菜鸟168
2023-03-06
我是卖家，我有一定的发言权。22年我的营业额比21年高了一些，可是我被收的佣金高了，广告费占比高了好多。我认为大概率是正增长！我期权都call上了。
财报前瞻 | 东南亚互联网繁荣褪去，Sea Q4营收或首现负增长
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菜鸟168
2023-03-06
菜鸟168
我预判今年四季度或之前可以扭亏为盈
幸运无畏虎
2023-03-06
幸运无畏虎
懂得怎样生活，人生更容易出彩。
Wait_Flowers
2023-03-06
Wait_Flowers
好
什么也没有了～
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href=\"http://www.zhitongcaijing.com/content/detail/887542.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41bbb447b77f48f3eaf5c5a8c43fa372","relate_stocks":{"SE":"Sea Ltd"},"source_url":"http://www.zhitongcaijing.com/content/detail/887542.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317178283","content_text":"3月7日美股盘前，“东南亚小腾讯”Sea将公布2022年第四季度及全年业绩。市场预计，该公司Q4营收增长将陷入停滞，大大扭转这家游戏和电子商务巨头曾以三位数的增速成为东南亚互联网繁荣象征的局面。根据分析师的平均预期，Sea第四季度销售额预计同比下降5.8%，这将是有记录以来的首次下滑，反映出该公司从印度、拉美和欧洲市场撤出，以及冻结工资和其他紧缩开支措施，以推动盈利能力而非市场份额增长。尽管Sea第四季度营收能意外实现增长，但对这家东南亚最大的互联网公司来说，这也是一个痛苦的转变。过去，该公司一度是全球表现最好的股票。两年前，投资者纷纷涌入该公司，该公司得到了中国互联网巨头腾讯(00700)的支持，并在疫情时期的网络使用热潮中获益。但在随后，由于疫情后通胀飙升，以及对经济衰退的担忧，自2021年10月达到2026亿美元的峰值以来，该股市值蒸发了1660亿美元。Maybank Investment Banking Group经济学家Ju Ye Lee表示：“随着通胀压力的持续，利率可能会在更长的时间内保持较高水平，这将为东南亚互联网行业带来挑战性的一年。”虽然，Sea投资者目前可能不会过度担心增长的迅速消散，而是可能会关注该公司的利润表现。最近几个季度，Sea通过采取包括裁员数千人和几乎全面冻结工资在内的措施，持续地缩小亏损。但是，营收的下降将象征着投资者对东南亚互联网公司的喜爱正在迅速降温。去年，新加坡时尚零售平台Zilingo Pte的倒闭，以及新加坡叫车和外卖巨头Grab(GRAB.US)和印度尼西亚科技巨头GoTo Group等公司的股票遭遇抛售，都体现了这一下滑趋势。这让投资者更多地将焦点放在Sea旗下Garena和Shopee在控制成本方面的表现。而从长远来看，投资者将希望听到可靠的计划，以夺回过去几年让Sea成为股市宠儿的强劲增长。Bloomberg Intelligence分析师Nathan 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