關於 this is us ptt ，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

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

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

PTT is one of the most open social media platforms in the Chinese language. Though it’s not more populous than Facebook, it’s arguably more impactful than Facebook here in Taiwan. It’s a reflection of Taiwan's spirited democracy, and it’s used heavily as a source for local journalists.

We speak with two INDSR researchers on a year-long project, “A Pilot Study on PTT in the Context of Influence Operations” (批踢踢影響力作戰前導研究）which attempts to identify CCP state actors on the platfor. The researchers are Oddis J.F. Tsai (Policy Analyst at the Division of Defense Strategy and Resources) and Dr. Jui-Ming Hung (Assistant Research Fellow at the Division of Defense Strategy and Resources).

The paper lays out mechanics and - through quantitative analysis - identifies types of suspect behavior on the world’s largest non-commercial, forum-based, open-source online bulletin board system in the Chinese language. This interview was recorded in January 2021 after the paper was published by INDSR.

Today’s host is J.R. Wu - a non-resident advisor at INDSR (Institute for National Defense and Security Research) in Taiwan. Wu is a former journalist with nearly two decades of media experience in the US and Asia. She has led news bureaus for Reuters and Dow Jones.

Support us on Patreon: http://patreon.com/taiwan
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EPISODE CREDIT

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Today, we look at Chinese influence and infiltration into Taiwan. Our guest is Dr. Jeremy Hung - a researcher at INDSR (Institute for National Defense and Security Research). We discuss the role of proxy agents (ie. intermediaries) and how they may be helping China to influence media, impact politics, and strengthen its control over Taiwan.

China’s expanding influence into politics and societies around the world is a global issue, and this is The Taiwan Take.

Our host today is J.R. Wu - Chief of the Secretariat for INDSR in Taiwan. Wu is a former journalist with nearly two decades of media experience in the US and Asia. She has led news bureaus for Reuters and Dow Jones. At INDSR, Wu advises the institute’s leadership, handles international outreach with external stakeholders, and supports project management.

Donate to us at Patreon http://patreon.com/Taiwan
Follow us on Twitter @ghostislandme

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Host - J.R. Wu

Producer / Editor - Emily Y. Wu (Twitter @emilyywu)
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