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Industry experts predicts tough choices as NewJeans' ultimatum nears
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Jung's paternity reveal exposes where Korea stands on extramarital babies
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Seoul city opens emergency care centers
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Opposition chief acquitted of instigating perjury
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Samsung entangled in legal risks amid calls for drastic reform
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[Exclusive] Hyundai Mobis eyes closer ties with BYD
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[Herald Review] 'Gangnam B-Side' combines social realism with masterful suspense, performance
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Agency says Jung Woo-sung unsure on awards attendance after lovechild revelations
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[Herald Interview] 'Trump will use tariffs as first line of defense for American manufacturing'
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Why S. Korean refiners are reluctant to import US oil despite Trump’s energy push
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[더인베스터(코리아헤럴드)=박가영기자] 중국 최대 IT업체 텐센트가 넷마블게임즈의 ‘리니지2 레볼루션’의 중국 출시를 11월로 정하고 현지화 작업에 박차를 가하고 있다.
중국 주재 한 텐센트 관계자는 14일 더인베스터에 “유일한 걸림돌은 한중 관계”라며 “이르면 11월에 ‘리니지2’가 발매될 수 있을 것”이라고 밝혔다.
현재 17.7%의 넷마블 지분을 보유 중인 텐센트는 ‘리니지2’의 중국 발매를 담당하고 있다.
넷마블과 텐센트는 올 초부터 ‘리니지2’의 중국 출시를 준비해왔지만 고고도미사일방어체계(THAAD·사드) 배치를 둘러싼 한중 갈등이 심화되면서 불확실성이 커지고 있는 상황이다.
올해 3월 이후 국내 게임사들은 중국에서 신규 판호(版號; 서비스허가권)를 한 건도 받지 못하고 있다. 판호 없이는 중국에서 신작 게임을 출시할 수 없다.
지난 11일 2분기 실적발표에서 넷마블 권영식 대표 역시 중국 출시에 대해 확실한 답변을 내놓지 못했다. 그는 “중국 서비스를 위한 판호가 아직 나오지 않은 상황”이며 “현재로서는 기업에서 이야기하기 어렵다”고 언급했다.
다만 현지에서는 5월 문재인정부의 출범 이후 긴장완화에 대한 기대감이 커지고 있는 상황이다. 텐센트가 '리니지2'의 중국 출시를 11월로 정한 만큼 판호 획득이 임박한 것이 아니냐는 관측도 나오고 있다.
넷마블은 현재 ‘리니지2’의 해외 출시에 공을 들이고 있다. 올해 상반기 넷마블 전체 매출 1조 2273억원 중 ‘리니지2’ 관련 매출은 40%에 육박한다. 2분기에는 국내 매출이 다소 정체되면서 성장세가 줄었는데 이를 만회하기 위해서는 해외매출이 뒷받침 되어야 한다.
지난 12월 출시 이후 현재 대만, 홍콩 등 아시아 11개국에 출시했으며 현지에서 상위권 매출을 기록하고 있다. 이외에 일본 출시는 8월 23일로 정해졌고 북미 및 유럽 진출은 4분기로 예정돼있다.
유진투자중권 정호윤연구원은 “해외시장에서의 성과가 넷마블의 주가를 결정지을 것”이라며 “단기적으로는 일본시장에서의 흥행이 영향을 미치겠지만 장기적으로는 중국 출시가 향후 넷마블 주가를 가늠할 수 있는 중요한 이벤트가 될 것”이라고 전망했다.
(gypark@heraldcorp.com)
중국 주재 한 텐센트 관계자는 14일 더인베스터에 “유일한 걸림돌은 한중 관계”라며 “이르면 11월에 ‘리니지2’가 발매될 수 있을 것”이라고 밝혔다.
현재 17.7%의 넷마블 지분을 보유 중인 텐센트는 ‘리니지2’의 중국 발매를 담당하고 있다.
넷마블과 텐센트는 올 초부터 ‘리니지2’의 중국 출시를 준비해왔지만 고고도미사일방어체계(THAAD·사드) 배치를 둘러싼 한중 갈등이 심화되면서 불확실성이 커지고 있는 상황이다.
올해 3월 이후 국내 게임사들은 중국에서 신규 판호(版號; 서비스허가권)를 한 건도 받지 못하고 있다. 판호 없이는 중국에서 신작 게임을 출시할 수 없다.
지난 11일 2분기 실적발표에서 넷마블 권영식 대표 역시 중국 출시에 대해 확실한 답변을 내놓지 못했다. 그는 “중국 서비스를 위한 판호가 아직 나오지 않은 상황”이며 “현재로서는 기업에서 이야기하기 어렵다”고 언급했다.
다만 현지에서는 5월 문재인정부의 출범 이후 긴장완화에 대한 기대감이 커지고 있는 상황이다. 텐센트가 '리니지2'의 중국 출시를 11월로 정한 만큼 판호 획득이 임박한 것이 아니냐는 관측도 나오고 있다.
넷마블은 현재 ‘리니지2’의 해외 출시에 공을 들이고 있다. 올해 상반기 넷마블 전체 매출 1조 2273억원 중 ‘리니지2’ 관련 매출은 40%에 육박한다. 2분기에는 국내 매출이 다소 정체되면서 성장세가 줄었는데 이를 만회하기 위해서는 해외매출이 뒷받침 되어야 한다.
지난 12월 출시 이후 현재 대만, 홍콩 등 아시아 11개국에 출시했으며 현지에서 상위권 매출을 기록하고 있다. 이외에 일본 출시는 8월 23일로 정해졌고 북미 및 유럽 진출은 4분기로 예정돼있다.
유진투자중권 정호윤연구원은 “해외시장에서의 성과가 넷마블의 주가를 결정지을 것”이라며 “단기적으로는 일본시장에서의 흥행이 영향을 미치겠지만 장기적으로는 중국 출시가 향후 넷마블 주가를 가늠할 수 있는 중요한 이벤트가 될 것”이라고 전망했다.
(gypark@heraldcorp.com)
<원본 영문기사>
Tencent aims for November debut of “Lineage II: Revolution”
[THE INVESTOR] Chinese internet and game giant Tencent Holdings is aiming to publish the Netmarble Games’ “Lineage II: Revolution” in China in November, a source familiar with the matter told The Investor on Aug. 14.
“Everything is going well except for the diplomatic relationship between the two countries [Korea and China],” said a China-based source who has direct knowledge of the game’s release in China. “Assuming all goes as planned, Tencent is preparing to publish the game in mainland China in November.”
Tencent is the Chinese partner for Netmarble Games, Korea’s No. 1 mobile game developer, which has been pushing to release the mobile version of NCsoft’s flagship online role-playing game “Lineage II” overseas.
Backed by the massive success of Lineage II since it was launched in December 2016, Netmarble’s revenue and operating profits soared by 81 percent and 172 percent on-year, respectively, to reach 1.23 trillion won and 305 billion won in the first six months of the year.
Despite a stellar performance, a slowdown in the second quarter is worrying investors. Compared with the first quarter, the company’s revenue and operating profits dropped 21.4 percent and 47.5 percent, respectively. The sales decrease accelerated after NCSoft released its own mobile version of “Lineage I” in June.
“One of the most important factors for Netmarble’s share price is overseas markets,” said Jung Ho-yoon, an analyst at Eugene Investment and Securities. “The release and performance of “Lineage II: Revolution” in China will be a key factor deciding the share price of Netmarble.”
“Lineage II: Revolution” has already debuted in 11 markets, including Hong Kong and Taiwan in June. The company’s chief operating officer said the game was scheduled to hit Japan on Aug. 23 and will be introduced in the North American and European markets in the fourth quarter.
But the game’s crucial Chinese debut has been delayed as the local government has refused to license sales of Korean-made online games as part of its economic retaliation against Korea’s deployment of the THAAD missile system.
Shares in Netmarble, which made a hot debut on May 12, fell 2.3 percent after the company released its second quarter results on Aug. 11, recovered on Aug. 14 to close 2.75 percent higher at 131,000 won.
LINEAGE TIDBITS
-- “Lineage II: Revolution,” the mobile version of NCsoft’s online role-playing game “Lineage II,” was published by Nermarble in Dec. 2016.
-- “Lineage II” was unveiled by NCsoft in October 2003. Its precursor, Lineage I,” was introduced by NCsoft in 1998.
-- In June 2017, NCsoft published a mobile version of the first Lineage series, called “Lineage M.”
By Park Ga-young (gypark@heraldcorp.com)
Tencent aims for November debut of “Lineage II: Revolution”
[THE INVESTOR] Chinese internet and game giant Tencent Holdings is aiming to publish the Netmarble Games’ “Lineage II: Revolution” in China in November, a source familiar with the matter told The Investor on Aug. 14.
“Everything is going well except for the diplomatic relationship between the two countries [Korea and China],” said a China-based source who has direct knowledge of the game’s release in China. “Assuming all goes as planned, Tencent is preparing to publish the game in mainland China in November.”
Tencent is the Chinese partner for Netmarble Games, Korea’s No. 1 mobile game developer, which has been pushing to release the mobile version of NCsoft’s flagship online role-playing game “Lineage II” overseas.
Backed by the massive success of Lineage II since it was launched in December 2016, Netmarble’s revenue and operating profits soared by 81 percent and 172 percent on-year, respectively, to reach 1.23 trillion won and 305 billion won in the first six months of the year.
Despite a stellar performance, a slowdown in the second quarter is worrying investors. Compared with the first quarter, the company’s revenue and operating profits dropped 21.4 percent and 47.5 percent, respectively. The sales decrease accelerated after NCSoft released its own mobile version of “Lineage I” in June.
“One of the most important factors for Netmarble’s share price is overseas markets,” said Jung Ho-yoon, an analyst at Eugene Investment and Securities. “The release and performance of “Lineage II: Revolution” in China will be a key factor deciding the share price of Netmarble.”
“Lineage II: Revolution” has already debuted in 11 markets, including Hong Kong and Taiwan in June. The company’s chief operating officer said the game was scheduled to hit Japan on Aug. 23 and will be introduced in the North American and European markets in the fourth quarter.
But the game’s crucial Chinese debut has been delayed as the local government has refused to license sales of Korean-made online games as part of its economic retaliation against Korea’s deployment of the THAAD missile system.
Shares in Netmarble, which made a hot debut on May 12, fell 2.3 percent after the company released its second quarter results on Aug. 11, recovered on Aug. 14 to close 2.75 percent higher at 131,000 won.
LINEAGE TIDBITS
-- “Lineage II: Revolution,” the mobile version of NCsoft’s online role-playing game “Lineage II,” was published by Nermarble in Dec. 2016.
-- “Lineage II” was unveiled by NCsoft in October 2003. Its precursor, Lineage I,” was introduced by NCsoft in 1998.
-- In June 2017, NCsoft published a mobile version of the first Lineage series, called “Lineage M.”
By Park Ga-young (gypark@heraldcorp.com)
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