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. Shares of this company have returned +7.6% over the past month versus the Zacks S&P 500 composite's +4% change. The Zacks Internet - Software industry, to which Sea Limited belongs, has gained 2.6% over this period. Now the key question is: Where could the stock be headed in the near term? Although m ...

Dublin, June 13, 2024 (GLOBE NEWSWIRE) -- The "Refrigerated Sea Transportation - Global Strategic Business Report" report has been added to ResearchAndMarkets.com's offering. The global market for Refrigerated Sea Transportation is estimated at US$9.1 Billion in 2023 and is projected to reach US$13.3 Billion by 2030, growing at a CAGR of 5.6% from 2023 to 2030. This comprehensive report provides an in-depth analysis of market trends, drivers, and forecasts, helping you make informed business decisions. Key ...

文章核心观点 - 公司Viridien(前身为CGG)旗下Sercel品牌推出的GPR300海底节点解决方案,已成功销售并交付给一家主要客户,用于北海的一个即将开展的地震勘探项目 [1][3] - GPR300海底节点采用了Sercel独有的QuietSeis® MEMS技术,具有出色的宽频带信号感知能力、高保真度和超低噪音性能,在浅水环境下(水深300米以内)表现优异,设计紧凑轻便,便于手动操作和部署 [2][3] - 该项目的成功交付,进一步扩大了Sercel GPR海底节点解决方案在北海地区的市场份额,公司对其在该区域的表现充满信心 [3] 公司信息 - Viridien是一家先进技术、数字和地球数据公司,致力于推动科学进步,为更加繁荣和可持续的未来做出贡献 [3] - 公司拥有约3,500名员工,在Euronext Paris SA上市,股票代码为VIRI [3] 业务信息 - Viridien的Sensing & Monitoring业务线,以Sercel品牌进行市场推广 [1][3] - Sercel是公司的海底节点解决方案品牌,在全球主要OBN参与者中广受认可 [3] - Sercel GPR300海底节点已在中东和亚洲的主要勘探项目中展现出优秀的操作和技术性能 [3]

NEW YORK, June 05, 2024 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Sea Limited (“Sea” or the “Company”) (NYSE: SE). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Sea and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On May 28, 2024, Bloomberg publish ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Sea Limited. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

The worst could be over for this company's critical division. Sea Limited's (SE 1.05%) gaming business, Garena, is a classic example of a fallen angel. It went from being a fast-growing and highly profitable gem to a problem child, enduring a continuous cycle of falling revenue and profitability for many quarters. However, green shoots indicate that the gaming company hit the bottom in the second half of 2023 and is set for better times in 2024 and beyond. Garena had a challenging period in 2022 and 2023 Wh ...

文章核心观点 - 海底捞(Sea Limited)是东南亚最大的科技集团,旗下拥有领先的游戏、电商和金融科技业务 [3][5][6] - 海底捞在东南亚数字经济快速增长的大背景下拥有广阔的发展空间 [8][9][10][11] - 电商业务Shopee持续扩大市场份额,营收和利润率有望进一步提升 [12][13][14][15][16][17][18][19] - 金融科技业务SeaMoney增长势头良好,在东南亚金融普及率较低的背景下有较大发展潜力 [20][21][22][23] - 游戏业务Garena正在实现业绩反弹,有望重拾高利润贡献地位 [24][25][26][27][28][29] - 海底捞整体实现了盈利性增长,现金流和财务状况持续改善 [30][31][32][33][34][35][36][37][38][39] - 尽管股价已大涨,但海底捞估值仍处于历史低位,未来有较大上涨空间 [40]

Luxembourg – 25 May 2024 - Subsea7 S.A. (Oslo Børs: SUBC, ADR: SUBCY) today announced the award of a sizeable1 contract by Serica Energy, for the Belinda field development south-east of the Triton FPSO. The Belinda field is operated by Serica Energy and located approximately 190 kilometres east of Aberdeen in the UK Central North Sea, with a water depth of 95 metres. The contract scope includes project management, engineering, procurement, construction and installation (EPCI) of a 5-kilometre 8” production ...

报告公司投资评级 - Sea公司被上调至"买入"评级 [1][2] 报告的核心观点 - 东南亚电商竞争格局缓和,公司电商业务有望维持高增长,利润端也预计将有所改善 [1][2] - Free Fire用户实现快速回升,有望推动游戏流水改善,游戏业务或触底回升 [1][2] - 公司2024年收入预计同比增长17%,上调目标价至84美元 [1][2] 电商业务分析 - 1Q24电商收入为27.5亿美元,同比增长32.9%,高于市场预期6.4% [1] - 核心市场收入同比增长47%,增值服务收入同比增长8% [1] - GMV同比增长36%至236亿美元,整体订单量同比增长57%至26亿笔 [1] - 电商行业竞争格局有所缓和,1Q24电商业务销售费用率环比改善9pp至25% [1] - 预计下半年电商业务有望重回盈利,全年GMV增速有望超过20% [1][2] 游戏业务分析 - 1Q24数字娱乐收入为4.6亿美元,同比下降15.1% [1] - 游戏流水5.1亿美元,同比增长10.8%,环比增长12.2% [1] - 季度活跃用户数同比增长21%,季度付费用户数同比增长33%,主要得益于Free Fire的强劲表现 [1] - 预计全年游戏流水同比增长约15% [1] 数字金融业务分析 - 1Q24收入为5.0亿美元,同比增长21.0%,主要受益于消费及中小企业信贷业务 [1] - 未偿还贷款本金同比增长29%至33亿美元,不良贷款率为1.4% [1] - 调整后EBITDA为1.5亿美元,调整后EBITDA率30%,环比略有下降 [1]

业绩总结 - 公司2024Q1收入为37亿美元，同比增长23%[1] - 公司2024Q1实现净亏损2300万美元，净亏损率为-1%[6] - 公司2024Q1电商业务营收27亿美元，同比增长33%[7] - 公司2024Q1游戏业务实现收入4.6亿美元，同比减少15%[9] - 公司2024Q1数字金融业务实现收入5亿美元，同比增长21%[11] 未来展望 - 公司2025年对应PE为41倍，PS为2.3倍，目标价为86-88美元，上调46%/47%[12] - 公司2024年电商业务预计由亏转盈，数字金融业务预计PE为25倍[12] - 公司2023-2026年的财务预测显示营业收入和净利润逐年增长[16] 其他新策略 - 证券投资咨询业务是指机构提供证券投资分析、预测或建议等有偿咨询服务的活动[21] - 发布证券研究报告是证券投资咨询业务的基本形式，包括对证券及相关产品的分析和投资评级意见[22] - 国信证券经济研究所位于深圳、上海和北京，提供证券研究报告服务[23]