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 (紐交所：SE)週二公佈其財務第二季度的業績表現較爲不一。
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.
該公司發佈的年度營業收入增長23.0％，達到38.1億美元，超過分析師的37.2億美元的共識。每股收益爲14美分，同比下降了54美分，低於分析師的15美分的共識。
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.
電子商務和其他服務收入同比增長30.4％，達到30.3億美元。該部門的調整後EBITDA總體上爲920萬美元的虧損，相比去年同期的15030萬美元有所改善。核心市場收入同比增長41.4％，達到18億美元。總訂單同比增長40.3％。GMV爲233億美元，同比增長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%."
關於Shopee的2024年展望，Sea的董事長兼首席執行官Forrest Li表示：「在上半年實現的強勁業績和我們對全年剩餘時間的展望，我們預計Shopee將從第三季度開始實現調整後的稅息折舊及攤銷利潤。我們也將Shopee 2024年全年總交易金額增長指導上調至中20%左右。」
Sea shares gained 2.6% to $76.79 on Wednesday.
週三，Sea的股價上漲了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.
- 美銀證券分析師Sachin Salgaonkar維持對Sea的買入評級，並將價格目標從77美元上調至84美元。
- Benchmark分析師Fawne Jiang維持買入評級，並將價格目標從87美元上調至94美元。
- JP Morgan分析師Ranjan Sharma將Sea的評級從中立上調至增持，並將價格目標從66美元上調至90美元。
- TD Cowen分析師John Blackledge維持持有評級，並將價格目標從64美元上調至69美元。
- Wedbush分析師Scott Devitt維持對Sea的跑贏大盤評級，並將價格目標從76美元上調至84美元。
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Considering buying SE stock? Here's what analysts think:
考慮購買SE股票嗎？以下是分析師的看法：
