SEA:2024Q3点评:收入利润表现亮眼 电商利润转正SE.N

国信证券
13 Nov 2024

电商业务带动收入利润表现亮眼。收入端看,2024Q3 公司收入43 亿美元,同比增长31%,增长主要来自电商业务和数字金融业务,部分被游戏业务收入下滑抵消。利润端看,本季度公司实现净利润1.53 美元,净利率4%。电商/游戏/数字金融业务2024Q3 经调整EBITDA 利润率分别为1%/63%/31% ( 去年同期分别为-16%/40%/37% , 2024Q2 分别为-0.3%/70%/32%...

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