低价业务也能盈利 Bernstein上调Sea(SE.US)业绩预期

智通财经2023-03-22

智通财经APP获悉，投行Bernstein发布研报，提高Sea(SE.US)的盈利预期，部分原因是电子商务的持续增长。分析师Venugopal Garre目前预计，Sea2023年的营收和净利润将分别为115.6亿美元和900万美元，高于此前预期的99.2亿美元和亏损19.5亿美元。他还调整了对2024年的预测。Garre表示，“电子商务是目前的核心引擎，Sea 证明，在新兴市场环境下，低(平均...

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Bernstein raised the performance forecast of Sea (SE.US)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SE":1},"content_text":"智通财经APP获悉，投行Bernstein发布研报，提高Sea(SE.US)的盈利预期，部分原因是电子商务的持续增长。分析师Venugopal Garre目前预计，Sea2023年的营收和净利润将分别为115.6亿美元和900万美元，高于此前预期的99.2亿美元和亏损19.5亿美元。他还调整了对2024年的预测。Garre表示，“电子商务是目前的核心引擎，Sea 证明，在新兴市场环境下，低(平均订单价值)业务也可以盈利。”他指出，第三方接受率上升至10.3%，预计到今年年底将升至11.5%。Garre补充说，“考虑到采收效率的提高，与之前仅仅抵消成本相比，它带来了更多的盈利能力，毛利率应该会继续小幅上升。”关于该公司的游戏计划，Garre预计这将“缩小规模”，但可能会提供“未来的期权价值”，而其金融技术部门的盈利能力正在开始提高。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2321440966"}