Which companies involved in Black Myth: Wukong?

JacksNiffler
08-20

Utilizing the classic cultural elements of Journey to the West, Black Myth: Wukong has successfully attracted the attention of gamers around the world, and is one of the few games in China to have reached the "3A" standard, as it was a "high-quality production" game at the beginning of its production.It is also one of the few domestic games to reach the "3A" standard.

Not only has it been a huge success in the domestic market, it is also considered capable of breaking into the international market.

It was released on August 20, and before that, the gamer ratings were excellent.

  • On the PlayStation Network (PSN) platform, the game has a rating of 4.79 out of 5, which is close to a 4.8.

  • On Steam, the game has a 94% favorable rating, indicating generally positive feedback from the player base.

  • The average score on Metacritic (MC station) is 82, based on 54 global media reviews.Based on 24 media reviews, there are 22 positive reviews, 2 moderate reviews, and no bad reviews.

  • IGN China scored a perfect 10 out of 10, which is a very rare high score, showing the media's recognition of the game's quality.

  • Globally, 52 media outlets gave the game an average score of 82.

Publishing and Background

Black Myth: Wukong is developed and published by Game Science, a domestic independent game developer.Game Science was founded in 2014 and is based in Shenzhen.The company was originally started by a few members who moved to Hangzhou in 2018 to start developing this game.

Game Science's major investors include.

  1. Hero Entertainment: This is an early investor in Game Science with a 19% stake.Hero HootSuite took a stake in Game Science in 2017 to support its development. $Huayi Brothers (300027)$ of A-share holds a partial stake in Hero HootSuite, and thus has an indirect relationship with Game Science, whose shares have risen sharply since the game's launch.

  2. Tencent: Tencent invested in Game Science through its investment arm, with a 5% stake.Tencent's investment not only provides financial support, but may also help Game Science technically, especially in the use of development tools such as the Unreal Engine. $ Tencent Holdings (00700)$

  3. In addition, a number of state-owned investment companies as well as venture capital firms are among Game Science's investors.

Overseas listed companies that may benefit

  1. $Sony (SONY)$.

    As the maker of the PlayStation 5, Sony will directly benefit from sales of the game, especially if it launches on its platform.The game's success could boost PS5 sales, further cementing Sony's leadership in the gaming console market.

  2. $Microsoft (MSFT)$

    While Black Myth: Goku has yet to be released on the Xbox platform, its future release will give Microsoft the opportunity to profit from it.Microsoft's expansion strategy in the gaming market includes attracting more AAA titles to its platforms.

  3. $NVIDIA (NVDA)$.

    As a graphics card manufacturer, NVIDIA may benefit from the high-quality graphical demands of Black Myth: Goku.The game's graphical performance requirements may prompt gamers to upgrade their graphics cards, especially with NVIDIA's offerings.

  4. Epic Games

    Since Black Myth: Goku was developed using Unreal Engine 5, Epic Games may be able to generate revenue through engine licenses and related services.Successful games will further drive market recognition of the Unreal Engine.(Tencent holds a 40% stake in Epic Games)

  5. Valve.

    As the operator of the Steam platform, Valve will receive a cut for the sale of games.As games are pre-sold and listed on Steam, Valve's revenue will increase.

  6. $Bilibili Inc.(BILI)$

    As a video platform as well as a live game streaming company, B may gain popularity among users for more discussions and live game streaming, and even bring in intuitive live streaming revenue. $BILIBILI-W(09626)$

One thing to keep in mind.

  1. For mega-cap tech companies like MSFT, Sony, and NVDA, it's unlikely that even these small positives will generate big swings.Even Valve, the platform operator of Steam, may not be able to visualize the positive in the short term.

  2. The business model of console games is different from that of handheld games, and not necessarily good works are necessarily the most profitable works.At the same time the game cycle will be shorter, reflected in the final publisher's profits may not be a lot.

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