I***5
发帖数: 272 | 1 NetEase (NTES): Robust in-house pipeline; Diablo 3 Debut
In the last quarter, NetEase pointed out that its in-house developed games
such as Westward Journey Online II [WJ2], Tianxian II [TX2] and Ghost
contributed to most of the revenue growth along with World of Warcraft [WoW]
. In 2012, I expect the company to continue to execute on its robust in-
house pipelines.
Tianxia III was released in late October of last year and I believe that the
expansion will become a successful the sequel to TX2 because it caters to
both hardcore and casual gamers due to its higher level of customization
that allows gamers to freely modify their in-game environment such as
temples, roads and nature. In addition, TX3 also features improved graphics,
actions sequence, and a robust portfolio of in-game items that will attract
users and improve user stickiness.
Besides to Tianxia III, Ghost Online will also be a hit, having attracted
over 12 million gamers and 9,000 gamer unions since its closed beta testing
last April. An expansion pack is expected to launch in 1H12. The company
also hired actress Crystal Liu as the game's spokesperson, which I believe
will help the title to gain additional awareness. I would like investors to
note that Crystal Liu was previously featured in the hit TV series, Tian
Long Ba Bu, which is also the top MMORPG franchise in Changyou's (CYOU)
gaming portfolio.
By the middle of this year, NetEase is expected to release three more in-
house titles: the 2D side-scrolling shooting game "Dong Fang Zhan Ji", the
3D side-scrolling shooting game "Gu Zhen Zhi", and the 3D MMORPG "X5".
On a final note, NetEase will likely license the upcoming Diablo 3 from
Blizzard. Diablo 3 features an improved graphics that supports a stunning
destructible environment and an enhanced playing experience that will
attract the Chinese gaming community. | I***5
发帖数: 272 | | I***5
发帖数: 272 | | r***l
发帖数: 9084 | 4 个人一点看法，ntes我觉的是中钙里面比较好操作的股票。长期看，ntes到60问题不大
，目前ntes cash就2B左右，而市值才6B,每年赚4亿多美元，这么赚下去股价必须涨。
但操作上看，我觉的还是swing trade比较好，ntes大概1个月就要发次神经病。ntes跌
多了，就卖put.头些日子因为pwrd影响，ntes跌到42，卖40的put其实很稳妥收几个银
灯。anyway, 除非ntes基本面发生变化（比如wow易手，人大决议等等)ntes 45以下的
价格即使因为大势被套也无需担心。 |
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