These Analysts Boost Their Forecasts On Sea After Q2 Results
These Analysts Boost Their Forecasts On Sea After Q2 Results
Sea Limited (NYSE:SE) reported mixed results for its fiscal second quarter on Tuesday.
Sea Limited (纽交所：SE)周二公布其财务第二季度的业绩表现较为不一。
The company posted revenue growth of 23.0% year-on-year to $3.81 billion, beating the analyst consensus estimate of $3.72 billion. EPS of 14 cents, down from 54 cents Y/Y, missed the analyst consensus estimate of 15 cents.
该公司发布的年度营业收入增长23.0％，达到38.1亿美元，超过分析师的37.2亿美元的共识。每股收益为14美分，同比下降了54美分，低于分析师的15美分的共识。
E-commerce and other services revenue increased 30.4% Y/Y to $3.03 billion. Adjusted EBITDA for the segment overall was a $9.2 million loss versus $150.3 million a year back. Core marketplace revenue grew 41.4% year over year to $1.8 billion. Gross orders rose 40.3% year over year. GMV was $23.3 billion, increasing by 29.1% year over year.
电子商务和其他服务收入同比增长30.4％，达到30.3亿美元。该部门的调整后EBITDA总体上为920万美元的亏损，相比去年同期的15030万美元有所改善。核心市场收入同比增长41.4％，达到18亿美元。总订单同比增长40.3％。GMV为233亿美元，同比增长29.1％。
On Shopee's 2024 outlook, Forrest Li, Sea's Chairman and Chief Executive Officer, said, "With the strong results delivered in the first half and our outlook for the rest of the year, we expect that Shopee will become adjusted EBITDA positive from the third quarter. We are also revising up our guidance for Shopee's 2024 full year GMV growth to mid-20%."
关于Shopee的2024年展望，Sea的董事长兼首席执行官Forrest Li表示：“在上半年实现的强劲业绩和我们对全年剩余时间的展望，我们预计Shopee将从第三季度开始实现调整后的税息折旧及摊销利润。我们也将Shopee 2024年全年总交易金额增长指导上调至中20%左右。”
Sea shares gained 2.6% to $76.79 on Wednesday.
周三，Sea的股价上涨了2.6％，至76.79美元。
- B of A Securities analyst Sachin Salgaonkar maintained Sea with a Buy and raised the price target from $77 to $84.
- Benchmark analyst Fawne Jiang maintained the stock with a Buy and raised the price target from $87 to $94.
- JP Morgan analyst Ranjan Sharma upgraded Sea from Neutral to Overweight and increased the price target from $66 to $90.
- TD Cowen analyst John Blackledge maintained the stock with a Hold and raised the price target from $64 to $69.
- Wedbush analyst Scott Devitt maintained Sea with an Outperform and raised the price target from $76 to $84.
- 美银证券分析师Sachin Salgaonkar维持对Sea的买入评级，并将价格目标从77美元上调至84美元。
- Benchmark分析师Fawne Jiang维持买入评级，并将价格目标从87美元上调至94美元。
- JP Morgan分析师Ranjan Sharma将Sea的评级从中立上调至增持，并将价格目标从66美元上调至90美元。
- TD Cowen分析师John Blackledge维持持有评级，并将价格目标从64美元上调至69美元。
- Wedbush分析师Scott Devitt维持对Sea的跑赢大盘评级，并将价格目标从76美元上调至84美元。
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Considering buying SE stock? Here's what analysts think:
考虑购买SE股票吗？以下是分析师的看法：
