8/15-8/18 BWS Financial Growth and Value Conference (virtual), 8/16-8/17 Needham MedTech and Diagnostics Conference (virtual), 8/16-8/17 Truist Atlanta Bank Summit (virtual) 8/16-8/17 Davidson West Coast Bank Tour (virtual), 8/17-8/18 Deutsche bank Transportation Conference (virtual), 8/17-8/18 Macro Up/Down Last Nymex -0.33 66.96 Brent -0.23 69.28 Gold 6.55 1,794.00 EUR/USD -0.0012 1.1766 JPY/USD 0.05 109.29 10-Year Note -0.027 1.23% World News The Fed’s Rosengren said last night his preference would be to start tapering bond purchases in the fall, potentially October or November, no later than December; says if we get another strong labor market report, he would be supportive of announcing taper program in September Sector News Breakdown Consumer Home Depot ($HD) shares fall -4% on comp sales miss; Q2 EPS $4.53 vs. est. $4.43; Q2 revs $41.12B vs. est. $40.73B; Q2 comp sales rose 4.5% below est. 5.6% and comparable sales in the U.S. increased 3.4% vs. est. 4.9%; number of customer transactions declined by 5.8% YoY to 481.7 million, but the average ticket size grew 11% to $82.48 Stanley Black & Decker ($SWK) agreed to acquire the remaining 80% ownership stake in MTD Holdings Inc., a privately held global manufacturer of outdoor power equipment, for $1.6 billion in cash Gan Ltd. ($GAN) Q2 EPS loss (-$0.07) vs. est. loss (-$0.01); Q2 revs $34.6M vs. est. $34.53M; sequential revenue growth of 24%, driven by strong international results in b2c segment; reiterates revenue guidance of $125 – $135 million, or 270% YoY growth at the mid-point; backs FY21 revenue view of $125M-$135M Lightning eMotors ($ZEV) Q2 EPS loss (-$0.79) vs. est. loss (-$0.14); Q2 revs $5.9M vs. est. $5.37M; sees Q3 revs $4M-$6M vs. est. $10.58M; sees Q3 adjusted loss from operations $12M-$13M; no longer expects to meet full year guidance; said no orders have been cancelled and company expects to fulfill those orders in future quarters; sees for qtr ending sept 30, vehicle and powertrain sales of 28 units to 40 units Elys Game Technology ($ELYS) Q2 revenue $11.7M vs est $10.89M; 2Q Betting Handle +134% YoY to $220.1M; Q2 GGR +153.8% YoY to $14.9M; Q2 total revenue +143% YoY to $11.7M Spirit Airlines ($SAVE) said it expects total operating revenues in the range of $885M – $955M vs. $1.05B consensus and adjusted operating expenses between $1,030M and $1,040M; expects a negative revenue impact of ~50M from 2,826 flight cancellations between July 30 and August 9, due to airport staffing shortages and adverse weather; also noted softer-than-expected booking trends and increased close-in guest cancellations, likely due to a resurgence in COVID-19 cases Energy, Industrials and Materials Ammo Inc. ($POWW) Q1 adj EPS $0.13 on revs $44.5M, up 360%; says raising 2022 revenue guidance from $190M to $210M, including reiterating our expectation for Q2 revenue of at least $51M and sees Q3 revs about $60M; increasing our Adjusted EBITDA guidance for fiscal 2022 from $65M to $70M Clean Energy Fuels Corp. ($CLNE) announced a slew of new deals in response to the demand for renewable natural gas ($RNG), a fuel produced from organic waste, as more fleets adopt and expand their use of the low-carbon transportation fuel. RNG represents more than 74 percent of the 26 million gallons of fuel Clean Energy expects to provide through these recent signed agreements. Clean Energy has a stated goal of providing 100 percent zero-carbon renewable fuel at its stations by 2025. Financials Opendoor Technologies inc. ($OPEN) announces proposed convertible senior notes offering Healthcare Berkshire Hathaway reduced its stakes in large cap Pharma names Merck (MRK) by 48.8% to 9.2M shares, AbbVie ($ABBV) by 10.2% to 20.5M shares and Bristol-Myers (BMY) by 15.3% to 26.3M shares and exited shares in Biogen ($BIIB) according to 13F filings The Biden administration is planning to announce that most Americans who have received the coronavirus vaccine will need booster shots eight months after being fully vaccinated as the delta variant sparks a surge in Covid-19 cases – Washington Post Eli Lilly and Company ($LLY) today announced executive leadership changes and the creation of neuroscience and immunology business units. These changes will increase Lilly’s focus on introducing breakthrough new medicines to millions of people with unmet needs. Incyte ($INCY) and InnoCare announced that Incyte and a subsidiary of InnoCare have entered into a collaboration and license agreement for the development and commercialization of tafasitamab, a humanized Fc-modified cytolytic CD19 targeting monoclonal antibody, in China Clovis ($CLVS) renews at-the-market equity program with $125M offering Globus Medical ($GMED) announced that Excelsius3D, an intelligent intraoperative 3-in-1 imaging system, has been granted 510(k) clearance by the FDA Solid Biosciences Inc. ($SLDB) ends q2 with about $249 mln cash and investments; cash runway into q4 2022; said net loss for Q2 of 2021 was $18.7M vs. $19.0M for Q2 of 2020 Technology, Media & Telecom Roblox Corp. ($RBLX) shares fall -6%; Q2 EPS loss (-$0.25) vs. est. $0.24; Q2 revs $454.1M vs. est. $689.2M; qtrly bookings increased 35% over q2 2020 to $665.5M; qtrly average daily active users ($DAUs) were 43.2 mln, an increase of 29%; qtrly average bookings per DAU was $15.41, a slight increase year over year Chinese stocks listed in the U.S. ($BIDU, $BABA, $DIDI, $JD, $NTES) fall in premarket trading following Beijing’s latest moves to tighten its grip on the nation’s internet giants and after SEC Chair Gary Gensler issued his most direct warning yet about the risks of investing in Chinese companies Sea Limited ($SE) Q2 EPS loss (-$0.61) vs. est. loss (-$0.52); Q2 revs $2.3B vs. est. $1.93B; digital entertainment active users 725.2 million, +45% y/y; digital entertainment paying users 92.2 million, +85% y/y; said is raising the guidance for both digital entertainment and e-commerce for the full year of 2021. We expect bookings for digital entertainment to be between $4.5 billion and $4.7 billion, representing 44.4% growth from 2020 at the midpoint of the revised guidance Fabrinet ($FN) Q4 Non-GAAP EPS $1.31 vs. est. $1.22; Q4 revs $509.6M vs. est. $487.5M; sees Q1 revs $510M-$530M vs. est. $491.5M Telos Corp. ($TLS) Q2 adj EPS $0.04 vs. est. $0.02; Q2 revs $52.56M vs. est. $53.7M; backs FY21 rev view to $283M-$295M vs. est. $288.75M; said sees FY21 adjusted EBITDA $33M-$36M. Upstart Holdings, inc. ($UPST) announces proposed private offering of $575,000,000 of convertible senior notes due 2026 Global-e Online ($GLBE) Q2 EPS (2c) vs 2 est’s 0c; Q2 rev $57.3M vs est $47.6M; Q2 adjusted EBITDA $7.6M vs. $3.1M YoY; sees Q3 rev $54.3M-$56.3M vs $48.4M; sees Q3 adj EBITDA $2.8M-$3.8M and GMV of $328M-$338M; raises FY21 rev view to $227M- $231M from $209M-$213.5M vs est $210.95M; raises FY21 GMV view to $1.35B-$1.37B from $1.21B-$1.255B

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@DarkPoolAlgo #Dark Pool Charts
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Chinese stocks listed in the U.S. ($BIDU, $BABA, $DIDI, $JD, $NTES) fall in premarket trading following Beijing’s latest moves to tighten its grip on the nation’s internet giants and after SEC Chair Gary Gensler issued his most direct warning yet about the risks of investing in Chinese companies

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@Benlax #droscrew
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lengthened out on China, rolling half Jd and NTES out to dec and Nov

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@RedSunCap #droscrew
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when in 100 years > @Benlax said: NTES going back to 100+

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@Benlax #droscrew
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NTES going back to 100+

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@Benlax #droscrew
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market so sensitive to China news a state run media article that was deleted got NTES and tcehy tanking

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@Benlax #droscrew
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$NTES hit short term target so I'm out aug calls now

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@bunnytoad69 #droscrew
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$NTES still getting some love today despite a few other Chinese ADRs cooling off

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@RedSunCap #droscrew
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that insider info > @Benlax said: just got an email from one of our China managers. didi/meituan/baba to be impacted most, tencent/pdd/kuaishou moderate. bili/Jd/NTES least

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@Benlax #droscrew
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just got an email from one of our China managers. didi/meituan/baba to be impacted most, tencent/pdd/kuaishou moderate. bili/Jd/NTES least

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@Benlax #droscrew
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bt I'm looking for like 104 on NTES to cut the first bit

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@bunnytoad69 #droscrew
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$NTES is so beautiful today

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@bronco #droscrew
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@Benlax $NTES very nice

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@bunnytoad69 #droscrew
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yeah $NTES is lit

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@Snowcow #droscrew
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very nice $ntes

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@bunnytoad69 #droscrew
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$NTES doing some wild thangs in the premarket baby

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@DarkPoolAlgo #Dark Pool Charts
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Technology, Media & Telecom Chinese internet companies extend losses premarket as Beijing steps up its tech crackdown with shares of Alibaba ($BABA), Baidu ($BIDU), JD.com ($JD), Pinduoduo ($PDD) NetEase ($NTES) plunging again along with ride-hailing firm Didi ($DIDI) and EV makers Li Auto Inc ($LI) and Nio Inc ($NIO) as Chinese regulators have vowed to strengthen the oversight of its big tech firms Xerox ($XRX) Q2 adj EPS 47c vs. est. 38c; Q2 revs $1.79B vs. est. $1.77B; says have a strong balance sheet and sufficient liquidity, including approximately $2.1 billion of cash and cash equivalents Intel ($INTC) unveiled a new process and packaging technology roadmap. “Building on Intel’s unquestioned leadership in advanced packaging, we are accelerating our innovation roadmap to ensure we are on a clear path to process performance leadership by 2025,” Intel CEO Pat Gelsinger said Amkor Technology ($AMKR) 2Q EPS $0.51 on sales $1.41B vs. est. $0.47 and $1.35B; guides 3Q net sales $1.65-1.75B Cadence Design Systems ($CDNS) Q2 adj EPS $0.86 vs. est. $0.76; Q2 revs $728M vs. est. $721.16M; sees Q3 adj EPS $0.74-$0.76 vs. est. $0.74; Q3 revs $730M-$750M vs. est. $722.56M; raises FY21 adjusted EPS view to $3.14-$3.20 from $2.99-$3.07 and ups FY21 revenue view to $2.925B-$2.965B from $2.88B-$2.93B F5 Networks ($FFIV) 3Q adj EPS $2.76 vs est. $2.46 on revs $652Mm vs est. $638.1Mm; guides 4Q adj EPS $2.68-2.80 vs est. $2.71, sees 4Q revs $660-680Mm vs est. $662.1Mm Calix Inc. ($CALX) Q2 EPS non-GAAP 38c vs. est. 27c; Q2 revs $168.7M vs. est. $161.52M; sees Q3 non-GAAP EPS 26c-30c vs. est. 24c; sees Q3 revenue $164M-$170M vs. est. $156.38M Celestica ($CLS) Q2 adj EPS $0.30 vs. est. $0.24; Q2 revs $1.42B vs. est. $1.38B; sees Q3 adj EPS $0.30-$0.36 vs. est. $0.28; sees Q3 revs $1.4B-$1.55B vs. est. $1.44B

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@bronco #droscrew
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bto $NTES Sep $90 call

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@bronco #droscrew
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bto $NTES SEP $90 call

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@bronco #droscrew
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I'm looking to grab $NTES call before the bell

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@Benlax #droscrew
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a few ppl I know got JD leaps and NTES dec calls

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@Benlax #droscrew
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pdd baba are valid too but no real reason to pick those over jd/NTES IMO

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@Benlax #droscrew
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For options 100% either JD or NTES Jd is like at like 1-2x forward rev now so it definitely has a valuation bottom around here

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Key Metrics

Market Cap

61.32 B

Beta

0.98

Avg. Volume

2.37 M

Shares Outstanding

656.80 M

Yield

1.27%

Public Float

0

Next Earnings Date

2022-08-30

Next Dividend Date

Company Information

CEO: Lei Ding

Website:

HQ: NetEase Building, No. 599 Wangshang Road, Binjiang District Hangzhou, 310052 Zhejiang

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