NYDeTour週末何處去:9/25-9/26 (Sat & Sun)
*9/25-9/26 (Sat & Sun) Brooklyn Market Pop-up at Rockefeller Center
週末兩天在曼哈頓中城的Rockefeller Center Plaza將變身成為一個臨時市集。超過二十個各種精品在此擺攤。
地點:Rockefeller Center Plaza, New York, NY
時間:9/25-9/26 (Sat & Sun) 10:30am-5:30pm
https://www.instagram.com/p/CUNn3kZhL_L/
*9/25-9/26 (Sat & Sun) The Feast of San Gennaro
一年一度的紐約Little Italy「神明繞境」活動The Feast of San Gennaro這週末是最後兩天了。星期六2pm會有花車遊行,星期天1pm有Meatball Eating Contest。當然這也是紐約最接近台灣夜市的年度盛會了,週末來吃吃喝喝吧。
地點:Mulberry Street bet. Canal Street & Houston Street
時間:9/25-9/26 (Sat & Sun) All Day
https://sangennaronyc.org/
*9/25 (Sat) Shop With Your Dog Day at Madison Avenue
星期六在Madison Avenue 63rd St. to 75th St. 間有Shop With Your Dog Day活動,除了可以帶狗狗逛街外,分別在63rd St以及74th St有寵物訓練,照護以及攝影等多項活動。愛狗人士可以來看看!
地點:Madison Avenue bet. E. 63rd St & E. 75th St.
時間:9/25 (Sat) 11am-3:30pm
https://madisonavenuebid.org/welcomebacksaturdays/
*9/25 (Sat) W. 104 Street Yard Sale
在紐約逛Yard Sale是一件有趣的事情。星期六在UWS的W. 104th St.有一個當地社區聯合舉辦的的Yard Sale,有興趣的人可以來看看。誰知道別人不要的物件,正好會是你要的寶物呢?
地點:W. 104th St. bet. West End Ave & Riverside Avenue
時間:9/25 (Sat) 10am-5pm
https://bloomingdale.org/
9/25 (Sat) Faces of Brooklyn by View Points Photography
星期六在Brooklyn的Living Gallery有一項由兩位攝影師Pablo Calderon-Santiago和James Clement所成立的View Points Photography舉辦的展現社區特色的人像攝影活動。有興趣的朋友可以來這裡讓讓攝影師們拍專業的人像攝影,還可以帶張照片回家喔!
地點:Living Library, 1094 Broadway, Brooklyn, NY
時間:9/25 (Sat) 11am-3pm
https://www.brooklynpaper.com/event/view-points-photography-present-faces-of-brooklyn-a-community-arts-event/
*9/25 (Sat) Poseidon’s Parade at Rockaway Beach
今年雖然沒有Coney Island美人魚遊行,不過星期六在Rockaway Beach有一項規模較小的Poseidon’s Parade(海神遊行)活動。除了看遊行外也有音樂表演,是把握今年最後來海邊走走的好機會。
地點:Beach 105 Street at Rockaway Beach
時間:9/25 (Sat) 12pm
http://www.poseidonsparade.com/
9/25 (Sat) Block Party at Elizabeth Street Garden
星期六在Nolita的秘密花園Elizabeth Street Garden有封街派對活動,除了有DJ放音樂以及樂團表演外,還有瑜伽課,拳擊課,電動自行車展示試騎等多樣活動。
地點:Elizabeth Street Garden, Elizabeth Street bet. Prince Street & Spring Street
時間:9/25 (Sat) 2pm-7pm
https://www.instagram.com/p/CUIGt1FLEFJ/
*9/25 (Sat) 71st Annual Fence Show at Staten Island Museum
星期六在Staten Island Museum有第71年的戶外藝展,將美術館的草坪戶外空間展出當地藝術家為主的藝術創作與手作物件。星期六天氣不錯,搭船到Staten Island來看藝展會很有出城的感覺喔!
地點:Staten Island Museum, 1000 Richmond Terrace, Staten Island
時間:9/25 (Sat) 11am-5pm
https://bit.ly/3zAgDHv
*9/26 (Sun) 15th Annual Brooklyn Children’s Book Fair
星期天在Brooklyn Museum外的廣場有第十五屆的兒童書展活動。超過30位童書作者與插畫家來分享他們的作品。是很棒的親子活動。
地點:Brooklyn Museum Plaza, 200 Eastern Parkway, Brooklyn
時間:9/26 (Sun) 11am-4pm
https://www.brooklynmuseum.org/calendar/event/fifteenth_childrens_book_fair
*9/26 (Sun) Coney Island Record Fair at Coney Island Brewery
星期天在Coney Island Brewery有一個黑膠唱片展,黑膠唱片愛好者可以來這裡挖寶。當然Coney Island Brewery的啤酒也是超好喝的!
地點:Coney Island Brewery, 1904 Surf Avenue, Brooklyn, NY
時間:9/26 (Sun) 11am-5pm
https://www.facebook.com/events/223508613033283
Have a great weekend, my friends! Stay safe and be happy!
同時也有204部Youtube影片,追蹤數超過69萬的網紅台客劇場 TKstory,也在其Youtube影片中提到,#斷食 #生酮飲食 #糖尿病 本影片內容為與家醫科李思賢醫師討論分享,若想嘗試斷食,請先詢問醫療與營養專業人士。 李醫師粉專: https://www.facebook.com/dr.neillee/ ------------------------------ 本集贊助:【聯邦銀行 綠卡】 ...
「points of view」的推薦目錄:
- 關於points of view 在 NYDeTour Facebook 的最佳貼文
- 關於points of view 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於points of view 在 Facebook 的最佳解答
- 關於points of view 在 台客劇場 TKstory Youtube 的精選貼文
- 關於points of view 在 台客劇場 TKstory Youtube 的最佳貼文
- 關於points of view 在 台客劇場 TKstory Youtube 的最佳解答
- 關於points of view 在 BBC Points of View - Home | Facebook 的評價
points of view 在 貓的成長美股異想世界 Facebook 的最佳貼文
🌻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
points of view 在 Facebook 的最佳解答
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points of view 在 台客劇場 TKstory Youtube 的精選貼文
#斷食 #生酮飲食 #糖尿病
本影片內容為與家醫科李思賢醫師討論分享,若想嘗試斷食,請先詢問醫療與營養專業人士。
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人生的每一天都是實驗,不管成功失敗,對或錯,總是想帶來美好的改變...
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人生的每一天都是實驗,不管成功失敗,對或錯,總是想帶來美好的改變...
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points of view 在 BBC Points of View - Home | Facebook 的推薦與評價
BBC Points of View. 6871 likes · 16 talking about this. Letting viewers have their say on the BBC's television programmes since 1961. Posts and messages... ... <看更多>