Category: GA


Soft Out-Quarter Guidance Again; Delays Becoming Regular

Giant Interactive Group Inc.
Rating: Sector Perform
Price: $7.74
 
Slight Q2 beat. Giant reported Q2 revenue and EPS of $53.3 million and $0.15, respectively, versus our estimates of $53.0 million and $0.14. The EPS beat came from higher gross margin and lower expenses as Giant trimmed S&M and R&D in the quarter. The company also guided Q3 revenue to a range of between $45.4 million and $50.5 million versus the Street expectation of $58.0 million. Finally, Giant delayed testing of its next game, ZT Online 2, to late Q4 versus the previous expectation for Q3.

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GA, Online Games (China) - August 19th, 2009 — 10:49am

China Online Games Tour Wrap-Up

Chinese Online Games: Development Cost Trumps Marketing, but Remains Dwarfed by Sales Growth
 
Last week, we visited several Chinese online game companies. Our conclusions from the trip are as follows.

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GA, NTES, Online Games (China), PWRD, SNDA - June 23rd, 2009 — 4:58am

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