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A positive attitude is a state of mind that allows you to envision and expect good things. It does not mean living in denial of the negative situations around you. This attitude allows you to stay optimistic. The benefits of a positive attitude include anticipating happiness, health, success, and opportunities.
So kita pilih yang mana? #motivation #motivasi #nanamahazan #postivevibes #positivity
NM®️ +ve circle >> https://t.me/nmcircle
Alhamdulillah. YB Fuziah (Kak Gee) who attended the PH - Minister Tengku Datuk Seri Utama Zafrul meeting today, informed me that MOF is keen to produce a Gender Responsive Budget (GRB) with Environmental, Social and Governance (ESG) elements for the upcoming budget. If truly realised, it would be a positive step towards addressing gender equality, and future proofing Malaysia. She also informed me that Minister DS Tengku Zafrul showed interests in MPI as a tool.
KEADILAN MPs have been working hard on these matters as part of our pre-budget preparations led by Wong Chen.
Thank you very much for the stellar work done, Ale, Wong Chen’s officer - for collating all the written suggestions and recommendations over the many pre-councils between KEADILAN MPs.
Having completed our MPI survey, led by Professor Fatimah Kari & her team, local enumerators and our ground office - culminating in a finalised report on measuring the different dimensions of poverty (six conventional & 3 COVID-19 related) in Permatang Pauh, -it brings me pleasure to have my colleagues champion a more progressive and future proof measurement of poverty & its alleviation in the upcoming Budget and 12th Malaysia Plan.
Our office finalised a few recommendations to the MOF - specifically seeking an MPI centred approach to poverty eradication; and adoption of gender responsive measures in the dispensing of our national budget. The findings through our MPI survey confirmed that women headed households are in deeper financial crisis in comparison to conventional households - with a concerning intergenerational lack of social and educational mobility and increased food poverty amongst children.
As such - our national budget must be responsive to gender - a principle that carries through to the point of implementation. Since MOF limited reps to three from each party; I urged that YB Fuziah be included together with Wong Chen and our SecGen. Kak Gee (YB Fuziah) has been a long time advocate of gender responsive budgeting and together — the three of them also stressed the need for Malaysia to achieve the SDGs - specifically the 5th, in tandem with a more realistic measurement of poverty.
As for me; the task of briefing Minister Dato’ Seri Mustapa Mohamed on our completed MPI survey & our discussion on the key highlights to be raised during our 12th Malaysia Plan RTM session tomorrow night gave me some hope - of a new dawn in poverty eradication - if not necessarily, new politics 😅 Cautiously optimistic, bak kata Uncle Wong Chen.
Much to do - waver, we mustn’t.
Please note we are planning the launch of our MPI report. Join us as the date nears #Parlimen!
🌻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
來自義大利的吳子龍在台灣定居當音樂家、演員與電視節目藝人。他最近出的新歌 「我選擇快樂」展現吳子龍對人生充滿樂觀的態度。這個態度是怎麼來的呢？我們來聽聽看吧！
Giovanni Voneki is an Italian musician, actor and TV show performer in Taiwan. His new single "I choose happiness" reflects his optimistic attitude towards life. Where does this positive attitude come from? Listen to our podcast to find out!
我選擇快樂MV: https://youtu.be/8aonKtaDeL4
我選擇快樂在Spotify: https://open.spotify.com/album/6eFOVIWfIjtvkmlCRaV89x?si=UFTPGbeKQT-fTuOP2yZ2iQ&dl_branch=1
吳子龍的FB: https://www.facebook.com/giovannivoneki
吳子龍的IG: https://www.instagram.com/wuzilong_giovanni
Janet Hsieh is an American-born Taiwanese TV host and personality. She is currently the host of the travel show Fung Taiwan on the TLC network. Her energetic and down-to-earth personality as well as her optimistic and passionate outlook on life has a positive influence on viewers and those around her. In October 2011, Janet won the 46th Golden Bell Award for Best Host in an Itinerant Program for Fung Taiwan. She has also guest starred in many music videos, appeared on many variety shows, and has also had roles in both TV shows and movies, making her a very versatile actress and performer. She has written three books, Au For You: Happy Secret, The Reason I Love Travelling, and Janet Takes 100 Toothbrushes on Vacation. Coincidentally, the "AU" in her book, Au For You: Happy Secret, is short for Australia. The book is about Janet's travels in Main Beach and includes many cute and interesting stories from her travels! Her favorite quote is "Life's most precious accomplishment is to be someone's beautiful memory"
To all of my beautiful friends on Youtube,
This video is made to encourage everybody out there that Happiness is closer than you think. Reading all your troubled emails and messages really inspired and moved me to make this video on being Truly Happy from the Inside out. Everybody IS on the hunt for happiness right? Everything we ever do is aimed towards being happy. Who doesn't want to be happy? It's proven that happy people live longer and healthier lives. So the question is, why are there so many miserable people on earth today? Our lifestyles are better than ever but we feel more miserable than ever.
This video took me almost 2 months to plan and in this time, I did a lot of soul searching, reading, research and writing. It's my happiest project yet and I've had the most incredible journey putting this video together. I would sleep late feeling inspired and I would be too excited to go to bed.
I really hope that this video will touch you in some way to ignite a spark within you to have hope in yourself in the World. I hope you will walk away with something from this video and keep it close to your heart forever.
The reason Youtube is so important to me is because it changed me to become a better person. I finally realize what it means when people say "The more you give, the more you receive".
It's an honour hearing you guys tell me that I've made a positive impact in your lives but you guys have no idea what you have also done for me. Thank you so much for allowing me to be in your lives. Thank you so much for inspiring me in so many ways. You teach me valuable lessons, you motivate me to go out there and persevere and you inspire me to live in the moment. Youtube has been such a wonderful journey and I wouldn't have gotten here without you all. I am forever grateful.
Thank you for giving me the opportunity to make this video. It's not edited in anyway that's impressive but I hope the words were powerful enough to move you. It's my most special video yet because it means the most to me. I believe that Happiness is so much more important than how we look. Most cases, we need to deal with what's inside rather than what's outside.
If this video ignited you to smile, please share this video and spread a little hope, happiness and love today. Happiness is viral right?
I also want to say that this video was hugely inspired by these wonderful authors. Here are some of the books that I read for reference. Just encase you want to check them out for yourself.
Living Beyond your Feelings by Joyce Meyer (I also gained inspiration from her Christian podcasts)
Happy for No Reason by Marci Shimoff (This book was amazing!!!)
More Beauty less Beast by Debora M Coty
Feel Happy Now by Michael Neill
8 Rules of Happiness by Karl Moore
Music: Instrumentals by Hillsong United. The songs were "You Hold Me Now" and "From The Inside Out".
Turning to Christ has made the biggest impact in my life. I wake up everyday smiling with the best reason to be Happy. I'm nothing without Him. In my happy moments, I praise Him. In my difficult moments, I seek Him. In my quiet moments, I worship Him. In my painful moments, I trust him. In every moment, I thank Him. Praise the Lord.
"The Happiest people don't have the best of everything. They just make the best of everything they have" - Unknown.
Your friend, Bubz xx
_______________
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http://www.shopbubbi.com
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