【創業大冒險】國際創投基金的投資秘笈 | 新創成功出場的第一手實戰經驗分享
‼因應新北市疫情持續擴大,政府宣布強化二級警戒,延期至9/23下午舉行
我有資金,你有好故事嗎?
💵資金案源國際化🌎的現在
知己知彼才能棋高一著♟
每次和投資人的接觸都是一期一會……🍵
唯有充分準備才能得到😇天使青睞的目光👀
TAcc+ Master Series #7本次邀請到重量級人物
心元資本的執行合夥人成之璇👩💼現身分享投資心法🧠
用91App、HaHow、iKala和Pinkoi等第一手案例👍
帶您一窺👁🗨其中的投資奧秘㊙和國際資金操作訣竅✨
🕒活動時間: 延期至9/23 (四) | 12:00 – 16:30
🏛活動地點: 林口新創園區B5棟17F(新北市林口區仁愛路二段490號),若疫情變化則視相關政策另行通知調整為線上形式。
👉搶先報名: https://pse.is/MasterSeries7Tina
【Startup Adventure】TAcc+ Master Series #7✨
‼In response to the expansion of the New Taipei City epidemic, the government have announced the strengthening of secondary alert, this event postpone to 9/23.
Investing Secrets of International Venture Capital Funds | First-Hand Practical Experience Sharing of Startup’s Successful Experience
I have the funds, do you have a good story?
💵Currently, there are more and more international resources of funds 🌎
Knowing both your enemies and yourself can make you better ♟
The contacts with the investors is “one encounter, one chance”...🍵
Only if you are fully prepared can you get the gaze favored by the angels👀
TAcc+ Master Series #7 Invited a heavy hitter this time
Cheng Zhixuan, the managing partner of Cherubic Ventures 👩💼 appeared to share the investment ideas with us
Use 91App, HaHow, iKala, Pinkoi and other first-hand information as example👍
Give you a glimpse of the investment mystery and international capital operation tips ✨
🕒Activity time: Extend to 9/23 (Thu) | 12:00 – 16:30
🏛Venue: 17F, Building B5, Linkou Startup Terrace (No. 490, Section 2, Ren'ai Road, Linkou District, New Taipei City). If the epidemic situation changes, it will be adjusted to the online format according to relevant policies and notices.
🌐Register link: https://pse.is/MasterSeries7Tin
同時也有8部Youtube影片,追蹤數超過2萬的網紅立華,也在其Youtube影片中提到,Facebook Group: https://www.facebook.com/groups/2058732894424693/ 以上就係今個星期 有關全境封鎖嘅新聞 就算冇Johan嘅澄清 我都真心唔信呢個係"真正"嘅計劃 因為呢份流出"資料" 極其量都只係某個玩家嘅"整合" 而我相信有玩家會...
「international expansion」的推薦目錄:
- 關於international expansion 在 經濟部中小企業處 Facebook 的最讚貼文
- 關於international expansion 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於international expansion 在 創業小聚 Meet Startup Facebook 的最讚貼文
- 關於international expansion 在 立華 Youtube 的最讚貼文
- 關於international expansion 在 Herman Yeung Youtube 的精選貼文
- 關於international expansion 在 Daiki Yamamoto / 元Vリーガーの旅日記 Youtube 的精選貼文
- 關於international expansion 在 International Expansion and Global Market Opportunity ... 的評價
- 關於international expansion 在 Asia Pacific | UK to Global Expansion series - YouTube 的評價
international expansion 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
international expansion 在 創業小聚 Meet Startup Facebook 的最讚貼文
#快訊
恭喜凱鈿完成1600萬美元B輪募資!
Kdan Mobile gets USD$16M Series B. The investment would be spent on international expansion and Kdan founder Kenny Su expects to go public in 2 years.
https://meet-global.bnext.com.tw/articles/view/47427?utm_source=copyshare
international expansion 在 立華 Youtube 的最讚貼文
Facebook Group:
https://www.facebook.com/groups/2058732894424693/
以上就係今個星期 有關全境封鎖嘅新聞
就算冇Johan嘅澄清 我都真心唔信呢個係"真正"嘅計劃
因為呢份流出"資料" 極其量都只係某個玩家嘅"整合"
而我相信有玩家會信 只係因為官方真係消失得太耐
====================================================
第三年度流出資料 原文:
https://forums.ubisoft.com/showthread.php/2322639-Alleged-leaks-for-a-future-expansion
轉發流出者 - desrocchi
https://forums.ubisoft.com/member.php/1986882-desrocchi
Hamish Bode Twitter留言原文:
https://twitter.com/hamishbode/status/1363084649929576448
====================================================
如果想加入成為善信的話:
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#StateofTheGame #全境封鎖2 #第三年度計劃
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international expansion 在 Herman Yeung Youtube 的精選貼文
Note download 筆記下載 : https://hermanutube.blogspot.hk/2016/01/youtube-pdf.html
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Economics 所有 videos 的 Playlist 可看: https://www.youtube.com/playlist?list=PLzDe9mOi1K8o8H4_PAK1oLM_vhUpd0Xk9
分類的 Playlist 可看:
A. Basic Economics Concepts 基本經濟概念 … https://www.youtube.com/playlist?list=PLzDe9mOi1K8qqV5XGkWjbTy23XwkqNE0I
B. Firms & Production 廠商與生產 … https://www.youtube.com/playlist?list=PLzDe9mOi1K8qrlkuI1wdJUa3UZs0txvjN
C. Market & Price 市場與價格 … https://www.youtube.com/playlist?list=PLzDe9mOi1K8oOWHDRwYI8hvuUhNp9qcQk
D. Competition & Market structure 競爭與市場結構 … https://www.youtube.com/playlist?list=PLzDe9mOi1K8q982crii7XomNNjIx-f8rd
E. Efficiency, Equity & the role of government 效率、公平和政府的角色 … https://www.youtube.com/playlist?list=PLzDe9mOi1K8onmTnt7Dghh4pVud9e3PPU
F. Measurement of Economic Performance 經濟表現的量度 … https://www.youtube.com/playlist?list=PLzDe9mOi1K8qIHKIc6pUHUIfTXc3Cmjv3
G. National Income Determination & Price Level 國民收入決定及價格水平 … https://www.youtube.com/playlist?list=PLzDe9mOi1K8pkBABdTOtjs_8aPoTdUf61
H. Money & Banking 貨幣與銀行 … https://www.youtube.com/playlist?list=PLzDe9mOi1K8oFN6Fe_5aEk0mnJpfBe0S1
I. Macroeconomic Problems & Policies 宏觀經濟問題和政策 … https://www.youtube.com/playlist?list=PLzDe9mOi1K8onndGtdUUvNQpcmax7a1VX
J. International trade & finance 國際貿易和金融 … https://www.youtube.com/playlist?list=PLzDe9mOi1K8poqrVsbrWDq5V2-ZsNAwBi
E1. Elective I : Monopoly Pricing, Anti-competitive Behaviours and Competition Policy 壟斷定價、反競爭行為及競爭政策 … https://www.youtube.com/playlist?list=PLzDe9mOi1K8r5Fz1mXcELz7CQ79Omr6nb
E2. Elective II: Extension of Trade Theory, Economic Growth and Development 貿易理論之延伸、經濟增長及發展 … https://www.youtube.com/playlist?list=PLzDe9mOi1K8pesBkw164n1FW0G_UwoiT0
Notes Only Version : https://www.youtube.com/playlist?list=PLzDe9mOi1K8pTsr5jwcpqD4fcPTQZetR8
Definition 背誦︰
中英對照︰ https://www.youtube.com/playlist?list=PLzDe9mOi1K8ohGrOAWAsVQK3PFBqrXf2V
純英版︰ https://www.youtube.com/playlist?list=PLzDe9mOi1K8pFSFPWu1LJvURZujQzVJvD
純中版︰ https://www.youtube.com/playlist?list=PLzDe9mOi1K8odYV54ZMTkj2m7BWvMU9pB
電子書 (中英對照版 - 230頁) (HK$19.90)︰
https://play.google.com/store/books/details?id=ax3kDwAAQBAJ&rdid=book-ax3kDwAAQBAJ&rdot=1&source=gbs_vpt_read&pcampaignid=books_booksearch_viewport
電子書 (純英文版 - 159頁) (HK$19.90)︰
https://play.google.com/store/books/details?id=Xh3kDwAAQBAJ&rdid=book-Xh3kDwAAQBAJ&rdot=1&source=gbs_atb&pcampaignid=books_booksearch_atb
電子書 (純中文版 - 159頁) (HK$19.90)︰
https://play.google.com/store/books/details?id=Yh3kDwAAQBAJ&rdid=book-Yh3kDwAAQBAJ&rdot=1&source=gbs_vpt_read&pcampaignid=books_booksearch_viewport
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HKDSE Econ Past Paper Solution : https://www.youtube.com/playlist?list=PLzDe9mOi1K8rq7kTVAuDerVqrfT6WstsV
HKCEE Econ Past Paper Solution : https://www.youtube.com/playlist?list=PLzDe9mOi1K8oVtFNEdJIya9ANc1X5nhTw
HKALE Econ Past Paper Solution : https://www.youtube.com/playlist?list=PLzDe9mOi1K8pXFnsqOlPtL3DtsDsb7w4l
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international expansion 在 Daiki Yamamoto / 元Vリーガーの旅日記 Youtube 的精選貼文
Boarding date: Monday, September 23, 2019
Airlines: Asiana Airlines
Flight number: OZ173
Departure: Sapporo (New Chitose) -CTS
Arrival: Seoul (Incheon) -ICN
Departure time: 13:00
Arrival time: 16:00
Duration: 3 hours 00 minutes
Equipment: A321-200
Aircraft Number: HL8074
Registration date: December 2016
Seat: Economy class (30A)
Ticketing: Etihad Airways Award Tickets
Etihad Airline miles were used to issue Asiana Airlines award tickets.
The required mileage is 12,000 miles in Economy Class, so you can issue 6,000 miles per way. For business, 20,000 miles round trip and 10,000 miles per way.
* Asiana Airlines Award Ticket Chart when using Etihad Airline miles
https://www.etihadguest.com/en/spend-...
By the way, if you ticket at ANA, you can get 15,000 miles round trip for economy class and 30,000 miles round trip for business class.
In addition, the new Chitose Airport international flight opened on August 31. This is the first international flight since the expansion opened.
Real-time information
Twitter
https://twitter.com/voreas_yamamoto
Instagram
http://www.instagram.com/voreas_yamamoto
![post-title](https://i.ytimg.com/vi/A6CjvI9o8fI/hqdefault.jpg?sqp=-oaymwEZCNACELwBSFXyq4qpAwsIARUAAIhCGAFwAQ==&rs=AOn4CLB11hAPcYsabKA3jByHTAttva7-cw)
international expansion 在 Asia Pacific | UK to Global Expansion series - YouTube 的推薦與評價
![影片讀取中](/images/youtube.png)
In our UK to global video series, we give UK middle market business leaders insight into international expansion and business growth areas. ... <看更多>
international expansion 在 International Expansion and Global Market Opportunity ... 的推薦與評價
Planning for International Expansion. As companies look for growth in new areas of the world, they typically prioritize which countries to enter. Because many ... ... <看更多>