SEA LTD CL.A(ADR)/1 WKN: A2H5LX ISIN: US81141R1005 Kürzel: SE Forum: Aktien Thema: Hauptdiskussion

Ausblick für Garena ist relativ enttäuschend, -30% bookings für 2022. Rest gut

Immerhin seit Ewigkeiten mal wieder EPS-Beat.

Das war ein kurzer anstieg

Naja, Zahlen super, aber der Ausblick auf 2022 liegt deutlich unter Konsens, wenn ich richtig lese. Kann das jmd bestätigen?

Abwarten...bin auf 15:30 gespannt

Sell on good News heute sowieso.

Mega zahlen!!

Financial Service GAAP revenue was US$197.5 million, up 711.1% year-on-year.

In the fourth quarter, Shopee Brazil recorded more than 140 million gross orders, growing at close to 400% year-on-year, and more than US$70 million of GAAP revenue, up by around 326% year-on-year

Die Zahlen sind doch ein Traum, und geben für unser Investment ein gutes steigendes Gefühl

Wachstum von 155% im Vergleich zu 2021 🚀

2022 Guidance For the full year of 2022, we currently expect bookings for digital entertainment to be between US$2.9 billion and US$3.1 billion. With many economies reopening further in the fourth quarter and into this year, we have observed some moderation in online activities and fluctuations in user engagement. Moreover, due to unanticipated government actions, Free Fire is currently unavailable in the Google Play and iOS app stores in India. The guidance takes into consideration these headwind factors. The midpoint of the guidance of US$3.0 billion reflects our current expectations that our bookings for 2022 will be close to the level in 2020 while also considering the uncertainty in India. We expect GAAP revenue for e-commerce to be between US$8.9 billion and US$9.1 billion. The midpoint of the guidance represents an increase of 75.7% from 2021. We expect GAAP revenue for digital financial services to be between US$1.1 billion and US$1.3 billion. The midpoint of the guidance represents an increase of 155.4% from 2021.

Full Year 2021 Highlights ▪ Group o Total GAAP revenue was US$10.0 billion, up 127.5% year-on-year. o Total gross profit was US$3.9 billion, up 188.8% year-on-year. o Total adjusted EBITDA1 was US$(593.6) million compared to US$107.0 million for the full year of 2020.

Fourth Quarter 2021 Highlights ▪ Group o Total GAAP revenue was US$3.2 billion, up 105.7% year-on-year. o Total gross profit was US$1.3 billion, up 145.6% year-on-year. o Total adjusted EBITDA1 was US$(492.1) million compared to US$48.7 million for the fourth quarter of 2020.

Danke

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