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對於現有MM2H visa holder嚟講算係好消息
雖然佢講嘅approved
唔知包唔包括已經有approval letter但係仲未做visa嘅申請者
睇下過多幾日有冇多啲嘢唧出嚟
//
Indeed, a big part of the MM2H programme’s appeal had been the promise that once approved, visa holders would not be subjected to future rule changes; the rules under which they were approved would continue to apply to them.
//
#MM2H
【協同宣傳】2035 E-Mobility Taiwan Online show
即日起到9/15，只要上網申請，
就有機會擁有新創線上攤位展出
詳情請見：
https://www.e-mobilityshow.com.tw/en/index.html
This B2B exhibition will showcase global Startups’ latest development of electric and autonomous vehicles, electric motors, energy management, Internet of vehicle technology, AI software, infotainment, etc.
Exclusive to Startups：
1.Free virtual booth
Startups could enjoy Free virtual booth with Basic functions in 2035 E-Mobility Taiwan Online. You’ll exhibit with fellow startups worldwide, as well as the conglomerates in the EV domain. Click here to enroll, and a letter of acceptance will be sent after your application and eligibility is reviewed by the end of September, 2021.
2.Upgrade your virtual booth with reasonable price
Should you want to promote your company through more Online/ Offline channels to attract attention and build business cooperation, we provide a broad range of marketing packages.
When: Oct. 20 – Nov. 20, 2021
Where: Online at https://online.e-mobilityshow.com.tw (available on Oct. 20, 2021)
Contact Us:
Enroll for free virtual booth at：https://events.taiwantrade.com/XMobility21en/Enrollment/Login
TAITRA: Helen WU
Tel.: 886-2-27255200 ext. 2780
Email: wenjen@taitra.org.tw
今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.
在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?
而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?
其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.
而在IPO中, 也有這類的好公司.
Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)
Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.
下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.
也祝福大家找到&培養自己的能力圈, 穩穩獲利.
Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff
No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT
Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX
One of the most glorious things I have seen involving the stock market in ages happened today.
Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?
Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.
Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.
Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.
I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.
Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.
The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.
These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.
I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.
Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.
Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.
I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.
I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.
You did.
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Note: I have been in contact with Yasemin directly after this letter was published. She is not only supportive of me sharing her letter, she also mentioned that she has received a DAAD scholarship where she will promote Taiwan to German students.
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See her full letter here: https://www.taiwannews.com.tw/en/news/4245146?fbclid=IwAR2OP_j5NBkPym9rFBorYCiEyxWTEKapYYxac1GQUqOeWlCMdtI-amBJl9o
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The following is the gear I’m using when making my videos. I’m part of Amazon Services LLC Associates Program which means that I will get a small commission if you purchase anything via my links. Any commission I’ll be getting will go straight back into buying new gear for my future videos, so any kind of support is highly appreciated!
Cameras:
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Canon RF 24-70mm F2.8 L IS USM: https://amzn.to/34RDy1V
Canon EF 24mm f/1.4L II USM: https://amzn.to/2O0a62Y
Canon EF 50mm f/1.8 STM https://amzn.to/2O5DJA0
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LOOKING FOR THE RAINBOW
Download & Streaming : https://big-up.style/JLBj7Z2eFm
8作目の今作は、2018年～2020年まで駅前留学NOVAのCMソングとして耳にしたこともある楽曲だと思うが、昨年7月にリリースしたサードシングル「道 with yui」へと繋がるストーリーだ。
いよいよ、曲と曲が絵の世界の中で繋がりはじめる・・・！？
客演には昨今女優としての才能も光らせている注目の武田玲奈を迎える。
8th release for us is a song that you may have heard as a CM song for NOVA from 2018 to 2020.
If you look at the animation you might realize it is connected to the third single "Michi with yui" released in July last year.
For this song we invited actress, Rena Takeda.
Follow クレイユーキーズ/KureiYuki's
https://www.instagram.com/kimaguren_k...
https://twitter.com/KIMAKUREI
作曲 Kafu Sato/クレイ勇輝
作詞 クレイ勇輝
編曲 クレイユーキーズ
Vocal：武田玲奈/クレイ勇輝
Chorus：Kafu Sato/Martin Johnson(OAU)
Guitar：Kafu Sato
Violin：Martin Johnson(OAU)
Drums：Takumi Ogasawara
Bass：真船勝博
Engineer：馬場毅
ArtWork：マカロンK
Video Creator：アオノトウヤ
クレイユーキーズ with 武田玲奈
「LOOKING FOR THE RAINBOW」
Looking for the rainbow Life is beautiful
Remembering the people Life is beautiful
Looking for the rainbow Life is beautiful
Flow where the wind blows Life is beautiful
昔恋をしたあの人は 名前も知らない誰かと幸せに暮らしてるか？
体育館の裏先生にタバコで見つかって
僕をかばっていなくなったあいつは どんな大人になってるか？
しばらく会いに行ってないおばあちゃんは 最近ジムに通いだしたらしい
天国にいるおじいちゃんは 今日も僕らを見守ってるか？
同じ空の下 同じ空の下
Looking for the rainbow Life is beautiful
Remembering the people Life is beautiful
Looking for the rainbow Life is beautiful
Flow where the wind blows Life is beautiful
バイト先で一緒だった先輩 結婚してついに母親になるって
あんなに飲み歩いてたのに人って変わるんだね
自分の予定が優先で 時間を過ごせてない家族 後回しにしてごめんね 本当ごめん！
今度の休みは久しぶりに帰る それまでは・・・同じ空の下
桜が咲く頃 また会いましょう
向日葵畑で また会いましょう
落ち葉が落ち切る前 会いましょう
冬を越えて春にまた会えたなら
これだけ広い世界で どれだけ短い人生の中で
あの時あの場所に私たちはいて 沢山の人の中から互いを見つけた
そんな運命的な出会いでも
私たちは別れを選んだりする
きっとこの先も繰り返すだろう
それでもいつか・・・いつか未来で待つあなたと出会うために
今日も精一杯生きてる
同じ空の下 同じ空の下
Looking for the rainbow Life is beautiful
Remembering the people Life is beautiful
Looking for the rainbow Life is beautiful
Flow where the wind blows Life is beautiful
Looking for the rainbow Life is beautiful
Remembering the people Life is beautiful
Looking for the rainbow Life is beautiful
Flow where the wind blows Life is beautiful
///////////////////////////////////////////////////////////////
Looking for the rainbow Life is beautiful
Remembering the people Life is beautiful
Looking for the rainbow Life is beautiful
Flow where the wind blows Life is beautiful
Remembering my first love, she probably lives in peace with someone who I don’t know
My friend who got kicked out of school instead of me by getting caught smoking a cigarette, wonder what kind of guy he became?
Haven’t seen my grandma in a while, I hear she started working out in a gym recently
Is Grandpa in heaven watching over us today?
Under the same sky under the same sky
Looking for the rainbow Life is beautiful
Remembering the people Life is beautiful
Looking for the rainbow Life is beautiful
Flow where the wind blows Life is beautiful
My friend at the part-time job got married and finally became a mother
She was party animal back in the days, but I guess people change
I'm sorry I haven’t spent much time with my family back home. I'm really sorry!
This vacation, I’m finally coming home!
Until then ... Under the same sky
See you when the cherry blossoms bloom
See you in the sunflower field
See you before the fallen leaves fall
If we can meet again in spring beyond winter
In such a wide world, how short a life
In the same time and place, we found each other among many people
Even such a fateful encounter, we just choose to say goodbye
We keep on repeating the scene over and over
Until someday ... someday to meet “the one” waiting in the future
That how or why we keep on living the days
Under the same sky under the same sky
Looking for the rainbow Life is beautiful
Remembering the people Life is beautiful
Looking for the rainbow Life is beautiful
Flow where the wind blows Life is beautiful
Looking for the rainbow Life is beautiful
Remembering the people Life is beautiful
Looking for the rainbow Life is beautiful
Flow where the wind blows Life is beautiful
