China's tour chain growth is much higher than the year-on-year growth

[Some analysts point out that China's tour chain growth than year-on-year growth is much higher, mainly in the same period last year, a lot of income from the function machine, and the first quarter, the function machine revenue has been significantly reduced, and the smart machine has not yet how to obtain revenue, but from the two quarter, the smart machine to obtain substantial revenue, The transformation effect of the company from the function machine to the intelligent machine appears initially.

This year, the A-share market on the concept of Hand tour group, while the shares in the stock and hand-related stocks also rose sharply.

The American concept of hand-swimming, which shows the heat wave is sweeping the world, but because of the performance of the outbreak of the past, its rise in comparison seems rational.

In the concept of hand tour crazy Rise

Open in the shares of this year's rise in the list, the performance of the game plate especially eye-catching. Among them, China's hand tour has risen by as much as 450% this year, in the Nasdaq market among the ranks of cattle.

Chinese hand tour in September 2012 on the Nasdaq listing, but because it is listed, has been ignored by mainstream investors. But with the hands of the continuous "fever", China's hand tour in the performance improvement of the situation sustained by the market's hot.

August 28, China tour announced the second quarter earnings. Data show that China's second-quarter total net revenue reached 72 million yuan (about 11.7 million U.S. dollars), year-on-year growth of 18.6%, the chain growth of 97.3%. Among them, mobile gaming revenue reached 54.3 million yuan, down 6.8% year-on-year, the chain growth of 87.2%. In addition, thanks to the successful launch of "Happy Fried gold" and the increase in the number of third party social Games released, the number of paid subscribers to social games grew by 361.4% a quarter.

Some analysts point out that China's tour chain growth than year-on-year growth is much higher, mainly in the same period last year, a lot of income from the function machine, and the first quarter, the function machine revenue has been significantly reduced, and the smart machine has not yet how to obtain revenue, but from the two quarter, the smart machine to obtain substantial revenue, The transformation effect of the company from the function machine to the intelligent machine appears preliminarily. The company is expected to have more revenue in the third quarter.

This year, another U.S.-listed game corporate Shanda game has risen 55.92%.

Shanda played its second-quarter results on August 29. Among them, net operating income of 1.085 billion yuan (176 million U.S. dollars), and the last quarter flat, the same period last year, 1.131 billion yuan, large multiplayer online game income of 982 million yuan (159 million U.S. dollars), The last quarter was 976 million yuan, 1.103 billion yuan in the same period last year, mobile gaming revenue of 102 million yuan (16.5 million U.S. dollars), the last quarter was 107 million yuan, the same period last year zero.

According to analysts, the grand game of mobile phone games are all listed online gaming companies are currently the strongest, the growth is very rapid, the company expects the third quarter of the income of the tour will increase by 50% (150 million yuan).

In addition, the same with the concept of online games gathered time this year's rise has reached 244.88%. China's established network game development operators the perfect world share price of the cumulative rise also reached 74.72%, the giant network cumulative rise of 74.68%.

American Hand Tour Co.

Some of the old players in the United States have been relatively rational in their performance since they were less excited by their performances than the China tour.

Blizzard (Activision Blizzard) is the world's largest game developer and game publisher, the first Third-party game distributor. October 2012, the company began to move to the mobile hand platform to promote, and its original game into mobile phone games, published on the platform.

The company's share price has risen 63.92% this year. The company's share price soared, especially after the company released its second-quarter earnings in August.

The net revenue for the second quarter of this year was $1.05 billion, down from $1.075 billion a year earlier, but net profit achieved a profit of 324 million dollars, up 75% per cent from the same period last year, well above Wall Street analysts ' forecasts, according to the data.

Glu Mobile, another major gaming company, was founded in 2001 and is also one of the early entrants to the mobile gaming industry. The company's revenue in smartphone gaming has exploded in 2011, with share prices doubling in 2011, but in the past year the company has faced a lot of difficulties in transforming into a service-oriented game. Glu Mobile lost $3.8 million in the second quarter as it continued to push its products into service mode.

August 9, Glu Mobile released its second quarterly report for 2013. The report showed that the company's earnings in the quarter were $23.2 million trillion, down 22% from 29.8 million trillion dollars in the same period last year. The smartphone game accounts for 21.8 million of the total revenue, 20.4 million of which comes from free-mode products. In terms of earnings, the company lost $3.8 million in the second quarter, compared with $199,000 a year earlier.

But even under such circumstances, Glu Mobile's share price has risen 42.66% this year.

Electronic Arts, another gaming industry company, is an evergreen tree in the game world. In recent years, companies have been expanding and acquiring a range of social platform games, including computer games, PlayStation, Xbox, Wii, mobile games and Facebook.

Since this year, the performance of the art electricity stock, the cumulative rise of 77.73%. As of June 30, total revenue for the first quarter of 2013 was up 17% per cent, with 76% of revenues coming from digital products and services, according to the latest earnings reports.

It is worth mentioning that the last quarter of the art power did not release important end products, so this revenue is mainly from mobile games and "Battlefield3" and "FIFA13" Game download content. Among them, "BATTLEFIELD3" has been listed for more than 2 years, there are still users regularly online and consumer products, this shows that the company's development of the game life cycle is very long.

Invest in hand tour companies as investment platform companies

In the hands of the concept stocks crazy behind, there are some people think that mobile phone game is a bad business. They argue that investors who see the concept of a good swimmer only see the huge market of mobile phone users, ignoring the fact that it is a highly competitive industry. Thousands of of game developers, can launch a series of two popular games rare. The vast majority of mobile games are currently only stand-alone games, stand-alone game is characterized by short life.

It should be noted that China's travel companies in accordance with the non-US general accounting standards of the net loss of 3.9 million yuan people, is still at a loss.

But I, the U.S. stock chief, Liang that no bad business, only rotten companies. The current hand tour indeed because of entry threshold low, effective fast, attracted large and small countless companies. If you invest in a single company, a single game, it's similar to betting on size. Even if you want to gamble, in the two-tier market, there is not much chance of betting. Now the major mainstream listed online games companies, have a hand tour business, but even if I have success (in the field of hand travel), relative to their original business, accounted for is too small, the impact on profitability insignificant.

So instead of betting on the size of the casino. Whatever the outcome, the casino will not suffer. What is more worth looking for is a hand tour that can run on mobile devices and build a strong social relationship with a similar end-trip, rather than a "hand tour" that is currently lacking in the process, or a "hand tour" of the PC version of the era.

"The competition of the hand tour is intense, channel and platform is the biggest beneficiary, among them have the platform advantage of the U.S. stock listed company has Baidu, Qihoo 360, Net Qin, Skye and Sina." "Liang said.