🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:
物流人力成本沉重!大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852
而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:
"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."
Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600
🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html
🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)
🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks
Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.
Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.
“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”
Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564
Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.
同時也有7252部Youtube影片,追蹤數超過31萬的網紅スターリーズ / staRYs*,也在其Youtube影片中提到,誰にも負けない仲よさを持つ関西の女コンビ👶🐵 関西拠点で活動中🔥 ■サブチャンネル/やんちゃ!すたーりーず。 https://www.youtube.com/channel/UCQgel2AdsBscvzy9visul_A ■お仕事などの連絡先はこちら [email protected]...
「produce」的推薦目錄:
- 關於produce 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於produce 在 Gucci Facebook 的最佳解答
- 關於produce 在 Food of Hong Kong by Epicurushongkong Facebook 的最佳解答
- 關於produce 在 スターリーズ / staRYs* Youtube 的最佳解答
- 關於produce 在 しゅなたん / Shunatan Youtube 的最佳貼文
- 關於produce 在 J-Auto Show Youtube 的最佳貼文
- 關於produce 在 produce 的評價
- 關於produce 在 Produce Pandas - YouTube 的評價
produce 在 Gucci Facebook 的最佳解答
Showcasing a selection of signature dishes by Mattia Agazzi, Head Chef at Gucci Osteria Bevery Hills, which was just awarded a Michelin star, including ‘Uni Carbonara,’ ‘Risotto Camouflaged as Pizza,’ and ‘Coming from the Hills ‘I Love Rock Climbing’’. Mattia is spearheading a new type of cuisine, harnessing the very best in seasonal local produce, creating playful interpretations of classic Italian dishes.
produce 在 Food of Hong Kong by Epicurushongkong Facebook 的最佳解答
🌟 香辣龍蝦 ➕ 老麻龍蝦
Sichuanese style Stir Fried Spicy Lobster with Chili 🌶, & Poached Lobster with Sichuan Pepper sauce 😍😍😋
四川風伊勢海老の食べ比べ 💦💦
Love both preparations, plus their flavors actually compliment each other. Remember to scoop some of the aromatics too to down with rice or noodles. One of the best dishes I always love at Fu Rong
🌟 蝦膏泡 "瀘沽湖" 紅米飯 Using Sichuan's Lugu Lake produce ~ River prawns & Red rice. Always a repeat order here, albeit sometimes if u don't stir it fast enough it burns in the stone pot occasionally🔥
produce 在 スターリーズ / staRYs* Youtube 的最佳解答
誰にも負けない仲よさを持つ関西の女コンビ👶🐵
関西拠点で活動中🔥
■サブチャンネル/やんちゃ!すたーりーず。
https://www.youtube.com/channel/UCQgel2AdsBscvzy9visul_A
■お仕事などの連絡先はこちら
[email protected]
■Instagram
蘭香➡︎ http://instagram.com/ran_starys
ゆい➡︎ http://instagram.com/yui_starys
staRYs*公式➡︎http://instagram.com/yr_starys7
■Twitter
蘭香➡︎ http://twitter.com/xranchan
ゆい➡︎ http://twitter.com/yk_553
staRYs*➡︎ http://twitter.com/staRYs_com
■らんproduce ブランド
https://stella-orchid.com
■staRYs*グッズ
https://asbridge.thebase.in
■マネージャーはやと
http://instagram.com/hayato.gdstar
ーーーーー☆音楽素材・BGM☆ーーーーーー
●Music is VFR ●魔王魂 【http://maoudamashii.jokersounds.com/ 】
●MusMus 【http://musmus.main.jp/ 】
●ミュージックノート【Music-Note.jp URL:http://www.music-note.jp
(運営:株式会社ピクセル URL:http://pixel-co.com/ )】
●「d-elf.com」(https://www.d-elf.com/ )
●サイト名⇒ 甘茶の音楽工房
効果音素材:ポケットサウンド – https://pocket-se.info/
Song: DEAF KEV - Invincible [NCS Release]
Music provided by NoCopyrightSounds
Free Download/Stream: http://ncs.io/invincible
Watch: http://youtu.be/J2X5mJ3HDYE
ーーーーーーーーーーーーーーーーーーーーー
#スターリーズ #仲良し
![post-title](https://i.ytimg.com/vi/gMrZSnCMcck/hqdefault.jpg)
produce 在 しゅなたん / Shunatan Youtube 的最佳貼文
ご視聴ありがとうございます💜
0:00 オープニング
0:22 カラコン
https://luvlit.jp/fs/luvlit/colorcon_brand_cruum/CRM19D0002
0:30 下地
https://www.yslb.jp/makeup/makeup-complexion/makeup-primer/touche-eclat-blur-primer/WW-20210YSL.html#start=6&cgid=makeup-primer
0:39 コンシーラー
https://www.narscosmetics.jp/radiant-creamy-concealer-1241/4535683662581.html
1:09 チーク
https://www.chanel.com/jp/makeup/p/184920/les-beiges-water-fresh-blush/
2:05 パウダー
https://www.narscosmetics.jp/crystal-light-reflecting-pressed-setting-powder/E61401.html
2:48 アイシャドウ
5:28 アイライナー
https://www.chanel.com/jp/makeup/p/187042/stylo-yeux-waterproof-long-lasting-eyeliner/
5:53 アイブロウ
https://www.amazon.co.jp/dp/B0845GX7M4/ref=cm_sw_r_cp_api_glt_i_S0M5H5D7PJT2G4AN3E8B
7:12 アイブロウマスカラ
https://www.isehan.co.jp/heavyrotation/feature/coloring_eyebrow/
8:03 マスカラ
https://www.msh-labo.com/c/loveliner/10000017
9:55 シェーディング
https://www.canmake.com/item/detail/53
10:59 ハイライト
https://m.maccosmetics.jp/product/20158/30735/makeup/mineralize-skinfinish
11:37 リップ
https://www.chanel.com/jp/makeup/p/174158/rouge-coco-flash-hydrating-vibrant-shine-lip-colour/
12:22 ヘアオイル
https://www.lorealparisjapan.jp/extraordinary-oil/core/extraordinary-oil-eclat-imperial
21:31 コーデ
・tops : https://abeundmor.jp/products/oabe9d208
・shoes : https://jp.drmartens.com/category/WOMEN_BOOTS_LONG/ORIGINALS_BOOTS_VIRGINIA_1B99.html?DRMARTENS_COLOR=BLACK
・necklace : https://abeundmor.jp/products/oabe9a163
23:35 エンディング
----
【告知】
10/11(月)〜10/13(水)
新宿 LUMINE EST 3F POPUP SPACEにて
ABEUNDMOR初のPOPUP開催決定🎉
👇詳細は下記ページをご覧ください👖💜
https://abeundmor.jp/pages/%E6%96%B0%E5%AE%BF%E3%83%AB%E3%83%9F%E3%83%8D%E3%82%A8%E3%82%B9%E3%83%88pop-up-store%E9%96%8B%E5%82%AC%E6%B1%BA%E5%AE%9A
----
【produce brand】
https://abeundmor.jp
【Twitter】
https://mobile.twitter.com/shunatan317
【Instagram】
https://www.instagram.com/shunatan317/
【Tik Tok】
http://vt.tiktok.com/JNH3Eg/
【WEAR】
https://wear.jp/shunatan317/
----
ファンレター・プレゼントの宛先はこちら❤️
〒150-0044
東京都渋谷区円山町28-1
渋谷道玄坂スカイビル8階
toridori Inc. しゅなたん宛
※冷蔵・冷凍が必要な、なま物の受付はできません。
お仕事のご依頼等
toridori productionお問合せ
http://bit.ly/2GweaVg
toridori production
https://toridori.co.jp/production/
![post-title](https://i.ytimg.com/vi/SCmbL4H25vM/hqdefault.jpg)
produce 在 J-Auto Show Youtube 的最佳貼文
NISSAN CIMA x contemporary dance - 日産シーマ x コンテンポラリーダンス
dancer: 酒井 友梨子
Insta: @yurikosakai_
XAVC-S 60fps to 24p 10bit PP10
FE24mmF14GM / FE85mmF18
DJI Ronin RS2 #SONYFX3 #FX3
SONY FX3 : https://amzn.to/3cnTM8q
FE24mmF1.4GM : https://amzn.to/3vf4aI9
FE85mmF1.8 : https://amzn.to/3tdfLFI
DJI RONIN RS2 : https://amzn.to/3vksMz9
nisi ND-VARIO 5-9 stop : https://amzn.to/2Op7zUb
愛車撮影、PV制作、走行撮影、ロケーション撮影受付中。
#JAutoShow is not company,but private channel.
so please support me to work - https://www.paypal.me/starprodution
J-Auto Show is Japanese Car Show and modified custom car .mortorcycle channel
Youtube:https://www.youtube.com/c/JAutoShow
Website:https://www.j-autoshow.com
We use Royalty Free Music from Epidemic Sound
Produce music from Epidemic Sound
http://www.epidemicsound.com/
![post-title](https://i.ytimg.com/vi/kDoss6xldc0/hqdefault.jpg)
produce 在 Produce Pandas - YouTube 的推薦與評價
Asian-pop Male Group Produce Pandas 熊貓堂Debut album [A.S.I.A.], EP [Stand Up] [The ONE] Current Member - DING, Otter, Husky, Mr.17, Cass現役成員- 陳鼎鼎, ... ... <看更多>
produce 在 produce 的推薦與評價
fun <E> CoroutineScope.produce(context: CoroutineContext ... Launches a new coroutine to produce a stream of values by sending them to a channel and returns ... ... <看更多>