กรณีศึกษา TikTok ใหญ่กว่า ปตท. 4 เท่า /โดย ลงทุนแมน
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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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ปตท. กับ ปิโตรนาส ใครใหญ่กว่ากัน? / โดย ลงทุนแมน
บริษัทพลังงานแห่งชาติของไทย คือ ปตท.
บริษัทพลังงานแห่งชาติของมาเลเซีย คือ ปิโตรนาส
...Continue ReadingPTT. With Petronas, who's bigger? / By Investing Man
Thailand's national energy company is PTT.
Malaysia's national energy company is petronas.
Both run businesses in a similar manner and are located in a neighboring territory.
But the question that everyone would suspect.
In fact, these 2 companies. Who's bigger?
Invest man will tell you about it.
Petronas was founded earlier in July. 1974 or 45 years ago
The only owner of a state enterprise is Malaysian government
PTT. Established in chase time on July 1978 or 41 years ago
Initially a state enterprise as well, but later listed on the stock stock exchange. 51 % is the Ministry of Finance.
The purpose of setting up 2 companies is for the energy stability of the country.
As in the past, the world oil incident was deprived of the political crisis in the Middle East region. In that time, petroleum exploration must be leaned on foreign nationals.
And then both of them are growing up to become a leading energy company.
From upstream to downstream, explore and produce, oil refinery, petrochemicals, petrochemicals, oil, petrochemicals, oil and gas retail service stations.
So who has more resources?
Info about oil and natural gas sources at the end of 2018
Thailand
Proven oil reserves 300 million barrels (last 2 years)
There is oil production 0.49 million barrels per day.
I want to use 1.48 million barrels per day oil.
And have a proven amount of natural gas reserves. 2 hundred billion cubic meters (5 years used)
There is a gas production of 3.8 billion cubic meters per day.
I want to use 4.9 billion cubic meters of gas a day.
Made by netthai is an energy importer.
Malaysia country
Proven oil reserves at 3,000 million barrels (last for 12 years)
There is oil production 0.68 million barrels per day.
I want to use 0.81 million barrels per day oil.
And have a proven amount of natural gas reserves of 2.4 trillion cubic meters (33 years available).
There is a gas production of 7.3 billion cubic meters per day.
I want to use 4.1 billion cubic meters of gas a day.
Made by net, Malaysia is an energy exporter, especially natural gas.
When this happens, what is the result of all 2 National Energy Companies?
PTT.
Year 2017 Income 2.0 Trillion Baht. Profit 1.3 Baht.
Year 2018 Income 2.3 Trillion Baht. Profit 1.2 Baht.
Petronas
Year 2017 Income 1.7 Trillion Baht. Profit 3.4 Baht.
Year 2018 Income 1.9 Trillion Baht. Profit 4.1 Baht.
I will see that PTT. Earn higher income
But Petronas has a higher profit of several times.
The main cause of these 2 companies have different income structures and ability to make profit.
Thailand consumes more energy so it has a higher sales base.
It's not enough to produce. It has to be imported from foreign countries with small profit.
The income proportion of PTT Year 2018
34 % comes from International Trade Business
31 % comes from petrochemical and refined business.
16 % comes from oil and retail business.
13 % comes from the natural gas business
5 % is from PTT. Explore and produce petroleum
In addition, the owner of the petroleum source in Thailand is the right of the government which allows private sector to compete with concessions and must share benefits to the state as agreed.
By PTT. The director. The company of PTT. Just one of the concession recipients. It's producing about 34 % of the total.
While Malaysia has more resources than can be produced for export, and right to all petroleum sources belong to petroleum, the state enterprise makes a significant profit.
Proportion of income of petronas 2018
45 % comes from upstream business (i.e. survey and produce)
49 % comes from downstream business (i.e. petrochemical, service station)
Petroleum exports are 39 % of income more than domestic sales are 29 %
For all the reasons, even PTT. There will be more income, but compared to the value of the company. Petronas is much bigger.
Companies property value at the end of 2018
PTT. At 2.4 trillion baht
Petronas is at 4.7 Trillion Baht.
Company Market Value (Market Cap)
PTT. At 1.3 trillion baht
As for Petronas, the mother company is not on the stock market, but it has brought 3 children to raise money.
Petronas Chemicals Group worth 4.4 billion baht.
Petronas Gas worth 2.4 billion baht.
Petronas Dagangan worth 1.7 billion baht.
In total, the company of petronas in the stock market will be worth 8.5 billion Baht.
But with all the profits of the Petroleum group, if it's on the stock market and trading with P / E at least 10 times more than 4 million baht, which is bigger than PTTT. At least 3 times
This one sums it up
If you compare to the income of PTT. Will be bigger than petronas
Compared to the value of petronas company will be bigger than PTT.
But the more important thing is, from the beginning to the present, both have evolved into top energy companies as well.
The most benefited people in the country.
Throwback to 40 years ago
If these 2 countries don't set up energy companies
Today, I have to rely on foreigners and there are more energy barriers than now..
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References
- Annual Report 2018 PTTT
- Annual Report 2018 Petronas
-https://www.petronas.com/ws/sites/default/files/downloads/Financial%20Report%20Financial%20Year%20Ended%2031%20December%202018%20%28FY2018%29.pdf
-https://en.m.wikipedia.org/wiki/Petronas
-https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/energy-economics/statistical-review/bp-stats-review-2019-full-report.pdf
-https://www.pttep.com/th/Investorrelations/Eventsandpresentations/download.aspx?File=642&Event=4120
-http://www.pttplc.com/th/Media-Center/ptt-hot-issue/Documents/Corporate%20Issue/ทำไมปิโตรนาสกำไรมากกว่า%20ปตท.%20แต่ขายน้ำมันได้ถูกกว่าไทย.pdfTranslated
investing app ptt 在 ลงทุนแมน Facebook 的最佳貼文
เกิดอะไรขึ้นกับ Apple? มูลค่าเพิ่ม 1.3 ล้านล้านในวันเดียว / โดย ลงทุนแมน
หลายคนคงคิดว่า Apple กำลังตกต่ำ
และสงครามการค้ากำลังทำให้ iPhone ขายไม่ดี
...Continue ReadingWhat happened to Apple? Worth 1.3 trillion in one day / by investing man
A lot of people think apple is down
And the trade war is making iphones sell bad
But after announcing last night's results
The company is worth more than 1.3 trillion baht.
Equivalent TO PTT company The biggest company in Thailand in one day..
Now Apple company worth more than 30.9 trillion baht.
Worth 2 times more than GDP Thailand..
So what happened to Apple?
Invest, man will come to conclude.
Apple company results turn out that fixed income and lower profits
Quarter 3 (Quarter 3 of Apple financial statement period 4-6)
Income 1.64 trillion baht. Profit of 3.55 billion baht.
Quarter 3 Year 2019
Income 1.66 trillion baht. Profit of 3.10 billion baht.
By now, every 100 baht of apple comes from.
Iphone 48 baht
Services 21 baht
Mac 11 baht
Ipad 10 baht
Wearables 10 baht
Showing Apple currently has revenue structure from many businesses
However, the company's main income is also an Iphone 12 % lower compared to the same period as the past year.
But income from services and wearables can grow so well that it makes total income not lower..
Wearables business revenue increased by 48 %
Business Income Services Increase by 13 %
Now Apple's wearables group products are apple airpods and apple watch.
Services group include applecare, Apple music, Icloud, app store and Apple search ads
Apple currently has at least 1 members paid for services.
About 420 million accounts..
When numbers are not as bad as investors think and other income grows, plus by buying Apple's shares, which makes company's profit to grow. These make the stock market respond in a positive direction.
Apple shares rise after announcing 4 % of the result. It's worth up to 1.3 trillion baht.
However, the most important thing for apple now is how long will the existing ecosystem stand..
It's true that in short term, business, wearables and services.
Can grow to replace lost Iphone income
But don't forget these two businesses have the same starting point called " Iphone
Despite the advantages of ecosystem to build the apple brand strong to this day.
But the important disadvantage is to use Apple's wearables or services. It must have iphone before it's a wall for customers outside ecosystem to try.
Did you know that the number of users in android system are clearly distant from Ios?
In every smartphone user, 100 will be divided into
76 people on android
22 people on IOS
2 left is the other system
It means if iphone sales continue to drop
People who buy airpods and other services of Apple are less. Follow along.
Therefore, the headphones, watches or services Apple is investing in.
It may not be as important as getting iphone back to sell well again.
It's interesting if the new Iphone launch will bring the company back again at the end of the year.
If you do well, wearables and services business may grow together as a leap.
On the other hand, if iphone trends continue to recession and continue to focus on other income.
Wonder How Steve Jobes in heaven would agree or not..
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References
-Apple Earnings Call Q3 2019Translated
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快過年了 ~
先祝大家不管台股、美股都發大財XD
去年初開始就有投入美股,但都是特定標的去買入而已,
一年一度的台股長假又到了,
想趁機會多了解美股的訊息 ~
之前都只有用FT跟TradingView來做每天早上看隔天的庫存價格,
想請問大家有沒有推薦或是常用的看盤軟體或是網站,
希望有些台股常見的功能,例如同類股搜尋、市場消息等等~
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