เงินมีก้อนเดียว แต่ถูกทุบให้กระจาย /โดย ลงทุนแมน
เมื่อวันก่อนได้คุยกับผู้บริหารของบริษัทใหญ่ที่เป็นเจ้าของช่องทีวีช่องหนึ่ง ทำให้คิดได้ว่า ตอนนี้ เม็ดเงินโฆษณา กำลังเปลี่ยนไปจากที่คนในวงการคุ้นเคยไป "แบบถาวร"
สำหรับเจ้าของช่องทีวี ที่นึกถึงอดีตอันหอมหวาน แล้วนั่งภาวนารอ สปอนเซอร์แย่งกันเข้ามาต่อคิวโฆษณาระหว่างละคร ระหว่างรายการข่าว แบบเมื่อ 10 ปีที่แล้ว คงจะเป็นสิ่งที่ไม่เกิดขึ้นแล้ว
...Continue ReadingThere is only one bar of money, but it is smashed to distribute / investman.
The other day, talking to the executives of big corporations who own a TV channel. Realize that advertising money is now changing from those in the industry. ′′ permanently ′′
For the owner of the TV channel who thinks of the sweet past and sits in prayer and waits for the sponsor to get in the queue for the commercials during the 10 years of the last news show, it's probably not happening.
Which means that there are ten other missionaries, it doesn't bring more people back to turn on the TV.
The last event that the most people turned on TV, The Mask Singer and Baptist Noodles 3-4 years ago.
No one would have ever thought that was the peak of the TV already.
And it reflects that BEC stock price fell from 20 baht to 4 baht and Workpoint fell from 100 baht to 10 baht now..
Why is the story happening?
Invest man will tell you about it.
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This story has many factors involved.
Both behaviors, people who are used to watching smartphones all the time.
The whole container is brought backwards. Let's see it by the need of less live watching.
Which all of this means our eyes are being taken by a smartphone from a TV screen.
In fact, a smartphone doesn't snatch from a TV. It snatches us from everything that is idle time or our free time in every moment.
We waiting for the elevator to pick up the mobile phone.
We wait for the electric car to pick up the mobile phone.
We are waiting for the red light to pick up the mobile phone.
And a lot of people think about it. It's a boyfriend's fight. Less than the previous boyfriend's appointment. Because now my boyfriend is late. We pick up the phone and watch it so that he can't be indifferent. When the other
Which too, TV is one idle time that the new generation thinks we can pick up the mobile phone instead.
So that makes some people say, ′′ Can't remember when was the last time the TV turned on?"
This story also resulted in many things like decorating condominium or house. Having TV in each room is very important.
But now becoming many people say that there is no need to spare a place for TV..
I have to admit that there are still a group of people who are familiar with turning on TV, most of them are 40 or older.
But if we think 40 or older people don't look at smartphone, we might have to rethink it.
Because smartphone is now accessible to all people of all ages.
Just this group of people are relieved of turning on TV while watching smartphone..
The next point that is the heart of the story is.
Advertisement money is only available and it flows to those who spend their time on it.
And of course from the same. TV's the number one choice and the most budget.
Now it's gonna be an important transaction where TV won't get the most money anymore..
Where the money will spread. No need to tell. We can guess..
Apart from the less TV-giving advertising budget, TV advertising has changed.
We will start to see
Interviews on TV. There are no commercials during the program. But more products in Tie In on the list.
House invasion program, interviewed stars, no advertisement during the program, but suddenly Darra comes to introduce inactive looking products.
Why is it?
The first thing is now, even if people watch TV, but people don't tolerate advertising during advertisements. When they are in commercials, people will come to watch their own smartphone, plow, Facebook, Facebook, Line.
The next thing is TV shows these days will bring contents to look backwards. Advertising in the list will be more beneficial than advertising during the program. In reality, there are no live-watching people..
When things are like this, the result is coming out at the advertisement. No one comes to sponsor because people put money in once and they are afraid of it. No one cares to open it backwards.
So we can see ads in between, only TV ads. Follow this list. There are plenty of ads after cutting into the commercials that are sponsored.
The next interesting question is.
And who are the people who benefit from online channels?
If we think there will be a big one, like Channel 3, Channel 7, can control all online marketplace and as big as before, I have to say that it's probably a dream that is impossible.
Because the principle of online media is that anyone can produce contents at a much lower cost than before. This is based on the unique characteristics of the owner of the channel or page.
What will happen is Personalized or so that the audience will spread to the channel or page they like on the Fragmented Market without anyone controlling the market.
To compare, it's like a dental shop distributed to each community. Noted that it's up to a good dentist in the community. No one can be a major country.
And of course, investment in production, drama, giant game show, magnificent. It may be less and less.
Because today people making containers are focused on ′′ speed ′′ rather than ′′ quality
It's probably a disadvantage that we may not see the intended containers planned for years like the old days anymore.
What we might see next is Consolidate or a group of more big partnering channels or pages. They can sell more ads across each other and set higher advertising prices.
And maybe we'll probably see a consolidate company of a channel or an online page big enough to be listed on future stock market..
Now we are in a head-to-head.
Which even everyone in the industry doesn't know how it ends.
But now I have to admit it's not the same anymore.
Because one sum of money is smashed to spread already.
And the interesting thing is that while everyone in Thailand can make contents.
But the one who has benefited from everyone is a foreign platform that hardly pays taxes to Thailand..
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同時也有1部Youtube影片,追蹤數超過667萬的網紅Travel Thirsty,也在其Youtube影片中提到,Cơm tấm, or broken rice, is a Vietnamese dish made from rice with fractured rice grains. Tấm refers to the broken rice grains, while cơm refers to coo...
fragmented industry 在 Scholarship for Vietnamese students Facebook 八卦
[9 international events/conferences for youth]_HOT. Please help to share and tag your friends.
Năm mới đang rảnh rang nên ngồi viết một vài chương trình xịn xịn cho mọi người vi vu khắp nơi không mất tiền…
9 Hội nghị quốc tế cho sinh viên (tham gia ít nhất 1 cái trong đời cũng đủ mở mang tầm mắt rồi =))))
9 của nợ dưới đây mình đã từng apply, có cái pass, có cái fail, có cái mặt dày lầy lội apply tới 3 lần mới được xong dính thi học kỳ ko đi được =))) Hehe, sau tất cả, sau những lần bùng học (hậu quả kèm theo là FA :’( ) để tham dự mấy chương trình ấy mới thấy thế giới này còn to và đẹp lắm, đừng để GPA níu kéo làm chùn chân mình mà mất đi những cơ hội còn hơn cả tuyệt vời…
1. World Business Dialogue [Cologne, Germany] (https://www.world-business-dialogue.com/)
Personally, this conference is the world’s largest international student-run business convention. Its aim is to gather young and promising leaders every year in Cologne, Germany to discuss the latest developments in the business world and how to solve the burning problems at a global level
Khỏi phải nói, cái này là cái conf to tổ chảng, khách mời xịn toàn CEOs khủng, doanh nghiệp toàn cầu, nói chung là ĐÁNG ĐỒNG TIỀN BÁT GẠO bỏ công sức. Hồi xưa apply tới cái vòng challenge của doanh nghiệp thì mình được lập team 5-7 người đó làm trực tiếp với họ luôn, trao đổi các thứ qua skype và GG Hangout.
2. Campus for Finance [Vallendar, Germany] (http://campus-for-finance.com/nyc/sign-up.html)
A conf to attend for meeting notable influencers in the financial industry worldwide.
Cái này thì ông nào theo tài chính thì quẩy, túm cái váy là có Big4, McKinsey,….
3. Global Entrepreneurship Summer School (http://globalsummerschool.org/)
35 selected participants will work within diverse teams and solve global issues in a profitable manner. Throughout intensive 10 days of the program, teams are expected to come up with “the next big thing” and pitch the idea to investors.
Cái này hay lắm này, tài trợ toàn phần, có cả chủ đề về phát triển bền vững, doanh nghiệp xã hội nữa =)) mỗi lần tổ chức lại ở một nơi khác nhau trên thế giới, còn được cho tiền tiêu vặt nữa cơ =)) Đợt trước thì được tới phòng Ủy trị tại trụ sở Liên Hiệp Quốc siêu sang chảnh!
4. Harvard Project For International Relations[Boston, United States of America] (http://www.hpair.org/)
The Harvard Project for Asian and International Relations (HPAIR) is a student-run association of the Harvard University Faculty of Arts and Sciences. HPAIR arranges Harvard University’s largest yearly student conferences in the Asia-Pacific region.
Chương trình có bao tiền ăn ở, xịn khỏi chê, tới Đại học Ha vợt, quả bom H mơ ước từ hồi xem Chuyện tình Harvard của Kim-Tae-hee, oimeoi chị ấy xinh như nữ thần ấy :’( tiếc là vừa mới lấy chồng xong :((((
Đặc điểm khi apply chương trình này là câu hỏi rất đơn giản, cảm giác chỉ như kể chuyện và tào lao, cơ mà thâm ý của mấy tên ra đề sâu sa khó lường từ cách mình trả lời, các ông nên cảnh giác.
5. South American Business Forum [Argentina] (https://www.sabf.org.ar/)
This conference takes place every year in Argentina, bringing 100 top international students, politicians and business people, making this event the largest student-run competition.
Chương trình này bao ăn ở, mình chi mỗi tiền vé máy bay thôi, cơ mà đơn apply của nó chủ đề học thuật và khó kinh khủng. Hồi 2015 mình apply thì phải viết về mấy chủ đề mà đọc xong thì chỉ muốn khóc như Fragmented World, Artificial Intelligence, Emotional Intelligence,..
6. Solvay Business Game [Brussels, Belgium] (http://www.solvaybusinessgame.com/)
This competition attracts more than 400 participants all over Europe (and beyond), and lately a separate contest has been initiated by University of Saint Gallen in Switzerland. So if you miss the one in Brussels, you might want to catch up on the missed opportunity by going to St. Gallen.
Lại một cái chương trình giải Case khác, cũng quy tụ nhiều gương mặt nguy hiểm như McKinsey, Unilever
7. St. Gallen Symposium [St. Gallen, Switzerland] (http://www.symposium.org/)
Every year, the St. Gallen Symposium is being held in the University of St. Gallen in Switzerland, which selects and invites the future leaders from diverse industries and backgrounds.
8. PeakTime [Riga, Latvia] (http://www.peaktime.org)
Peak Time is the largest international business student competition in Eastern Europe involving participants from all over the world organized by Stockholm School of Economics in Riga. The contest includes 3 rounds, which include business simulation (Round 1), solving case studies (Round 2), and having both types of challenges in the finals in Riga. Usually 100 best participants are invited to the third stage of the competition.
Cuộc thi cho sinh viên khá to, nổi tiếng ở vùng Đông Âu, cơ mà cuộc thi này dài hơi, tốn nhiều công sức. Có 3 vòng thi, hồi xưa tới vòng 3 thì thấy lâu quá kiệt sức nên gãy cánh giữa đường =)) đội nào thắng được sang Paris nữa đó…
9. IdeaLab [Vallendar, Germany] (http://idealab.io/)
IdeaLab is positioning itself as the largest student-led conference for startups and young founders. Each year, young founders, seasoned investors and outstanding speakers are invited for a 2-day event to share and discuss ideas, partner together or invest into new ventures, making it an exciting opportunity to expand businesses to a new level.
Ngắn gọn thì cái này nó là hỗ trợ start-up cho sinh viên, hình như có hơi hướng về công nghệ nhiều thì phải.
Chốt: Đây là 9 cái xịn nhất em từng thử trong mấy năm sinh viên, chương trình tài trợ toàn phần thì còn rất nhiều nhưng 9 cái này đủ để các ông cân não quanh năm, đi được một cái cũng đủ sung sướng rồi.
Thế nên ông nào mà apply thành công đi được thì nhắn em một câu cho em mừng =))))
Source: Tu Ta
fragmented industry 在 貓的成長美股異想世界 Facebook 八卦
🌻本周末的估值會議(全程是用中文; 免費), 請有興趣參與的朋友看一下:
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算是基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment (此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
(P.S. 因為主題有點難度, 所以不鼓勵旁聽, 因為吸收效果會不好. 不過若有讀者實在是很有興趣, 請私訊.)
時間: 台灣時間07/10 (周六)晚間9點. 預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)
🌻好股介紹(不是推薦): Pool Corporation (POOL)
美股裡面最會漲的個股, 除了科技股外, 就是民生消費股了.
今天在整理資料的時候, 發現了一家好公司. 介紹(不是推薦)給有興趣進一步研究的讀者.
POOL是一家做游泳池的公司. 有競爭優勢(有市佔, 管理層好, 財務管理好). 過去五年漲了4.5倍.
公司網站: https://www.poolcorp.com/
Pool Corp. (ticker: POOL) is the nation's largest distributor of swimming pool supplies and parts, with a small irrigation business as well. It is larger than its next 52 competitors combined, but a fragmented industry means it still has a long runway for growth.
“Pool has everything we look for in terms of a sustainable competitive advantage: good core business, management team and financials," says Tim Holland, portfolio manager at Aston/Tamro Funds.
資訊來源:
https://www.barrons.com/articles/SB50001424053111903843804579535632354750784
🌻復盤2010科技股
有人說, 今年科技股像是2010年, 漲不太起來.
好奇心驅使下, 我去挖了點資料.
結果發現, 2010那時候Netflix漲很多(226%), 還是當年最會漲的一隻股. 而那時候NFLX還是高成長股, 也有獲利.
那年NFLX的年營收成長是40%+
—> 是不是營收成長越高, 股價就會越衝? 值得投資人思考.
所以原本就投資secular growth的投資人, 若不想換策略, 就還是專注在secular growth的個股. 只是挑股要嚴謹.
The Best-Performing Stocks of 2010
https://money.usnews.com/money/blogs/flowchart/2010/12/28/the-best-performing-stocks-of-2010
Top Performing Stocks of 2010
https://www.cnbc.com/id/40862453
NFLX2011年報:
https://s22.q4cdn.com/959853165/files/doc_financials/annual_reports/NFLX_10K.pdf
🌻我平常做的功課
曾經有幾位股友問我平常會看甚麼資料, 訂甚麼刊物.
目前我有訂閱的是: Barron's, IBD(investors.com), WSJ, Seeking Alpha.
固定看的網站: CNBC
每季做的事情: 看&整理公司季報結果.
平常有空會看看公司的新聞(其實若重要的事件, 高層在發表財報的時候也會提).
Picture: 美國國慶日周末, 與朋友到湖邊烤肉, 順便消暑(熱熱熱!) 過去幾年, 每次去人都很少的湖邊公園, 這次竟然人滿為患! 美國人顯然悶壞了........
fragmented industry 在 Travel Thirsty Youtube 的評價
Cơm tấm, or broken rice, is a Vietnamese dish made from rice with fractured rice grains. Tấm refers to the broken rice grains, while cơm refers to cooked rice. Also known as Cơm tấm Sài Gòn (Saigon-style broken rice), particularly served in southern Vietnam, in Saigon.
It is usually served with grilled pork (either ribs or shredded) plus the Vietnamese dish bì (thinly shredded pork mixed with cooked and thinly shredded pork skin) over broken rice. The rice and meat are served with various greens and pickled vegetables, along with a prawn paste cake, trứng hấp (steamed egg), and grilled prawns. Typically, restaurants will serve this popular combination rice plate with a small bowl of nước mắm, as well as a small bowl of soup broth (canh) with garlic chives (to cleanse the throat). The dish cơm tấm bì comes with a chả trứng egg meatloaf.
The main ingredient, broken rice, is a traditionally cheaper grade of rice produced by damage in milling. It is mainly used as a food industry ingredient in America and Europe, but in West Africa and South East Asia is used for human consumption. Broken rice is fragmented, not defective; there is nothing wrong with it. It is as nutritious as the equivalent unbroken rice (i.e. if all the germ and bran remains, it is as nutritious as brown rice; if none remains, it is only as nutritious as white rice).