Grab Shopee母公司同病相怜 市值暴跌近4900亿
(新加坡29日综合电)新加坡两大网络巨擘,受到利率不断增加以及经济面临衰退危机,亏损连连下,股票也惨遭大规模抛售,市值合计预估已蒸发1100亿美元(约4863亿令吉)。
以虾皮(Shopee)电商平台控股公司冬海集团(Sea Limited)来说,今年股价已惨跌约78%,业务涵盖召车、支付等的Grab也重挫至少54%。这两家网络大咖都在纽约挂牌,且都是新加坡市值数一数二的大型科技公司。
过去两年,当科技族群股价还表现不俗之时,因被纳入MSCI新加坡指数成分股,这两家新创业者还曾大肆敲锣打鼓一番。不过,获利能力久久未能大幅改善,加上利率又高还有景气不好,这两家网路业者的后市发展也将面临更大挑战。
今年迄今,MSCI新加坡指数报酬率大概落后海峡时报指数约20%,那是因为后者没纳入冬海集团及Grab,因而未被拖累。MSCI新加坡指数今年下修14%,其中,冬海集团权重达8.4%排名第四,Grab权重则为2%。以银行与房地产等传统产业为主的海峡时报指数,则上涨5%左右。
不过,这两家新加坡网络双雄的未来也不用太悲观,分析师认为,为了削减营运成本,冬海集团与Grab不约而同多管齐下,像是减少人力、暂停不赚钱业务,甚至停止加薪等,有望度过此波景气寒冬期。
https://www.sinchew.com.my/20221229/grab-shopee%E6%AF%8D%E5%85%AC%E5%8F%B8%E5%90%8C%E7%97%85%E7%9B%B8/
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