Thank you @generationt_asia for your recognition of Asia’s “Leaders of Tomorrow” for 2021. I’m honoured to be a part of this list and encouraged even more to create art that tell stories through an Asian lens. I hope to be able to do this for as long as I can lift a brush/basketball/teabag/matchstick/coffee cup or whatever comes my way. My hope is that the projects I’ve worked on will help inspire and map a path for aspiring creatives out there – especially Asian female creatives. I believe that art can make a difference, and that artists have the superpower of presenting a subject and helping people to feel it emotionally and physically, and ultimately to turn thinking into doing.
Big hugs to @tatlerasia for believing in artists and creatives across Asia.
[ps: very special to be sharing this moment with @annicelyn who made the list too! Here’s a photo of us and how we first met: we both coincidentally displayed our works (her photos, my paintings) in the same space last July at Zhongshan Building. Since then, we’ve combined forces to work on a few projects and we look forward to doing more together…and with other fellow creatives too!] #generationtasia
同時也有300部Youtube影片,追蹤數超過60萬的網紅Tasty Japan,也在其Youtube影片中提到,で、デカい…! チーズがのび〜〜る!! グリルで焼くから、ほくほくの仕上がりに。 カレーを付けても、お肉や野菜を包んでも、そのままでもおいしく食べられちゃいます◎ ホイルを敷いて焼くから網が汚れないのも嬉しいポイント♪ ぜひ作ってみてくださいね♪ 本格チーズナン 1枚分 材料: 強力粉 ...
combined into 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻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
combined into 在 Facebook 的最佳貼文
Today marks my 15th birthday. One year older! And somehow, for the first time in all my 15 years, I find myself at a loss for words. I look at the past events, all the things I’ve done, I’ve experienced, and I’ve achieved these last few years, combined with all the blessings I’ve received along the way and for whatever reason, I am honestly speechless. I sat down to write this thinking that it would be a simple birthday post, then the whole feeling hit me.
Trying to push the whole ‘speechlessness’ thing aside hasn’t really worked, so I thought it would only be best to dig a bit more into it. And doing so has led me to realise that maybe, just maybe, this time around, after having reflected on my previous years, I’m meant to be speechless. It’s my cue to take my metaphorical slate, wipe it clean, and do something different by branching out - may The Almighty open up more doors for me!
Admittedly, challenging myself to try new things and trudging forward is not an easy job; in fact, it does seem rather daunting to myself at times, which is why I couldn’t consider myself luckier to have been accompanied all this while by my parents - Mrs Mom & Mr Dad - my two closest companions. To be quite frank, ‘lucky’ doesn’t even begin to encapsulate the blessing that Mrs Mom & Mr Dad are. With any path I have taken, they have always given their utmost support, and I know very well that with any path I choose to take from now, they will not only give their invaluable support, but expert, one-of-a-kind guidance.
Such an incomparable, unique and personal support system has given me the self-strength that I needed to challenge myself more. In past years, I’ve prayed to God for health, happiness, safety, and other abstract concepts along the same lines. For this year, I think that the only thing I’d really like (aside from that eternally-treasured spot in Jannah for me and my loved ones) is opportunity. After my pondering, and my realisation of the opportunities I’ve had and how they’ve panned out, I pray for more chances at using opportunity. Let’s see where my 15th slate takes me this year.
Happy Birthday To Me,
O. Mukhtar O. Mukhlis
#theomarmukhtar
combined into 在 Tasty Japan Youtube 的精選貼文
で、デカい…!
チーズがのび〜〜る!!
グリルで焼くから、ほくほくの仕上がりに。
カレーを付けても、お肉や野菜を包んでも、そのままでもおいしく食べられちゃいます◎
ホイルを敷いて焼くから網が汚れないのも嬉しいポイント♪
ぜひ作ってみてくださいね♪
本格チーズナン
1枚分
材料:
強力粉 170g
サラダ油 小さじ2
A塩 小さじ1
A砂糖 大さじ1
A重曹 小さじ1/6
Aベーキングパウダー 小さじ1
A牛乳 60ml
A卵 1/2個
A水 25ml
Aプレーンヨーグルト 15g
打ち粉 適量
ピザ用チーズ 60g
作り方:
1. Aを泡だて器で混ぜる。
2. (1)に強力粉を入れて混ぜる。
3. ひとまとまりになったらサラダ油を加えてこねる。
4. 丸く成型してラップをかけて室温に置き、2時間発酵させる。
(発酵時間の目安:夏場は室温で2時間、冬場は3〜4時間)
5. 生地を均等な厚みに伸ばし、ピザ用チーズを入れて包んで、均等な厚みに伸ばす。
6. アルミホイルで生地を包み、片面5分〜7分ずつグリルで焼いたら完成!
===
Giant Cheese Naan Bread on a BBQ
Servings: 1 bread
INGREDIENTS
170g flour
2 teaspoons vegetable oil
A
1 teaspoon salt
1 tablespoon sugar
1/6 teaspoon baking soda
1 teaspoon baking powder
60ml milk
1/2 egg
25ml water
15g yogurt
Some flour (for dusting)
60g shredded cheese
PREPARATION
1. Mix all A ingredients in a bowl with a hand mixer.
2. Add flour into the bowl (1) and mix.
3. When combined, add vegetable oil and knead.
4. Shape the dough into a ball and cover with a food wrap. Let the dough rise for 2 hours. (Summer time: 2 hours at room temperature. Winter time: 3 to 4 hour.)
5. Roll the dough out into a thin circle, place shredded cheese, then shape into a ball. Roll out evenly.
6. Wrap the dough in foil. Grill each side on a BBQ for 5 to 7 minutes.
7. Enjoy!
#TastyJapan
#レシピ
MUSIC
Licensed via Audio Network
![post-title](https://i.ytimg.com/vi/lOaML1WgSqI/hqdefault.jpg)
combined into 在 cook kafemaru Youtube 的最佳貼文
久しぶりにチョコマフィンが食べたくなったので、色々とレシピを
いじっていました。
生クリームとオイルで焼いてみたんですが、濃厚さに欠けたので
今度は生クリームと溶かしバターで、ココアも少し多めに加えて
焼いてみたところ、すごく美味しくできたので、シェアします。
この実験により、日ごろのオートミールの成果は消滅したものと
思われます、、、笑
レシピは下にあります↓
フォロー&いいね! も お願いします!!!!!!
twitter
https://twitter.com/cookkafemaru
instagram
https://www.instagram.com/kafemaru/?hl=ja
Blogブログ始めました。
右も左も分からずまだまだですが、毎日すこしずつ、まとめつつ書いています、良かったら遊びにきてください^^
https://ameblo.jp/28280807
==================================================
大人気YouTuber “cook kafemaru”の
「罪深いスイーツ」
Amazonはこちらから購入できます↓↓↓
https://www.amazon.co.jp//dp/4046048948/
「世界一作りやすいおうちスイーツ 」
https://www.amazon.co.jp/dp/4046045116/
もしもお住いの近くの本屋さんになかったら、セブンイレブンの
オムニ7でネット予約し、セブンイレブン店頭受け取りで買うことができます!
=============================================
【Ingredients】Make 6 Muffins(Caliber 6cm ,Bottom diameter 4.8cm
Height 4cm)
1 Egg(55g) room temperature
60g granulated sugar
35g Melted butter(Unsalted butter)
100g Heavy Whipping cream (35% fat)
★100g Cake flour
★35g Cocoa powder
★3g Baking powder
For Toppings: 50g Dark chocolate
Fold the chocolate by hand.
【Directions】
①Add granulated sugar to the egg .
②Pour the melted butter( little by little in it while stirring. Make it smooth. (Emulsify it.)
③Add the heavy whipping cream and stir.
④Sift the dry ingredients (★) over it.
⑤Mix well until combined.
preheat the oven to 170℃(338 °F)
⑥Transfer the batter to a piping bag.
Pipe the batter into each cup.
(or put the batter with a spoon in each cup. )
⑦Top with dark chocolate.
Push them in lightly.
⑧Bake at 170℃(338°F)for 16 minutes.
It's all done!
*When the heat went away, put it in a plastic bag or wrap it.
***れしぴ置き場***
【材料】マフイン6個分
卵(M~Lサイズ位 殻無しで55g)室温
グラニュー糖 60g
溶かしバター(無塩) 35g
生クリーム 100g (脂肪分 35%)
★薄力粉 100g
★ココアパウダー 35g
★ベーキングパウダー 3g
For Toppings:ビターチョコレート 50g
チョコは手で折っておく。
【作り方】
①ボウルに卵を割り入れグラニュー糖を加える。
②溶かしバターを少しずつ加えながら混ぜる(乳化させる)
③生クリームを加えて混ぜる。
④材料(★)をふるって加える。
⑤ゴムベラで混ぜ合わせる。
オーブンを170℃に予熱する。
⑥絞り袋に生地をうつし、カップに均等に絞り入れる。
(絞った方が綺麗に入るので、絞り袋が無ければビニール袋に
入れてやってみてください。スプーンですくって入れてもok)
⑦チョコを上に乗せる。膨らんだ時に落ちないように、少し
押し込むように乗せると良い。
⑧170℃に温まったオーブンで16分焼いて出来上がり!
●焼き方と保存
*焼き過ぎると生地がパサつきますので焼き過ぎないようにしてください。冷めたら乾燥させないようビニール袋などに入れましょう。
●マフィンカップのサイズ
口径が6cm,底が4.8cm,高さが4cmです。
100均のマフィンカップですとMサイズくらいなのかなと思いますが、あまり大きな型に入れてしまうと個数が取れずにボリュームも出ませんので、むしろ小さ目サイズで焼いても良いと思います。
その場合、火の通りが早いので、少し焼き時間を短くするなど、調整してください。
●お砂糖の役割
甘みをつけるだけでなく、気泡を安定させ生地を膨らませてくれたりまた水分を保つ役割もあるので、しっとりとした焼き上がりになります。
お砂糖を減らすと生地があまり膨らまず焼き上がりが固くなってしまうこともありますのでご注意ください。
●生クリームは牛乳には置き換えないでください。
脂肪分が35%のものがないときは、植物性ホイップクリームでもokです。
●アーモンドプードル入りで作りたいときは、100gの薄力粉のうち20-30gをアーモンドプードルに置き換えてください。
![post-title](https://i.ytimg.com/vi/EphYF1Y0YOQ/hqdefault.jpg)
combined into 在 Tasty Japan Youtube 的最佳解答
甘辛い照り焼きソースを絡めた牛肉とブロッコリーはご飯と相性ぴったり!
外は香ばしく焼き上げてカリカリ食感が楽しめます♪
ぜひ作って見てくださいね!
牛肉とブロッコリーの焼きおにぎり
12個分
材料:
白ごはん 4合分
■ソース
しょうゆ 120ml
はちみつ 85g
しょうが(みじん切り) 小さじ1/2
にんにく(みじん切り) 1片分
■具
サラダ油 大さじ1+大さじ2
牛もも肉(角切りステーキ) 225g
塩 小さじ1/2
コショウ 小さじ1/2
玉ねぎ(みじん切り) 小1/2個
ブロッコリー(粗みじん切り) 150g
コーンスターチ 大さじ1
水 大さじ1
白ごま 大さじ1/2
しょうゆ 120ml
青ねぎ(小口切り) 盛り付け用
作り方:
1. 白ごはんを4合炊く。
2. ソースを作る。カップにしょうゆ、はちみつ、しょうが、にんにくを入れ、よく混ぜる。
3. 具を作る。フライパンにサラダ油大さじ1を入れ、中火で熱す。牛肉、塩、コショウ を加え、焼き色がつくまで炒める。一度フライパンから牛もも肉を取り出す。
4. フライパンに玉ねぎとブロッコリーを入れ、玉ねぎが半透明になるまで炒めたら(2)を加える。
5. 小皿にコーンスターチと水を入れて混ぜ合わせ、 (4)に回しかける。ブロッコリーが柔らかくなってソースにとろみがつくまで、2-3分煮る。
6. (3)をフライパンに戻し入れ、白ごまを振りかける。混ぜたら火から下ろす。
7. 直径13cm程のボウルにラップを敷き、大さじ2の白ごはんをボウルの内側に押しつける。
8. 真ん中に(6)を大さじ1/3入れ、ごはんをかぶせる。ラップをボウルから剥がし、おにぎりを三角形に整形する。残りのごはんと具材で繰り返す。
9. フライパンにサラダ油大さじ2を入れ、中火で熱す。おにぎり2-3個をフライパンに入れ、焼き色がつくまで両面1-2分ずつ焼く。
10. 刷毛でしょうゆを全面に塗り、さらに焼く。
11. 青ねぎを振りかけたら、完成!
===
Beef and Broccoli Rice Balls
for 12 servings
Ingredients:
■RICE
3 cups japanese short grain rice(600 g)
3 cups water(720 mL)
■STIR FRY SAUCE
1/2 cup soy sauce(120 mL)
1/4 cup honey(85 g)
1/2 teaspoon ginger, minced
1 clove garlic, minced
■FILLING
1 tablespoon vegetable oil
1/2 lb boneless round steak(225 g), diced
1/2 teaspoon salt
1/2 teaspoon pepper
1/2 small yellow onion, finely chopped
1 cup broccoli(150 g), finely chopped
1 tablespoon cornstarch
1 tablespoon water
1/2 tablespoon sesame seeds
2 tablespoons vegetable oil
1/2 cup soy sauce(120 mL)
scallion, thinly sliced, for garnish
Preparation:
1. Make the rice: Wash the rice in a medium bowl of water, draining and refilling until the water is clear. Pour the washed rice into a large pot and add 3 cups (720 ml) of fresh water. Let soak for 30 minutes.
2. Place the rice on the stove over medium-high heat and bring to a boil. Cover, reduce the heat to low, and simmer for 12 minutes, or until all of the water is absorbed by the rice. Turn off the heat and let the rice rest with the lid on for 10 minutes, then fluff the rice and set aside until ready to use.
3. Make the stir fry sauce: In a liquid measuring cup or medium bowl, combine the soy sauce, honey, ginger, and garlic. Whisk to combine.
4. Make the filling: Heat the vegetable oil in a medium pan over medium heat. Add the beef, salt, and pepper and cook until the meat is browned and cooked all the way through, 3-4 minutes. Remove the beef from the pan.
5. Add the onion and broccoli to the same pan. Cook for 2-3 minutes, until slightly tender. Add the stir fry sauce. Combine the cornstarch and water in a small bowl and stir until cornstarch dissolves. Pour into the pan. Cook for 2-3 minutes more, or until the sauce is thick and the broccoli is tender.
6. Return the beef to the pan, add the sesame seeds, and stir until thoroughly combined. Remove the pan from the heat.
7. Line a 5-inch (13 cm) diameter bowl with plastic wrap. Scoop two tablespoons of rice into the bowl and use the back of a spoon (or your fingers) to flatten in an even layer against the inside of the bowl.
8. Add a ½ tablespoon of filling and top it off with a little more rice. Use the plastic wrap to mold the rice around the filling. Unwrap and use your hands to shape the rice into a triangle. Repeat with the remaining rice and filling.
9. In a medium pan, heat the vegetable oil over medium-high heat. Add 2-3 rice triangles to the pan and fry on each side for 1-2 minutes, or until the rice is crispy and starting to turn golden brown.
10. Brush soy sauce on all sides of the triangles and fry each side for another 1-2 minutes, or until dark golden brown. Repeat with the remaining triangles.
11. Sprinkle the rice triangles with scallions, then serve.
12. Enjoy!
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