文章核心观点 - Sea Limited的股价较互联网软件行业上涨65.3%,反映了投资者对公司业务实力和成本管理措施的信心[1] - Sea Limited正通过提高商家佣金来提高利润,但这可能导致商家转向其他平台[2][6][7][8] - Sea Limited提高了SPX Express的配送速度,同时降低了每单成本[3][5] - Sea Limited的运营能力提升和服务质量改善推动了其季度业绩表现,收入同比增长23%[4] 公司概况 - Sea Limited是一家专注于电商、数字娱乐和数字金融服务的公司[1][2][3][4][5] - 公司正努力提高运营能力和服务质量,以推动业绩增长[4][5] - 公司面临来自阿里巴巴、亚马逊、沃尔玛等电商巨头以及TikTok、Temu、Lazada等竞争对手的激烈竞争[6][7][8]

Sea Limited Sponsored ADR (SE) reported $3.91 billion in revenue for the quarter ended June 2024, representing a year-over-year increase of 29.9%. EPS of $0.46 for the same period compares to $0.83 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $3.73 billion, representing a surprise of +4.73%. The company delivered an EPS surprise of -22.03%, with the consensus EPS estimate being $0.59. While investors closely watch year-over-year changes in headline numbers -- revenue and earn ...

财务业绩 - 总营收达38.07亿美元，同比增长23.0%[5] - 电商及其他服务营收达30.29亿美元，同比增长30.4%[18] - 数字娱乐业务营收为4.36亿美元，同比下降17.7%[17] - 商品销售营收为3.43亿美元，同比增长40.5%[19] - 公司2024年上半年总收入为75.412亿美元，2023年同期为61.368亿美元[49] - 公司2024年上半年总成本为44.026亿美元，2023年同期为32.692亿美元[50][51][52] - 公司2024年上半年净利润为5691万美元，2023年同期为4.183亿美元[57][58] - 公司整体营业收入为38.07亿美元，较上年同期增加22.9%[75] - 公司净利润为7991万美元，较上年同期下降75.8%[75] 业务表现 - 电商业务亏损9.2百万美元，而去年同期盈利150.3百万美元[6] - 数字金融服务业务调整后EBITDA为1.65亿美元，同比增长20.2%[7] - 数字娱乐业务调整后EBITDA为3.03亿美元，同比增长26.5%[8] - 公司数字娱乐业务2024年第二季度调整后EBITDA为3.028亿美元，2023年同期为2.395亿美元[44][46] - 公司电商及其他服务业务2024年第二季度调整后EBITDA为1.647亿美元，2023年同期为1.370亿美元[44][46] - 公司数字金融服务业务2024年第二季度调整后EBITDA为1.647亿美元，2023年同期为1.370亿美元[44][46] - 公司2024年第二季度总调整后EBITDA为4.485亿美元，2023年同期为5.100亿美元[44][46] - 电商业务收入为28.21亿美元，较上年同期增加33.6%[75] - 数字金融服务业务收入为5.19亿美元，较上年同期增加21.4%[75] - 数字娱乐业务收入为4.36亿美元，较上年同期下降17.8%[75] 现金流及财务状况 - 现金及其他财务投资总额达90亿美元，较上季度净增3.65亿美元[5] - 公司经营活动产生的现金流量净额为10.86亿美元，较上年同期下降9.5%[72] - 公司投资活动产生的现金流量净额为-15.64亿美元，主要用于发放贷款和购买金融资产[73] - 总资产为189.83亿美元，较上年同期增加3.63%[65][70] - 流动负债为81.69亿美元，较上年同期增加5.48%[66] - 非流动负债为40.17亿美元，较上年同期增加0.75%[68] 其他 - 自由火力日活用户超过1亿，成为"永续"游戏IP[4] - 董事会新增两名独立董事[9][10][11] - 公司在2024年第二季度实现净收入7990万美元，相比2023年同期的3310万美元有所下降[32] - 2024年第二季度每股基本收益为0.14美元，2023年同期为0.57美元[33] - 2024年第二季度每股摊薄收益为0.14美元，2023年同期为0.54美元[34]

In its upcoming report, Sea Limited Sponsored ADR (SE) is predicted by Wall Street analysts to post quarterly earnings of $0.59 per share, reflecting a decline of 28.9% compared to the same period last year. Revenues are forecasted to be $3.73 billion, representing a year-over-year increase of 24%. The current level reflects a downward revision of 2.6% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised thei ...

文章核心观点 - 公司是一家位于新加坡的科技集团公司,在东南亚和拉丁美洲市场运营 [2] - 公司三大业务板块(电商、数字金融、数字娱乐)均实现了两位数的收入增长,显示出公司管理团队的效率和业务模式的相关性 [4][5] - 公司未来几年在东南亚市场的增长前景乐观,预计平均收入增长率将超过行业平均水平 [5] - 公司当前估值主要由于股价上涨而导致的估值倍数扩张,未来需要依靠业务增长来推动估值上升 [6][7] 公司业务分析 - 公司在东南亚和拉丁美洲市场运营,是一家在纽交所上市的科技集团公司 [2] - 公司三大业务板块包括电商(Shopee)、数字金融(SeaMoney)和数字娱乐(Garena),三个业务板块均实现了两位数的收入增长 [4] - 公司未来几年在东南亚市场的增长前景乐观,电商、数字支付和游戏业务的复合年增长率分别为10.4%、9.8%和7.8% [5] - 公司整体预计未来4年平均收入增长率将达到12.4%,高于行业平均水平 [5] 估值分析 - 公司当前估值主要由于股价大涨而导致的估值倍数扩张,而非业务增长所致 [6] - 未来如果公司业务增长未能持续加速,估值倍数可能会回归到更合理的水平 [7] - 公司当前自由现金流估值倍数较高,需要依靠未来业务增长和自由现金流的快速扩张来支撑估值 [7] 风险因素 - 公司面临来自TikTok和Temu等竞争对手的竞争风险,但公司在东南亚市场的主导地位和持续的高增长有助于缓解这些风险 [8] - 公司规模较大,可能面临来自监管部门的反垄断调查和处罚的风险,但公司过往的合作态度有助于降低这一风险 [8]

Sea Limited Sponsored ADR (SE) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this company have returned -7.5%, compared to the Zacks S&P 500 composite's -0.4% change. During this period, the Zacks Internet - Software industry, which Sea Limited falls in, has lost 7.9%. The key question now is: What could be the stock's future direction?Although m ...

The latest trading session saw Sea Limited Sponsored ADR (SE) ending at $65.34, denoting a +1.93% adjustment from its last day's close. The stock outperformed the S&P 500, which registered a daily gain of 1.11%. Meanwhile, the Dow experienced a rise of 1.64%, and the technology-dominated Nasdaq saw an increase of 1.03%.Shares of the company witnessed a loss of 13.97% over the previous month, trailing the performance of the Computer and Technology sector with its loss of 5.32% and the S&P 500's loss of 1.16% ...

World's largest cruise company finalizes agreement with Fincantieri for three new landmark cruise ships scheduled for delivery in 2029, 2031 and 2033New ships to take Carnival Corporation's LNG-powered fleet to 16 shipsMIAMI, July 23, 2024 /PRNewswire/ -- With consumer demand for cruise vacations at historic levels, Carnival Corporation & plc (NYSE/LSE: CCL; NYSE: CUK), the world's largest cruise company, today announced an order for three new ships for its namesake Carnival Cruise Line brand for a new clas ...

The most recent trading session ended with Sea Limited Sponsored ADR (SE) standing at $67.47, reflecting a -1.29% shift from the previouse trading day's closing. The stock fell short of the S&P 500, which registered a gain of 1.08% for the day. Elsewhere, the Dow gained 0.32%, while the tech-heavy Nasdaq added 1.58%.Shares of the company have depreciated by 9.37% over the course of the past month, underperforming the Computer and Technology sector's loss of 4.77% and the S&P 500's gain of 0.43%.The investme ...

Oil rigs and supply vessels at seagettyThe theme of oil and gas majors exiting the North Sea and independents stepping in to occupy the space is continuing unabated, with the latest example coming from the Dutch sector of the ageing and tax burdened hydrocarbon basin.On Friday, yet another eye-catching deal emerged on the horizon after Canadian independent Tenaz Energy agreed to acquire NAM Offshore - or Nederlandse Aardolie Maatschappij - a 50:50 joint venture between Shell and ExxonMobil.The €165 million ...