วันนี้มีครอบครัวชาวสวิส ที่เดินทางมาด้วยรถบ้านแวะมาที่ไร่กุฎาคาร จึงชวนเขาร่วมรายการคุยกับวิกรมตอนเวลา 16:00 ด้วย เป็นเรื่องราวที่น่าสนใจว่าพวกเขาขายบ้านขายบริษัทแล้วย้ายมาอยู่อาศัยในรถบ้านเพื่อเดินทางจากยุโรปมาเอเชีย และกำลังจะไปอเมริกา เราจะมาคุยกันเรื่องราวของชีวิตการเดินทางของครอบครัวสวิสนี้กัน เชิญแฟนคลับทุกคนส่งคำถามมาได้เลย……..
Today, Swiss family traveling by motor home visits Baan Kudakan, Khaoyai. They will join my Facebook LIVE at 16:00 hrs. It's an interesting story that they sold their houses, sold their companies, and then living in a motorhome to travel from Europe to Asia and then to America. Let's talk about this Swiss family's travel life. Fanclub please send the questions for them on LIVE!! See you at 4 PM
同時也有52部Youtube影片,追蹤數超過9萬的網紅Smart Travel,也在其Youtube影片中提到,#bangkoklockdowns #thailandlockdowns #曼谷通關 #泰國通關 #曼谷自由行 #最新曼谷交通攻略 #bangkoktransportation #bangkokairportsuvarnabhumi #motorbikebangkok #SaphanTaksin #...
「travel companies」的推薦目錄:
travel companies 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻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
travel companies 在 eCloudvalley Facebook 的最佳貼文
Since our establishment in 2013, eCloudvalley has gradually expanded quickly throughout the Asia Pacific region, including Taiwan, Hong Kong, Singapore, Malaysia, Indonesia, the Philippines, Thailand, and Vietnam over 14 countries.
With our global footprint, We aim to provide a holistic cloud technology services to help enterprises at all levels to achieve digital transformation. Heretofore, we have served customers coming from a wide range of industries such as the public sector, media, gaming, financial, travel, or startup companies.
The future holds great promise for us as we strive to become your best partner on the digital transformation journey.
travel companies 在 Smart Travel Youtube 的最佳貼文
#bangkoklockdowns #thailandlockdowns #曼谷通關 #泰國通關 #曼谷自由行 #最新曼谷交通攻略
#bangkoktransportation #bangkokairportsuvarnabhumi #motorbikebangkok #SaphanTaksin #中文字幕 #CC #englishsubtitles
Hello大家好, 我叫阿Tsar,
相信亞洲最快解封的就是泰國
因為公司已經委派任務給我, 六月尾我會去泰國
除非到時有突發事件發生, 要取消航班
所以今日同大家分享是去曼谷機場出市區
除了搭的士, 就有更多便宜的選擇, 就是機場快線
繼而可以轉乘空鐵BTS, 或是地鐵MRT
除了講曼谷機場交通之外
亦都會講旅遊時候在市內的交通, 最常見幾種交通工具
例如有取代了 Uber的grab、 Tuktuk、電單車等等
曼谷的士最多可以載五個人, 有些會較大型, 但較少量
泰國的士顏色代表不同車行公司管理,
沒什麼特別意義,不需特別拘泥於顏色選擇。
但車頂上面的英文「Meter」招牌, 就一定要認住
因為是用咪錶正路的的士, 有些不正路的司機, 會開天殺價
那麼你就不應該上車, 例如如果曼谷新機場Suvarnabhumi Airport,
搭的士出市區, 大約400THB 大概是100hkd,
如果他們不跟咪錶, 價錢可以任由他說, 分分鐘要double
如果你是三個人或以上一起搭的話, 我當然會建議你搭的士吧
假使你一兩個人, 我建議你搭機場快線ARL出市區
但如果你是搭廉航的話, 請你睇清楚自己是否在新機場到境
因為好多廉航著陸在舊機場, 是沒有機場快線,這個是溫馨提示
溫馨提示還有兩件事, 第一就是每個入境泰國的人
需要攜帶 2 萬泰銖、家庭則需要 4 萬泰銖。
或可用其他國家等值貨幣代替
假設香港人, 每個人是要帶接近5000hkd, 或家庭的10000hkd
所以如果你帶不夠錢, 實在有機會被人懷疑你是黑工
分分鐘拒絕你入境,
海關雖然不是每個人都查, 但是都會抽查
如遇上抽查又沒有足夠現金,可試向入境人員解釋會在當地提款機付款,
再提供酒店住宿、回程機票等資料,也有望獲通融。
另一個溫馨提示就是, 任何人士在境內購買、使用吸食、進出口電子煙皆一律違法。
最高可判5年監禁或不超過50萬泰銖(約12萬港元)罰款,或兩者並罰。
當你拿回行李, 出到到境大堂, 就見指示牌去BF
ARL機場快線買車票的時候, 你首先要決定,
之後你想轉乘BTS 抑或 MRT 去你的酒店
因為ARL 落車的站 BTS 和 MRT是有所不同的
如果你住的酒店是 BTS站 附近,就搭到 Phaya Thai站轉 BTS 空鐵去到你酒店,
如果你住的酒店是 MRT站 附近,就搭到 Makkasan站轉 MRT 地鐵去到你酒店,
曼谷機場快線的站是A1,
如果要轉MRT, 就搭到去 A6站, 35THB=9hkd, 22分鐘
機場快綫A6 Makkasan站落車,再轉地鐵MRT
如果要轉BTS, 就搭到去 A8站, 45THB=11hkd, 26分鐘
我記得由機場快線落車去Phaya Thai站,
再轉搭BTS, 都叫做Phraya Thai站
但我記得在Praya Thai站有好多樓梯要行的
如果你去的時候已經有好多手提行李, 那麼你自己想想是否太麻煩
所以大家在香港book酒店的時候要清楚這一點
究竟你的酒店近BTS或MRT,
如果你在離境當日, 已經買了很多東西,
我建議你由酒店一程車去機場, 這些錢就不好慳啦
當你在機場快線ARL售票機的時候, 首先選擇語言
第二步你要選擇落車地點, 就好似是Phaya Thai站抑或Makkasan站
然後再選買幾多張飛, 一個人一張,如此類推
售票機的右手面即時顯示, 你要落車的地方和價錢
售賣機是接受硬幣和紙幣, 那麼你就可以入錢
然後售賣機就會吐出一個token塑膠幣, 就是你一程的車票
然後就可以入閘, 你不需要看我在哪裏上車
因為當天上車, 我是在 Hua Mak A4上車的,
Hua Mak 即相等於香港的東涌或青衣啦,
我在那裏上車匙因為公司book的酒店是在這裏附近
如果你們在曼谷機場是要從A1上車的,ok!
機場快線車廂裏面都好乾淨, 望落跟香港的地鐵差不多
所以大家如果是精明消費的朋友, 機場快線除了的士之外的另類選擇
由於當日我要搭地鐵MRT, 這裏路牌指示都非常清楚
一落車如果覺得口渴, 周圍都有大家好掛住的泰式奶茶
如果你轉乘MRT, 這個地鐵站名叫做 Phetchaburi站
下一個站就是Sukhumvit地鐵站, 即是Terminal.21附近
在BTS叫Asok站, 大家相連的
我意思是說如果你住在Terminal 21附近的酒店
你出街要搭BTS的時候, 都可以在這裏搭車去其他地方
非常之方便, 落到去MRT買票, 都好像香港搭地鐵一樣啦
如果你就要去翟道翟, 搭MRT,
翟道翟地鐵站名叫kamphaeng phet
好車站裏面都有Super rich換錢
千萬不要在機場換super rich, 會貴很多
當然你在香港出門之前會有兌換少少泰幣啦
到步當晚, 可能你在酒店附近逛街shopping或按摩啦
第二日的交通費, 我這裏有些少貼士同大家分享
Rabbit Card兔子卡, 相等於我們香港的八達通
兔子卡(Rabbit Card)只能用在曼谷BTS搭乘,
並不能使用在曼谷地鐵(MRT)系統,
Rabbit Card初次買卡費用為200THB,
含有100泰銖搭乘車資儲值,使用期限是5年,
增值金額最少為100泰銖,最多4千泰銖,
除了泰國BTS外,也能在部分快餐店或者連鎖超市付款,非常方便!
此外,兔子卡(Rabbit Card)也有分為大人卡、小童、老年人、學生卡
外一種就是BTS的一日券, 必須要在售票處購買,
價錢是140THB, 某些公司都有代購
當日任何時間用直至當晚凌晨12點為止,
如果你一日之內會用到三四次已經回本
除了因為可以節省搭車費之外, 另外最重要解決的問題
就在繁忙時間不需要排隊買票,
所以大家可以考慮下,
如果你買單程車票,買的步驟好簡單啦
首先看看地圖你要去的地方收費
然後在買票機按你個銀碼,
再投入硬幣或紙幣,然後攞飛, 就可以搭車啦
BTS 有兩條主要路線,分別是深綠色的Silom Line和淺綠色的Sukhumvit Line。
2020曼谷空鐵 BTS 沿線熱門景點, BTS Sukhumvit 蘇坤蔚線
有以下站名, Siam、Chit Lom、Mo Chit、Asok站
Siam(暹羅站)為曼谷百貨公司聚集地,
聚集了非常多美食、精品、咖啡廳、流行服飾、運動用品店
高檔的有Siam Paragon、中價的Siam Square
和Siam Center、Discovery Center等購物商場,
而且這個站有bts可連結Chit Lom站,可通往Central World、四面佛等。
霓虹夜市Talad Neon Night Market、Big C Supercenter、曼谷水門市場等等
BTS 深綠色的Silom缐, 主要站有 National Stadium、Sala Daeng、Saphan Taksin站
National Stadium站可通往BACC曼谷藝術及文化中心、
也可以從這裡通往TOKYU東急百貨、MBK Center、Siam Square。
Sala Daeng站最知名的景點莫過於Patpong Night Market了!
是曼谷夜生活的景點
Saphan Taksin站附近有石龍軍路食街, 我曾經介紹過
亦都有曼谷中央碼頭,可以在此搭船
玩曼谷前往大皇宮、鄭王廟、臥佛寺、Asiatique碼頭夜市等,
好多泰國曼谷知名景點都要從這邊轉搭船前往!
至於交通圖的深藍色線就是MRT地鐵
看完我影片之後, 你們就不用每次搭的士
除了空鐵和地鐵都會比搭的士便宜之外
曼谷搭的士有兩個問題, 第一可能的士司機會兜路
第二曼谷的士非常塞車嘅
除了的士、BTS、MRT以外, 曼谷市內亦都可以搭Grab
即是之前的Uber, 下載跟用的介面都差不多
電單車每2公里40Bath, 這個方法香港人好少用
適合短程, 我自己就搭過兩次, 其實都安全的
而且泰國政府指定穿著橙色背心的電單車司機要經過考核
但是講到底, 香港人條命都是矜貴些, 所以輕輕介紹一下
另外一種交通工具是Tuktuk, 相信好多人都搭過
Tuktuk和電單車一樣, 都只適合短程, 所以發應該多過50bath
如果貴過50bath, 我建議你寧願搭回的士或地鐵較好
如果想知曼谷有什麼值得平價吃、買、玩
那麼你就要看我的曼谷播放清單,
這些影片的留言在置頂, 會有一條link,
就會有我的曼谷播放清單, 超過50條影片, 陸續更新
希望大家多多支持啦, 今次講住咁多先,
星期六會直播,我最近看過的書籍,跟大家分享
暫時不會再講鬼故啦, 盡可能做到知識共享
如果你們對某些話題有興趣, 可以隨時留言給我
我會找相關的書籍跟大家分享, 今次講住咁多先啦,88
I believe Thailand is the earliest to set for the lift of all business and activity lockdowns .
Because my company has delegated tasks to me, I will go to Thailand at the end of June.
Unless there is an emergency at that time, the flight will be cancelled.So today I’m going to share with you that cheapest way to get to city from Bangkok Airport .Other than taxi, there are chaer options, Airport Rail Link ARL.Then you can transfer to the skytrain BTS or subway MRT .
Besides Bangkok airport traffic, I also talk about the most common types of transportation in the city.For example, there are Grab, Tuktuk n motorcycles.Bangkok taxis can carry up to five people, some will be larger, but not many.Thai taxi colors represent management of different car companies,
, .................
成為這個頻道的會員並獲得獎勵:
https://www.youtube.com/channel/UCIuNPxqDGG08p3EqCwY0XIg/join
請用片右下角調4K睇片。
travel companies 在 Cakes with Faces Youtube 的最讚貼文
A round-up of train passes in Japan, that could save you money compared to the Japan Rail Pass, including the Flex Ticket, Platt Kodama, regional JR Passes and discount packages for tourists.
GET MY JAPAN TRAVEL GUIDEBOOK: https://www.cakeswithfaces.co.uk/product/japan-travel-guide-book/
The Japan Rail Pass (JR Pass) is a great way of paying for your trains if you're travelling around Japan. It's excellent value compared to individual tickets for the shinkansen (bullet train). However, at £230 it does add a lot to your budget. Here are some alternatives to the JR Pass that might save you money, especially if you're just visiting one area of Japan (eg Hokkaido, Kyushi, Kansai or Tohoku). There are various options including regional passes, the Tokyo Wide Pass for day trips from Tokyo, the Flex Ticket from JR Tokai Tours and the budget Platt Kodama for the bullet train. There are also discount train ticket packages for popular tourist destinations from Japanese rail companies (eg passes from Tobu and Odakyu Railways, like the Hakone Free Pass and passes for Nikko).
***SUBSCRIBE for more Japan videos on Thursdays.
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#japan #jrpass #japanrailpass #japanesetrains
travel companies 在 fio Chiu Youtube 的精選貼文
Disclaimer: This is not a sponsored video.
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[Products Mentioned]
{B A S E}
TooFaced Hangover Primer (travel size) $125
{C O R R E C T O R}
BECCA Under Eye Brightening Corrector (Medium to deep) $245
{F O U N D A T I O N}
*Kevin Aucoin Skin Illuminating Foundation (Light EF-04) $460
*Bobbi Brown Intensive Skin Serum Foundation SPF40 (Beige) $570
{C O N C E A L E R}
Cle De Peau The Concealer SPF 25/PA+++ (beige) $550
NARS Radiant Creamy Concealer (Custard) $260
{P O W D E R}
Make Up For Ever Ultra HK Pressed Powder (Translucent) $310
Laura Mercier 柔光透明蜜粉 $370
Disclaimer:
Products marked with (**) are paid to be mentioned.
Products marked with (*) are gifted by brands.
Products with no markings are purchased on my own.
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For any enquiries, please contact me at
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Thank you!!
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Rank Company Headquarters 2019 sales No...
1 Expedia Group Bellevue, Washington $99 billion 24,0...
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