解決房屋問題,收窄貧富差距是大多數香港人的盼望。我將早前發表的 #房屋政策 思考用英文重寫,今日在 China Daily Hong Kong 發表,希望引起關心香港前途的人一起討論,合力破解深層次矛盾。🙏🏻
全文:https://www.chinadailyhk.com/article/238829#Homeownership-is-key-to-city's-social-stability
//On our way towards the nation’s second centennial goal, we must have the resolve to put an end to the housing problem. Hong Kong’s upcoming generations of political leaders must come to a consensus and face the inner demons on “big market, small government”, rebuild the homeownership ladder, achieve common prosperity, and fight for better lives of our residents.//
同時也有5部Youtube影片,追蹤數超過5,140的網紅Ghost Island Media 鬼島之音,也在其Youtube影片中提到,Digital Minister and self-taught coding whiz Audrey Tang shares her unconventional life story – from gender identity to hacktivism, why she chose the ...
「come to a consensus」的推薦目錄:
- 關於come to a consensus 在 Facebook 的精選貼文
- 關於come to a consensus 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於come to a consensus 在 Celist 周紫炫 Facebook 的精選貼文
- 關於come to a consensus 在 Ghost Island Media 鬼島之音 Youtube 的最讚貼文
- 關於come to a consensus 在 The Thirsty Sisters Youtube 的最佳解答
- 關於come to a consensus 在 王炳忠 Youtube 的最讚貼文
- 關於come to a consensus 在 How nodes reach a consensus on a blockchain - YouTube 的評價
come to a consensus 在 貓的成長美股異想世界 Facebook 的精選貼文
🌻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
come to a consensus 在 Celist 周紫炫 Facebook 的精選貼文
今年奧運會的開場演出,最令我覺得感觸的是當這首歌曲再次在奧運會上出現的時刻。今年的奧運會跟以往不一樣,對全世界來說,都是挫折重重,卻也是別具意義。
來自世界各個角落的聲音(歌手)呈現John Lennon這首經典,同時空中的無人機排成地球的樣子,這個畫面與聲音真的是絕美😭
其中一位演唱的唱作歌手Angélique Kidjo說道:"The world I would like to live in is a world, with respect, love, care, compassion and empathy and constant dialogue. For us to talk to one another, even when we disagree, for us to come to consensus for the betterment of human beings. The only thing that matters to me is human lives. Possessions are one thing, but at the center of everything, it's us human beings that have to be more important than anything."
“或許你認為我就只是一個夢想家,但是我絕對不是第一個也不是唯一一個”
我們都是地球的孩子,如果能夠像歌詞裡表達的那樣,不分國界/種族,互相尊重,沒有戰爭,人們都互相聆聽彼此...你還會認為我是夢想家嗎?不,因為這也是你心中的願望...
這裡我想祝福馬來西亞🇲🇾,希望一切很快會好起來。
///
Imagine there's no heaven
It's easy if you try
No hell below us
Above us, only sky
Imagine all the people
Livin' for today
Ah
Imagine there's no countries
It isn't hard to do
Nothing to kill or die for
And no religion, too
Imagine all the people
Livin' life in peace
You
You may say I'm a dreamer
But I'm not the only one
I hope someday you'll join us
And the world will be as one
Imagine no possessions
I wonder if you can
No need for greed or hunger
A brotherhood of man
Imagine all the people
Sharing all the world
You
You may say I'm a dreamer
But I'm not the only one
I hope someday you'll join us
And the world will live as one
///
Watch HD on Youtube:
https://youtu.be/ZAOtRL1m7RA
///
Support my music here:
https://www.buymeacoffee.com/celistchow
///
Special thanks to the nice backing from Sing2Piano:
https://youtu.be/5DKphq3fJnI
come to a consensus 在 Ghost Island Media 鬼島之音 Youtube 的最讚貼文
Digital Minister and self-taught coding whiz Audrey Tang shares her unconventional life story – from gender identity to hacktivism, why she chose the name “Audrey 唐鳳,” and what conservative anarchism means to her.
Having come of age together with Taiwanese democracy and the Internet, Tang relates how she took her education online after dropping out of junior high. Since then, Tang has striven to make knowledge as accessible, transparent, and collaborative as possible. She explains how open data initiatives (e.g. vTaiwan, g0v) can help citizens build consensus, participate in the legislative process, and ultimately, govern themselves.
Today’s episode is hosted by J.R. Wu - Chief of the Secretariat for INDSR (Institute for National Defense and Security Research) in Taiwan. Wu is a former journalist with nearly two decades of media experience in the US and Asia. She has led news bureaus for Reuters and Dow Jones.
Support us on Patreon:
http://patreon.com/taiwan
Follow us on Twitter:
https://twitter.com/ghostislandme
SHOW CREDIT
Emily Y. Wu (Producer)
https://twitter.com/emilyywu
JR Wu (Host)
Sam Robbins (Researcher)
https://twitter.com/helloitissam
Alice Yeh (Researcher)
Yu-Chen Lai (Researcher)
https://twitter.com/aGuavaEmoji
A Ghost Island Media production
https://twitter.com/ghostislandme
www.ghostisland.media
MB01O2EJOJJSZK2

come to a consensus 在 The Thirsty Sisters Youtube 的最佳解答
Listen on Spotify: https://open.spotify.com/episode/7LETu0CMSqNBM5fFuqywfB?si=t1y0FZQITU2VSlllZbuKLw
In recent times we’ve come to the consensus that being a strong, independent woman in Singapore’s society is more widely accepted. However, what is blanketed beneath the surface still lies a lot of misogyny and inappropriate treatment towards women in the workplace. The Thirsty Sisters shed light on this problem by recounting occurrences they have experienced and stories from their friends around them. It’s 2020 already, we need to do better.
Harassment spotlight video: https://youtu.be/SxFKv1lelMI
02:30 Women's Problems in the Office
07:15 Virus share about NOC’s Gender Dynamic
10:45 Nina working in a Male Dominated industry
15:04 Nina’s Experience on Sexism at Work
19:08 Nina getting Sexually Harassed
21:37 Sylvia Witnessing Sexual Harassment on a Job
37:26 Singapore’s Laws on Sexual Harassment
41:33 Aiken talks about his own experience with women pressure
Sylvia and Nina are not your typical influencers; they give it to you raw and real! Join them as they quench their never-ending thirst for wisdom, trends, success and men.
They explore hot and pressing issues you never thought you needed to know in this extremely in-depth podcast. Sisters, brothers and everyone in between or beyond; jump in and be thirsty!
Support us! https://www.patreon.com/noc. Join our Patreon to watch our videos early!
CLICK TO BE A THIRSTY SISTER
https://www.youtube.com/thethirstysisters
FOLLOW
https://www.instagram.com/thethirstysisterstts
http://www.noc.com.sg
anchor.fm/thethirstysisters
FIND THE TEAM ON INSTAGRAM
Find us on Instagram:
Sylvia - https://www.instagram.com/sylsylnoc
Nina - https://www.instagram.com/ninatsf
EMAIL
For business/brand features: thirstysisters@noc.com.sg.
For talent engagements: bella@noc.com.sg, sylvia@noc.com.sg.
ADDRESS
North View Bizhub
6 Yishun Industrial Street 1, #01-14
Singapore 768090
NOC PARTNERS
Cathay Photo - http://www.cathayphoto.com.sg/
MyRepublic - https://secure.myrepublic.com.sg/
Shunji Matsuo - http://www.shunjimatsuo.com.sg/
Flesh Imp - http://shop.fleshimp.com
Imba Interactive - https://www.facebook.com/IMBAinteractive
TopGear PC - https://www.topgearpc.com /
Bosch - https://www.bosch-home.com.sg/
Aftershock - https://www.aftershockpc.com/
The Thirsty Sisters STAFF
Co-Founder - Sylvia Chan
Co-Founder - Nina Tan
Producer - Nicole Liel
Assistant Director/Editor - Virus Tan
Crew Lead/Editor - Bryant Lee
Crew/Editor - Brandon Gwee
Crew/Editor - Charmaine Zheng
Crew/Editor - Priscilia Tan
Crew/Editor - Isaac Lim
Crew/Editor - Matt Mohamed
Crew/Motion Graphics Designer - Kher Chyn
Crew/Motion Graphics Designer - Bryan Seah
Crew/Motion Graphics Designer - Vanessa
Crew/Sound Engineer - Yu En
PSSST...
While we respect everyone's views and opinions, we hope you respect ours too. We are entertainers after all! So if you're going to be butt-hurt by our videos, simply click X :/ But for those who share our sense of humour, enjoy and watch on! Comment below with what you want to see next! :) Thank you!

come to a consensus 在 王炳忠 Youtube 的最讚貼文
🔥支付寶打賞:13581883245
🔥王炳忠今日頭條:搜索「王炳忠台灣」
🔥王炳忠臉書粉專:https://www.facebook.com/bingzhong.wang
♦♦♦
“Are you helping or harming us?” This is my serious question to you American politicians, including those in the Trump administration and in the Congress. As the spokesperson for the New Party, one of Taiwan’s political parties, and also a young man who has lived in Taiwan for more than 32 years since my birth, I should tell you that the answer decides our future without doubt. In other words, the very fact I must confirm is whether you support Taiwan independence instead of the One-China policy or just deploy Taiwan as your pawn to bargain with Beijing. To be honest, as you always take it for granted to sacrifice others for your benefits, it is quite important for us to make sure in advance.
As we all know, the US Congress usually tends to challenge China’s sovereignty over Taiwan because of the impact of the military-industrial complex and the lobbies hired by the Taiwan government. The Taiwan Travel Act and the TAIPEI Act are the late instances. However, without the administration’s implementation, these are only lip service. Thus, the administration’s attitude is crucial indeed. So, let’s see the Department of State. As Secretary Pompeo stated last March, the US is now using every tool in its tool kit to prevent China from isolating Taiwan through diplomatic channels. This year, after shifting blames for its neglect of the pandemic prevention by attacking China and the WHO, the Department of State recently expressed support for Taiwan’s participation in the WHA. The above really triggered my curiosity: The establishment of the US-Taiwan formal diplomatic relations is just the most useful tool, isn’t it? Why does the US not use that? Besides, since Taiwan should become a formal member of the UN before entering the WHO, why does the US not recognize Taiwan as a sovereign state or the ROC government in Taiwan as the only legal government of China instead of the PRC?
The answer to my question seems that your real intention is not to support Taiwan’s real independence but only to trouble Beijing. Just as Pompeo said at a congressional hearing, the Trump administration’s way of viewing the US-Taiwan relations can consider the threat of China’s rise more than the predecessors, which reveals that Taiwan is only a chess piece for Washington to play with Beijing. Furthermore, since the US has no will to have Taiwan as a formal ally, Taiwan is just a pawn you can sacrifice anytime. Consequently, Taiwan must suffer the worsening of cross-strait relations at our own cost while the US just plays Taiwan to bargain with Beijing for your own interests. The outcome is so predictable that Taiwan should go through a depression for its large economic dependence on mainland China which you are unable and unwilling to make up. Besides, we should even consider the most serious situation that a war occurs in the Taiwan Strait. The scenario of Taiwan military is holding on alone within two to three weeks in order to wait for the US military aid. Nevertheless, as the former AIT chairman Richard Bush said, the implied commitment of the US to come to Taiwan’s defense has never be absolute. In other words, we should risk engaging a war with Beijing resulted from your dangerous game, sacrificing our lives for your lies.
As I already told you earlier, the real threat to the US is not China’s rise but the loss of your self-confidence. Moreover, you have weakened the stability across the Taiwan Strait by inciting Taiwan to deny the 1992 consensus and intervening in Taiwan’s campaign last year, which destroys the status quo and your interests indeed. Certainly, as what Secretary Pompeo has told us, “We lied, we cheated, we stole,” how can we bet our future on the US “glory” of lying, cheating, and stealing? In fact, as you once betrayed us in 1978 even though the ROC government in Taiwan and your government was formal alliance then, it is much easier for you today to abandon us when the deal has been done.
In conclusion, as your government declared plainly in the U.S.-PRC Joint Communique (1972), the US had its interests in a peaceful settlement of the Taiwan question by the Chinese themselves. Accordingly, since you are not willing to recognize either Taiwan as an independent state or the ROC as the legal government of China, we have no choice but to deal with the question of reunification with Beijing by the Chinese ourselves. Helping instead of harming us, you could stop intervening in the Taiwan question, otherwise it will only strengthen the risk across the Taiwan Strait and put us in jeopardy. Thank you if you release your hands.

come to a consensus 在 How nodes reach a consensus on a blockchain - YouTube 的推薦與評價
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