竞争加剧导致意外亏损 Sea(SE.US)股价暴跌逾22%

智通财经网2023-11-15

新加坡互联网移动平台Sea(SE.US)周二发布了第三季度财务业绩。在竞争压力加剧和数字娱乐收入严重下滑的影响下，Sea第三季度出人意料地净亏损1.49亿美元，而第二季度的盈利为3.22亿美元;摊薄后每股亏损0.26美元，远不及市场预期的每股收益0.03美元。受此影响，Sea周二收盘大跌22.07%，市值蒸发约60亿美元。营收方面，Sea第三季度营收同比增长4.9%至33.1亿美元。按业务划分，...

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Sea (SE.US) shares plummeted by more than 22%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SE":0.9},"content_text":"新加坡互联网移动平台Sea(SE.US)周二发布了第三季度财务业绩。在竞争压力加剧和数字娱乐收入严重下滑的影响下，Sea第三季度出人意料地净亏损1.49亿美元，而第二季度的盈利为3.22亿美元;摊薄后每股亏损0.26美元，远不及市场预期的每股收益0.03美元。受此影响，Sea周二收盘大跌22.07%，市值蒸发约60亿美元。营收方面，Sea第三季度营收同比增长4.9%至33.1亿美元。按业务划分，Q3数字娱乐营收为5.9亿美元，同比下降33.7%;电子商务&服务营收同比增长22.3%至24.1亿美元;数字金融服务同比增长36.5%至4.46亿美元。在财报电话会议上，Sea首席执行官Forrest Li表示，他认为公司现在应该加大投资，扩大其在线零售部门Shopee的规模，以应对TikTok、Lazada和Temu的竞争。他表示：“新玩家的进入加剧了我们市场的竞争。现在再次投资将使我们处于更有利的地位。”他补充称，牺牲短期利润将有助于未来的业务。值得一提的是，Forrest Li在8月份就曾有过类似的表态，称将增加对Shopee和直播的投资。今年早些时候，在营收增速已经开始下降之际，Sea彻底改组了业务，并采取了积极的削减成本措施，以实现盈利。在这些努力下，自2022年第四季度至2023年第二季度，Sea已连续三个季度实现盈利。因此，第三季度的意外亏损令市场大感失望。分析师Nathan Naidu表示，Sea对在线零售部门Shopee加大投资可能导致净亏损在第四季度进一步扩大。分析师，该公司营销成本在第二季度连续第四个季度下降后，在第三季度重新增长，同比增幅达12.4%，但商品交易总额(GMV)和营收则仅有个位数增长。分析师认为，Sea第四季度的营收增长可能会加速，因为该公司提供了激励和营销支出以吸引购物者和直播用户，而随着该公司试图夺回失去的市场份额并抓住年终购物需求，其成本可能会加剧，这意味着净亏损将会持续到当前季度。花旗集团分析师Alicia Yap也警告称：“鉴于市场竞争依然激烈且充满活力，我们认为，如果这种激进的支出模式持续更长时间，可能会进一步推迟Shopee的盈利时间。”\n\n现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","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/2383800416","isCrawlerRequest":true}