Citi August 4 reported that the Chinese online gaming industry in the second half of the 2010 performance will be better than the first half, but the whole industry remains "neutral" view. Citigroup said in the study, China's online gaming industry is entering a "transition" stage, that is, online gaming companies are seeking innovation and differentiation. Citi believes that, after almost a year without a bright new game, the grand "Valley of the Dragon" and NetEase's "Wrath of the Lich King" will be launched, the second half of 2010, the performance of the entire industry better than the first half. However, Citi also pointed out that if the potential performance of the game products did not meet expectations, and because the policy level still unresolved factors, coupled with the majority of online gaming companies are still trapped in the search for innovative and differentiated content, so the entire online gaming industry has continued to maintain a "neutral" view. For specific companies, Citi believes that perfect space-time (PWRD). NASDAQ) The performance of equities will remain weak; NetEase (ntes. NASDAQ) because of World Cup marketing, revenue and spending will rise sharply; Shanda games (GAME). NASDAQ) Two-quarter performance will be expected, but the three-quarter performance guidance range will be higher than expected, largely driven by the Dragon Valley; the Giants Network (GA.) NYSE) Two quarterly performance will also meet expectations, but the three-quarter performance will be increased, Tencent (00700.HK) performance will remain stable, in line with expectations. (Edit Zhang Xing)
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