Online Game Publishers in Singapore
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Asiasoft Corporation PLC. (AS) 3Q12 Opportunity Day 26 November 2012 DisclaimerAgenda . The information contained in this presentation is for information purposes only and does not constitute an offer or invitation to sell or the solicitation of an offer or invitation to purchase or subscribe for shares of Asiasoft Corporation Pcl. (“Asiasoft”) in any jurisdiction nor should it or any part of it form the basis of, or be relied upon in any connection with, any contract or commitment whatsoever. This presentation may include information which is forward-looking in nature. Forward-looking information involve known and unknown risks, uncertainties and other factors which may impact on the actual outcomes, including economic conditions in the markets in which Asiasoft operates and general achievement of Asiasoft business forecasts, which will cause the actual results, performance or achievements of Asiasoft to differ, perhaps materially, from the results, performance or achievements expressed or implied in this presentation . This presentation has been prepared by Asiasoft. The information in this presentation has not been independently verified. No representation, warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information and opinions in this presentation. 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This presentation and all other information, materials or documents provided in connection therewith, shall not, either in whole or in part, be reproduced, redistributed or made available to any other person, save in strict compliance with all applicable laws Page 2 AgendaAgenda Territory Overview in Q3/12 Asiasoft Overview in Q3/12 Next Step in Q3/12 Appendices Page 3 Territory Overview SEA GamingAgenda Market Overview Unit: Million Baht By CAGR Country By Size Country 8,000 Vietnam 1 Malaysia 1 Vietnam 2011-2015 2 Indonesia 2 Thailand 6,762 CAGR10.4% 7,000 3 Philippine 3 Malaysia 6,096 6,000 5,508 Thailand 4,986 2011-2015 5,000 CAGR12.6% 4,530 4,470 4,119 4,125 3,705 4,000 Malaysia 3,312 2011-2015 2,928 CAGR17.2% 3,000 2,472 2,400 2,520 2,232 2,031 Philippine 2,000 1,647 2011-2015 1,143 CAGR15.5% 819 900 954 1,000 696 747 612 876 Singapore 717 792 834 465 588 2011-2015 633 CAGR 7.5% 348 423 498 570 0 300 2010 2011 2012 2013F 2014F 2015F Indonesia 2011-2015 Singapore Malaysia Thailand CAGR16.1% Indonesia Philippine Vietnam Page 5 Source: Market Size from (IDC Research) 2012 Forecast SEA MarketAgenda Overview Country Population Internet Penetration Online Penetration Penetration Market Size 2012 User (Internet User/Pop.) Gamer (Gamer / Internet User) (Gamer /Pop.) Unit: Mill Unit: Mill Unit: % Unit: Mill Unit: % Unit: % Unit: Mill Baht Singapore 4.7 4.1 87% 2.2 54% 47% 747 Malaysia 28.7 21.2 74% 8.2 39% 29% 2,031 Thailand 66.7 24.2 36% 9.1 38% 14% 3,312 Indonesia 245.6 29.0 12% 8.0 28% 3% 423 Philippine 101.8 38.1 37% 11.5 30% 11% 717 Vietnam 90.5 34.2 38% 8.8 26% 10% 4,986 Total 538 150.8 28% 47.8 31.7% 8.9% 12,126 Page 6 Source: Population from (www.internetworldstats.com)2011 Internet User, Online Gamer, Market Size from (IDC Research) 2012 Forecast Online Game PublishersAgenda in Thailand TOTAL: 65 Games 78 Games 111 Games 129 Games 163 Games 25 New Games 27 New Games 34 New Games 44 New Games 49 New Games 5 41 Companies (8 New companies) 4 33 Companies 3 (5 New companies) 33 Companies (5 close company) (8 New companies) 2 ( 1 close company) 26 Companies 1 (6 new companies) 23 Companies (3 close Company) (5 new companies) (- close company) 2008 2009 2010 2011 9M/2012 • No. of New Game in Thailand grew continuously, 9M12 of 49 new games compared to 2011 of 44 new games. • As of 9M12, there are 8 new companies and none are closed. Page 7 New Game LaunchAgenda in Thailand Online Game Publisher Type Zeed Dragon 7Zeed WEB God of Emperor Asiasoft/Funbox MMORPG EverPlanet Asiasoft/Funbox MMORPG AVA Asiasoft/Funbox FPS HY2 Online Asiasoft/Funbox MMORPG Shot Online Games Campus Casual Football City Star Asiasoft/Funbox Casual WARFLOW Golden Soft WEB CSO Asiasoft/Funbox FPS Weapons of the Gods Golden Soft MMORPG Fashion Dream Asiasoft/Funbox WEB Bounty Hounds Online Lemniscate MMORPG SheepFarm Asiasoft/Funbox WEB Divine Soul STAND BEST TECH MMORPG Paradisy Koramgame WEB Mu Blue Online Winner Online MMORPG Three Kingdoms Online 2 Koramgame WEB New 8 games from 8 Publishers Grand Epic Online Onenet WEB Legend of Edda STAND BEST TECH MMORPG zhushen Voomga WEB Glory Destiny Winner Online MMORPG WEB Little warrior XoyoGame WEB 1 games New 14 games from 5 Publishers 13% FPS WEB 1 games MMORPG 8 games 13% 5 games 57% MMORPG 62% 4 games 29% Casual 1 games 12% Casual 1 games FPS 7% 1 games 7% Page 8 Online Game Breakdown by Game Type Asiasoft/Funbox Asiasoft/Funbox 61% 46% TDE/NC True Others 4% Others Asiasoft/Funbox 31% 13% 35% Winner Online PlayInter 11% 16% MMOPRG CASUAL Golden Soft Golden Soft Golden Soft 5% 6% 13% INI3 Digital Winner Online Others 5% 0% TDE/NC True 19% Winner Online TDE/NC True 10% 7% 18% Winner Online 11% Golden Soft 9% Asiasoft/Funbox Others 29% PlayInter 0% 100% Golden Soft Asiasoft/Funbox INI3 Digital 0% 8% MOBA 13% FPS Web Game TDE/NC True • Asiasoft/Funbox were ranked no.1 in Web-Based game with Others 72% 58% 41% market share while ranked no. 4 in FPS game with 8% market share. Page 9 Remark : base on Average Max CCU Q3/12 Online Game BreakdownAgenda by Game Type MMORPG Casual FPS WEB MOBA 10% 22% 40% 12% 16% Remark : Base on Average Max CCU Q3/12 Page 10 Top 5 RankingAgenda for Each Game Type YulGang Ragnarok Dragon Nest Cabal ray city Audition PANGYA Zone4 Tales Runner Fifa 2 Point Blank Special Force xshot CSO Black Fire Fashion Dream Boomz Pocket Ninja Bubble Ninja Crystal Saga Heroes of League of Newerth Legends Page 11 Remark : Base on Average Max CCU Q3/12 (Except Fashion Dream based on Average Unique Viewer Q3/12) Online Game PublishersAgenda in Singapore TOTAL: 5 Games 7 Games 10 Games 26 Games 28 Games 2 New Games 6 New Games 16 New Games 6 New Games 5 9 Companies 0 New Company 4 9 Companies 1 New company 3 8 Companies 4 New companies 2 1 4 Companies 0 New company 4 Companies 0 New company 2008 2009 2010 2011 9M2012 - By 9M2012, there are 9 publisher in the market. Page 12 Agenda New Game Launch in Singapore Online Game Publisher Type Online Game Publisher Type Business Tycoon Online Cherry Credits Web Mahjong Hime Asiasoft Web Heros of Thessalonica SB Games MMORPG Super Star Live IAH Music 2 New games was launched by 2 Publishers SevenCore Tec Interactive MMORPG 3 New games from 3 publishers Number of titles launch: 2 Number of titles launch: 3 Web Game 1 game Web Game 33% 1 game 50% MMORPG 1 MMORPG game 1 game 50% Q3/11 Q3/12 34% FPS FPS Casual Casual - - 1 game - 0% 0% 0% 33% Page 13 Market ShareAgenda by Genre in 3Q12 Other Eagle Other 9% Asiasoft 4% 2% 11% Cherry Cherry Asiasoft Credits Credits MMORPG 55% 15% CASUAL Garena 36% Other 68% 12% Cherry Asiasoft Overall Credits 33% Tech Asiasoft 24% Interactive 3% 10% Garena M1 31% 12% Web FPS Garena Game 42% IAH 13% Sea Gaming 20% Page 14 Source: Company’s data based on 2012 Avg. Max CCU for Q3 Online Game PublishersAgenda in Malaysia TOTAL: 81 Games 119 Games 150 Games 124 Games 131 Games 42 New Games 37 New Games 67 New Games 30 New Games 5 39 Companies 3 New companies 4 1 close company 32 Companies 8 New companies 3 3 Close company 27 Companies 2 2 N ew companies 26 Companies 1 Close Company 1 8 New companies 20 Companies 2 Close company 0 new company 2008 2009 2010 2011 9M2012 • Majority of new game since 2010 are web games. • Many new company enter market with several web games but went bust quickly. Page 15 New Game LaunchAgenda in Malaysia Online Game Publisher Type Online Game Publisher Type Enigma Online (EN) Gamon MMORPG 西游释厄传Online On988 MMORPG 黃易 2 (CN) ChineseGo MMORPG ROSH Online Gamon MMORPG 戰神傳奇 Online Gamon MMORPG Bubble Diamond Web Winner Online Web Casual Genghis Khan 2 i1play MMORPG 仙落凡尘 Web GameView Web MMORPG 武林之王 Online RMS Web MMORPG 三国伍虎将Web GameView Web MMO Strategy 功夫英雄 RedApple MMORPG 一网打尽 Web GameView Web Casual 王者天下 Varuna Web MMORPG 小小名将 Web GameView Web MMO Strategy Number of titles launch: 6 Web Game 2 games Number of titles launch: 8 33% Web Game 3 games MMORPG 38% 2 games FPS Q3/12 34% - MMORPG 0% Q3/11 5 games 62% Casual 2 games 33% FPS Casual - - 0% 0% Page 16 Market ShareAgenda by Genre in 3Q12 Cubinet Cubizone 14% 17% Other Asiasoft ChangYou Asiasoft Eagle 48% MMOPRG 15% CASUAL Runup 4% 20% Game 5% 66% Koram Cubinet ChangYou 14% 14% 6% OVERALL Other 41% Cubizone 3% MyCNX Other 22% 33% Asiasoft Web 36% FPS Game GoPlayPlay Gameview 15% 8% RMS Funnel Asiasoft 10% 12% 97% Page 17 Source: Company’s data based on 2012 Avg.