Missed this a from last week. KDB Daewoo posted a month ahead of time guesstimate about 3rd quarter numbers as well as how the rest of the year should go.
No real big shifts other than slight tweaks in their L1 and royalty income numbers, down slightly. They've puffed up the news the B&S is closer to release in China which they say well happen by year's end. But I wouldn't hold your breath, things always move slower than one expects.
In the end 3Q sales numbers and profits will likely be down year over year which means the stock price will likely drop when the official numbers do.
For 4Q they are expecting a big kick in L1 sales due to the cash shop and B&S recovering a bit in Korea but the expected royalties from B&S in China, poof, mostly gone. In the end, 2013 sales will be flat but KDB is still expecting higher profits, in the 30% range (optimistic much?).
Most interesting but not surprising fact in the document is how LoL is swamping Korean games in the PC Cafes. NCSOFT's best game in PC Cafes is Aion with around 9 million hours a month played. LoL is around 90 million hours. Meet the WoW of MOBAs.