【財報分析】追蹤整頓進度；簡評蝦皮母公司Sea Limited(SE)的2022Q3財報

• 本站在幹嘛？歡迎參考〈追蹤股票名單、寫作方向和專欄架構〉一文；美股投資新手必讀：〈寫給美股新手的投資階梯〉。
• 加入免費的Discord群組接收科技成長股新聞資訊、並獲得最新文章通知，另外還有公開的Telegram群組討論美股，和臉書粉絲專頁。
• 所有付費訂閱讀者，都可申請加入專屬的TG群組。除了我之外，群裡面也有很多高手不時分享和討論投資想法，集思廣益。申請辦法詳見這篇。
• 關於我對Sea Limited(SE)的基本看法，可在索引檔案找到。

實現自給自足的進度

Given the significant uncertainties in the macro environment, we have entirely shifted our mindset and focus from growth to achieving self-sufficiency and profitability as soon as possible without relying on any external funding.

While our results may fluctuate and affected by the macro environment and many other factors, we are currently working towards adjusted EBITDA breakeven for Shopee overall by the end of 2023.

Last but not least, it goes without saying that we are very focused on our cash position. As at the end of the third quarter, cash, cash equivalents and short-term investments was $7.3 billion, representing a net reduction of $485 million from the end of the second quarter. We aim to continue to maintain a net cash position after budgeting for the full retirement in cash of the outstanding convertible bonds and assuming no external funding.