關於 full inventory ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻高速成長股的跌幅

這幾年, 越來越多人投資成長股, 尤其是高速成長股, 是一件很好的事情. 但很多投資人應該只看到高速成長股帶來的漲幅, 卻沒看到另一面.

一位分析師做的研究: 除了dot.com那時候的大跌, 其他時候, 高速成長軟體股的跌幅平均是25-27%.

下圖是截至05/17的跌幅(未包括SPAC). 是-37%.

成長股很受到投資人的青睞, 也很容易變成動能股. 當動能失去的時候, 就像重力加速度一樣, 跌速跟跌幅會很快很大.

投資成長股, 尤其是高速成長股, 對我來說, 要不就是佛系, 要不就是練盤感&操作. 可以看適合自己的方法&投資的目標是甚麼(而其實成長股經過去年的大漲幅, 大跌前的估值也已經很高了).

一位財富已自由的財經名嘴的名言:
"Discipline trumps conviction." (紀律勝過信念)

可以跟這句放在一起看:
"I learned that you may be right, but if enough people believe you're wrong the markets can really hurt you." --BlackRock bond chief Rick Rieder

至於成長股還能不能買呢? 可以參考下面這兩段:
While tech stocks have taken the biggest hit from rising inflation concerns, some investors see the recent retreat as an opportunity to buy fast-growing companies.

“Within tech, there are still some companies that look very cheap,” said Jane Shoemake, client portfolio manager at Janus Henderson Investors. “If you believe in the longer-term trends supporting these companies, you should be buying.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-18-2021-11621323328

🌻FTCH, FVRR, PINS, PYPL, ROKU電話會議內容已整理好. 可到部落格那邊去看: https://makingsenseofusastocks.blogspot.com/

之前先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw

🎯上次有提, 九月份會來做年報財報的導讀. 現在台灣的疫情那麼嚴重, 我有考慮在這個周末來進行, 這樣有興趣的讀者可以利用宅在家的時間來學習. Anyway. 如果決定提早做的話, 我週四會將訊息貼在這邊.

🌻關於市場
Markets are likely to be volatile until additional economic data provides a clearer picture, said Seema Shah, chief strategist at Principal Global Advisors. “I don’t think we could know anything really about which way inflation is going to go until September, but the market is unable to wait that long.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-20-2021-11621496568

🌻關於cryptocurrency
“[Cryptocurrency] is no longer an asterisk for the general market,” Ms. Krosby said. “It seems like it’s becoming very much part of the general market, and questions whether or not the selloff in bitcoin is representative of concerns over risk-on risk-off over the larger market.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-20-2021-11621496568

🌻營運分析: 如何看一家公司在疫情後有沒有失去競爭力?

The bounceback was largely to be expected after a dismal comparable quarter last year, when stores had to close due to Covid-19 restrictions. A comparison to pre-pandemic numbers yields a more sober outlook: Measured against the same quarter in 2019, Kohl’s net sales declined 4.2%, while comparable sales at Macy’s fell 10.5%.

One positive surprise was a turn to profitability for the two department store giants; analysts polled by FactSet had expected a net loss from both. But that was partly thanks to factors outside of the retailers’ control: Port congestion has led to less inventory across the apparel industry, leading to more full-priced selling. Inventory declined 25% at Kohl’s compared with a year earlier and fell 14% at Macy’s.

Kohl’s shares fell 10% after it reported Thursday, and Macy’s is down around 5% since reporting earlier in the week. Yet they are both trading at prices higher than pre-pandemic levels.

That seems hard to justify. The truth is that department stores were losing customers before and during the pandemic, and will probably continue to do so after it. While Kohl’s and Macy’s sales remain below pre-pandemic levels, off-price and big-box retailers have seen their apparel sales increase. At TJX’s Marmaxx division, which houses T.J. Maxx and Marshalls, sales in the quarter ended May 1 were up 14.4% compared with the same period in 2019. Target’s apparel sales grew 29% over the comparable period.

https://www.wsj.com/articles/return-to-normal-not-good-enough-for-department-stores-11621530127

🌻通膨. The magic number 4.

Mackintosh 表示，經濟復甦提高通膨也有利股市，聯準會 (Fed) 在這個階段也很樂意忽略通膨，因為經濟成長正是政府想要的。但當通膨進一步上升，壓縮到股票報酬率時， 4% 通膨率將成為關鍵點。

據統計自 1957 年標普 500 指數創立以來，美國曾有 9 次通膨率高於 4%，這其中的 8 次，股市在 3 個月後下跌。只有 2005 年突破 4% 又隨即回落，因而未影響大盤。
https://news.cnyes.com/news/id/4647748

WSJ原文在此:
https://www.wsj.com/articles/inflations-magic-number-is-four-11621355006

🌻附上本周發表財報的公司一覽表(在下方留言處)

🌻專門介紹美國豪宅的YouTuber。宅在家沒事可以欣賞一下。
https://m.youtube.com/user/enesyilmazer

Pictures: from earningswhispers.com; It's always a pleasant surprise when animal friends visited. This time, three in a low.
一次有三隻鹿來拜訪.
影片: https://youtu.be/TxLTGe9IdWA

[News] ถ้าอยากรอด อย่าให้มันได้ยินเสียง! In Silence เกม Multiplayer แบบ 1v6 ที่ผู้เล่นสามารถหลบหนี หรือสู้มอนสเตอร์กลับได้ วางจำหน่ายแล้วบน Steam ในราคา 151 บาท
.
ตอนนี้ In Silence ก็ได้วางจำหน่ายอย่างเป็นทางการในรูปแบบ Early Access บนร้านค้า Steam แล้วนะครัช เปิดตัวลด 20% เหลือ 151.20 บาท
.
รายละเอียดเพิ่มเติมดูที่หน้าร้านค้า...
Continue Reading[News News If you want to survive, don't let it hear the sound! In Silence, Multiplayer 1 v6 game that players can escape or compete with monsters. Now available on Steam for 151 baht.
.
In Silence is now officially available in Early Access formats on Steam shop. Launching 20 % discount to 151.20 baht.
.
For more details, see the shop page.
https://store.steampowered.com/app/1361000/In_Silence/
.
In Silence is the Multiplayer horror experience that one player plays as a monster who has the ability to hear very quickly, but has an almost blind eye. For another 2-6 players are survivors who try to escape. Or chasing monsters
.
- New play experience.
In Silence is developed to deliver a unique online horror experience. You can play as Rake and use the sensitive hearing skills to chase survivors or play as survivors. Then whisper to communicate to collaborate with other survivors and escape from Rake or fight back. All right.
.
- Rake Monster Blind
Rake's sight is based on sound. Rake's sound is less sound. Rake's sight is able to hear the lightest sound in a very distant range and run there with amazing speeds with this ability. Wouldn't be hard to predict what Rake will do next.
.
- Shhhhhhhh it's quiet!
You may have unexpectedly faced monsters because of your step-by-step, toy you stepped on, or vase you broke, but was it your plan? You can use sound-making items like TV or radio to attract Rake's attention and escape from space or maybe a trap instead.
.
- Escape or Chase
When you play as a survivor, you have 2 choices. Try to escape by fixing your car and drive away or open your secret weapons inventory and chase the monster back.
.
- Where am I?
Every eye you play makes a difference, whether it's your Perks, Escape Point, Role and Item position. Every time you play, you'll always feel that survival isn't easy because you can't predict the game. In that eye, how will it be?
.
Important Features
- Playing alone - trial Rake by yourself
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- Nightmare mode - The number of items spread across the plan to equal the number of items you'll find. If you have to find the missing wheels of a 3-wheeler, there will be only 3 wheels in the map.
.
- Perks - 16 different types. Every Perk can be exploited in different situations. Perks will play different roles according to all survivors from Perks for a formidable predator or a super mechanism.
.
- Intimate voice communication - You can hear other players's voices when they come near you. But don't forget that Rake can hear your voice too.
.
- Flashlight and Light Bomb - You can use it to stop Rake, but it dazzles your friend for a moment. If you or your friend get caught by Rake, you can numb it with a light bomb and escape.
.
- Archive of weapons - During the play, survivors can open into the secret weapons inventory to bring out weapons to fight Rake. But that also affects Rake.
.
- Monster Crazy - When Arms or Exit Door is opened, Rake will be raging, Rake will be able to kill survivors while running.
.
- Playing as a masculine - When you die, you will appear in the game again in Mister's body and help your friends to escape with the way Mai can do. Looking for items for other players to use. Or a monster distraction
.
In Silence will be in Early Access format for around 2-3 months. Full game will be tickled and balanced and new server. The current status of the game contains content. Reverse and game price when leaving Early Access will be adjusted.
-------------------------------
Steam Wallet, Battle.net Code, PSN. Easy to buy, instant code kho GGKeyStore.com
-------------------------------
FIFA 21 Discounted to 1,373 Baht (Origin). See here-https://bit.ly/3iPM6NgTranslated

กรณีศึกษา MUJI มูลค่าหาย 2 แสนล้าน ใน 2 ปี /โดย ลงทุนแมน
ปีนี้ถือเป็นหนึ่งในปีที่ท้าทายสำหรับหลายบริษัท
หนึ่งในนั้นก็คือ MUJI แบรนด์มินิมัลสัญชาติญี่ปุ่น

MUJI นอกจากจะเผชิญกับวิกฤติโควิด-19 แล้ว...
Continue ReadingCase study MUJI worth losing 2 billion in 2 years / by Investing Man.
This year has been one of the challenging years for many companies.
One of them is MUJI. Japanese minimalist brand.

MUJI, in addition to facing the COVID-19 crisis.
Companies still have to deal with monsoons.

This makes the present value of Ryohin Keikaku company.
MUJI brand owner fell from the top spot 2 years ago.
More than 60 % think about the lost value of around 2 billion baht.

So what is MUJI having to deal with?
Investing man will tell you about it.
╔═══════════╗
Blockdit Analytical Article Source
Deep content penetrating
Recently, a podcast feature has been published.
Blockdit.com/download
╚═══════════╝
MUJI brand. Full name is Mujirushi Ryōhin
Thai language means good quality products. No brand needed.

MUJI listed on the Japan Stock Exchange.
Under a company called Ryohin Keikaku. Been doing business for 40 years.

Year 2017 income 112,000 million baht. Profit 13,650 million baht.
Year 2018 income 121,000 million baht. Profit 13,610 million baht.
Year 2019 income 123,000 million baht. Profit 10,800 million baht.
(MUJI's latest financial year starts from 1 March 2019 ends 28 February 2020)

From the above numbers reflect that
Even companies have increased income
But profit is likely to decrease.

By slowing down profit in 2018
First slow down in 8 years
While the last year, company profits have fallen 21 %

This is because MUJI is facing an inevitable event that happens.
Simultaneously for the last 2 years
From both in Japan and abroad

Starting from..
Protests in Hong Kong
Japanese product boycott conflict in South Korea
Including the adjustment of consumption tax in Japan

And when we come to see MUJI revenue structure will come from

Japan 61 %
East Asia (China, Hong Kong, Taiwan, South Korea) 28 %
Europe USA 7 %
Asia 4 %

Reflecting on how the events have taken a direct impact on MUJI's income.

Even more so when MUJI is a global brand accepted.
What happens is ′′ competitors ′′ who make the same products for sale.
Specifically, brands from China such as Miniso

This whole thing makes sales to the original branches in China, South Korea, Hong Kong and Taiwan..

And when it comes to the Covid-19 plague situation this year.
Making MUJI with over 970 storefronts around the world affected without exception.

The impact of COVID-19 makes
5 in 10 MUJI CHINESE SHOP
9 in 10 of MUJI Japan
Had to close the shop last month..

All of these are causing MUJI to have a large amount of inventory and the company has adjusted the forecast that the first half of this year will have lower income and may result in losses.

Here we can conclude that..
MUJI is facing a critical crisis.
That can be difficult to happen.
But it doesn't mean it won't happen.

From the beginning of the year, the value of Ryohin Keikaku, the owner of MUJI brand.
38 % and 60 % fell from the top in 2018

From the monsoon beset MUJI now have both
The inevitable including new rivals

These are also one important test.
In the history of the company since its inception 40 years.

This test should show us
The value of the missing MUJI company is 2 billion.
Is it temporary or permanent..
╔═══════════╗
Blockdit Analytical Article Source
Deep content penetrating
Recently, a podcast feature has been published.
Blockdit.com/download
╚═══════════╝
Follow to invest in man at
Website - longtunman.com
Blockdit-blockdit.com/longtunman
Facebook-@[113397052526245:274: lngthun mæn]
Twitter - twitter.com/longtunman
Instagram-instagram.com/longtunman
Line - page.line.me/longtunman
YouTube - youtube.com/longtunman
References
-Nikkei Asian Review
-Bloomberg
- Ryohin Keikaku Annual Report 2019Translated

While technically not called 'Enhanced Edition', this game was re-released by Nightdive Studios, with enhanced graphics and resolutions for modern Windows systems.
Play The Alpha Demo, Free: https://store.steampowered.com/app/482400/System_Shock/

back later to retrieve it), gameplay elements like logs, inventory, skills, persistent world, leaning, hacking, rpg elements, multiple weapons and enemies, and a compelling storyline. Unlike most other first person shooters, the purpose of System Shock was not to kill everything in sight; nor was it a "find the key to move onto the next level" game. The plot was always present, but not so confining as in traditional shooters - there was almost always more than one task to accomplish. Levels were realistically designed and had logical reasons behind them. It is the principle of System Shock 2 to continue this game design

熊のプーさん、強制連行、人権弾圧などなど、今回のサウスパークがめちゃおもしろかったので、解説します。英語わからない方のために日本語ですべて説明します。チャンネル登録お願いします。

#サウスパーク　#中国　#ゼッド

問題のサウスパーク↓
https://southpark.cc.com/full-episodes/s23e02-band-in-china

[サンティ自己紹介]
・ニューヨーク州立大学バッファロー校卒業
・ニューヨーク州にて起業
・エミレーツ航空元CA
・トリニティカレッジダブリンにてM.B.A.を取得
・アイルランドでWebスタートアップ起業
・サンダーバード大学院Global Mindset Inventory認定コーチ
・アンコンシャスバイアス研究所認定トレーナー
・人材育成コンサル/講師/講演家

サンティ英語チャンネル↓
https://www.youtube.com/channel/UCxWbnNOrLJnJTSR5sj4AqSQ

ฝรั่งเศสประกาศให้ Lootbox ไม่เป็นการพนัน | ทีม PUBG ประเทศไทยโดนแบน? | P.T. remake เวอร์ชั่น PC? - สัปดาห์นี้ในวงการเกม [10 ก.ค. 2018]

P.T. Fan Remake สำหรับเครื่อง PC
(อัพเดต 14/7/18 ครับ : konami เพิ่ง takedown เดโม่นี้ไปครับรายละเอียดตามลิงค์นี้ได้ครับ)
https://www.pcgamer.com/konami-shuts-down-the-pt-for-pc-remake/?utm_content=buffere3507&utm_medium=social&utm_source=twitter&utm_campaign=buffer-pcgamertw
อันนี้ลิงค์เก่าครับแต่โหลดไม่ได้แล้ว
https://gamejolt.com/games/ptforpc/350281
อันนี้ลิงค์สำรองที่มีคนโหลดเก็บไว้ครับ ตัวนี้โหลดได้
http://www.mediafire.com/file/bsi31ugc2d2c87h/pt.zip/file

จอย PS4 สำหรับเล่นมือเดียว
https://youtu.be/ynt8lCyG7l8

--------------------------------------------------
ติดตามบน Twitter
https://twitter.com/Lockon_starfish
-------------------------------------------------

ข่าวเก่า
สรุปไฮไลท์ข่าวเกมออกใหม่งาน E3 2018 (ภายใน 15 นาที)
https://youtu.be/SaV5iydBgig

สรุปไฮไลท์ E3 2018 ค่าย Sony (ภายใน 7 นาที) [E3 Special]
https://youtu.be/K4MbVJMcr0c

ปล. รายการนี้ได้แรงบรรดาลใจมาจาก This week in gaming ของช่อง Levelcap กับสรุปข่าวประจำสัปดาห์ของช่อง gameranx ครับ

แหล่งข่าว
P.T. fan remake เวอร์ชั่น PC เปิดให้โหลดฟรี
https://www.polygon.com/2018/7/2/17519118/pt-remake-windows-pc-free-download
https://gamejolt.com/games/ptforpc/350281

Rockstar ยืนยันจะไม่มี GTA ภาคใหม่ภายในปี 2019
https://kotaku.com/gta-online-is-full-of-fake-gta-vi-announcements-1827293038
https://www.polygon.com/2018/7/2/17526850/grand-theft-auto-6-pop-up-rumor-2019

ฝรั่งเศสประกาศว่า Lootbox ไม่ใช่การพนัน
https://www.pcgamer.com/french-gambling-regulator-determines-that-loot-boxes-are-not-legally-gambling/
http://www.gamingdose.com/news/หน่วยงานของฝรั่งเศสประ/

ทีม PUBG ประเทศไทย โดนแบนเนื่องจากต้องสงสัยว่าใช้โปรแกรมช่วยเล่น
https://www.eaesports.com/news/2018/38/ประกาศแบนทีม-3T-Gaming-ออกจากการแข่งขัน
http://www.gamingdose.com/news/ทีม-esport-ถูกแบนเหตุใช้โปรแก/

มอดเดอร์ออกแบบจอย PS4 สำหรับเล่นมือเดียว
https://kotaku.com/modder-tries-to-make-ps4-controller-more-accessible-wit-1827292982

ข้อมูลหลุด CPU Intel Gen 9
https://www.pcgamer.com/intel-inadvertently-reveals-9th-generation-cpu-lineup-but-no-8-core-chip-in-sight/
https://www.pcgamesn.com/nvidia-next-gen-graphics-card-inventory-stockpile
https://www.pcgamesn.com/nvidia-gtx-1180-release-date-specifications

Monster Hunter World ประกาศวันวางจำหน่ายสำหรับ PC
https://www.pcgamer.com/heres-when-well-find-out-when-monster-hunter-world-comes-to-pc/

สนามบินในดัลลาสมีมุมให้ผู้โดยสารเล่นเกมระหว่างรอเครื่องบิน
https://variety.com/2018/gaming/news/play-video-games-dfw-airport-1202864497/