SEA：游戏业务复苏电商季度盈利转正

华泰证券11-13

3Q24 SEA 收入为43.3 亿美元，同增30.8%，优于VA（Visible Alpha）一致预期的同增22.7%。经调整EBITDA 5.2 亿美元，优于VA 一致预期的5.1亿美元，主因游戏与数字金融经调整EBITDA 好于预期。管理层重申电商业务有望实现全年约25%GMV 增长目标，并表示《Free Fire》2024 年预定额有望增长超30%。维持“增持”评级。电商：变现率提升推动...

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SEA：游戏业务复苏 电商季度盈利转正

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SEA：游戏业务复苏电商季度盈利转正