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

就是這款Pråper讓我一眼就愛上🥰
簡約的外型設計
非常符合我不論工作帶著筆電💻
或出外旅行🚘都很適合❤️
大容量的設計🔥想要放什麼都超方便！
近期到那兒都會帶背著它✨
實用性💯

📍Gaston Luga 是來自
Stockholm, Sweden 的品牌 
北歐簡約設計✨
方便襯托於不同的造型
＃anywherewithGL 

💫背包Pråper
📌附有襯墊的筆電隔層
📌大容量的設計有足夠空間放置日常所需用品
📌背部暗袋設計貼心❤️收納貴重物品
📌四段可調節式鉤釦超方便👏

 @gastonluga
網站：https://gastonluga.com/tw/
✅全球免運，30天內免費退換
-
-
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現正還能享有超超優惠喔🛍🛍🛍
🎉85折優惠碼👉ann0923
🎉秋高氣爽🌻凡購買任一背包
👉送零錢包乙個👛以官網活動為主

#anywherewithGL #GastonLuga
#背包#全球免運#praper#背包推薦#筆電包推薦#旅行包推薦#折扣碼#官網優惠#小吃貨安安#安安愛旅行#likeforlike#food#travel#loveyourself#enjoy#girl#love#ann #瑞典斯德哥爾摩背包品牌 #瑞典

🌻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

斯德哥爾摩的老城區總是待人探訪發現！你也喜歡逛逛巷弄間的特色商店嗎？夜裏的燈光迷人，我想這裡的餐廳也很有氣氛吧～

#GamlaStan, #Stockholm, #Sweden #斯德哥爾摩老城 #斯德哥爾摩 #瑞典

Photographer 📸：@maloucentaur
Original：https://www.instagram.com/p/CTMkSgIMU3_/

IG搜尋：d57travel 🔍 ( 帶我去旅行IG )
IG看更多：https://www.instagram.com/d57travel/

#d57travel #帶我去旅行 #travel #旅行 #旅遊 #攝影 #photography #景點 #ScenicSpots #TouristAttraction #老城區 #建築 #文化 #街道 #街景 #路燈 #OldTown #Architecture #Culture #Street #StreetScene #StreetLamps

雖然有點遲了 全天下的媽媽 天天都母親節快樂!
然後這個影片有用了很多新音樂大家有注意到嗎～～嘿嘿 :P

今天用的是FOREO UFO 2: https://foreo.se/8qeg :)

▼ You can also find me here!
▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴
» Instagram: https://bit.ly/2QRx52C
» Drawing Instagram: https://bit.ly/2xrpUY2
» Facebook: https://bit.ly/3bv7tQQ
» Second channel: https://bit.ly/2QPFNyj
» My Podcast: "Oh fudge!" https://linktr.ee/clumsycynthia

✂ - - - - - - - - - - - - - - - - - - - - - - - - - -

▼ 你可能會想知道... | You Might Be Curious…
» 咖啡機：Delonghi EC685.BK (自SOGO購入)
» 果汁機：Vitantonio (自HKTVMall購入)
» 睡衣：Uniqlo or Juuneedu http://juuneedu.com/ / 韓國代購 gn_korea or puc_korea
» 婚姻平權banner：from 禁獵女巫 on Pinkoi - https://bit.ly/353Ns3W


▼ What I use 拍攝相關
» 相機: Canon M50 or GoPro Hero 8
» 剪輯軟體: Final Cut Pro X
» 付費音樂網站: Artlist - http://bit.ly/2ky4ked (this is an affiliated link, 大家可以多獲得2個月的訂閱!)
» Ending Music: Eric Reprid, Basement - https://thmatc.co/?l=15C8AAFF
» LOGO設計：writehanded2.0 - https://bit.ly/2wLIObQ
» Music used:
song--dance by kyle-cox (Artlist)
anyway by kyle-cox (Artlist)
memory-street by bob-hart (Artlist)
Music by Chinsaku - Blossom - https://thmatc.co/?l=6835D14
i-knew by anthony-lazaro (Artlist)
Music by Carter Vail - Velvet - https://thmatc.co/?l=878E56B8
Music by Mia Lisette - Intro (Babygirl) - https://thmatc.co/?l=FDCAB1C1
no-matter-how-far by kyle-cox (Artlist)
Music by Grace Chiang - staying in on Sunday (it is well) - https://thmatc.co/?l=C8FA4EC7
Reneé Dominique - La Vie En Rose (ukulele cover) - https://www.youtube.com/watch?v=lPCxm9kwO98
Music by clay house - coming undone - https://thmatc.co/?l=858A8CE3

▼ Disclaimer:
▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴
**This video is sponsored by FOREO Sweden
✂ - - - - - - - - - - - - - - - - - - - - - - - - - -

▼ Cynthia 私心推薦影片 | Recommended Videos
» 美國V.S.台灣工作經驗談：https://bit.ly/2HsCuWT
» 遠距日常：給男友的一週年驚喜！https://bit.ly/2JJB3IQ
» 畢業季！名校光環下的甘苦談 https://bit.ly/2LUh7zx
» 25件我在25歲學到的事 http://bit.ly/2WHCiut
» 香港崩潰一週VLOG http://bit.ly/2Q2VVe0
» 我的八坪香港公寓開箱 http://bit.ly/30g9kUM
» 一個人去香港迪士尼 http://bit.ly/32ZRRjx
» 加入香港芭蕾舞團?! http://bit.ly/2QwAW5J

▼ key words 關鍵字
▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴
黃可樂 生活vlog 留學 美國留學 美國工作簽證
美國找工作 美國求職 H1B 找工作 實習 面試 美國簽證
Cynthia 台灣 美國留學生 遠距離 日本 大阪 台灣 情侶
柏克萊大學 加州大學 柏克萊分校 UC Berkeley 經濟系
畢業季 畢業生 校園 校園傳說 留學心得 class of 2018
vlog 旅遊 旅遊日記 旅遊筆記 Travel vlogs diary spotify
香港工作 香港生活 Hong Kong HK Weekly VLOG

年宵玩我的體力也直接差不多耗盡
特地空出一天發發呆～
今天用的FOREO UFO2在這裡！新一代加熱速度真的很快，讚讚！https://foreo.se/r8l4

▼ You can also find me here!
▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴
» Instagram: https://bit.ly/2QRx52C
» Drawing Instagram: https://bit.ly/2xrpUY2
» Facebook: https://bit.ly/3bv7tQQ
» Second channel: https://bit.ly/2QPFNyj
» My Podcast: "Oh fudge!" https://linktr.ee/clumsycynthia

✂ - - - - - - - - - - - - - - - - - - - - - - - - -

▼ 你可能會想知道... | You Might Be Curious…
» 咖啡機：Delonghi EC685.BK (自SOGO購入)
» 果汁機：Vitantonio (自HKTVMall購入)
» 睡衣：Uniqlo or Juuneedu http://juuneedu.com/ / 韓國代購 gn_korea or puc_korea
» 婚姻平權banner：from 禁獵女巫 on Pinkoi - https://bit.ly/353Ns3W

▼ What I use 拍攝相關
» 相機: Canon M50 or GoPro Hero 8
» 剪輯軟體: Final Cut Pro X
» 付費音樂網站: Artlist - http://bit.ly/2ky4ked (this is an affiliated link, 大家可以多獲得2個月的訂閱!)
» Ending Music: Eric Reprid, Basement - https://thmatc.co/?l=15C8AAFF
» LOGO設計：writehanded2.0 - https://bit.ly/2wLIObQ
» Music used:
Fire n Shit (Artlist)
Something New by Anthony Lazaro (Artlist)
strangers-in-disguise by anthony-lazaro (Artlist)
Music by Coolin Cal - Heart - https://thmatc.co/?l=6BB7923F
cityscapes by vern-matz (Artlist)
샛별 - Cook / https://www.youtube.com/watch?v=ufG8rOwjK9w
샛별 - SOSO [ daily / cute / bgm ] - https://www.youtube.com/watch?v=i-XtdTSC2fI
Lucid Dreamer by Spazz Cardigan
Music by Chinsaku - Blossom - https://thmatc.co/?l=6835D14
Reneé Dominique - La Vie En Rose (ukulele cover) - https://www.youtube.com/watch?v=lPCxm9kwO98
Music by Eric Reprid - Basement - https://thmatc.co/?l=15C8AAFF


▼ Disclaimer:
▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴
**This video is sponsored by FOREO Sweden
✂ - - - - - - - - - - - - - - - - - - - - - - - - - -


▼ Cynthia 私心推薦影片 | Recommended Videos
» 美國V.S.台灣工作經驗談：https://bit.ly/2HsCuWT
» 遠距日常：給男友的一週年驚喜！https://bit.ly/2JJB3IQ
» 畢業季！名校光環下的甘苦談 https://bit.ly/2LUh7zx
» 25件我在25歲學到的事 http://bit.ly/2WHCiut
» 香港崩潰一週VLOG http://bit.ly/2Q2VVe0
» 我的八坪香港公寓開箱 http://bit.ly/30g9kUM
» 一個人去香港迪士尼 http://bit.ly/32ZRRjx
» 加入香港芭蕾舞團?! http://bit.ly/2QwAW5J


▼ key words 關鍵字
▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴▴
黃可樂 生活vlog 留學 美國留學 美國工作簽證
美國找工作 美國求職 H1B 找工作 實習 面試 美國簽證
Cynthia 台灣 美國留學生 遠距離 日本 大阪 台灣 情侶
柏克萊大學 加州大學 柏克萊分校 UC Berkeley 經濟系
畢業季 畢業生 校園 校園傳說 留學心得 class of 2018
vlog 旅遊 旅遊日記 旅遊筆記 Travel vlogs diary spotify
香港工作 香港生活 Hong Kong HK Weekly VLOG

幾時先可以去旅行？5分鐘帶你遊20個歐洲國家｜止一止旅行癮吧！

#幾時先可以去旅行？
來到2021年了，這個問題還是一個問號！！！
經過2020年後，#旅行好像距離我們好遙遠......

現在的我們只能Throwback 以前的旅行，一起來懷念一下從前還可以去旅行的時光吧！

?這部影片是我在2年英國工作假期由倫敦出發的歐洲旅行的總結，2年間我一共去了20個歐洲國家，有誰跟我一樣都去過以下這些地方呢？

?芬蘭 Finland (Helsinki / Rovaniemi/ Inari)
?奧地利 Austria (Vienna / Hallstatt)
?捷克 Czech Republic (Cesky Krumlov / Prague)
?愛爾蘭 Ireland (Dublin)
?比利時 Belgium (Brussels)
?盧森堡 Luxembourg (Luxembourg)
?葡萄牙 Portugal (Porto /Lisbon）
?希臘 Greece (Zakynthos / Athens / Mikonos / Santorini)
?瑞典 Sweden (Stockholm)
?丹麥 Denmark (Copenhagen)
?西班牙 Spain (Barcelona)
?安道爾 Andorra (Andorra)
?法國 France (Toulouse / Nice/ Menton)
?摩納哥 Monaco (Monaco)
?匈牙利 Hungary (Budapest)
?波蘭 Poland (Wroclaw)
?斯洛伐克 Slovakia (Bratislava / Piestany)
?瑞士 Switzerland (Zurich)
?列支敦士登Liechtenstein (Liechtenstein)
?羅馬尼亞 Romania (Bucharest / Brașov/ Sighişoara)

歡迎大家在這裡留言， 一起來懷念和分享一下從前還可以旅行的時光吧！
去過哪裡？好想去哪裡？最懷念哪裡？哪裡印象最深刻？哪裡不會再去第2次？???

如果你也跟我一樣喜歡旅行，記得訂閱我的YouTube頻道，留意著我的影片更新啦！

?我的YouTube頻道??：https://www.youtube.com/c/YorkPau

更多的分享與交流：
lnstagram：https://www.instagram.com/york.york.freestyle_traveler/
Facebook：https://www.facebook.com/lifegoesonfreestyletraveler/
Blog: http://yorkyorkpau.blogspot.com/

#歐洲 #歐洲旅行 #歐洲自由行 #歐洲旅遊 #5分鐘帶你遊20個歐洲國家