Vanguard高股息ETF,英文全名 Vanguard High Dividend Yield ETF,美股代號VYM,成立於2006年十一月10日。
VYM以複製法追蹤FTSE High Dividend Yield Index。
該指數從美國股市中選出現金配息率高於平均的公司,然後以市值進行加權。以市值加權,大型股會成為主要的持股。具有提高整體投資組合穩定性的作用。
這個高股息指數不是以配息率進行加權。以配息率進行加權的話,可以達到較高的整體投資組合配息率。但可能會讓某些配息率較高的中小型類股成為主要持股,可能反而加重風險。
VYM的內扣總開銷是0.06%。由0.05%的經理費與0.01%的其它費用組成。
根據2021九月底資料,VYM前十大持股分別是:
JPMorgan Chase
Johnson & Johnson
Home Depot
Procter & Gamble
Bank of America
Comcast
Pfizer
Cisco
Exxon
Verizon Communications
前十大持股佔總資產23.5%。
VYM指數追蹤狀況良好。但在去年(2020),單純投資整體美國股市的Vanguard Total Stock Market ETF (VTI),有近21%的單年報酬。VYM卻只有1.14%的獲利。這個近20%的報酬差距,可能是許多以為退休就要買高配息標的投資人,心中的痛。
退休時,同時以資本利得跟配息來支應退休生活,應是比較穩健的做法。
同時也有61部Youtube影片,追蹤數超過5萬的網紅Kohki Yamaguchi,也在其Youtube影片中提到,Thank you Storyblocks for sponsoring this episode. Click the link to check out Re: Stock and sign up for the Unlimited All-Access Plan: https://storyb...
「bank stock」的推薦目錄:
- 關於bank stock 在 綠角財經筆記 Facebook 的最佳解答
- 關於bank stock 在 【符碼記憶】 Facebook 的精選貼文
- 關於bank stock 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於bank stock 在 Kohki Yamaguchi Youtube 的最讚貼文
- 關於bank stock 在 My Mate Nate Youtube 的精選貼文
- 關於bank stock 在 Chứng Khoán Mirae Asset Youtube 的最讚貼文
- 關於bank stock 在 5 Best BANK STOCKS to Buy [Warren Buffett Portfolio] 的評價
bank stock 在 【符碼記憶】 Facebook 的精選貼文
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謹慎理財 信用至上
bank stock 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻,初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示,在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%,市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金,以及許多對沖基金、養老金管理公司和其他一些投資者,都在SPAC的回落中遭受了衝擊,他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場,所以現在仍坐擁可觀收益。事實上,SPAC市值仍有約2,500億美元,高於一年前的約1,000億美元,反映出這期間股價上漲和新公司上市的影響。
但即便如此,今年年初令人炫目的回報還是讓許多後來者做了接盤俠,扎堆投資所謂穩賺不賠的領域,其永恆的風險可見一斑。在過去的幾個月裡,一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環,因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價,投資者就更有可能這樣做,而許多SPAC的股價現在正處於這樣的水平。目前,在尚未宣布併購交易的空白支票公司中,超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少,讓其更難實現業務目標,並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
bank stock 在 Kohki Yamaguchi Youtube 的最讚貼文
Thank you Storyblocks for sponsoring this episode. Click the link to check out Re: Stock and sign up for the Unlimited All-Access Plan: https://storyblocks.com/Kohkiyamaguchi
So here's my overall setup and what I use on a day to day photography shoot.
If I'm not shooting for YouTube, I leave my FX3 and RS2 behind.
Super curious to see what your favorite gear is so leave a comment below, maybe it will inspire me to get it :D
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My Instagram: https://www.instagram.com/Kohki
My Store: https://www.kohkipresets.com
My Website: https://www.kohkicontent.com
My Gear: https://www.amazon.com/shop/kohki
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Links to all gear in this video:
Wandrd PRVKE Backpack
https://wandrd-pacific.com/products/prvke
Stone Island Map Bag
https://www.stoneisland.com/ca/stone-island/waist-bag_cod17040736qp.html
MXDVS Accessories
https://store.mxdvs.co
DJI Ronin RS2
https://store.dji.com/jp/product/rs-2?vid=96711
Sirui Tripod
https://www.ebay.com/itm/323856166243?mkevt=1&siteid=1&mkcid=2&mkrid=21581-161791-616585-7&source_name=google&mktype=pla_ssc&campaignid=12961564719&groupid=121317197266&targeted=pla-1248581038030&MT_ID=&adpos=&device=c&googleloc=1009300&itemid=323856166243&merchantid=116792603&geo_id=104&gclid=CjwKCAjwgviIBhBkEiwA10D2j7jw75bYWSA-ONSukePdSTGWZSdawZ7xkotyipeG9KB6Q_eWXbrbSRoCIPQQAvD_BwE
Sony A7RIII
https://www.bhphotovideo.com/c/product/1645237-REG/sony_ilce7rm3a_b_alpha_a7r_iii_mirrorless.html?gclid=CjwKCAjwgviIBhBkEiwA10D2j_G68HxWqQfW0gGkb2lg8vtWUMkXZWcrjGvHRnlzvaAEeuJhBGOHERoClR8QAvD_BwE
Small Rig L bracket
https://www.smallrig.com/smallrig-l-bracket-for-sony-alpha-7-iii-alpha-7r-iii-alpha-9-camera-2122.html?sku=2122D&gclid=CjwKCAjwgviIBhBkEiwA10D2j96SkOmOEoKjMD6HBr5D_foBlaXY9KDz4hdx01YDxsz9OeYPK12vZxoCHNUQAvD_BwE
Sony FX3
https://www.bhphotovideo.com/c/product/1624226-REG/sony_ilme_fx3_fx3_cinema_camera.html
Sony GM 16-35mm f2.8
https://www.bhphotovideo.com/c/product/1338516-REG/sony_sel1635gm_fe_16_35mm_f_2_8_gm.html
Sony Zeiss 35mm f1.4
https://www.bhphotovideo.com/c/product/1126137-REG/sony_sel35f14z_distagon_t_fe_35mm.html
Sony Zeiss 55mm f1.8
https://www.bhphotovideo.com/c/product/1008124-REG/sony_sel55f18z_sonnar_t_fe_55mm.html
Sony GM 70-200mm f2.8
https://www.bhphotovideo.com/c/product/1222776-REG/sony_sel70200gm_fe_70_200mm_f_2_8_gm.html
Voigtlander 10mm f5.6
https://www.bhphotovideo.com/c/product/1219550-REG/voigtlander_ba334b_heliar_hyper_wide_10mm_f_5_6.html
Sandisk SD card
https://www.bhphotovideo.com/c/product/1617741-REG/sandisk_sdsdxdk_128g_ancin_128gb_extreme_pro_uhs_ii.html
Lexar SD card
https://www.bhphotovideo.com/c/product/1592046-REG/lexar_lsd2000128g_bnnnu_128gb_2000x_sd_uhs_ii.html
Memory Card Case
https://www.amazon.com/Beeway®-Memory-Card-Carrying-Holder/dp/B01ESSWXH2/ref=rvi_2/136-9178805-2200928?pd_rd_w=iScQp&pf_rd_p=c0296674-5a83-4ad6-b035-0702d2b359df&pf_rd_r=FCVP2SESNXTSKEQC8H4D&pd_rd_r=70488089-0360-44cf-93f8-12ec7778582b&pd_rd_wg=SUHZT&pd_rd_i=B01ESSWXH2&psc=1
Nisi Black Mist Filter
https://nisifilters.jp/product/black-mist-1-4/
Marumi Circular PL Filter
https://www.bhphotovideo.com/c/product/973423-REG/marumi_amxcpl82_82mm_exus_circular_polarizer.html
Nisi Step-Up Ring
https://nisiopticsusa.com/product/nisi-ti-pro-77-82mm-titanium-step-up-ring/
PolarPro VND Filter
https://www.bhphotovideo.com/c/product/1601822-REG/polarpro_82_2_5_vnd_ed2_pmvnd_signature_edition_ii.html?gclid=CjwKCAjwgviIBhBkEiwA10D2jy28vttAwMGno3dHq4v3dF51U0h5EiJkGu1RWkCXWNEFrbkiLa_W_RoCUwwQAvD_BwE
TYCKA Filter Pouch
https://www.amazon.com/TYCKA-Removable-Water-Resistant-Dustproof-Adjustable/dp/B07T8HTR17
Giottos Rocket Dust Blower
https://www.bhphotovideo.com/c/product/318545-REG/Giottos_AA1910_Rocket_Air_Blower.html
Aputure Light
https://www.bhphotovideo.com/c/product/1268206-REG/aputure_al_m9_amaran_pocket_sized_led.html?gclid=CjwKCAjwgviIBhBkEiwA10D2j339QH7ED6Pd9Y-9WAdroazmIiQNX4_hSbjPs-H840RhyOQW-4M3RRoCGnUQAvD_BwE
LensSkirt Lens cover
https://lenskirt.com/lenskirt/
Anker Battery Bank
https://us.anker.com/collections/portable-power/products/a1263
*I do NOT receive any commission from these links.
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Chapters:
0:00 Intro
0:39 Camera Bag
1:58 Small essentials
2:30 Messenger Bag
3:11 Gimbal / Tripod
3:46 Cameras
4:46 Lenses
8:35 AD
9:47 Batteries
10:23 SD cards
11:04 Filters
13:10 Accessories
14:49 End
#WhatsInMyCameraBag
bank stock 在 My Mate Nate Youtube 的精選貼文
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bank stock 在 Chứng Khoán Mirae Asset Youtube 的最讚貼文
17th May 2021 - C-Suite And Corporate Dialogue OCB - MASconnect
Guest: Ms. Trinh Thi Mai Anh - BOD Member - Orient Commercial Joint Stock Bank
Host: Steven Brown - Head of Institutional Sales - Mirae Asset Securities (VN)
Comment is general and is not to be interpreted as specific investment advice.
Để xem phụ đề tiếng Việt, vui lòng chọn "Tiếng Việt" trong phần thiết lập phụ đề.
#MiraeAssetSecuritiesVietnam #MiraeAsset #MASconnect
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MIRAE ASSET SECURITIES VIETNAM
Le Meridien Building, 7th Floor - 3C Ton Duc Thang Street, District 1, Ho Chi Minh City
Tel: 84-28-39102222 - Ext. 388
Email: sales@miraeasset.com.vn
Website: https://www.masvn.com/
Fanpage: https://www.facebook.com/chungkhoanMiraeAsset
bank stock 在 5 Best BANK STOCKS to Buy [Warren Buffett Portfolio] 的推薦與評價
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