Cartman: I am the mightiest dwarf in all of Azeroth!
Kyle: Wow! Look at all these people playing right now.
Cartman: Yeah, it’s bullcrap! I bet half of these people are Koreans.
– South Park, “Make Love, Not Warcraft”
Cartman was wrong, they’re Chinese!
CDC Games, a division of CDC Corp (CHINA), is definitely worth looking at, at least I would if I had loose cash at the moment. Its games division is running strong, and it will keep growing hopefully bringing some stability to the company’s falling profit margins.
CDC’s games division has a mind-boggling number of users, 100 million, in China alone. Furthermore CDC has recently acquired Optics (Q3):
In addition to the more than 40 million registered users CDC brought on board via its Optics acquisition, it also seems to have gained greater legal expertise in combating piracy.
Optics has three major titles running in China right now: SHAIYA, MIR III, and EVE Online. The acquisition also provides CDC Games with five new titles in the pipeline, due for launch in the “near future.”
Look for some serious growth in the coming months because CDC Games looks set to reach other monsters in the Chinese online gaming market like Shanda Interactive (SNDA) and The9 (NCTY).
Take it easy,
Stefano
