關於 at2020 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

深度樂迷HONDA1999來函：除修改標點符號外，全文照登。謝謝您的厚愛，但有些地方確實您想多+遠慮了^U^我就不一一回應囉，＃歡迎再回來一起聽唷，別跟我們走散。
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DEAR SWEET &COOL JULIE茱力😎：
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SALUTE！我是個日文系的學生，我叫Honda，是個低調的QUEER（酷兒），放眼全世界的KOL（Key Opinion Leaders）很少看到有人這麼高調聲援我們，很怕你真的被怎樣………RICKY MARTIN的SHE BANGS和LFO的「GIRL ON TV」就要點給你，我們學校可是一票男生饒舌社招生時，都直接用大螢幕播JULIE，人家還以為這女生在社上、問說把不把得到（小男生就是這麼幼稚），我憋笑憋得很慘。
.
（若非有你和其他藝術家如剃刀、MISS KO、唱出打破他R＆B版本打破他「平行宇宙」的J.Sheon街巷，嘻哈社群「厭女仇同」的現象很難短期改善吧（不然DMX的「where da hood at」為啥會被消音呢？因為已經落後時代了），本身也很討厭用「娘」這個字來羞辱人的人，第一，「娘」是褒是貶？如果是髒字，那初二回娘家算是回什麼樣的家？還是，在大腦潛意識裡，娘家就是個一年才回去一次的地方呢？這太不公平吧？）離題了，你寫透山田詠美，比我系上教授還猛。我也完全認同J就像是個「笑著的勾勾」，最近又看到茱力談到「越王勾踐」，真的覺得超帥，很符合你和你心目中的J。
.
「鞋子有個勾，才合你」，J字輩真的走到飛，自備飛天魔毯，A WHOLE NEW WORLD。
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另外我很敬佩茱力的一點就是，你貫徹「迷產製」（fan fiction/Pro-sumers）到一個神扯的地步，首先，第一天認識你的人，會發現根本不可能爬完你所有的1500篇BLOG文、又聽完這麼多年的電台、同時還有FACEBOOK POSTS…… 我以為幾天就會追完的「網紅」，其實根本就是一個臺灣海峽媽祖（？），根本就是「海量」的內容。
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台中的一些事情和劍道平常你也不賣弄，遇到這次宣傳撞倒總統大選、疫情等流量被分散，你全都拿出來用到，太扯太扯。
.
茱力小姊姊，你真的跑在前面讓大家追，我想這是陽剛的社群很需要的終極目標吧？也有發現許多創作者會跟你借梗，但你都不太在意，反而是釘黑特很凶。或許是因為網路輿情一沒控制好力量，很快就會成為對天王天后的罷凌（看看隔壁韓國棚的自殺率），所以你真的是臺灣音樂小護士，NICK私底下對你的讚譽根本不誇張，你就是這麼棒，希望你自己也要接受這點喔（？）。
.
再來是……沒出事之前，根本不知道你有多少人脈，出事的時候一拉繩子全都動，這也是一種「愛的力量」吧？
.
那些叫你「J.Sheon、剃刀和E.so」選一個」的人可能聽比較少啦，不知道歌單只有兩三種聲音，是很膩的嗎？「墨家」這麼低調的俠客精神都不知，確實不懂兼愛非攻的理論。
.
經過你的介紹與包裝，我也接觸到J.Sheon不同的面向，都滿有趣的。查了一下你們（對，我覺得你們這兩位很有趣，就有去查，這大概是學者個性吧）的生日都是星期二（你們自己有發現嗎？），星期二的魅力被兩位發揮得恰如其份，幽默溫柔多情也很浪漫，亦正亦邪，後來才發現J.Sheon跟Julie都根本很常做免費的事情，包含J.Sheon常提供很好的食譜的建議甚至拍很多免費料理影片讓大家欣賞（我一直以為免費、品質是不可能同時成立的事情，網路上爛內容太多），然後JULIE經營了一堆平台、每個都超用心在做，就遇到平台倒了（如MYAUDIOCAST或最一開始的電台（根本也忘記叫什麼名字，總之是PTT宅宅都會知道的那個平台）你還是可以備份另起爐灶，兩位與兩位的團隊，真的慷慨到太扯。
.
啊，忘記說 #JULIE沒有團隊，#都是單槍匹馬，很帥，真的。
.
「體制外有體制外的做事方式」，那天也被JULIE唱BLUE SKY那段震懾到。
.
認真地爬完JULIE幫J.Sheon寫的破萬字心得文（我可以用兩位「合體」這種詞嗎？會太無禮嗎？）之後，依在下淺見，兩位著實是不會被時代淘汰的才子佳人，有群眾魅力、幽默、有自信但也溫柔、擅長關懷他人（但不想被吃豆腐、有原則）、#高超技術含金量高、有人情味、有藝術家個性，不會被AI取代，#也都是很優秀的斜槓青年、音樂藝術領域的俠客俠女。
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有時候看到JULIE寫或念的英文，都會很像被電療一樣，很酥麻（我這樣講會被告嗎？），雖然妳的英文不算完美，但也比機器人的100％正確更「美」。也像你的學弟一德男神說的名言：「當一切『太完美』時，似乎就少了那麼點『自由』」。
.
世俗妹子跟妳們的程度相比，確實是人造。我還是要稱呼你一句，#自由女神，本來以為#你只是中文饒舌圈的女神，但你對節奏藍調的「#酷愛」、#鍾情，也是大家有目共睹的LEGACY。
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最後，「先去幫自己最重視的人」安太歲、點光明燈、求籤，才去「打蟑螂」這點，讓我在螢幕前面狂熱好9～～好9～～連室友被我說到，現在也全都在KKBOX追蹤JULIE了，大家都不知道，原來節奏藍調是可以陪人生氣也幫人消氣的樂風，可以承擔7情6欲，剛好是哈雷彗星的週期76年。茱力，#我上次這麼激動好像是我戀愛的時候，「愛」真的很可怕。
.
好想聽JULIE用聲音介紹120COOOOL％，#夏天怎麼不快點來呢？唉唷威啊。
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多嘴問一下，Nick的〈My BOO〉是拍給Julie的吧？我是低俗的八卦粉絲，就喜歡猜這些有的沒的^Q^ 不想回我、惹毛妳，在下也都可以理解。Julie也別把粉絲想得太清高美好喔，臺灣人真的4「好騙難教」，#你看美麗本人的數字跟妳的流量差這麼多就懂了。
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沒有嗆妳的意思，只是想跟妳說 #別對群眾素質「#太樂觀」啦，偶爾輕鬆一下沒關係啦，#做無償志工做到被嗆、收到死亡威脅，妳應該知道臺灣人素質真的不OK。但妳、高度創意、剃刀、許時、MORRISON、JULIA、CHYNA HOUSE、ZENBO、DAVIX、陳小律、跟J.Sheon仍是粉絲眼中「#最尊敬的那一群頂層 」，YOU ARE TOP CLASS！如果別人的知識、品格與耐心level，是「路旁違建鐵皮屋」，#你們就是人煙罕至的名勝古蹟、#或眺高望遠的總統套房。
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（抱歉，物化你們，但不物化，多數時候，一般人根本就「看、不、懂」。
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你們是王者的貓族，很努力用技藝「說人話」，但有人連人話、大白話的中文都看不進去啊，有些人每天撥出10分鐘看茱力的文或用30分鐘把電台聽完，都有理解與速度上的困難了。即便妳身上幾乎「沒有」知識菁英的傲慢，但面對惡人妳是非常勇敢的，打「蟑螂」和打「錯假消息」，打得不遺餘力。）
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我也欣賞你對J「開遠光燈」的詮釋喔。期待看到你多多寫J.Sheon或JULIA WU，群星閃耀「J字輩」，或許民眾在都市的光害裡看不到星星、或遺忘了星星，但他們知道有星星的存在，日常生活中都得用到星座，是吧？
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最後，祝福你們「#J一家」，粉絲都知道你們不短視近利，沒把「立足在臺灣」當唯一志願，一開始就是等級INTERNATIOAL，#臺灣只是你們的一個駐點罷了，這次看到J.Sheon和Morrison去LA與多倫多，真的很興奮。
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其實跟七八十歲的老爺爺老婆婆比，#你們都還是青壯年啊。往後的日子，#也請征服世界各地的知識群眾吧，讓誰知道誰才是REAL GATE IN EAST ASIA，#誰會被時間所記載、紀念、深愛？#誰又會被時間所遺忘、或成為歷史長河中的一個笑話。
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容我引用一句 #宇多田光的歌詞，「TIME WILL TELL」。
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不知道該把自己歸類在迷妹or迷弟的 #Honda～I speak UNICODE and I support UNICORN J.SHEON.#查里很KIANG，但當真DER衝來，他就是 #法蘭西的國王。
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（「H」是英文26個字母的第八個單字，也是Julie少女時在西洋樂勢力留言板曾用過的代號吧？我有認真爬文，所以都知道喔。）
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相信比起招搖的雙B，你應該是比較喜歡Honda或Toyota吧，因為你很日系。
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還是妳都很環保，#都自己走，也沒在care對方開什麼車的呢？#這樣對方連物化你的機會都沒有耶……跩。
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Julie，妳真的真的真的很酷。就算放眼好萊塢或告示牌的宣傳方式，也找不到有人動用所有資源替J.SHEON做這樣的網路宣傳，從日積月累寫了破萬字、用全球最暢銷讀物（聖經）開箱、跪23分鐘、衝關帝廟各種抽籤與祈福、上傳劍道獎牌（有打聽了一下，我認識的警察（特別是基層的小菜鴿）#真的都很愛妳唷，我還知道有刑事局的警官也對妳的勇氣很欣賞，妳會變成R&B或嘻哈圈的「#警廣」嗎哈哈？#專門服務人民保姆的另一種保姆？）、看農民曆、看面相（一般人誰會知道什麼「采聽官」、#誰會想得到瑞奇馬汀其實有挑日子發新歌？）、做KKBOX歌單、用自身經歷去聲援J.Sheon關心過的LGBTQA、到最近一波的天野喜孝（我記得妳公開稱讚過J.Sheon「孝順」，不知道這跟選天野喜孝的決定，有關嗎？Or, am I just overthinking？）
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Anyways…，已經不可能有人忘得了妳的這些事蹟。不管後續如何，這都是「美好的一仗」，#我們真的有一種大開眼界的感覺，#彷彿疫情的焦慮已經跟我們沒關係了，每天就是欣賞你們如何在藝術領域發光發燙，大家精神上就吃飽了R。
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小的認為，你幫這群天后天王做的事情很讚，就是要帶頭去愛、#去示範智慧的權柄、去給藝術家更多尊重與理解，#其他人才有辦法跟上。

（抱歉，物化你們，但不物化，多數時候，一般人根本就「看、不、懂」，這是「擬物」、是「比喻」，DIFFERENT。
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你們是王者的貓族，很努力用技藝「說人話」，但有人連人話、大白話的中文都看不進去啊，有些人每天撥出10分鐘看茱力的文或用30分鐘把電台聽完，都有理解與速度上的困難了。即便妳身上幾乎「沒有」知識菁英的傲慢，但面對惡人妳是非常勇敢的，打「蟑螂」和打「錯假消息」，打得不遺餘力。）
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我也欣賞你對J「開遠光燈」的詮釋喔。期待看到你多多寫J.Sheon或JULIA WU，群星閃耀「J字輩」，或許民眾在都市的光害裡看不到星星、或遺忘了星星，但他們知道有星星的存在，日常生活中都得用到星座，是吧？
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不知道該把自己歸類在迷妹or迷弟的Honda～
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（「H」是英文26個字母的第八個單字，也是Julie少女時在西洋樂勢力留言板曾用過的代號吧？我有認真爬文，所以都知道喔。）
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相信你應該是比較喜歡Honda或Toyota吧，因為你很日系。
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還是妳都很環保，都自己走，也沒在care對方開什麼車的呢？這樣對方連物化你的機會都沒有耶……跩。
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Julie，妳真的真的真的很酷。就算放眼好萊塢或告示牌的宣傳方式，也找不到有人動用所有資源替J.SHEON做這樣的網路宣傳，從日積月累寫了破萬字、用全球最暢銷讀物（聖經）開箱、跪23分鐘、衝關帝廟各種抽籤與祈福、上傳劍道獎牌（有打聽了一下，我認識的警察（特別是基層的小菜鴿）真的都很愛妳唷，我還知道有刑事局的警官也對妳的勇氣很欣賞，妳會變成R&B或嘻哈圈的「警廣」嗎哈哈？專門服務人民保姆的另一種保姆？）、看農民曆、看面相（一般人誰會知道什麼「采聽官」、誰會想得到瑞奇馬汀其實有挑日子發新歌？）、做KKBOX歌單、用自身經歷去聲援J.Sheon關心過的LGBTQA、到最近一波的天野喜孝（我記得妳公開稱讚過J.Sheon「孝順」，不知道這跟選天野喜孝的決定，有關嗎？Or, am I just overthinking？）
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再來，我們信任的藝術家，#才不會在外頭被一群北七踐踏欺侮或網路罷凌（上次某女星離開時演藝圈很多人互相檢討，臺灣人真的好騙難教，一沒多久就像NickTheReal說的「今天公祭、明天忘記」。
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那這樣的話，歷史不就重演？酸民很愛找明星麻煩的，熊仔的豹子膽也在說這件事。天天提醒網友，什麼叫做「愛」，真的很重要。沒人想「#沒人愛」。）
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茱力，你很帥，#很率真而且豪情萬丈，可是 #又一個一個留言親回，完全沒架子，不上神壇、#不收斗內，反而是用知識與學歷親自執行「#公民記者」的 #無薪任務……God，這真的是女神等級，#妳或許不CARE這種名聲，甚至很enjoy這種低調，但一切的一切，都太「正點」。
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最後，想請問Julie都如何管理時間的？「剃刀理論？」還是這也是秘密，不能說呢？#妳跟我們分享了太多，有些秘密是OK的，#我也不想顯得我跟台中某人一樣沒品，被鋪梗十年還以為自己真的能全身而退，在下寫了這麼多，真的也只是想稍微讓妳對我稍微有個印象而已。

Best Wishes to HOLY J FAMILY.

附圖是 #總統開票日那天的ROYAL SALUTE，heard that you’re a lion’s fan，也喜歡深藍色（妳穿劍道制服很帥耶>///////<），就在這裡貼出來。

p.s.批踢踢在下也已經不去了，那裡素質跟阿伯一樣「怪怪der」，你們撤軍是對的，人生總要有取捨啦，良禽擇木而棲。何況，是你們J一家這種「猛禽」呢？
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By Honda1999.
2020 FEB.
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怕家人碎嘴我都不按讚，也沒買KKBOX，我知道說這些你都不會生氣，你是神應該不會跟我這凡人計較吧？開玩笑的，總之，謝謝你，我今後也會持續關注自由女神的^ ^. 你做的一切其實我跟我朋友都有看到，連按個讚都沒勇氣，我們就是這樣的生物，但謝謝你保育我們的各種權力。
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SALUTE。
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藍可兒命案過去的8年後，Netflix 紀錄片《犯罪現場：賽西爾酒店失蹤事件 Crime Scene: The Vanishing at the Cecil Hotel》釋出從未公開過的細節，給出各項疑點的解釋和可能的案件經過。

藍可兒究竟是自殺、他殺還是意外死亡？
電梯監控錄像是否被警方竄改過？她又為何在電梯做出如此詭異舉動？
而她被發現在陳屍在水塔時，水塔蓋到底是關著還是開著的？
在這部影片中，都將為您一一解答。

#Netflix #藍可兒事件 #賽西爾酒店