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2026-06-29 11:30:14 Haitong International published a report on NTES-S (09999.HK), which will become a dual primary listed company starting tomorrow (June 30), earlier than market expectations and ahead of the original 12-month transition period scheduled for February 2027. The broker predicted NetEase to be included in Southbound Stock Connect in the near term, with a possibility of the inclusion taking effect on the same day, estimating that this would boost the company’s global liquidity by approximately 60%. Haitong International estimated that following inclusion in Southbound Stock Connect, NetEase’s ADT could climb to about HKD3.4 billion, representing an increment of roughly 60% from the current level. The broker assumed Hong Kong market liquidity could soar by about 80-130%, while US market liquidity could range from a 10% decline to a 30% increase, suggesting limited pressure from capital rotation. Together with catalysts such as the PC version launch of the game "Sea of Remnants" on July 9, the broker reiterated NetEase, Inc. (NTES.US) as its top pick, maintaining an Outperform rating with a US TP of USD151. ~ AASTOCKS Financial News Website: www.aastocks.com | |