{"version":"1.0","provider_name":"Fortune Insight","provider_url":"https:\/\/prime.fortuneinsight.com\/web","author_name":"\u7a4dGod","author_url":"https:\/\/prime.fortuneinsight.com\/web\/posts\/author\/jakgod","title":"SEA LIMITED 2020Q4\u696d\u7e3e\u77ed\u8a55 - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/508838\">SEA LIMITED 2020Q4\u696d\u7e3e\u77ed\u8a55<\/a><\/blockquote>\n<script type='text\/javascript'>\n<!--\/\/--><![CDATA[\/\/><!--\n\t\t!function(c,d){\"use strict\";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var r,a,i,s=d.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),n=d.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),o=0;o<n.length;o++)n[o].style.display=\"none\";for(o=0;o<s.length;o++)if(r=s[o],e.source===r.contentWindow){if(r.removeAttribute(\"style\"),\"height\"===t.message){if(1e3<(i=parseInt(t.value,10)))i=1e3;else if(~~i<200)i=200;r.height=i}if(\"link\"===t.message)if(a=d.createElement(\"a\"),i=d.createElement(\"a\"),a.href=r.getAttribute(\"src\"),i.href=t.value,i.host===a.host)if(d.activeElement===r)c.top.location.href=t.value}}},e)c.addEventListener(\"message\",c.wp.receiveEmbedMessage,!1),d.addEventListener(\"DOMContentLoaded\",t,!1),c.addEventListener(\"load\",t,!1);function t(){if(!n){n=!0;for(var e,t,r=-1!==navigator.appVersion.indexOf(\"MSIE 10\"),a=!!navigator.userAgent.match(\/Trident.*rv:11\\.\/),i=d.querySelectorAll(\"iframe.wp-embedded-content\"),s=0;s<i.length;s++){if(!(e=i[s]).getAttribute(\"data-secret\"))t=Math.random().toString(36).substr(2,10),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t);if(r||a)(t=e.cloneNode(!0)).removeAttribute(\"security\"),e.parentNode.replaceChild(t,e)}}}}(window,document);\n\/\/--><!]]>\n<\/script><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/508838\/embed\" width=\"600\" height=\"338\" title=\"&#8220;SEA LIMITED 2020Q4\u696d\u7e3e\u77ed\u8a55&#8221; &#8212; Fortune Insight\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe>","thumbnail_url":"https:\/\/prime.fortuneinsight.com\/web\/wp-content\/uploads\/2021\/02\/FI_Prime_FB_Share_cover-500x263.jpg","thumbnail_width":500,"thumbnail_height":263,"description":"SE 20Q4\u696d\u7e3e\u96d6\u7136\u96d9miss\u5305\u62ec\u71df\u904b\u8005\u53caEPS\u4e0d\u53ca\u9810\u671f\uff0c\u5206\u522515.6\u5104\u7f8e\u5143\u53ca\u6bcf\u80a1\u8667\u640d0.89\u7f8e\u5143 (\u9810\u671f16\u5104\u7f8e\u5143\u53ca\u6bcf\u80a1\u8667\u640d0.54 \u7f8e\u5143)\u3002 \u4f46\u7d30\u5fc3\u7559\u610f\u7684\u8a71\uff0c\u8abf\u6574\u5f8c EBITDA \u70ba US$4,870 \u842c\uff0819Q4\u70ba -US$1.05 \u5104\uff09\uff0c\u7b97\u662f\u626d\u8667\u70ba\u76c8\u3002 \u500b\u4eba\u8a8d\u70baQ4\u696d\u7e3e\u5176\u5be6\u975e\u5e38\u597d\uff0c\u4e00\u5982\u65e2\u5f80\u4e09\u5927\u696d\u52d9\u90fd\u7dad\u6301\u9ad8\u589e\u9577\u3002 \u7576\u4e2d\u7ba1\u7406\u5c64\u66f4\u9810\u671f\u5c31\u7b97\u75ab\u60c5\u904e\u5f8c\uff0cShopee\u7684\u71df\u6536\u57282021\u5e74\u4ecd\u53ef\u4ee5\u7dad\u6301100%\u589e\u9577\uff0c\u9019\u662f\u975e\u5e38\u9a5a\u4eba\u7684\u3002\u800c Shopee \u5728 take rate \u63d0\u5347\u4e0b\u6210\u9577\u92b7\u552e\u8d85\u8d8a GMV \u6210\u9577\uff0c\u9032\u8ecd\u5df4\u897f\u5f8c\u5df2\u6709\u521d\u6b65\u6210\u679c\uff0cApp\u4e0b\u8f09\u91cf\u5728 Apple\u548c Google \u5546\u5e97\u90fd\u662f\u8cfc\u7269\u985e\u4e2d\u6392\u540d\u7b2c\u4e00\uff0c\u9019\u7d55\u5c0d\u5c0d\u7576\u5730\u96fb\u5546\u9f8d\u982dMeli\u69cb\u6210\u5a01\u8105\u3002 \u6709\u8ffd\u8e64\u6211\u820a\u6587\u7684\u670b\u53cb\u61c9\u8a72\u90fd\u77e5\u9053SEA\u73fe\u6642\u7684\u6a21\u5f0f\u662f\u7531\u6700\u8cfa\u9322\u7684Garena\u904a\u6232\u6301\u7e8c\u63d0\u4f9b\u8cc7\u91d1\u7d66\u53e6\u5916\u5169\u9805\u71d2\u9322\u4e2d\u4f46\u9ad8\u901f\u64f4\u5f35\u7684\u696d\u52d9\uff0c\u5206\u5225\u662fShopee \u548cSeaMoney. \u4eca\u6b21\u696d\u7e3e\u90fd\u8868\u73fe\u5230SEA\u9019\u500b\u6a21\u5f0f\u5230\u76ee\u524d\u70ba\u6b62\u662f\u6210\u529f\u7684\u3002 \u800cSeaMoney \u5728\u5927\u529b\u63a8\u5ee3\u548c\u88dc\u8cbc\u4e0b\u4e5f\u9010\u6f38\u5728\u5370\u5c3c\u652f\u4ed8\u5e02\u5834\u6436\u5e02\u4f54\uff0c\u6574\u9ad4\u800c\u8a00\u4e09\u5927\u696d\u52d9\u6210\u9577\u901f\u5ea6\u90fd\u975e\u5e38\u5feb\u3002 20Q4\u8ca1\u52d9\u6578\u64da\u7bc0\u9304\u96fb\u8a71\u6703\u8b70\u91cd\u9ede: 20Q4 GAAP \u4ea6\u589e\u7387\uff0c\u70baUS$15.66 \u5104\uff08YoY+102%\uff09\uff0c\u6bdb\u5229 US$5.34 \u5104\uff08YoY+102%\uff09\uff0c\u8abf\u6574\u5f8c EBITDA \u70ba US$4\uff0c870 \u842c\uff0819Q4\u70ba -US$1.05 \u5104\uff09\uff0c\u6574\u9ad4\u56e0\u8cbb\u7528\u4e0a\u5347\uff0c\u6de8 US$5.24 \u5104\u3002 \u8fd1\u671f\u5b8c\u6210\u5c0dComposite Capital \u7684\u6536\u8cfc\uff0c\u4e26\u6210\u7acb Sea Capital\uff0c\u5c07\u5c08\u6ce8\u6295\u8cc7\u6539\u5584\u6d88\u8cbb\u8005\u548c\u5c0f\u578b\u4f01\u696d\u751f\u6d3b\u7684\u6280\u8853\u516c\u53f8\u3002 &nbsp; &nbsp; Sea \u4e09\u5927\u696d\u52d9\u8868\u73fe Garena\u904a\u6232 GAAP \u71df\u6536 [&hellip;]"}