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全球擴張按下“加速鍵”!“東南亞小騰訊”Sea(SE.US)擬通過股權交易籌資63億美元

智通財經APP獲悉,據媒體報道,Sea(SE.US)計劃通過今年規模最大的股權交易融資63億美元,這筆交易將推動這家東南亞最大公司的全球擴張和收購進程。

騰訊(00700)持股的這家主營線上遊戲和電子商務的公司將發行1100萬股股票,並且還打算髮行25億美元與股票相關的債券(可轉換債券)。

在疫情期間,Sea憑藉射擊遊戲Free Fire和線上購物應用程序Shopee等熱門應用,迅速擴大了其在電子商務和遊戲領域的市場份額。Sea股價今年以來已上漲超70%,在今年8月,該公司股價不斷飆升後,其創始人Forrest Li成爲新加坡首富。

星展銀行分析師Sachin Mittal表示:“Sea正在進行市場擴張,特別是在拉美的電子商務和東南亞的食品配送等新業務。如今競爭正在加劇,獲得市場份額是最重要的。”

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據媒體整理的數據顯示,包括可轉債在內,整個交易規模將是自2020年6月T-Mobile US (TMUS.US)股權交易以來規模最大的股權融資。據瞭解,此次交易由高盛、摩根大通和美國銀行提供相關金融服務。

在此之前,Sea在去年12月進行了26億美元的股票出售,在2019年進行了13.5億美元的融資交易。該公司在一份聲明中表示,將把最新籌集的這筆資金用於業務擴張和其他一般企業用途,包括潛在的戰略投資和收購。

自2020年初以來,Sea的股價已經上漲8倍以上。今年8月份,Sea上調了其兩項主要業務的年度預期,並強調公司對不斷擴張的國際業務的信心,表示公司業務正在其本土以外地區獲得強勁增長勢頭。

作爲全球性戰略的一部分,Sea擴大了其在巴西市場的線上購物業務,同時,與拉美電子商務巨頭MercadoLibre的競爭也在日益加劇。在東南亞地區,Sea仍在與GoTo和Grab Holdings Inc.展開激烈的競爭,這兩家公司都在全球增長最快的互聯網市場之一加大力度擴張其電子商務和金融科技業務;谷歌及其合作夥伴的研究顯示,到2025年,東南亞地區的線上消費規模將是現在的三倍,超過3000億美元。

除了遊戲和電子商務,Sea現在正轉向金融科技並尋求在該領域的擴張,同時也在東南亞地區以外加大力度擴大市場份額。知情人士在1月份曾透露,該公司去年12月在新加坡獲得了數字銀行牌照,並收購了印尼數字銀行BKE銀行。

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