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Chinese Mobile Games - Global Thematic Research

Chinese Mobile Games - Global Thematic Research

Summary

Valued at $13.6bn in 2013, China’s video games market is the second largest in the world after the US. Unlike western video games markets, where console games are the main money spinner, China’s is almost entirely online. Despite its size, it is still growing at the heady rate of 38% per annum.
Yet, when valued relative to their global peers , many Chinese video gaming companies look expensive.

Domestically, China’s gaming industry is going through a tumultuous period: the shift from client games to mobile games will benefit distributors like Tencent at the expense of game developers like Changyou; the opening up of the console games market in January 2014, after a 14 year ban, brings in both new hardware competition as well as new software competition ; excessive local competition has already led to a string of M&A deals recently.

In this report, we look at the chinese gaming model, its industry analysis, value chain, risk and the key players.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
About our Thematic Research Ecosystem
GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Single Theme report, offering in-depth research into a specific theme. It identifies winners and losers based on technology leadership, market position and other factors.

Reasons To Buy

Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.

• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
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Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.