SEA1Q25预览:业绩稳健 利润率稳步提升

中金公司
25 Apr

预计1Q25 增长动能保持稳定SEA预计于5 月中公布1Q25 业绩。我们预计公司本季度各业务表现稳定,总营收将达49.9 亿美元(同比增长34%,环比增长1%),经调整EBITDA达7.67 亿美元(同比增长91%,环比增长30%),得益于利润率改善及成本控制。尽管存在潜在关税风险,目前尚未看到对公司业绩产生显著影响。关注要点电商板块有望通过成本优化实现稳健GMV。我们预计1Q25 Shopee...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10