Added to YB: 2026-04-09
Pitch date: 2026-04-07
0777.HK [bullish]
NetDragon Websoft Holdings Limited
+1.1%
current return
Author Info
No bio for this author
Company Info
NetDragon Websoft Holdings Limited provides online and mobile games the People’s Republic of China, the United States, the United Kingdom, and internationally.
Market Cap
HKD 4.2B
Pitch Price
HKD 9.10
Price Target
N/A
Dividend
11.01%
EV/EBITDA
8.86
P/E
28.01
EV/Sales
1.12
Sector
Entertainment
Category
dividend
Q1 2026 GVI Letter - Net Dragon
0777.HK (re-entered): Re-entered post-HK connect delisting at ~50% discount from Q3 '25 peak. 2B HKD net cash vs 4.7B HKD mkt cap. Gaming div projects 600M+ HKD FCF. Mgmt commits 600M HKD shareholder returns in '26 via div/buyback = <8yr payback. 11.1% div yield. AI enabled 50% R&D headcount cut. Chairman Liu buying shares next 12mo.
Read full article (1 min)