Thread by @Pappakeno1

Talked to Gravity $grvy investor relations today.

ByteDance
They seem to be very happy with ByteDance cooperation in Taiwan. ByteDance for sure put a lot of effort in promoting Next generation to a broader audience. Next had a more succesful release than Eternal Love.

Japan
Gravity are satisfied with long term grossing in Japan for Eternal love (Masters). But will do the marketing for Origin Japan differently in order to hopefully reach a broader audience.

New games
The next generations of games are to a large extent from Gravity themselves which means higher margins. These includes Project S, Ragnarok Begins (PC), Lost Memories and Spear of Odin. I expect announcements for more games.

South East Asia
2021 is expected to be another growth year. Driven mainly by new games to SEA. The pipeline focuses on Thailand which is a key market 2021.

China
Still waiting for approval for Origin to launch in cooperation with Tencent. Next might come to China at a later point but Origin is the focus game for China.

Personally I am bullish about having Next released in SEA H1 2021 in combination with optionality from a number of games and markets including China and Japan. I feel confident that Next will be a huge and broad success in SEA with 650M citizens.

In other words, my base case is still very bullish.