เจ้าของ Free Fire และ Shopee มีมูลค่าเป็น 2 เท่าของปตท. แล้ว /โดย ลงทุนแมน
บริษัท Sea Limited เจ้าของอีคอมเมิร์ซ Shopee
และ Garena ผู้พัฒนาเกมยอดฮิต Free Fire
ได้ประกาศผลประกอบการไตรมาสที่ 2 ปี 2020
ครอบคลุมช่วงเดือนเมษายน ถึงมิถุนายนที่ผ่านมา...
Continue ReadingThe owner of Free Fire and Shopee is worth 2 times more than PTT. So / by Investing Man
Sea Limited company, eCommerce owner, Shopee
And Garena, a free fire hot game developer.
Announcing the results of the 2th quarter 2020
Covering last April to June
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The result appears that the company is growing bomb.
tịrmās̄ 2 Year 2019 Income 13,612 million baht.
tịrmās̄ 2 Year 2020 Income 27,528 million baht.
Think of growth up to 102 %
The company has income coming from
Game business 44 %
Ecommerce Business 41 %
Business to sell other products 15 %
Now if we separate the details of each business, starting from
Game business which the company is called together Digital Entertainment
This group of businesses are serving games in the Southeast Asia.
On PC like PUBG LITE, League of Legends and FIFA Online 4
On smartphones like ROV, Call of Duty, Speed Drifters and Free Fire
Game revenue grows 67 % as a result of quarterly players.
Aka the company called Quarterly Active Users. It explodes through 500 million accounts.
Increased to over 100 million accounts compared to the same period of last year.
Apart from the game the company brought to the service of the collaboration.
With partners like Tencent will grow well
Free Fire's developed game is well done by making a record.
Players simultaneously reached 100 million accounts in one day. The last quarter.
It's not sold out just yet..
If we think Sea Limited's game business will grow the most, we might be wrong.
Because another business is growing well. That's an eCommerce business.
Under the brand we are familiar with, Shopee
Did you know that Shopee has orders this quarter?
Up to 615.9 million orders have grown by over 150 %
With regard to total trading volume (GMV)
Total of over 2.5 hundred thousand baht
Such a matter resulting in income only in Shopee's section.
Up to 1.1 ten billion baht in the last quarter.
However, behind the growth of the company explosion.
Important part of COVID-19 plague crisis
That makes us spin on more online trading platforms
Including more free time to play games on PC and on smartphone.
Another part comes from sales and marketing expenses.
Including research and development costs that have risen as well.
That's why even Sea Limited is making 102 % of explosive income.
But the company is still a 41 % loss or worth
A loss of over 1.2 billion baht.
But it seems that investors don't give that much importance to the loss.
And focus on the number of gaming business accounts and orders from ecommerce businesses that are more exploding.
Because after announcement of results in this quarter, Sea Limited's value spikes 9 % immediately.
Make the present Sea Limited owner of Shopee and Garena
I have just founded a business for 11 years. It has a company worth up to 2 trillion Baht.
More than PTT. The most valuable company in Thailand is 2 times better..
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Reference
-Sea Limited Investor RelationsTranslated
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กรณีศึกษา TikTok ใหญ่กว่า ปตท. 4 เท่า /โดย ลงทุนแมน
ถ้าพูดถึงแอปพลิเคชันบนโลกออนไลน์ที่หลายคนใช้งานเป็นประจำทุกวัน
คงจะเป็น Facebook, Instagram, Twitter, YouTube
นอกจากแอปพลิเคชันที่ว่ามา...
Continue ReadingTikTok case study is bigger than PTT 4 times / by Investing Man
If it comes to online apps that many people use daily.
Probably Facebook, Instagram, Twitter, YouTube
Apart from the application that comes.
Another hot platform that makes many people can't put their phones down.
I may not be able to escape ′′ TikTok ′′
The popular trend of this short video of platform.
Making TikTok's mother company called ByteDance
There is higher value than PTT. The largest company in Thailand has reached 4 times.
How did this happen
Investing man will tell you about it.
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′′ ByteDance ′′ is a Chinese nationality startup company founded in 2012
Who owns multiple social media platforms
For example.
Toutiao, news reading application and contention in China.
Helo, popular social media apps in India
And the most widely known popular app right now is TikTok
So what is TikTok?
TikTok is a platform for users to watch and publish mobile videos.
Creative short video from anyone and anywhere in the world
And there are exotic features to create works such as music, lip sync, filter, effects.
The beginning of TikTok must go back to 2016
ByteDance has launched an application for publishing a short video on mobile phone in China named Douyin.
Douyin got a great response in China
Within a few months, the application download has risen more than 100 million times.
And more than 1,000 million video views per day
When things are like this, Zhang Yiming, founder ByteDance, thought to make this application known and world famous.
So it's the same application as Douyin that opens outsiders China to use.
This application is called ′′ TikTok ′′
After only two years of debut
In 2018, TikTok reached 800 million applications downloads.
With fun features for many short video creations.
Make not only the average person get in.
TikTok is also widely popular in celebrities and famous people.
Both abroad and celebrities in Thailand
This phenomenon is magnetic. It attracts more people to use TikTok.
Moreover, COVID-19 outbreak from early 2020
It's a factor that gives more TikTok usage.
Just the first quarter of 2020 quarter.
TikTok has reached 315 million downloads
Until now, TikTok has more than 2,000 million downloads.
Another important interesting thing is
TikTok focuses on developing AI system.
In selecting the contents to match the user's preference.
To attract users as long as possible
Until now, TikTok has 800 million users per month.
And there is an average application time of up to 52 minutes per person per day.
Compared to other social media apps
I have to say TikTok is stepping up to challenge other platforms fiercely.
Facebook has around 2,500 million users per month.
YouTube has about 2,000 million users per month.
Instagram has around 1,000 million users per month.
TikTok has around 800 million users per month.
TikTok's popularity and rapid user base
Make Advertising and Selling Products within the application.
Like a coin or gift increases dramatically.
Revenue of company ByteDance, owner of TikTok.
Year 2018 ByteDance earn 229,000 million baht.
Year 2019 ByteDance earn 527,000 million baht.
ByteDance revenue grows to 130 % in one year.
In the first three months of 2020
ByteDance has made an income of around 173,600 million baht.
If it goes to target
ByteDance will earn in 2020 total 874,000 million baht.
When things are like this, it makes ByteDance the mother's company of TikTok.
Estimated value to around 4.6 trillion baht.
How much is this worth?
Let's compare to PTT. The largest company in the Stock Exchange of Thailand
Market value of PTT company. Public Company Limited is equal to 1.1 trillion Baht.
ByteDance estimates equivalent to 4.6 trillion baht.
I will see that investors value ByteDance higher than PTT. Up to 4 times
What is this story telling?
This story shows us how to create value for a company or what it does.
It doesn't have to live with lots of resources or take long.
The point is, we need to find the hidden value in the simple things of everyone's daily life.
As TikTok knows, people like to watch short videos and want space to publish their own containers.
I can't believe this simple idea.
Going back to meet the needs of people around the world and it's worth a lot.
So much so that we didn't think that apps like this would be worth losing to big companies in other industries..
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References
-https://www.bytedance.com/en/products
-https://www.tiktok.com/about
-https://www.bloomberg.com/news/articles/2020-05-27/bytedance-is-said-to-hit-3-billion-in-profit-as-revenue-doubles?sref=Wmf2L5h5
-https://www.businessinsider.com/tiktok-bytedance-revenue-billions-first-quarter-results-growth-2020-2020-6
-https://wallaroomedia.com/blog/social-media/tiktok-statistics/#:~:text=Monthly%20Active%20Users%20%E2%80%93%20TikTok%20has,of%20now%20(June%202020).
-https://www.forbes.com/sites/mikevorhaus/2020/05/27/bytedance-chinese-digital-giant-and-owner-of-tiktok-reported-to-have-revenues-of-17-billion/#163b02b023de
-https://www.statista.com/statistics/272014/global-social-networks-ranked-by-number-of-users/
-https://www.cnbc.com/2019/09/30/tiktok-owner-bytedances-first-half-revenue-better-than-expected-at-over-7-billion-sources.html
-https://www.set.or.th/set/factsheet.do?language=th&country=TH&symbol=PTTTranslated
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ฝันร้าย ธุรกิจเติมน้ำมันเครื่องบิน ของ BAFS /โดย ลงทุนแมน
ธุรกิจสายการบินทั่วโลก ได้รับผลกระทบอย่างหนักจากการแพร่ระบาดของ COVID-19 สายการบินหลายแห่งเสี่ยงต่อการล้มละลาย เนื่องจากไม่สามารถทำการบินได้
เมื่อสายการบินไม่บินหรือบินน้อยลง ก็ไม่มีความจำเป็นต้องเติมน้ำมันบ่อยเหมือนช่วงเวลาปกติ
และเรื่องนี้กำลังสร้างฝันร้ายให้กับธุรกิจให้บริการเติมน้ำมันให้สายการบิน...
Continue ReadingNightmare. Business fueling the BAFS plane / Investing manly
Global Airline Businesses are heavily affected by COVID-19 epidemic. Many airlines risk bankruptcy because they can't fly.
When the airline doesn't fly or fly less, there is no need to refuel as often as usual.
And this is creating nightmares for airline refuel service business.
One of them is a Thai company named BAFS.
How interesting is this story
Invest. Man will tell you about it
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If you ask whether Thailand's aircraft refill service business is highly competitive, the answer is no.
Due to the nature of businesses that require high investments, matters must also be concession or allowed by the airport.
When things go like this, it makes this business less competitive because of the overwhelming obstacles in entering a new service provider business.
Currently in Thailand, the largest provider in the airline refuel business is Bangkok Airways Fuel Service Company Limited or BAFS.
By the main income structure of the company comprises.
1) 78 % airplane refuel service income.
2) 21 % pipeline oil service income
3) Other income 1 %
When you look like this, you will see that BAFS's main business is servicing to refuel the aircraft.
So what Airport Aircraft Refuel Service BAFS now?
Currently, the company is an investor and operates to provide gas-refill service to all 5 airports: Suvarnabhumi Airport, Don Mueang Airport, Samui Airport, Sukhothai Airport, cuddle Y and Trat Airport.
At Suvarnabhumi Airport, there are only 2 concessions for oil service to the airline.
BY BAFS HAS 89 % MARKET SHARE
While the remaining 4 airports, BAFS is the only airplane refueling provider or 100 % market share.
This is the highlight of the company and makes BAFS the largest airline of Thailand's largest airline refill business.
The amount of transportation into airports of planes has a direct impact on company's income.
If the tourism industry grows well, the company will have customers, which is airline to use.
But if not, what happens will be a corporate nightmare like what's happening right now.
Government in many countries must announce temporary entrance-exit from international airplanes.
This is why the number of passengers and number of flights BAFS provides refill service at Suvarnabhumi Airport and Don Mueang Airport.
Quarter 1/2562, 28.4 million passengers, 79,535 flights.
Quarter 1/2563, 19.6 million passengers, 64,613 flights.
When the number of flights coming to refuel service drops, it's not strange that both BAFS income and profits are heavily decreasing.
1/2562th quarter. Income 1,025 million baht. Profit of 368 million baht.
1/2563th quarter. Income 867 million baht. Profit of 153 million baht.
Income decreased by 15 % while profit decreased by 58 %
It's called refuel service business. It's going to be cuddle budget. It's not allergic to airline business and airport business.
And as everyone knows, the 2rd quarter, aviation related businesses will hit harder than the 1th quarter.
But BAFS has a relatively good financial status. Different from airline with a lot of debt. It should make this company go through this crisis after this incident unfolds.
However.
This may tell us that even a business that seems like a monopoly and almost sleeps without a rival can be an unexpected crisis at any time as BAFS is now facing.
It's similar to a familiar sentence that many people have heard. That's ′′ certainty is uncertainty ′′ which can happen to anything about work, living and investment..
Ending with interesting information
Did you know that BAFS big shareholders are companies, airlines, airports and oil companies, including Esso, PTT., Shell, Chefron, Thai Airport, Bangkok Airways and many people may not know the biggest shareholders. BAFS is ′′ Thai Airways ′′ which holds 22.59 % of this company..
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References
- Form 56-1 Year 2562 Bangkok Aviation Fuel Service Company Limited (Public)
- Management Discussion and Analysis Quarter 1 Ending 31 Mar. 2563 Bangkok Aviation Fuel Service Company Limited (Public)Translated
after like ptt 在 Kathie Violin 黃品舒 Youtube 的最佳解答
Your Name「RADWIMPS - Zenzenzense / 前前前世」Kathie Violin cover
✨加入我的會員~支持我繼續製作更多音樂影片
✨Join Kathie's Membership to support me create music videos
✨YouTubeメンバー、こちらから入れます
https://www.youtube.com/channel/UCNO-Xg6OBU9K5LxR4JlO0Cw/join
——————
–影片製作團隊Video Credit–
小提琴改編 Violin cover & arrangement|Kathie Huang 黃品舒
伴奏改編 Instrumental arrangement|SunSeiRO FX
https://youtu.be/EMcU2qwLEMk
混音 Mixed & Mastering|Kathie Huang 黃品舒
攝影 & 剪輯 Photographer & Film editor|Santon.W
文字編輯 Social media editor|Frank Hsu
——————
★關於黃品舒 About Violinist Kathie
INSTAGRAM: https://www.instagram.com/piinsue
FACEBOOK: https://www.facebook.com/piinsue/
★小提琴樂譜下載 Download Violin Sheet Music
蝦皮(台灣): https://shopee.tw/piinsue
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MyMusicSheet: https://www.mymusicsheet.com/kathieviolin
★抖內品舒 Donate Kathie 支持我製作更多好音樂
歐付寶(台灣): https://p.opay.tw/zoIsG
Paypal (Global): https://www.paypal.me/kathieviolin
★各式品牌合作、演出邀約、工作詢問請Email聯繫
Business contact email: piinsue@gmail.com
★更多影片 More Videos: https://reurl.cc/Obvag3
★訂閱我的頻道 Subscribe Me: https://reurl.cc/drDbZV
🔔 Subscribe & make sure to enable all push notifications!
🔔 Don’t forget to leave a comment & click "like" after watch this video.
🔔 Please Share this video on Facebook & Instagram or any social media.
★如果你喜歡我的影片,記得訂閱我並開啟小鈴鐺。
歡迎告訴我你想聽什麼音樂,你的留言和讚都是對我最大的鼓勵,讓我有動力繼續製作音樂作品,更歡迎分享我的影片:)
——————
#君の名は # 너의이름은 #Zenzenzense #前前前世 #你的名字 #전전전세 #YourNameOST #RADWIMPS #小提琴演奏 #violincover #ViolinPlay #黃品舒 #KathieViolincover
after like ptt 在 [閒聊] IVE 'After Like'大家認為的Killing part - PTT 熱門文章Hito 的必吃
IVE新歌'After Like'中很多人說是killing part的部分影片https://twitter.com/i/status/1561643341275549696就是秋天的part「兩次三次不要總是問疲倦 ... ... <看更多>
after like ptt 在 [閒聊] IVE Liz唱的'After LIKE' 副歌- 看板KoreaStar - PTT網頁版 的必吃
IVE Liz唱的'After LIKE' 副歌影片https://twitter.com/i/status/1584156696930549761 和原曲的氛圍完全不一樣真的唱得很好音色聽起來很高級補充完整 ... ... <看更多>
after like ptt 在 [閒聊] IVE "After LIKE" MV - 看板KoreaStar - 批踢踢實業坊 的必吃
IVE "After LIKE" MV
https://youtu.be/F0B7HDiY-10
https://tinyurl.com/2od4k2ql
https://thumbs.gfycat.com/MeagerThoroughGlobefish-size_restricted.gif
IVE發行第三張單曲《After Like》回歸樂壇
《After Like》延續了第二張單曲輯《LOVE DIVE》包含的信息,
即若有愛的勇氣就隨時去愛。
歌詞融入了對愛充滿自信的態度。
同名主打歌是一首呈現電子、流行音樂等多種風格的歌曲,
樂曲華美適合晚夏之際傾聽。
IVE另外將於2022年秋天正式於日本出道。
(韓網留言數破千)
Https://theqoo.net/2557815191
1. 哇,我才聽一遍而已就覺得很好聽了╕╕╕╕╕╕╕╕╕
2. 歌曲很棒,但MV為什麼讓人看得這麼暈╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕
3. 歌曲超好聽,感覺又要大紅了╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕
4. MV看起來有點過時,但歌曲很好聽
5. MV為什麼拍成那樣啊
6. 我很喜歡員瑛,但歌曲的概念.. 好像有點像2010年代的Rainbow..
7. Starship真的很會選歌╕╕╕╕╕╕╕╕╕
8. 聽到Rei rap的時候馬上就有二代團的歌曲的感覺╕╕╕╕╕╕╕╕╕
9. 取樣的地方很棒,其他部分還好╕╕╕╕╕╕╕╕╕
10. 歌曲不是我喜歡的風格,但是Rei的rap非常好╕╕╕╕╕╕╕╕╕╕
11. 歌曲太好聽了╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕
可能因為我對取樣的部分不太熟悉,所以覺得這首歌更好聽╕╕╕╕╕╕╕
12. 副歌部分很入耳,除了副歌部分就,嗯..... 副歌是取樣嗎? Rei的造型很漂亮
13. 歌曲是很好聽,但MV的鏡頭為什麼晃成那樣..
14. MV太閃亮了,我的眼睛好痛╕╕╕╕╕╕╕ Rei rap的部分有點像SISTAR的感覺?
15. 很像以前的歌曲
16. 歌曲好難懂╕╕╕╕╕╕ 我只喜歡yoo hoo的部分.. 感覺很像把兩首歌混在一起
17. 'Eleven'和'Love Dive'我都是一聽就喜歡,但這次的有點微妙...
18. 雖然是復古的感覺,但是好像有點老套,所以稍微可惜了。如果vocal能更明亮清爽
的話,歌曲會更有意思
19. 歌很好聽,是我喜歡的類型,但是感覺yoo hoo出來好多次╕╕╕╕╕╕╕╕╕╕╕
╕╕╕
20. 跳到副歌的部分太尷尬了.. 感覺前面的歌曲和副歌是分開的,
如果是這樣的話,為什麼要用取樣呢...? 因為'Love Dive'真的太好聽了,所以這首歌更
讓我覺得可惜TT
21. Rap的部分很像2009年的歌曲╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕╕
22. 感覺沒有好好發揮取樣的效果,所以覺得取樣的旋律很可惜╕╕╕╕╕╕╕╕╕╕╕
╕╕╕
23. 歌曲很好聽啊?? 我看完預告後本來不怎麼期待,但現在非常滿意╕╕╕╕╕╕╕
24. IVE所有的歌曲都很有中毒性╕╕╕╕╕╕╕╕╕╕╕╕╕╕ 相信這次也會很順利的
25. 原本覺得不怎麼好聽,但現在已經一邊聽一邊yoo hoo了╕╕╕╕╕╕╕╕╕╕╕
╕╕╕╕╕╕
cr. 韓網評論翻譯站
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