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NetEase Inc.Alert:dbAccess Asia Conference 2017Highlights

类型:公司研究  机构:德意志银行   研究员:Han Joon Kim  日期:2017-05-19
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We hosted NetEase at our dbAccess Asia Conference 2017. The company exuded confidence in its business and most of the updates on the business side reaffirmed our positive view on the company. Below are some incremental findings.

    Onmyoji outlook

    NetEase reiterated that it will continue to provide content updates for Onmyoji and that the recent recovery in iOS gross rankings is a testament to successful updates having meaningful impact on usage and monetization trends. NTES acknowledged that the nature of Onmyoji’s monetization scheme may leave room for less robust monetization in the long-haul, but that it should still have longevity. NTES noted that the game should have more major content update (apart from regular ones) in June. NetEase also mentioned they plan to introduce AR (augmented reality) features into the game to bolster the game’s content.

    Starting to expand overseas in 2017

    NTES noted that 2017 is really the starting year for overseas expansion with Onmyoji in Japan and Western markets a focus as well as getting Land of Glory out to Western markets. Company expected some progress to take place in middle of 2017.

    Game pipeline outlook

    NetEase noted that it released approximately 40 mobile titles in 2016, but that the number of titles should decrease in 2017 as they focus more on quality of titles than quantity. Of the ~1,500 increase in headcount, we sensed a significant portion was dedicated to the e-commerce initiative rather than increasing headcount for the game business. Most of the headcount increase in 2016 was for the game division. Regarding pipeline, the company noted that specific titles and launch schedules will be announced at its Guangzhou event on May 20.

    Annual global debrief call. Friday May 22nd, 10am ET/10PM HK time

    We plan to host a global debrief call later this week, where we intend to share with investors analysis and conclusions arising from both the conference and the ongoing results season. Please contact your DB representative for dial in information.

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