Chapter 613 – IP
It is bound to become a hot topic.
〔Molu Archive Gallery〕
─Do you think you can beat Genshin Impact?
─If Lee Chan-wook bought stocks, it’s good for you too
─It’s just an ordinary bonsai game…
─I’m just sitting here
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Game owner.
The best way to look at the competitiveness of a company is.
─I’m just sitting here
Stock market guys, why are you coming to this game gallery? …
I’m scared;;
└We eat this gallery ㅅㄱ
└It’s because the academics have something important to do ^^
└The nose stands up well
└Move over, there’s something to try
Try it yourself.
Indirectly, it is looking at the community.
Users of the game.
I know the game better than anyone else.
─It’s just an ordinary bonsai game…
It’s similar to Pricone
It’s like collecting pretty girls and running gachas
└Can you collect pretty girls? Is this a human trafficking game?
└It was a dangerous game
└So what is bonsai game? Chewdeok
└MZs are talking about terms that only they know.
Evaluation.
Honestly, it’s not good.
There is no difference from existing games.
Why?
Users are even more curious.
The reason Lee Chan-wook bought stocks of this company.
─If Lee Chan-wook bought stocks, it’s good for you too
Would you like to invest a lot?
It’s almost like he’s the one who hit Show Me the Money
I will properly market this game
└Oh, I think I’ve heard of Lee Chan-wook
└Make a PV!
└So what is Show Me the Money?
└Why does the name of the hip-hop program appear? (I really don’t know)
It is different for investors.
Lee Chan-wook.
Because he bought stocks.
He harshly criticized the game owner.
I was shaking it like it was going to break down right away.
─Do you think you can beat Genshin Impact?
Genshin Impact is a popular game these days
Do you think you can beat Genshin Impact by pushing yourself?
How much market share do you think it will take away?
Minimally
└Genshin?
└I’m just doing both
└(Unimaginable identity con)
└You should play some games and have fun.
Why did I buy this company?
If you don’t get interested, it won’t happen.
There will be something special.
Possesses innovative technology.
Although I had expectations in the beginning.
─I’m trying it by installing Molu Archive
[Molu Archive Game Capture. Jpg]
What kind of fun are you doing this for?
There is no sense of hitting
Well, it’s not like the item is popping up
While I was doing it, Hyun-tam came and hit me.
└To get a stone
└I’m doing it because it’s homework
└(Fun Cool Sec Con)
└(Mol? Lu con)
Public opinion.
It’s getting more and more tilted.
It doesn’t seem like a good game at all.
I said that from the beginning.
Even users who are playing the game.
─I am a user, but I am not a God gamer…
There are many similar games in Japan
The in-game is just a minigame
Honestly, I don’t know if it’s a game worth recommending to others
└Then why do you do it?
Author− Because I like the story
└It’s not really comparable to Genshin Impact…
└It’s just a light novel with voices and pictures haha
It’s not fun.
It’s not special.
It’s not a game that will do well.
It becomes clear as time goes by.
Reviews from game YouTubers will be posted.
〔YouTube〕
「Game TV. Domestic Pricone? “Molu Archive Review” − 320,000 views · 1 week ago
「I’m a bitch. Molu Archive Honest review! As expected, Donson… 」 − Views 170,000 · 1 week ago
“The greatest game. What about Donson’s Chew Deok Game? [Molu Archive Review]」 − 510,000 views · 1 week ago
Game.
Making a choice also costs time, money, and a huge opportunity cost.
This is why the influence of influencers is becoming stronger.
Play on behalf of the users.
〈The story is at a pro level, but the gameplay is looking down on the game. 〉
〈 We will suck the open mouth and jump out. Don’t you just see that? 〉
〈 If I go later, I’ll play the obvious game~ I’ll do some clearing, run manufacturing, pat my head in the main game, and then go play LoL or Genshin Impact. 〉
It distinguishes between god games and manga games.
It was right on the radar.
There are some good parts.
But overall, it’s just average.
〔Korea Stock Gallery〕
─Just buying Chinese game stocks?
─Profit and loss account purchase of Donson subsidiary
─Genshin vs. Molu archive comparison
─Summary of reviews from gaming YouTubers. Fact
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Expectations.
I just can’t satisfy it.
Investors are bound to go crazy.
─Summary of reviews from gaming YouTubers. Fact
“K−Pricone”
└Information) Pricone is a Japanese chew game
└Bounce haha
└?: Profit and loss account for investment and blah blah blah
└Those guys who clenched their teeth and hit upwards look good ^o^
Profit and loss invested!
This is the hope for domestic games!
All kinds of modifiers were added.
It received great attention in the stock market.
Unlike the stock price that caught fire due to pre-projection.
─Genshin vs. Molu archive comparison
[Genshin Game Capture. Jpg]
[Molu Archive Game Capture. Jpg]
Below is a Korean game haha
└As expected, cow chinese
└(Torn Taegeukgi cone)
└Without exaggeration, I think Genshin Impact was made about 1,200 times better?
└China Dream Together
There was no substance.
Information is shared among investors.
Madness.
Excitement.
It was a natural result that it would decrease over time.
─Profit and loss account purchase of Donson subsidiary
Among Korean game owners
I decided it was at least better.
Genshin Won or whatever it is, it’s all nonsense
└I think so too
└Originally, securities companies have sector-specific proportions, so if you sell game stock A, you buy B.
Author− It certainly seems like that too
└Josen Game Owner is just there haha
Investors’ interest is fading.
It was nothing more than a short-term warm welcome.
Return to the original topic.
The place that will hold the hegemony of the global gaming industry.
─Just buying Chinese game stocks?
We have both market and manpower
Can’t win economies of scale
In the long run, China is definitely the answer
└Actually, Korean game companies are also busy trying to break into Chinese sales.
└Genshin was really well-made
└The stock price has also been adjusted, so it is worth buying
└Wonjung Rollkkae Is it you again?
China.
The more interest I have in gaming stocks, the more solid my thoughts become.
The quality is high.
The market size is also huge.
It felt like growth was guaranteed.
* * *
Long-term investment.
It literally means holding investment assets with a long-term perspective.
‘Not one or two years.’
It refers to at least 5 years.
Therefore, you must have a clear goal and direction.
“Chinese game owners are having a hard time these days. Their performance and outlook are good.”
“That’s because it has no meaning.”
Anticipating changes in the times.
Dominating companies that will become mainstream in the future.
‘It’s a declining industry.’
It is true that Chinese game stocks are doing well.
It is globally competitive.
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『Tencent』
525.87HKD ▼55.12HKD (−9.48%)
[Seasonally flowing graph. Jpg]
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That doesn’t mean the stock price will rise.
No matter how good a game you make.
“In the end, it is made by replacing people. It is no different from a manufacturing company, not a game owner.”
“I can’t see the PER as high.”
There is no fundamental competitiveness.
In the stock market, it is called an ‘economic moat’.
‘It’s something that’s hard to overcome.’
It is also a factor that Warren Buffett considers important.
It is necessary.
Long-term investment.
In order to bury shares of a company for 5 or 10 years.
“As a Warren Buffett follower, I agree, but I am not sure if there is such a thing in the Molu archive that my brother invested in.”
Sora is understandably confused.
You can’t tell just by looking at it.
‘The difference between a shitty character and a character that just sucks.’
Is it just pretty?
You can create as many characters as you want.
All you have to do is roughly draw.
What’s important is what’s inside.
How to create a three-dimensional character.
“On the outside, they look like ordinary Japanese women, right?”
“Yeah, well.”
“On the inside, I am a Chinese woman.”
“…”
This is why I decided to invest in Set Games.
Even if Molu Archive seems like an ordinary pretty girl game.
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A: Seniors are easy-going, right? So much so that I could even sleep in a crashing helicopter☆
(As usual, he goes to sleep without notice)
B: That’s sad. How did these delicate and cute juniors grow up to be like this?
(You’re so horny you’re out of your mind)
A: But delicate and cute things are common, right?
A: At the BBQ party…, Like a senior who helped me unusually well.
(Getting excited about teaching and slapping the teacher’s tail)
B: That’s right. Why did they do that? Intoxicated by the atmosphere?
B: Because they were originally prepared to be used at the desert festival?
(Do you want to go missing like Yume?)
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It has a unique competitive edge.
The character has emotions like a real person.
“Would it be possible to see this kind of bloody fighting in Japanese or Chinese content?”
“It almost seems like a paranoid interpretation.”
It’s not particularly rare.
A representative example is the content industry such as movies and dramas.
Japan is artificial.
China is not worth seeing.
This is clearly evident in the gaming industry as well.
‘Do you think the kids who play Communist Party Daisuki are creative?’
Chinese games.
This is why it is accused of plagiarism.
What seems plausible is only appearance.
Japanese games are so crappy.
The fence is too high for the public.
“I understand roughly, but… Then shouldn’t we invest in Korean game stocks? Scenarios and scripts can be written anywhere.”
The competitiveness of Korean game companies is strong.
Although there is an economic moat.
‘In the end, it’s about drawing it.’
It is a person.
There is a reason why companies that were doing well are faltering.
Long-term investment is not simply burying it.
It must also have an impact on corporate management.
“You said you wouldn’t interfere with management?”
“SetGames.”
“?”
“Aren’t scenarios and scripts the only things that make up a character?”
This is the second strength of the Korean gaming industry.
This is a surprisingly unknown part.
‘Figure.’
It has the highest competitiveness in the world.
It’s just not a proper investment.
Management also.
It is also the investor’s right to directly participate in management.
