Code JDMBA: New Netease MMORPGs

Saturday, August 13, 2005

New Netease MMORPGs

I just became aware about this Da Tang news by reading CoolHeadInvestor, an excellent blog:
http://coolheadinvestor.blogspot.com/2005/08/da-tang-new-game-from-netease.html

Pacific Epoch has also confirmed August 18th as the start date for Da Tang closed beta testing:
pacificepoch.com/newsstories/37448_0_5_0_M/

Tian Xia Er, an in-house developed 3D martial arts game is also almost done being developed. It should also begin closed beta testing sometime this quarter.

For those of you who are interested here is a link to a Da Tang trailer:
http://nie.163.com/news/datang02.html

Da Tang is an in-house developed 2.5D martial arts game based on the time of the Chinese Tang Dynasty.

Tian Xia Er is 3D game based on Chinese mythology. Netease has stated that it expects to become even more successful than its current top two games Westward Journey 2 and Fantasy Westward Journey!

I have high hopes for both of the upcoming games. I am not much of a game player myself, but as an investor in several Asian gaming companies I think I may become one soon so I can better compare the quality of the games.

Here is the news in Chinese from 17173:
http://news.17173.com/content/2005-8-12/n502_418694.html

"广州是“第二届中国网络游戏原创力量大搜查”调查的第八个城市,8月11日和12日,记者连续两天对广州网易进行了“全面彻底”的盘查。在记者的死缠烂打之下,终于有幸得睹网易神秘开发三年之久的两款大作《大唐》和《天下贰》的庐山真面目。  

在采访中,网易市场总监李日强先生透露,目前《大唐》的开发已经完成,8月12日将会正式推出官网,而内测最快将会在8月18日开始。   

经记者在网易“探营”时了解及亲眼见到的情况,《大唐》的游戏性非常之高,同时鉴于网易一向极为注重游戏品质的态度,这款我们即将可以玩到的游戏将会掀起新一波网络游戏大浪。    

至于另一款网易秘密开发长达三年的全3D武侠网络游戏《天下贰》也已进入最后开发阶段,记者在网易开发现场所见到的演示,从画面、光效等方面的表现来看,都具有较高的水准。    
《天下贰》也将在今年下半年正式与大家见面。"

Despite the recent relative out performance of NTES shares compared to its peers, I believe there is room for further gains. Even without PE expansion, NTES shares can increase in value as analyst raise their current (too conservative) estimates for 2006 revenue and earnings. I believe most analysts are not modeling enough revenue growth from the 2 new MMORPGs discussed above or casual gaming. There also may be room for more advertising growth than some analysts are expecting.

Disclosure: I am long NTES

1 Comments:

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