入住 @lagunaredang 總統套房。兩個私人陽台, 四張陽台椅子和休閒籐椅, 兩個曬衣服毛巾架子,一個私人客廳,兩個大沙發,兩個超級大電視機,私人音響系統, 四間廁所 分為 兩個wc 一個沖涼房 一個浴缸spa 房,一個私人化妝台,一個私人工作區,咖啡茶巴台,冰廚,一個超級大雙人床,和無邊無際的海洋海灘風景⋯ 來熱浪島一定要住這裡 爽歪歪
還可以點喝紅酒在你自己的兩個私人陽台看著沙灘藍天 聽著海浪的聲音 或 賞月
要特別安排驚喜或私人沙灘浪漫晚餐也可以
Presidential Suite at @lagunaredang is THE room u should get if u visit Redang Island
TWO private balconies, FOUR personal balcony chairs and reclining chairs, TWO towel/clothes drying hanger rack, ONE big private living room with TWO big sofas, TWO big Flatscreen TV with sound system, TWO wc, a segregated shower room, and a private bathtub spa room for ur own use, your own office desk, your very own Make Up Table with plug, your own pantry, fridge, one big bed for two pax to roll around, and UNLIMITED view of the whole resort and the white sandy beach with infinity ocean line … Perfect
Ending your beautiful day with a bottle of wine overlooking the sea and listening to the soothing sound of the waves
The resort can help you organise any surprises or custom a private romantic dinner by the beach experience should u wish to celebrate any special occasions with ur loved ones
島嶼拍攝開跑啦 Diving Trip with @gopromysg @ripcurlmy @malaysia.truly.asia
23/9 - 26/9 Redang Island @lagunaredang
Booking :
+609-6310888 / +603-61421188
所有 @ripcurlmy 商品衣服包包鞋子手錶帽子配件 用姐姐名字 LENGYEIN 一律有額外折扣
Get extra discount at www.ripcurl.my with my name : LENGYEIN
@gopromysg 拍攝器材
接頭髮 Hair Extensions @mango_hairextentions
化妝品 Make up @onlykorea_asia
Discount: lengyein / lengsean
Nails extensions @m_pavillion
#LagunaRedang #LagunaRedangIslandResort #Resort #GoProHero10 #GoPro #Ripcurl #Redang #RedangIsland #CutiCutiMalaysia #PulauRedang #Terengganu
同時也有91部Youtube影片,追蹤數超過13萬的網紅Miaou,也在其Youtube影片中提到,保護子猫19日目。アリスとは遊ぶが、他の猫はもう少し。アリスと遊ぶから他の猫は時間かかっているのだろうか。それでもmi-ke、maya、salaは子猫部屋によく来る。 猫部屋 Live配信中! https://www.youtube.com/c/miaoucatroom チャンネル登録をお願いし...
「a room with a view」的推薦目錄:
- 關於a room with a view 在 Facebook 的最佳貼文
- 關於a room with a view 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於a room with a view 在 Anchor Taiwan Facebook 的最讚貼文
- 關於a room with a view 在 Miaou Youtube 的最佳解答
- 關於a room with a view 在 Jamie Chua Youtube 的最讚貼文
- 關於a room with a view 在 TinHangGuitar Youtube 的最佳解答
- 關於a room with a view 在 A Room With A View - Facebook 的評價
- 關於a room with a view 在 A Room With A VIew "Curtains" - YouTube 的評價
- 關於a room with a view 在 "A Room with A View" by EM Forster, book, film, and TV ... 的評價
a room with a view 在 貓的成長美股異想世界 Facebook 的精選貼文
🌻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
a room with a view 在 Anchor Taiwan Facebook 的最讚貼文
🦄 Unicorn from a social enterprise? At Anchor Taiwan's 13th Women in Venture Roundtable, we were so inspired by the sharing of Joan Yao, VP at Kickstart Ventures - CVC of Globe Telecom / Ayala Group. She touched upon:
.
▧ Impact investing: it's a spectrum
▧ Story of #Gojek: tech as an enabler
▧ Opportunities in SE Asia: content, e-commerce, fintech
▧ Corporate Venturing: investment focuses for Kickstart
... and so much more!
.
🎥 What the full replay: https://youtu.be/MAvvs1qlQYE
.
A big shoutout for SEMI 國際半導體產業協會 for supporting diversity and inclusion in our ecosystem. Humbling to gathering a room of investors from leading funds again! Until next time. 🙌
-
-
* Session notes (Chapters on YouTube):
0:00 Intro by Elisa Chiu, Founder & CEO of Anchor Taiwan
3:15 Greetings from Joan Yao, VP at Kickstart Ventures
5:43 Impact investing: what is it?
8:23 Impact investing: it's a spectrum (slide) | LGT Venture Philanthropy
12:24 "Not every business is built to scale" - story of student loan company InvestEd
17:31 Advice for people wanting to get into impact investing
23:04 View on current landscape with impact investing: an enabler, tech
26:23 Example of Gojek: a social enterprise vs. tech startup
29:24 Working with the Ministry of Trade in the Philippines: why, how and lessons learned
35:36 Becoming a Corporate Investor: Kickstart Ventures, Globe Telecom, Ayala Group
40:58 How the President of Kickstart Ventures Minette Navarrete recruit Joan?
43:11 Critical mass for B2C markets; sample investments of Kumu (content), edamama (vertical specific e-commerce), nextpay (Fintech SME solutions)
51:11 Is the Philippines a big enough domestic market?
53:10 Some insights on Southeast Asia: 400M internet users in SEA (slide), 108M people in the Philippines (2nd most populous)
55:34 36% of consumers are new to digital services; 94% of new users will stay (slide)
56:12 Strategic investments for Ayala Group (healthcare, industrials/semiconductor/automotive, renewable energy)
1:00:20 Personal convergence of impact investing and corporate venturing
1:07:46 Q&A: Advice for building the startup / VC ecosystem in Cambodia?
1:10:28 "Raid The Fridge"
1:13:14 Q&A: How do you measure impact?
--
#anchortaiwan #womeninventure #womeninvestors #WomenInSTEM #womeninbusiness #impactinvesting #corporateinnovation #venturecapital #innovation
a room with a view 在 Miaou Youtube 的最佳解答
保護子猫19日目。アリスとは遊ぶが、他の猫はもう少し。アリスと遊ぶから他の猫は時間かかっているのだろうか。それでもmi-ke、maya、salaは子猫部屋によく来る。
猫部屋 Live配信中! https://www.youtube.com/c/miaoucatroom
チャンネル登録をお願いします。https://www.youtube.com/c/miaoucatroom
Please Subscribe! Cats & Kittens room,Live stream Miaou.
猫部屋グッズ : http://www.catsroom-miaou.shop/
Twitter : https://twitter.com/Catsroom_Miaou
Instagram : https://www.instagram.com/Catsroom_Miaou/
公式サイト : http://miaou-jp.com
みゃうのぶろぐ(猫部屋での出来事・備忘記録) https://miaou-cat.jp/
facebook :https://www.facebook.com/profile.php?id=100006744495228
[仔猫部屋]
ここ Coco (キジトラ Brown Mackerel Tabby, male ♂; May, 2021- )
[猫部屋]
みけ Mi-ke (三毛猫 calico, female ♀; May, 2014- )
くろ Kuro (黒猫 black, male ♂; October, 2014- )
しぴ Chipie (グレートラ light gray tabby, female ♀; April, 2015- )
みみ Mimi (グレートラ gray tabby, female ♀; April, 2015- )
まや Maya (茶白 red tabby and white, Male ♂; April,2016-)
るか Luca (アビシニアン レッド Abyssinian Red, male ♂ ;January 16, 2017-)
める Mer (アビシニアン ルディ Abyssinian Ruddy, male ♂ ;January 16, 2017-)
らな Lana (サビ猫 tortoiseshell cat, female ♀; July, 2017- )
アリス Alice (スコティッシュ・フォールド Scottish fold mele ♂ April,2019- )
れあ Lea (白黒 Bicolor ; April, 2020-)
さら Sala (キジトラ Brown Tabby ; April, 2020-)
#瀬戸の日記-miaou
#みゃう-まや
#CatsliveMiaou
a room with a view 在 Jamie Chua Youtube 的最讚貼文
Hey, lovelies! I’ve got another house tour for you guys! And nope, this STILL isn’t my house (but can you imagine living here OMG?!) This time, we’re in Sentosa and I’ll be taking you with me to the gorgeous open house with a gorgeous view and an insane basement/theatre room!
Who else would want to live here? I know I do!
I hope you guys liked this video!
#JAMIECHUA
Follow me on Instagram, Facebook, and Bilibili:
IG - https://www.instagram.com/ec24m/
FB - https://www.facebook.com/IAMJAMIECHUA/
Bilibili - https://space.bilibili.com/518848870
BUSINESS ENQUIRIES: jamie@gushcloudtalent.com
Music provided by Signature Tracks.
Thank you to Deity Mics for providing me with the mics I use to shoot! Visit their page at: https://www.facebook.com/deitymicsasia
a room with a view 在 TinHangGuitar Youtube 的最佳解答
John Mayer latest single "Last Train Home".
Guitar Tab here:
https://drive.google.com/file/d/17I0rwDKMcfj0QijZXxey58CAa-IxGlP2/view?usp=drivesdk
Facebook: Chow Tin Hang
Instagram: tinhangc
Contact me: TinHangGuitar@gmail.com
#LastTrainHome #JohnMayer #TinHang
a room with a view 在 "A Room with A View" by EM Forster, book, film, and TV ... 的推薦與評價
Oct 18, 2019 - "A Room with A View" is a story about a young lady, Lucy Honeychurch, set in Italy and England in the repressed Edwardian era. ... <看更多>
a room with a view 在 A Room With A View - Facebook 的推薦與評價
A Room With A View 。 784551 個讚· 134660 人正在談論這個。 Please Visit My Other Page, Slice Of Life at: http://www.facebook.com/sliceoflifemd ~ Messages of ... ... <看更多>