中国银河股票讨论区

中国银河证券看好AI在传媒板块的应用，认为行业潜力尚未完全释放。在AI助益下，游戏、营销、影视行业有望表现出降低成本、提升效能和提高付费上限的趋势。

$Sea(SE.US)$ $中国银河(06881.HK)$
CGS-CIMB has raised its target price on Sea to US$105 from US$85, implying a potential upside of 31.3 per cent. Its new target price of US$105 is based on a higher e-commerce price-to-sales multiple of four times, compared with 2.9 times previously. CGS-CIMB also reiterated its “add” call on the stock.
With the group turning profitable in Q4, Sea is now better placed to purs...

$Sea(SE.US)$ $中国银河(06881.HK)$
Shopee scaled back its presence in Latin America; Brazil as a core market remains unaffected. Poland is currently Shopee’s last test market standing.
Shopee entered the four Latam test markets back in 2021; CIMB estimate they contribute LSD of Shopee’s GMV. The move could save SE US$40m a year.
The move is aligned with SE’s latest focus on prioritising profitability. Maintain Hold as sentiment likely to remain nega...

$Sea(SE.US)$
$中国银河(06881.HK)$ has maintained its “hold” call and target price of US$92 ($128.64) on Sea after the company's e-commerce arm Shopee scaled back its presence in Latin America.
Layoffs are expected to impact dozens of employees, but CGS-CIMB analysts Ong Kang Chuen and Kenneth Tan believe that Shopee will continue to leverage its cross-border operations to maintain its presence in Chile, Colombia and Mexico.
T...

$新加坡航空公司(C6L.SG)$
$中国银河(06881.HK)$CGS-CIMB raised its call on Singapore Airlines (SIA) to “add” from “hold” as it expects the stock to “do very well” in the coming quarters based on a combination of improving demand, high load factors and robust yields.
The research house has also raised its target price on the stock to S$6.10 from S$5.89 to reflect an increase in FY2023-FY2025 core net profit forecasts by 55% to 66% on stronge...