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83jsijshw
2022-02-15
逻辑**不通 腾讯退出是利好sea拓展海外市场 就是因为腾讯freefire才被ban的
东南亚“小腾讯”的麻烦不只是印度
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2022-02-14
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2022-02-14
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2022-02-14
$Sea Ltd(SE)$
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就是因为腾讯freefire才被ban的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631721609","repostId":"2211687123","repostType":2,"repost":{"id":"2211687123","pubTimestamp":1644921003,"share":"https://www.laohu8.com/m/news/2211687123?lang=&edition=full","pubTime":"2022-02-15 18:30","market":"us","language":"zh","title":"东南亚“小腾讯”的麻烦不只是印度","url":"https://stock-news.laohu8.com/highlight/detail?id=2211687123","media":"华尔街见闻","summary":"新加坡东海集团（Sea）在2020年踏进了千亿美元俱乐部，东南亚“小腾讯”就此一战成名。然而Sea在2022年的开端便接连遭受打击。1月4日，腾讯宣布要减持东海集团股权，Sea当日跌超11%，创九个月","content":"<html><head></head><body><p>新加坡东海集团（Sea）在2020年踏进了千亿美元俱乐部，东南亚“小<a href=\"https://laohu8.com/S/00700\">腾讯</a>”就此一战成名。</p><p><b>然而Sea在2022年的开端便接连遭受打击。</b>1月4日，腾讯宣布要减持东海集团股权，Sea当日跌超11%，创九个月新低之后；2月14日，Sea再度大跌近20%，一夜之间，市值蒸发160亿美元。</p><p>不过这次大跌与腾讯这个大股东无关，问题倒是出在Sea自己身上，旗下人气最高的手游上——大逃杀射击游戏《Free Fire》的App传出被印度政府封禁的消息。</p><p>可若这东南亚“小腾讯”环顾四周，便会发现，如今它的身边正危机四伏。</p><h2>四面楚歌</h2><p><b>过去两年，印度一直以所谓“安全威胁”为由打压中国应用程序，而这项政策开始波及到了东南亚公司。</b></p><p>2月14日据环球网，印度电子和信息技术部表示，受印度内政部的建议，将正式发布在印度禁用54款中国手机App的通知。</p><p>投资者担心，Sea可能会因此受到影响，公司创始人Forrest Li出生在中国，现在是新加坡公民。而Sea最大股东是中国社交媒体巨头——腾讯。</p><p><b>事实也如投资者所猜测的，《Free Fire》出现在了印度新近禁用名单之列。</b></p><p>据App Annie数据显示，去年第三季度，《Free Fire》是印度收入最高的手机游戏。游戏板块是Sea最大的收入来源，占其总营收近一半。</p><p>尽管印度对Sea来说并不算举足轻重的市场，2021年，其来自印度的手游收入为3300万美元，不到Sea手游总收入的3%，约占公司总收入的1.2%。</p><p><b>然而在这背后，似乎还隐藏着一个危险信号。</b></p><p>彭博分析师Nathan Naidu分析称，这一禁令无疑给Sea的前景蒙上了一层阴影，不仅是对其游戏行业，对电子商务行业也是如此，同时引发了对该公司拓展新市场能力的担忧。</p><p>市场预计，印度政府可能会禁止Shopee的业务。Shopee是Sea的第二支柱业务，截至去年12月，Shopee在印度拥有约300名员工和2万名当地卖家。</p><p>据彭博，Forrest Li在周一的年度股东大会上向股东保证，公司已经控制住了局面。<b>然而市场并不买账，恐慌情绪之下Sea的股价一夜暴跌超18%，</b>华尔街的分析师们正忙着分析其印度市场的影响，重新评估该公司的增长前景。<b>而事实上，Sea自去年10月以来，股价已下跌近三分之二。</b></p><p><img src=\"https://static.tigerbbs.com/c9a98935c1e873e7d04279624e16e001\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>2021年，Sea的营收、毛利总额和活跃用户都得到了长足增长，可却始终深陷在亏损的泥潭中，而腾讯的退出更是对其造成了沉重打击。</p><p>1月4日，腾讯宣布计划出售价值30亿美元的Sea股票，将其持股比例从20%以上降至18.7%，并最终将其投票权降至不到十分之一。</p><p>当年的“小腾讯”凭借着“大腾讯”庞大的全球发行平台和商业模式，《Free Fire》在Google Play平台上迅速获得了超过10亿的下载量，成为世界上最受欢迎的游戏之一。 Forrest Li坦率地表示，他依赖腾讯的专业知识，尤其是在Sea的早期，他试图效仿腾讯的商业实践。</p><p><b>而当腾讯宣布减持Sea，并逐步扩大其对海外业务的扩张，腾讯与Sea将不可避免地从战友转换成为劲敌——不过不是在印度。</b></p><h2>忠实盟友</h2><p>不过Sea似乎也并未陷入绝境。</p><p><b>就在Sea股价不断走跌之际，“木头姐”的Cathie Wood趁机建仓。</b></p><p>据彭博数据显示，在2月14日Sea收跌18.39%时，“木头姐”旗下的Ark基金买入超过14.5万股，按照收盘价算约1873万美元。</p><p>自今年年初以来，Ark一直在积累Sea的股票，自二月以来，购买频率有所增加。据彭博社汇编的数据显示，今年2月，Ark几乎每天都在买入Sea股票。</p><p><b>除了“木头姐”，多家国内私募也对Sea表示青睐。</b></p><p>面对Sea股价自2021年10月以来不断大跌，景林资产一直不离不弃，即使因此遭遇自减仓以来首次大幅回撤，景林资产仍选择Sea作为其第一重仓股，并在2021年第四季度加仓。</p><p>2月15日，美国证券交易委员会（SEC）网站显示，高瓴HHLR大幅增持Sea，Sea新晋为高瓴前十大重仓股名单。</p><p><b>在众多大机构的拥护之下，Sea又不显得那么的孤单。</b></p><p>在这片互联网群雄逐鹿的战场上，Sea的四周危机四伏，然而仍有大批支持者站在它的身后，Sea究竟能否杀出重围，还需时间回答。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>东南亚“小腾讯”的麻烦不只是印度</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n东南亚“小腾讯”的麻烦不只是印度\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 18:30 北京时间 <a href=https://wallstreetcn.com/articles/3651941><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新加坡东海集团（Sea）在2020年踏进了千亿美元俱乐部，东南亚“小腾讯”就此一战成名。然而Sea在2022年的开端便接连遭受打击。1月4日，腾讯宣布要减持东海集团股权，Sea当日跌超11%，创九个月新低之后；2月14日，Sea再度大跌近20%，一夜之间，市值蒸发160亿美元。不过这次大跌与腾讯这个大股东无关，问题倒是出在Sea自己身上，旗下人气最高的手游上——大逃杀射击游戏《Free Fire》...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651941\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d362efbe51605cc45270b04241a2022","relate_stocks":{"BK1517":"云办公","BK1608":"元宇宙概念","BK1502":"双十一","SE":"Sea Ltd","BK1531":"手游股","BK1526":"科网股","TCEHY":"腾讯控股ADR","BK1589":"北水核心资产","BK1591":"就地过年概念","BK1586":"云计算","BK1521":"挪威政府全球养老基金持仓","BK4077":"互动媒体与服务","BK1095":"互动媒体与服务"},"source_url":"https://wallstreetcn.com/articles/3651941","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211687123","content_text":"新加坡东海集团（Sea）在2020年踏进了千亿美元俱乐部，东南亚“小腾讯”就此一战成名。然而Sea在2022年的开端便接连遭受打击。1月4日，腾讯宣布要减持东海集团股权，Sea当日跌超11%，创九个月新低之后；2月14日，Sea再度大跌近20%，一夜之间，市值蒸发160亿美元。不过这次大跌与腾讯这个大股东无关，问题倒是出在Sea自己身上，旗下人气最高的手游上——大逃杀射击游戏《Free Fire》的App传出被印度政府封禁的消息。可若这东南亚“小腾讯”环顾四周，便会发现，如今它的身边正危机四伏。四面楚歌过去两年，印度一直以所谓“安全威胁”为由打压中国应用程序，而这项政策开始波及到了东南亚公司。2月14日据环球网，印度电子和信息技术部表示，受印度内政部的建议，将正式发布在印度禁用54款中国手机App的通知。投资者担心，Sea可能会因此受到影响，公司创始人Forrest Li出生在中国，现在是新加坡公民。而Sea最大股东是中国社交媒体巨头——腾讯。事实也如投资者所猜测的，《Free Fire》出现在了印度新近禁用名单之列。据App Annie数据显示，去年第三季度，《Free Fire》是印度收入最高的手机游戏。游戏板块是Sea最大的收入来源，占其总营收近一半。尽管印度对Sea来说并不算举足轻重的市场，2021年，其来自印度的手游收入为3300万美元，不到Sea手游总收入的3%，约占公司总收入的1.2%。然而在这背后，似乎还隐藏着一个危险信号。彭博分析师Nathan Naidu分析称，这一禁令无疑给Sea的前景蒙上了一层阴影，不仅是对其游戏行业，对电子商务行业也是如此，同时引发了对该公司拓展新市场能力的担忧。市场预计，印度政府可能会禁止Shopee的业务。Shopee是Sea的第二支柱业务，截至去年12月，Shopee在印度拥有约300名员工和2万名当地卖家。据彭博，Forrest Li在周一的年度股东大会上向股东保证，公司已经控制住了局面。然而市场并不买账，恐慌情绪之下Sea的股价一夜暴跌超18%，华尔街的分析师们正忙着分析其印度市场的影响，重新评估该公司的增长前景。而事实上，Sea自去年10月以来，股价已下跌近三分之二。2021年，Sea的营收、毛利总额和活跃用户都得到了长足增长，可却始终深陷在亏损的泥潭中，而腾讯的退出更是对其造成了沉重打击。1月4日，腾讯宣布计划出售价值30亿美元的Sea股票，将其持股比例从20%以上降至18.7%，并最终将其投票权降至不到十分之一。当年的“小腾讯”凭借着“大腾讯”庞大的全球发行平台和商业模式，《Free Fire》在Google Play平台上迅速获得了超过10亿的下载量，成为世界上最受欢迎的游戏之一。 Forrest Li坦率地表示，他依赖腾讯的专业知识，尤其是在Sea的早期，他试图效仿腾讯的商业实践。而当腾讯宣布减持Sea，并逐步扩大其对海外业务的扩张，腾讯与Sea将不可避免地从战友转换成为劲敌——不过不是在印度。忠实盟友不过Sea似乎也并未陷入绝境。就在Sea股价不断走跌之际，“木头姐”的Cathie Wood趁机建仓。据彭博数据显示，在2月14日Sea收跌18.39%时，“木头姐”旗下的Ark基金买入超过14.5万股，按照收盘价算约1873万美元。自今年年初以来，Ark一直在积累Sea的股票，自二月以来，购买频率有所增加。据彭博社汇编的数据显示，今年2月，Ark几乎每天都在买入Sea股票。除了“木头姐”，多家国内私募也对Sea表示青睐。面对Sea股价自2021年10月以来不断大跌，景林资产一直不离不弃，即使因此遭遇自减仓以来首次大幅回撤，景林资产仍选择Sea作为其第一重仓股，并在2021年第四季度加仓。2月15日，美国证券交易委员会（SEC）网站显示，高瓴HHLR大幅增持Sea，Sea新晋为高瓴前十大重仓股名单。在众多大机构的拥护之下，Sea又不显得那么的孤单。在这片互联网群雄逐鹿的战场上，Sea的四周危机四伏，然而仍有大批支持者站在它的身后，Sea究竟能否杀出重围，还需时间回答。","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631547838,"gmtCreate":1644850049925,"gmtModify":1644850049925,"author":{"id":"4102140630536930","authorId":"4102140630536930","name":"83jsijshw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> fak india","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> fak india","text":"$Sea 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