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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Blockdit is a platform of source of thinkers
At the moment, update the situation in the video article form.
Including podcasts to listen on the go.
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Follow the investment man at
Website - longtunman.com
Blockdit-blockdit.com/longtunman
Facebook-@[113397052526245:274: lngthun mæn]
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Reference
-Sea Limited Investor RelationsTranslated
focus active ptt 在 [心得] Focus Active 滅火心得- 看板car - 批踢踢實業坊 的推薦與評價
本來預算在80~90萬
Focus Active 剛好落在這個區間，廣告也打得蠻大的
之前租車有租最便宜版本的Focus，超值型(以前叫時尚型)，大概八十初頭萬那一台
對於ford的輔助駕駛驚為天人，加上初階版雖然沒有高階喇叭，
但比頭又大的垃圾車美仕好聽多了
本來想說Focus Active任性版加個十萬，應該會比初階版本好很多
但其實試駕完，發現真的是蠻失望的
首先懸吊加高四公分，在操控性上，是不如低重心的初階版本focus
加上，那個椅子
哇靠真的是我這輩子坐過最難坐的椅子
超級硬邦邦
我還算年輕，試駕第一次，竟然半小時我就腰很酸
過了一陣子，我看了林依晨的廣告，心理想給它一次機會
再試駕第二次，還是一樣半小時內就腰很酸
年輕人都這樣了，我很難想像我年長家人坐了會怎樣
初階版FOCUS的那個皮椅真的好坐非常多
再來內部空間上，初階版的感覺還大一些，可能是錯覺，聽業務說是一樣大
不過Focus Active也不是只有缺點
那個隔音真的宇宙無敵好，我都快聽到自己的心路聲，比KUGA ST Line還好一級
可能是沒有胎噪的關係，用胎不一樣
總之，感覺Focus Active這個產線真的沒有存在的必要
試問台灣人買車有幾個會拿去跑爛路的
同樣價錢MG HS會是一個好上兩百倍的選擇
不然就是初階版本的Focus 八十萬，也是超值到爆
後來試駕了KUGA ST Line 250有點驚為天人，這個動力也太源源不絕了
之前試kick本來載三個人爬我家附近一個小坡有點吃力開始牛叫
這次滿載 KUGA ST Line 250，油門踩個四分之一不到就上去，完全沒有任何吃力感
所以一試駕完立馬拉高預算到110萬左右，想要買這一台
既然預算到110萬以上了，就乾脆馬自達 CX-5 跟 RAV4 神車也試一試
RAV4不愧是神車，一進去空間就大得很有感，然後操控也輕鬆自在
然後前座的A柱比較細，整個視野非常非常好，車頭也算帥
馬自達CX-5就是一台很舒適的車
精緻、舒適、質感高級
但就是有一個致命傷，就是他的空間感實在太差，以SUV來講我完全不考慮
那些高級東東我也比較無感，我反而比較喜歡Focus的內裝簡單直接
反正就是預算拉高開始一連串試駕，以下比較
一、空間感
RAV4 > MG HS > KUGA > CC > CX-5 >> Focus Active
二、質感
CX-5 > MG HS > RAV4 = KUGA = Active >>>>> CC
三、操控性
KUGA >> CX-5 > RAV4 > CC >> MG HS
Toyota 已經蠻船，但MG HS有點船中之船的感覺
MG HS真的做得太軟了，方向盤軟、座椅超軟、懸吊軟，從頭軟到尾
而且碎震處理能力就是一直震震震，不像KUGA乾脆
MG HS基本上是沒什麼路感可言的，車評都太客氣了，基本上開MG就是開游艇，不是車
KUGA，操控性好到爆炸，我說ST line, 感覺就是Focus，甚至因為馬力更大
我開起來還覺得在開賽車，SUV操控性之王應該沒有任何爭議
RAV4 跟 Altis 或 CC 開起來蠻像的，但是操控性更好，前座視野更好
反而開起來其實是比小一號的CC更有信心，可視空間較大，引擎蓋較平較低
四、內裝科技
MG HS = KUGA > RAV4 = CX-5 >>>>>>>>>>> CC
基本上都 2022 年沒有 autohold/電子手殺，還在用腳煞
我只能說 CC 這種車賣出去一台我都嫌多了，但沒辦法和泰都當台灣人塑膠做的
MG HS 的科技其實是類似福特 Sync 4的車機系統，很多選項都是車機可以設定的
這其實是比較先進的科技，加上標配那個天窗真的很讚，室內的感覺很好
KUGA的內裝我本身蠻喜歡，focus的美式風格
RAV4的粗廣設計也是很中我的點
五、外觀
這真的是很見仁見智
如果是RAV4綠色Advanture那一台我真的覺得很帥
KUGA St line 250也是帥
MG HS則是有一種比較圓潤高級英倫風，看久了非常耐看，黑色非常好看
所以我會這樣排
MG HS黑 = RAV4 綠Advanture = KUGA ST line > Active = Kicks >>>>>> CC
六、動力馬力加速度
250 st line>>>> Active >CX-5=RAV4>CC>Kicks
基本上MG HS除了太船其他這個價位應該無敵
RAV4是一個不會錯的選擇
KUGA ST line是一個比較爽的選擇
Active 是一個另人失望的選擇，建議買超值版focus還更好
CC ？？？ 腳煞？ 沒有autohold，這不是一個選擇
CX-5，是很帥，很精緻，但我對精緻無感，不過可以體會大部份台灣人愛這一台
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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 203.204.130.88 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/car/M.1666370600.A.BB2.html
※ 編輯: thausand (203.204.130.88 臺灣), 10/22/2022 00:45:28
CC 操控不差啊！就加高的Altis
但台灣人應該抵制這一台，全世界就剩台灣還在腳煞是怎樣，十年前的貨車嗎？
中國美國的CC雖然比台灣晚出，但是科技都給比較足
※ 編輯: thausand (203.204.130.88 臺灣), 10/22/2022 00:55:22
哦！我比內裝的科技，不是內裝質感
很主觀的感受，我比較愛科技面
※ 編輯: thausand (203.204.130.88 臺灣), 10/22/2022 00:56:45
※ 編輯: thausand (203.204.130.88 臺灣), 10/22/2022 00:57:09
※ 編輯: thausand (203.204.130.88 臺灣), 10/22/2022 01:02:00
※ 編輯: thausand (203.204.130.88 臺灣), 10/22/2022 08:34:31
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