關於 ptt investor ，我們在網路上蒐集到這些相關的討論、資訊與評價

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

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

GPSC เป็นหุ้น IPO โรงไฟฟ้าตัวใหม่ของกลุ่ม PTT ที่จะเข้าตลาดหุ้นวันแรก จันทร์ที่ 18 พฤษภาคม 2558 นี้ ด้วยราคา IPO 27 บาท/หุ้น

ตอนที่แล้วเม่าและผองเพื่อนไปเยี่ยมชมกิจการมาแล้ว โรงไฟฟ้าที่ดูเหมือนมีรายได้ที่แน่นอนที่อาจดูไม่หวือหวาในสายตานักลงทุนบางท่าน ตอนนี้เม่าและเดอะแก๊งจะพาไปดูกันว่ากิจการนี้มีแผนการเติบโตในอนาคตไว้อย่างไรบ้าง ?

http://www.maoinvestor.com/2015/05/gpsc_17.html

( ปูลู :: ซีรีย์ GPSC จะมีทั้งหมด 3 ตอน ติดตามได้ที่นี่จ้า )