NetDragon Websoft

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#1
Hi All,

Some thoughts on the EdTech sector in China. 

NetDragon Websoft is a gaming company which also happen to owns some international Edtech names which we thought is interesting and is not valued properly in their share price. 

https://www.weightedresearch.com/p/compa...on-websoft

Enjoy the write-up. 

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OWH

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#2
Continuing to update on 20204Q

We are releasing all our reports on NetDragon Websoft.

Our initial thesis:
https://www.weightedresearch.com/p/unrec...ortfolio-2

Subsequent industry update:
(1) https://www.weightedresearch.com/p/onlin...alue-chain
(2) https://www.weightedresearch.com/p/compa...on-websoft

20204Q Update:
https://www.weightedresearch.com/p/compa...ebsoft-a24

If there is anyone also working on NetDragon, do share your thoughts on the company.

Follow us @ www.weightedresearch.com
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#3
Updated thoughts on NetDragon since the bloodbath on the education sector in China.

https://www.weightedresearch.com/p/are-e...s-in-china

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#4
www.weightedresearch.com/p/back-to-the-future-2-netdragon-websoft

Sort of a recap on my thesis on NetDragon (0777.HK).

Management is recommending a dividend of HKD 1.43 to be approve by the board of directors. That is a 17% yield on the share price of HKD 8.00 on 2022/01/20.
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