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

🌻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

In 2017, FUJIFILM launched the first medium format camera - GFX50S, and finally launched GFX50S II today after 4 years waiting. Although the second generation is used along the same 50MP Sensor, it is replaced by the GFX100S body design. The T125 is replaced with a new battery W235, and the power is multiplied; also used the same X-Processor 4 like GFX100S too, so that made the system is integrated; With the new design of GFX100S 5-axis 6 stops IBIS, equipped with specific lenses, the stabilisation can go up to 6.5 stops.

Once I was a user of the GFX50S, I was introduced to the X-Photographer team when GFX series was launched, . The impression of this machine is particularly profound. In the past week of using the prototype GFX50Sii, i have a little experiences would like to share.

The picture quality of this machine is absolutely unquestionable, although there is no 100S BSI Sensor focusing system that fast, but it is clearly improved with the first generation 50S focus system, especially in low light environment. The eye's focus sensitivity is also more than whole GFX50 series, there is no high speed and slow continuous shooting but 3shots pre second, and the picture is as detailed with the GFX50S.

The Dynamic Range of GFX50S II only have 12stops (GFX100S 14stops), RAW file is only 14-bit (GFX100S Up to 16-bit), but it is actually very sufficient for general users. Since 50S II has an IBIS system, the Pixel Shift function is retained, and can merge up to 200MP image, which is suitable for products, landscapes, and architecture photograph.

Due to the previous generation of sensor, the filming system can only reach 1080p 30fps, there is no 4K shooting. If you want to do video with this camera, you should consider it.

The price will be cheaper than GFX50R when it first released, I believe it will become the most attractive "entry" medium format camera in the market!

JPG file editied with Capture One Pro 21
Lighting by Profoto B10 LED with OCF Gel kit

Fujifilm UK & Ireland Fujifilm Global Fujifilm X Series US FUJIFILM Hong Kong Fujifilm X Singapore FUJIFILM Malaysia Fujifilm Philippines Fujifilm Danmark FUJIFILM X WORLD

https://youtu.be/joUhGp9xj3E

Lai Yee's Kitchen- Pandan Chicken Mel's style

Thailand again. We can never get enough of Thailand and their food.
Today I want to challenge myself to make my very first pandan chicken.
It turns out to be quite "pro" .. What I will do next time is to make the chicken thiner and slightly longer and roll up a little before I wrap with the pandan leaf. Definitely not in a big chunk size. That way all the flavours and marination will be in between the meat and It will make the chicken more juicy and flavourful.

Ingredients (enough for 6 of us):
. Pandan leaves around 20 to 30 leaves
. 1 kg chicken fillets
. oil for deep frying

For the marination:
. 5 cloves garlic
. 2 cm turmeric (Typo in my video -Oops!)
. 3 tbsp lemongrass
. 5 shallots
. 5 cm ginger (I didn't have fresh ginger and I used powder
. around 10 white peppercorns
. 2 tbsp soy sauce
. 2 tbsp oyster sauce
. 1 tbsp Tamarind juice
. 2 tbsp palm sugar or brown sugar
. 2 tbsp coconut milk
. 2 tbsp white sesame
. 1 tbsp sesame oil
. 4 coriander roots
* Blend all to a smooth paste.
* It was not funny, I accidentally deleted a part of my video and cant find it back.. So my video didnt have some of the ingredients in the clip. Apology!
* Add-on : If I am not cooking for the kids, I will add on chili to be grinded together.

For the dipping ingredients :
. 3 cut chili padi
. 3 tbsp cut shallots
. 2 tsp fish sauce
. 1 tbsp soy sauce
. 5 lime juice
. chopped coriander (I didnt show in video)
* Mix up and serve

It was so good though. I wonder if I can make a tom yam flavour version. I will definitely try soon. What is next for Thai food?

Alright, do take care. Stay positive and cook with your family. It helps to keep ourselves sane and focus. Cooking and dressing up at home are also good ways to de-stress!

#melindalooi #melindalooirtw #melindalooicouture #fashionfood #melcooks #lalacooks #laiyeekitchen #dressupathome #makeupathome #stayhome #staysafe #pandanchicken #homecook #selflove

My grinded fresh spices are from Pasar Besar TTDI Mix &Match's vendor Lizar Chili (you can search in Grab market- Pasar Besar TTDI Mix & Match). They have the best Bawang Goreng(no joke, BEST), Bawang Putih Goreng and pre-mix cooking spices. #supportlocal #melcares

For this episode, we demolished a 5KG Christmas Feast in the comfort of my home, courtesy of Cheers! Cheers generously sent a whole host of food straight to my doorstep, a Season’s Miracle Set ($200 net) and a Traditional Roasted Whole Turkey with Truffle Chestnut Stuffing ($83 net). The set serves 4-6 people comfortably while the turkey easily weighed close to 4KG.

Each dish came neatly packed in clear containers and the turkey was foil-wrapped to retain heat and moisture. Conveniently, the sauces (most of the dishes come with one) were packed separately and utensils were provided. It even came with a mixing bowl for the salad and tongs for tossing.

Flavour-wise, all the components were very good, but the standout dishes would be the Christmas Cobb Salad and Roasted Whole Turkey. The salad contained a delicious assortment of protein and greens, including smoked duck and tuna, elevated by the richness and creaminess of the added avocado and the Thousand Island dressing.

The turkey was huge, moist and tender. When I pulled the pieces apart, they dripped with turkey juices that made a luxurious mess on the pan. The bed of vegetables that the turkey came with soaked up all these juices that made them a splendid treat in between the turkey. The stuffing was so meaty and savoury that I initially thought it was sausage, but it was actually a truffle chestnut stuffing.

The Season’s Miracle Set comes with:
1. Christmas Cobb Salad comprising of Turkey Ham, Smoked Duck, Tuna Flakes, Hard-boiled Eggs, Avocado, Sweet Corn, Mixed Nuts, Tangy Thousand Island Aioli
2. Pasta Puttanesca with Olives, Capers, Anchovies and Tomato
3. Truffle Potato Gratin with Herbs and Parmigiano Reggiano
4. Market Seafood Boil with Louisiana Cajun Sauce
5. Roasted Norwegian Salmon Fillet with Aromatics served with Roasted Vegetables and Citrus Dill Butter Sauce
6. Breaded Chicken Roulade, Roasted Shallots with Herbs and Raisin Jus
7. Char-grilled Mediterranean Vegetable Kebab with Dukkah Spice
8. A Festive Dessert Platter containing Assorted French Pastries with Chocolate Eclairs and Berries
9. Choice of Coca-Cola, Iced Lemon Tea or Jasmine Green Tea

Pre-order this set and the Whole Roasted Turkey at any one of these 49 Cheers and FairPrice Xpress outlets: https://bit.ly/CheersDeli

Cheers Facebook - facebook.com/CheersSG/
Cheers Instagram - instagram.com/cheers_sg/

Connect with us!
Facebook - https://www.facebook.com/zermattneofls
Instagram - http://instagram.com/zermattneo
http://instagram.com/teegongborpi

This stir fried mee sua (干炒面线 in Chinese) recipe is a super easy stir fry noodle dish to execute. I know I know, I always say the same thing (I probably also said this line before) but it's really really really true! The catch is, it's simple if you're using pre-fried mee sua which I will elaborate below.

Mee sua (also spelt mi sua, misua, mee suah or miswa) is a type of noodles made from wheat flour. Originated in Fujian, China, these noodles are usually eaten with soup but lately, there is a trend of serving stir fried mee sua. Stir fried mee sua is prepared by using deep-fried mee sua. Mee sua that's not deep-fried is white in colour so after it has been deep-fried, it will turn a beautiful golden brown. As there is a growing demand for pre-fried mee sua, you should be able to find readily fried mee sua from your local supermarket or Asian market. If not, simply get the usual mee sua and deep fry it yourself. It's pretty simple actually - just a little troublesome.

See the ingredient list below for your easy reference.

We would like to give special thanks to Shogun by La Gourmet for letting us try out their high quality non-stick pan in the video. If you like to buy them, you can go to any of the major departmental stores in Singapore such as Isetan, Robinsons, Takashimaya, BHG, OG, Metro or Tangs. This brand is also available in most major departmental stores in Malaysia. La Gourmet products are also sold in Philippines and Indonesia.

Hope you can recreate this yummy dish in the comfort of your home. Thanks for dropping by our channel.

Please subscribe to stay tuned to our home cooking videos.

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Thanks for watching! See you soon.

xoxo
Jamie
on behalf of Spice N’ Pans

Ingredients:
Serves 3 - 4 pax

Some cooking oil
120g of prawns - cut into halves & deshelled
1 medium size red onion
3 cloves of chopped garlic
4 pcs of dried mushrooms - rehydrated & sliced thinly
0.5 cup of water
1.5 tablespoons of oyster sauce
2 tablespoons of light soy sauce
200g of deep fried mee sua - softened
150g of char siew - cut into strips
1 tablespoon of premium dark soy sauce
1 - 2 stalks of spring onions
1 teaspoon of sesame oil
A few dashes of white pepper

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If you like this recipe, you might like these too:

Braised Pig’s Stomach w/ Mushrooms & Sea Cucumber
https://youtu.be/zj_JkAx7n7A

Lotus Leaf Rice
https://youtu.be/NKFoCtnzQnM

Fish Maw Seafood Soup
https://youtu.be/bPVnQMfp9xM


Disclaimer:
Spice N' Pans is not related to these products and cannot guarantee the quality of the products in the links provided. Links are provided here for your convenience. We can only stand by the brands of the products we used in the video and we highly recommend you to buy them. Even then, preference can be subjective. Please buy at your own risk. Some of the links provided here may be affiliated. These links are important as they help to fund this channel so that we can continue to give you more recipes. Cheers!