Webzen Inc. (WZEN)
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- General Discussion on WZEN
- Stocks Covered by The China Stock Blog [view article]
- Overview of the Chinese Internet Market [view article]
- Video Game Industry: One of the Most Attractive Areas to Invest [view article]
- Is 2008 the Year Webzen Finally Reaches Its Potential? [view article]
- Webzen: Undervalued Asian Name? [view article]
- Short interest plummets for SINA, NTES, KONG, TOMO, JOBS, JRJC and CHINA [view article]
- Short interest jumps for NCTY, HRAY, NINE, CNTF and UTSI [view article]
- Short interest jumps for SNDA, JRJC, NINE and CHINA [view article]
- Short interest plummets for SOHU, JRJC, CNTF, JOBS, KONG, and LONG [view article]
- Buying Gamemaker Webzen as a Value Play [view article]
- Chart: US-Traded Chinese Internet Stocks - Gross Profit Margins [view article]
loading ...Recent WZEN Articles
- Overview of the Chinese Internet Market
- Video Game Industry: One of the Most Attractive Areas to Invest
- Is 2008 the Year Webzen Finally Reaches Its Potential?
- Ten International Growth Stocks To Consider Buying
- Webzen: Undervalued Asian Name?
- Webzen: Undervalued Asian Name?
- Buying Gamemaker Webzen as a Value Play
- Chart: US-Traded Chinese Internet Stocks - Gross Profit Margins
- Chart: US-Traded Chinese Internet Companies - Annual Earnings Growth
- Chart: US-Traded Chinese Internet Stocks - Annual Revenue Growth
- Full List of Articles »
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Stocks Covered by The China Stock Blog [view article]
This blog is really nice and informative. We are pleased to know this blog is really helping people. Its our pleasure to post informative content on this useful blog created by webmaster. ReplySwift
Overview of the Chinese Internet Market [view article]
My naive view is that any investment in China is more than average risky because the totalitarian government can make any equity worthless because it doesn't suit their objectives. In this case, although I think there is great value, I will not invest in it because of the FALSE free market environment they try to project but interfere whenever they think it's OK. It might turn out to have been a good short term investment, but I don't think this kind of government manipulation is good for anyone in the intermediate/long run and that's my objective.JK Reply
Video Game Industry: One of the Most Attractive Areas to Invest [view article]
I think Bruce might be nearer the end of his life cycle than the wii. How do you discount the biggest selling platform that continues to dominate the market month after month inspite of supposed "Wii Killers" such as GTAIV? Most every attempt to slow Nintendo's sales has failed and I believe will continue to fail as Nintendo's fan base grows and the casual market is continually influcenced. You are ludicrous in your thinking and your investment decisions. ReplyCampbell
Video Game Industry: One of the Most Attractive Areas to Invest [view article]
If you want to see quite how insane the author of this column is, look here:worldofstuart.excellen.../ Reply
Video Game Industry: One of the Most Attractive Areas to Invest [view article]
Funcom.com makers of Age of Conanprice yesterday 50, and still a good buy!
brukers = subscribers aksjekurs = stockprice
300.000 brukere = aksjekurs 20
450.000 brukere = aksjekurs 32
600.000 brukere = aksjekurs 45
750.000 brukere = aksjekurs 57
1.000.000 brukere = aksjekurs 77
1.500.000 brukere = aksjekurs 117
2.000.000 brukere = aksjekurs 158
2.500.000 brukere = aksjekurs 198
3.000.000 brukere = aksjekurs 239
4.000.000 brukere = aksjekurs 320
5.000.000 brukere = aksjekurs 401
6.000.000 brukere = aksjekurs 482
7.000.000 brukere = aksjekurs 563
8.000.000 brukere = aksjekurs 643
10.000.000 brukere = aksjekurs 805
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Video Game Industry: One of the Most Attractive Areas to Invest [view article]
Any so called expert who claimed that the consumer was frightened off the Wii would have an extremely difficult time explaining the NPD numbers that were announced almost immediately after the publication of your ludicrous column. Your understanding of the current video game market is so completely wrong, I think you should seriously consider early retirement. ReplyVideo Game Industry: One of the Most Attractive Areas to Invest [view article]
So, just taking one of the ridiculous points from this article... it's not worth developing for the DS? It's not worth developing for the second biggest-selling software platform in the UK? Our accountants would suggest otherwise.I don't know if the author of this piece is biased, ignorant or just mad, but his view is as skewed as the picture in the background of his photo. I pray that if he works in the industry, it's for one of our competitors... Reply
Video Game Industry: One of the Most Attractive Areas to Invest [view article]
let's look at a few facts.1) if you were to annualize retail sales of the Wii (i.e. take April unit sales and divide by the percentage a typical April makes of the full year) you would see that Wii ran at a 22 million per year rate in April. That compares to 13 million for the Wii in March. The best month previously was the PS 2 in 2002 at about 18 million (infused by GTA 3 at the time). for PS 2 in 2002 at 18 million.
2) the Wii is still supply-constrained. sales would be even higher if you could find it in stock every day at retail
3) have you ever watched people play the Wii? it's more fun to watch them, than the screen. The experience defines viral: the enthusiasm spreads every time someone is exposed. I'll bet there are more people waiting to buy a Wii than have already been lucky enough to own it. I don't think that's close to end of life yet
4) yeah, sure, forget about developing for WIi, DS and PSP. Everybody's got $15-$20 million around to do a game for all the 2-3 million guys who are hard core PS 3/360 players. Um, that market's not showing much growth. Bioshock, mass effect, great games--ran out of sales at about 1 million.
5) the average Wii title is bought by about 2.2% of all Wii owners to date. This is below PS 3 and 360. It is better, however than the PS 2 after 18 months in market. The data shows that the Wii owner doesn't buy that much less software, but s/he buys a much higher concentration of first party.
Based on all this, my conclusions are different! Reply
Video Game Industry: One of the Most Attractive Areas to Invest [view article]
This whole article is a link-fest to Bruce's Blog. Each link providing further proof of how little he actually seems to understand this industry.According to VGChartz, the DS has sold almost 250 million pieces of software to date. Piracy certainly hasn't stopped companies from making money there.
This (Bruce's site) is all one big push to get his name "out there". It's naively written "shock" material, written either with the purpose of provoking controversy or accidentally doing the same.
Bill Reply
Video Game Industry: One of the Most Attractive Areas to Invest [view article]
Once again, Bruce is up to writing childish arguments and stating his (blatently wrong) opinion as fact."Wii is nearer the end of it's lifecycle" - This is clearly an opinion and is in no way based on fact or REALITY (something the writer apparently has no grasp of).
"Wii is not worth developing for" - Only if you don't like money! The PS2 had the most games developed for it because it had the most sales. More consoles = larger consumer base. If you actually believe your own statement than you are living in a fantasy world and have no concept of how economics and business work.
"Handhelds are not worth developing for" - Um... The DS has a HUGE userbase, is cheap to develop for, and many devs are developing for it AND seeing great profits. Your logic is full of FAIL.
Once again, you have written one of the most pathetic attempts at analysis I have ever seen. This is pure illogical dribble, clearly tainted by your blind and bitter hatred towards Nintendo's little white box. Your illogical hatred of the Wii is inexplicable and immature, not based in intelligent thought or reality in any way.
Your previous argument that GTAIV would 'kill' the Wii shows just how backwards your logic is. If you look at real numbers (not the pretend ones in your head), you will see that the Wii managed to outsell the competition in spite of GTA. You will never have any credibility in the gaming community if you continue writing crap like this.
By all means, continue to live in your fantasy world. Your articles are always good for a laugh. Reply
Video Game Industry: One of the Most Attractive Areas to Invest [view article]
Good old Bruce. I can always count on him for a laugh every now and then. I have to wonder if he's actually a hardcore Wii fan in disguise. Making obviously biased and ill informed statements, to actually make fun of anyone who believes such things. ReplyVideo Game Industry: One of the Most Attractive Areas to Invest [view article]
It is sad to see that someone who purports to be dispensing reliable information on which people are to make important financial decisions can be so misinformed and biased. Your ignorance about the Nintendo Wii is shocking. The fact that it set all time sale records despite the release of its competition’s biggest game should tell you that consumers know that the Wii in fact represents the future even if you don’t.The misconception that you can’t sell third party software is based on the fact that most developers, possibly relying on unreliable information from someone like you, have tried to use their third string teams to port over games designed for other systems. The Wii is revolutionary and unique and to succeed, games will need to be developed by top notch teams who understand the control system and its special abilities. The Wii version of Guitar Hero III outsold the other platforms in large part because it uses a unique controller negating the issue of control design. But it also clearly demonstrates that the Wii represents a huge and rapidly growing market. To advise developers to ignore it is to tell them to not tap into to the biggest opportunity there is.
Read Malstrom and you might understand what's actually going on.
Reply
Video Game Industry: One of the Most Attractive Areas to Invest [view article]
Since GTA IV failed to hurt the Wii, Bruce has now turned to an all-out irrational attack against the console. His previous predictions all failed, and so does this new "analysis" of a platform he never really understood.Bruce, you could at least try to make it seem like you weren't biased against the Wii. These attacks look (and are) ridiculous from someone who claims to see himself as a person who really knows the video games industry. Reply
Video Game Industry: One of the Most Attractive Areas to Invest [view article]
The writer of this column has very little financial insight and is clearly underserving of the platform provided to him here by Seekingalpha.The Wii is nearer to the end of its lifecycle? Judged by what standard, the artificial evaluation of console performance specs? Look at the sales data. The public is practically screaming in your ear that they don't care at all. But I guess you must be deaf...?
The king of the market is the MMO? MMOs are a losing business model because they require the game developer to invest resources indefinitely in maintaining the network and the game play experience (via bugfixes, updates, new level expansions, etc.) They tie up the developers forever without there ever being a possibility of providing truly new, exciting content to the player. The mass market (currently being tapped HARD by Nintendo and other intelligent gaming companies) does not care about MMOs. They require too much time investment on both sides of the equation. They are a money-losing proposition for all but world-class developers with nearly infinite financial resources to pour down that hole.
Take a step back for a second and realize that so many of your ideas are based on a fundamental lack of comprehension of the game market... You have a couple of ideas right, though, which I'll integrate to make one final point.
Casual gaming is getting huge, precisely because normal people are growing increasingly sick of wasting 60+ hours of their lives in neverending online worlds. Pick up and play games will continue to grow as long as they stay, fun, exciting, and easy to stop and start at any time.
A Metacritic score of less than 8.0 is basically a death sentence. Information is good, and consumers thrive on it to inform their purchasing decisions. Since a large portion of third-party games on the Wii are indeed shovelware, and since current Wii sellthrough is in the neighborhood of 25 million consoles, this would lead any intelligent and rational commentator to only possible conclusion:
The first third-party developer to actually make a GREAT game on the Wii will make a killing. Remember Goldeneye on the N64? A game of that caliber is what Wii gamers are waiting for. When it arrives, there will be a figurative explosion in the market. It will sell 10 million copies with ease. The field is ripe for the picking... All it will take is some known or unknown developer to really apply themselves and create something extraordinary. It could even be on WiiWare. It will need to have fantastic controls. It will spread like wildfire when it happens. It is inevitable.
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Video Game Industry: One of the Most Attractive Areas to Invest [view article]
Hi Bruce, surely you've seen the lastest NPD data, no? So much for GTA destroying the Wii lol. You have no credibility and your predictions are a joke. Reply