Seoul Economic Daily EnglishCodex · 实盘不做把握 6/10不做原因:已被定价
北京时间·🕒 发布 11:00:05(首尔 12:00)·⟳ 抓取 11:20:23 +20m18s·⚡ 决策 08-29 11:22:18 +1m55s·59.2 天前
韩国手游公司多款游戏更新与促销汇总,Devsisters披露CookieRun: Crumble上线近一月收入超200亿韩元
唯一有明确量级的Devsisters收入里程碑已在本信号前1至2日公开并经历韩国市场8月28日交易,Com2uS等其余事项为常规游戏促销或内容更新,新增边际不足以支持周末后追单。
📄 原文Seoul Economic Daily English↗ 原文
Zeus MMORPG Offers Up to 10% Billing Discounts With Korea's Three Carriers
Com2uS (078340) has teamed up with South Korea's three mobile carriers to offer launch discounts for its new massively…
不做 Devsisters(194480.KQ)
CookieRun: Crumble收入里程碑方向正面且有量级,但消息已在8月27日至28日公开并经过韩国8月28日交易,周末后追单edge不足。
不做 Com2uS(078340.KQ)
Zeus运营商折扣是促销运营动作,缺少新增流水或利润量级;股价已在上线后连续上涨,当前不追。
不做 Nexon(3659.JP)
MapleStory M内容更新属于常规运营,对Nexon集团短线基本面弹性不足。
不做 Pearl Abyss(263750.KQ)
Black Desert Mobile测试服和活动缺少可量化新增收入,不能形成独立交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
本条是韩国游戏行业汇总稿,不是单一突发催化。Devsisters的200亿韩元收入约相当于其2025年收入的6.8%左右、相对约1859亿韩元市值约10.8%,方向正面但首发已早于本信号并在8月28日交易日传播;Com2uS促销和其他公司更新缺少新增收入量级,且Com2uS近期已因Zeus上线连续上涨。综合新鲜度、price-in和可执行性,当前不追。
消息传播链
- Inven Global已报道CookieRun: Crumble累计收入超200亿韩元和用户超250万,早于本信号。
- Digital Today报道Devsisters称CookieRun: Crumble上线约一月累计销售额超200亿韩元。市场反应:Devsisters 194480.KQ在2026-08-28收于16950韩元,涨4.50%。
- EDAILY报道Com2uS为Zeus与三大运营商开展支付折扣,并称上线18小时登上两大商店营收榜首。市场反应:Com2uS 078340.KQ在2026-08-28收于36000韩元,涨2.56%。
- 本信号为韩国游戏公司多事件汇总,未提供比前一交易日媒体报道更强的一手新增事实。市场反应:韩国市场周末闭市,不能即时成交。
关键理由
- Devsisters的CookieRun: Crumble上线不到一月收入超200亿韩元,约为公司2025年收入2955.8亿韩元的6.8%,验证新品流水能力。
- Com2uS的Zeus上线后进入应用商店营收榜并配合运营商促销,但促销本身更像付费转化运营手段而非独立重大合同。
主要风险
- Devsisters收入里程碑已在8月27日至28日被Inven、Digital Today、ChosunBiz等报道,8月28日股价已上涨,周末后再追存在见光后回落风险。
- 游戏流水未等同于净收入和利润,平台分成、营销投放、留存曲线和后续内容节奏仍未核清。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-08-27 · 影响 weakens
收入里程碑早于本信号已公开,且韩国市场8月28日已有交易反应,削弱周末后追多edge。
检索:Devsisters CookieRun Crumble 20 billion won already reported stock price Aug 28 2026 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-08-28 · 影响 weakens
Com2uS促销和营收榜表现已在8月28日午后报道,且股价此前已连续反应Zeus上线预期。
检索:Com2uS Zeus God of Arrogance payment discount promotion app store revenue chart Aug 28 2026 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例不足未改变最终结论;最终由新鲜度、已交易反应和事件量级决定不追。
方向:未使用历史先例定交易方向,因为最终不交易且当前证据已显示主要催化已传播并经过交易日反应。
涨幅量级:缺少通过event_study清洗的同市场高相似手游收入里程碑样本,不能用先例校准tp/sl。
形态:本次更接近已扩散的游戏流水里程碑和常规内容更新,主要风险是公告后追高而非新催化扩散。
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原文全文
展开原文 · 8,729 字
Com2uS (078340) has teamed up with South Korea's three mobile carriers to offer launch discounts for its new massively multiplayer online role-playing game, "Zeus: God of Arrogance." Subscribers of SK Telecom, KT and LG Uplus can receive up to an additional 10% off when they buy in-game items using their carrier's payment method, depending on how much they spend. The game is also running events that hand out rewards for gameplay, including a seven-day login event and rewards tied to character growth, gear enhancement and crafting. Nexon, meanwhile, has added a new boss called "Karing" to its mobile MMORPG "MapleStory M." Set in the Dowongyeong region, Karing can be challenged by characters at level 280 or above, and defeating the boss yields growth materials along with a new necklace item, "Imitated Knot of God."
Zeus: God of Arrogance Launches Billing Discount Promotion With Three Carriers
Com2uS is running a billing discount promotion with South Korea's three mobile carriers to mark the official launch of its new MMORPG, "Zeus: God of Arrogance."
The promotion runs from the 26th of this month, when the game began official service, through the afternoon of the 15th of next month, and is open to SK Telecom, KT and LG Uplus subscribers. Players who use their carrier's payment method for in-game purchases during that period qualify for billing discounts based on their total spending.
SK Telecom and LG Uplus subscribers receive a base discount of up to 5,000 won, plus an additional 10% on purchases of 100,000 won or more. The additional discount is capped at 200,000 won.
KT subscribers receive a base billing discount of up to 3,000 won. Purchases between 100,000 won and 300,000 won earn an additional 5% discount, while purchases of 300,000 won or more earn 10%, with the additional discount capped at 100,000 won.
Zeus: God of Arrogance is also running a range of launch events. These include a seven-day login event called "Call of Olympus," along with "Athena's Special Orders," "Hephaestus' Tempering," "Odysseia: A Hero's Journey" and "Apollo's Leap," which award various prizes for in-game activities such as character growth, gear enhancement and crafting.
Nexon Adds New Boss 'Karing' to MapleStory M
Nexon has added a new boss called "Karing" to its mobile MMORPG "MapleStory M."
Set in the Dowongyeong region, Karing comes in Normal and Hard difficulties and can be challenged by characters at level 280 or above. Rewards for defeating Karing include a new necklace item, "Imitated Knot of God," as well as "Transmission Scrolls," the honing material "Instrument of Death" and "Karing's Soul Fragments."
Nexon has also added a second skill for the "Constella Core" within "Stellar Code," MapleStory M's original skill system. Granted by job class, the new skill is a buff that confers invulnerability and adds a passive attack effect with extra projectiles, making it broadly useful in boss raids and hunting.
Through the 16th of next month, the game is running an account-wide event called "Additional Potential Scroll Alchemy" to help characters at level 100 or above grow. Players complete daily missions to collect the material item "Additional Magic Powder," which can be spent to obtain items such as "Additional Potential Scrolls." Collecting larger amounts of the material improves the chances of receiving higher-grade scrolls.
Through Sept. 30, the game is also running a "World Leap" event that lets players transfer up to five characters per account at level 230 or above from Challengers World to existing worlds. The transfer covers items and mesos held in character inventories, along with designated assets and data including "V Core" unlock and enhancement status, "V Points" and "Sol Erda Fragments."
CookieRun: Crumble Tops 20 Billion Won in Cumulative Revenue
"CookieRun: Crumble," a mobile idle RPG developed by Studio Kingdom, a studio under Devsisters (194480), has surpassed 20 billion won in revenue in less than a month since launch.
Globally released on the 30th of last month, CookieRun: Crumble has now recorded 20 billion won in cumulative revenue and more than 2.5 million users, an encouraging early showing.
Notably, a high share of players had not previously played a CookieRun title. That suggests the game has drawn in idle-game enthusiasts beyond the existing CookieRun fan base, which should support long-term staying power. The game currently holds a rating of 4.7 out of 5 on Apple's App Store.
On the afternoon of the 27th of this month, the game rolled out an update adding new cookies including the TSSR-grade "Brightseeker Cookie," a guild raid mode and an expanded main stage. After the update, the game climbed back to No. 2 on the domestic App Store's real-time revenue chart, a sign of strong player interest.
CookieRun: Crumble is an idle RPG built on the CookieRun intellectual property, which has drawn 300 million users worldwide. It combines an accessible idle-game structure with rapid progression, generous rewards and a light, playful setting. Devsisters plans to keep adding content through regular updates to improve player satisfaction.
Pearl Abyss' Black Desert Mobile Opens 'Fortress Siege' Test Server Sept. 1
Pearl Abyss (263750) will open a test server on Sept. 1 for "Fortress Siege," a revamped version of the node war mode in Black Desert Mobile.
Fortress Siege serves as a gateway to castle siege warfare, pitting guilds against one another across a vast battlefield. Up to six guilds and 300 players can take part, with adventurers free to devise strategies based on varying objectives and combat situations.
To mark the test server opening, the game is running several events. Participating adventurers receive items including Scrolls of Order, Unidentified Chaos Skill Manuals, a selection box containing Purified Water, Citron Tea or Clockwork Gears, and a Time-Infused Pet Selection Box (7th generation).
Insignia and crest engraving items have also been streamlined to match adventurers' progression stages. Since the Heidel Ball event in July, the game has been gradually reorganizing items used in progression, including Crow Merchants Guild elixirs, accessories and Condensed Black Energy, to improve access to content.
The game is currently running a "Black Spirit's World Tour" event marking the first anniversary of its global unified server. Set across five continents, the event lets adventurers use cards earned as login rewards to complete a board game themed around the five continents. Completing the board yields items including a Sealed Ring of Legacy, Arcrad, Black Shrine entry tickets and Eye of the Void.
Epic Seven Kicks Off Major Eighth-Anniversary Update
Smilegate said "Epic Seven," a mobile turn-based strategy RPG developed by Super Creative, is beginning a major update and event lineup to mark the eighth anniversary of its official launch.
The anniversary update opens a new side-story episode, "Paradise Lost," with key characters available as new playable heroes. It also brings various quality-of-life improvements and new content. Events include up to 1,260 free covenant summons and other rewards.
"Paradise Lost" leads off the eighth-anniversary update. Set in the First Era of an Epic Seven universe that cycles through destruction and restoration, it tells the human-era story of "Kayron," familiar to players as the series' foremost villain. As with "Elegy of the Fading Embers," the first side-story episode released last year, all dialogue is fully voiced to heighten immersion.
"Lizette," a central character in Paradise Lost, joins as a new Moonlight hero. She is part of the goddess "Diche," who descended in human form to prevent the world's destruction, and Paradise Lost depicts her noble sacrifice. Her skill set reflects that narrative of a goddess who restores the world. Lizette gains four stacks of "Divinity" at the start of combat and can spend them to revive fallen allies. When she uses her third skill, "Converged Time," while in a Divinity state, she triggers "Time Reversal" for all allies, a powerful effect that returns heroes to their state at the start of battle.
The update also brings quality-of-life improvements and new player-versus-player content. Epic Seven's repeat-battle feature, "Auto Repeat," has been upgraded so battles run and rewards accrue even while players are offline. Automatic gear selling and extraction have also been added, making equipment management easier.
World Arena, the game's real-time PVP mode, gains a new mode called "Call of Chaos." Featuring casual drafting and fast-paced combat, the mode has each side field three heroes, with victory going to whoever destroys the opposing "Guardian" positioned in the back line first.
Zeus: God of Arrogance Launches Billing Discount Promotion With Three Carriers
Com2uS is running a billing discount promotion with South Korea's three mobile carriers to mark the official launch of its new MMORPG, "Zeus: God of Arrogance."
The promotion runs from the 26th of this month, when the game began official service, through the afternoon of the 15th of next month, and is open to SK Telecom, KT and LG Uplus subscribers. Players who use their carrier's payment method for in-game purchases during that period qualify for billing discounts based on their total spending.
SK Telecom and LG Uplus subscribers receive a base discount of up to 5,000 won, plus an additional 10% on purchases of 100,000 won or more. The additional discount is capped at 200,000 won.
KT subscribers receive a base billing discount of up to 3,000 won. Purchases between 100,000 won and 300,000 won earn an additional 5% discount, while purchases of 300,000 won or more earn 10%, with the additional discount capped at 100,000 won.
Zeus: God of Arrogance is also running a range of launch events. These include a seven-day login event called "Call of Olympus," along with "Athena's Special Orders," "Hephaestus' Tempering," "Odysseia: A Hero's Journey" and "Apollo's Leap," which award various prizes for in-game activities such as character growth, gear enhancement and crafting.
Nexon Adds New Boss 'Karing' to MapleStory M
Nexon has added a new boss called "Karing" to its mobile MMORPG "MapleStory M."
Set in the Dowongyeong region, Karing comes in Normal and Hard difficulties and can be challenged by characters at level 280 or above. Rewards for defeating Karing include a new necklace item, "Imitated Knot of God," as well as "Transmission Scrolls," the honing material "Instrument of Death" and "Karing's Soul Fragments."
Nexon has also added a second skill for the "Constella Core" within "Stellar Code," MapleStory M's original skill system. Granted by job class, the new skill is a buff that confers invulnerability and adds a passive attack effect with extra projectiles, making it broadly useful in boss raids and hunting.
Through the 16th of next month, the game is running an account-wide event called "Additional Potential Scroll Alchemy" to help characters at level 100 or above grow. Players complete daily missions to collect the material item "Additional Magic Powder," which can be spent to obtain items such as "Additional Potential Scrolls." Collecting larger amounts of the material improves the chances of receiving higher-grade scrolls.
Through Sept. 30, the game is also running a "World Leap" event that lets players transfer up to five characters per account at level 230 or above from Challengers World to existing worlds. The transfer covers items and mesos held in character inventories, along with designated assets and data including "V Core" unlock and enhancement status, "V Points" and "Sol Erda Fragments."
CookieRun: Crumble Tops 20 Billion Won in Cumulative Revenue
"CookieRun: Crumble," a mobile idle RPG developed by Studio Kingdom, a studio under Devsisters (194480), has surpassed 20 billion won in revenue in less than a month since launch.
Globally released on the 30th of last month, CookieRun: Crumble has now recorded 20 billion won in cumulative revenue and more than 2.5 million users, an encouraging early showing.
Notably, a high share of players had not previously played a CookieRun title. That suggests the game has drawn in idle-game enthusiasts beyond the existing CookieRun fan base, which should support long-term staying power. The game currently holds a rating of 4.7 out of 5 on Apple's App Store.
On the afternoon of the 27th of this month, the game rolled out an update adding new cookies including the TSSR-grade "Brightseeker Cookie," a guild raid mode and an expanded main stage. After the update, the game climbed back to No. 2 on the domestic App Store's real-time revenue chart, a sign of strong player interest.
CookieRun: Crumble is an idle RPG built on the CookieRun intellectual property, which has drawn 300 million users worldwide. It combines an accessible idle-game structure with rapid progression, generous rewards and a light, playful setting. Devsisters plans to keep adding content through regular updates to improve player satisfaction.
Pearl Abyss' Black Desert Mobile Opens 'Fortress Siege' Test Server Sept. 1
Pearl Abyss (263750) will open a test server on Sept. 1 for "Fortress Siege," a revamped version of the node war mode in Black Desert Mobile.
Fortress Siege serves as a gateway to castle siege warfare, pitting guilds against one another across a vast battlefield. Up to six guilds and 300 players can take part, with adventurers free to devise strategies based on varying objectives and combat situations.
To mark the test server opening, the game is running several events. Participating adventurers receive items including Scrolls of Order, Unidentified Chaos Skill Manuals, a selection box containing Purified Water, Citron Tea or Clockwork Gears, and a Time-Infused Pet Selection Box (7th generation).
Insignia and crest engraving items have also been streamlined to match adventurers' progression stages. Since the Heidel Ball event in July, the game has been gradually reorganizing items used in progression, including Crow Merchants Guild elixirs, accessories and Condensed Black Energy, to improve access to content.
The game is currently running a "Black Spirit's World Tour" event marking the first anniversary of its global unified server. Set across five continents, the event lets adventurers use cards earned as login rewards to complete a board game themed around the five continents. Completing the board yields items including a Sealed Ring of Legacy, Arcrad, Black Shrine entry tickets and Eye of the Void.
Epic Seven Kicks Off Major Eighth-Anniversary Update
Smilegate said "Epic Seven," a mobile turn-based strategy RPG developed by Super Creative, is beginning a major update and event lineup to mark the eighth anniversary of its official launch.
The anniversary update opens a new side-story episode, "Paradise Lost," with key characters available as new playable heroes. It also brings various quality-of-life improvements and new content. Events include up to 1,260 free covenant summons and other rewards.
"Paradise Lost" leads off the eighth-anniversary update. Set in the First Era of an Epic Seven universe that cycles through destruction and restoration, it tells the human-era story of "Kayron," familiar to players as the series' foremost villain. As with "Elegy of the Fading Embers," the first side-story episode released last year, all dialogue is fully voiced to heighten immersion.
"Lizette," a central character in Paradise Lost, joins as a new Moonlight hero. She is part of the goddess "Diche," who descended in human form to prevent the world's destruction, and Paradise Lost depicts her noble sacrifice. Her skill set reflects that narrative of a goddess who restores the world. Lizette gains four stacks of "Divinity" at the start of combat and can spend them to revive fallen allies. When she uses her third skill, "Converged Time," while in a Divinity state, she triggers "Time Reversal" for all allies, a powerful effect that returns heroes to their state at the start of battle.
The update also brings quality-of-life improvements and new player-versus-player content. Epic Seven's repeat-battle feature, "Auto Repeat," has been upgraded so battles run and rewards accrue even while players are offline. Automatic gear selling and extraction have also been added, making equipment management easier.
World Arena, the game's real-time PVP mode, gains a new mode called "Call of Chaos." Featuring casual drafting and fast-paced combat, the mode has each side field three heroes, with victory going to whoever destroys the opposing "Guardian" positioned in the back line first.
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