【 REVIEW + GIVEAWAY 】1 Box x Mid-Autumn Traditional Set! 🤩🤩
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Mid-Autumn Festive is just round the corner, on 21st Sept. Enjoying the full moon evening with family and friend, savouring mooncakes, sipping tea, and playing Chinese Chess, why not? WHIMS BY RED NOSE got you covered. 🥰🥰
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Their Mid-Autumn Sets comes with personalization, you can customize by engraving Chinese surname on it. It’s great for personal, gifting, and as corporate gifts as well. Watch till the end to find out the giveaway set! ✨✨
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Mid-Autumn Luxury Set consists of:
🥮 1x Traditional White Lotus Paste with Yolk
🥮 1x Traditional Red Bean with melon seed
🥮 1x Traditional Green Tea with melon seed
✨ 1x Premium Tie Guan Yin Chinese Tea with Tea Canister & Red pouch
✨ 2x Wooden teacup with FREE Chinese surname engraving
✨ 1x Mooncake Cutting Knife & Fork Set
✨ 1x Handwritten Message Card
✨ 1x Reusable Wooden Suitcase with Chinese Chess Board Set
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【 GIVEAWAY 】1 Box x Mid-Autumn Traditional Set! 💥💥
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🥮 1x Traditional White Lotus Paste with Yolk
🥮 1x Traditional Red Bean with melon seed
🥮 1x Traditional Green Tea with melon seed
🥮 1x Traditional White Lotus with melon seed
✨ 1x Handwritten Message Card
✨ 1x Reusable Premium Wooden Box
✨ 1x Recyclable Mooncake Paper Bag
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How To Win?'
Head over to @sunshinekelly2988 Instagram to join ya.
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Terms & Conditions
1. This giveaway starts now and end on 15th Sept, 2021.
2. The prize will be sent to the winner by 17th Sept, 2021.
3. Multiple entry is allowed but each round must tag different friends.
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Join ya! All the best! 😘😘
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#whimsbyrednose #midautumnfestival #mooncakeset #mooncakegiveaway #sunshinekellygiveaway
同時也有189部Youtube影片,追蹤數超過59萬的網紅NotebookSPEC,也在其Youtube影片中提到,โน๊ตบุ๊คที่ครบครันที่สุด ในขนาดที่กะทัดรัด พร้อมออปชั่นสุดครบพับจอได้แบบ 2-in-1 แถมปากกาวาดเขียนได้ตามใจ รองรับ Dolby Vision และ Dolby Atmos แถมยังมาพ...
free on board 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻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
free on board 在 Facebook 的精選貼文
[7th Hong Kong Internet Governance Forum] (HKIGF)
Fake News Law: Effective to combat online disinformation?
Date: 15th Sep, 2021 (WED)
Time: 19:00 - 21:00 HKT (11:00 - 13:00 UTC)
Venue: Zoom meeting room (the link will be sent to your email address ) & ISOC HK Facebook
Language: English
Moderator: Edmon Chung - Board of Director, ISOC HK
Discussion Topic:
Fake news law: Effective to combat disinformation online?
立法打擊假新聞,效用大唔大?
The HKSAR government is considering to implement "fake news" law to combat disinformation, especially on online media platforms and social media, due to the appearance of a considerable amount of misinformation and disinformation online. However, some voiced out it might undermine freedom of speech, freedom of press and free flow of information online. Is legislation an effective way to combat "fake news" online? What impact will it cause to the media and online community? What can we learn from "fake news" law in other countries?
Speakers:
Mr. Benjamin Ang - Senior Fellow, S. Rajaratnam School of International Studies (RSIS), Nanyang Technological University (NTU)
Mr. Ronson Chan 陳朗昇 - Chairperson, The Hong Kong Journalists Association (HKJA)
Mr. Raymond Li 李文 - Director, Institute for Journalism and Society (IJS), Hong Kong Baptist University (HKBU)
Mr. Charles Mok 莫乃光 - Director, Tech for Good Asia
In this edition of HKIFG, we have invited experts from different aspects, namely journalist, Hong Kong scholar, IT professional and Singaporean scholar, to talk about their observation and opinion on the potential implementation of "Fake News Law" in Hong Kong. We aim to explore the topic through different perspectives and try to cast new light to the topic by including a case study of a similar enactment in Singapore.
Register here:
https://docs.google.com/forms/d/e/1FAIpQLSc3K8oojg80xFZQb96KXgF7eVnCdlLFe3vxG3FI81MV1eziwQ/viewform
#HKIGF #FakeNewsLaw #Misinformation #Disinformation #ISOCHK
free on board 在 NotebookSPEC Youtube 的最佳貼文
โน๊ตบุ๊คที่ครบครันที่สุด ในขนาดที่กะทัดรัด พร้อมออปชั่นสุดครบพับจอได้แบบ 2-in-1 แถมปากกาวาดเขียนได้ตามใจ รองรับ Dolby Vision และ Dolby Atmos แถมยังมาพร้อม Office Home and Student 2019 กับสเปคจัดเต็มด้วยขุมพลัง Intel® Core™ i7 Processor แรม 16GB และ SSD ถึง 1 TB ทั้งหมดนี้ใน Lenovo YOGA 7i ด้วยราคาค่าตัว 39,900 บาท
รายละเอียดสเปค
- CPU : INTEL CORE I7-1165G7
- RAM : 16 GB DDR4 3200MHz (ON-BOARD)
- STORAGE : 1 TB PCIe/NVMe M.2 SSD
- DISPLAY : 14" FULL HD IPS GLOSSY TOUCH-SCREEN WITH LENOVO DIGITAL PEN
- VGA : INTEL IRIS XE GRAPHICS (INTEGRATED)
- OS : WINDOWS 10 HOME + OFFICE HOME & STUDENT 2019
#Lenovo #YOGA #NBS #NotebookSPEC
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อ่านรีวิวเต็ม & ดูสเปคและราคา
→ https://notebookspec.com
ค้นหาโน้ตบุ๊คเล่นเกม
→ http://bit.ly/NBGaming
ค้นหาโน้ตบุ๊ครุ่นล่าสุด
→ http://bit.ly/NBSearch
จัดสเปคพีซี สเปคคอมเล่นเกม
→ http://bit.ly/NBSspecpc
--------------------------------------
► ติดตามเราได้ที่ ◄
Youtube : https://www.youtube.com/c/notebookspec
Facebook : https://www.facebook.com/notebookspec
Twitter : https://twitter.com/notebookspec
Line: @NotebookSPEC
ติดต่อโฆษณา/รีวิว : [email protected]
free on board 在 てぬキッチン/Tenu Kitchen Youtube 的最讚貼文
〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓
\新刊!魔法のてぬきおやつの続編が発売になりました♪/
『材料2つから!オーブン不使用!もっと!魔法のてぬきおやつ』
↓↓
https://www.amazon.co.jp/dp/4847070267
電子版も同時発売になりました!
↓↓
https://www.amazon.co.jp/gp/product/B08T14M8HH
\お陰様で再度重版していただき10万2千部に!本当に本当にありがとうございます!/
『世界一ラクチンなのに超美味しい!魔法のてぬきごはん』
↓
https://www.amazon.co.jp/dp/4847099621
\15万8千部突破!!お菓子レシピ本大賞♪/
『材料2つから作れる!魔法のてぬきおやつ』
↓
https://www.amazon.co.jp/dp/484709879X/
Amazon、その他ネット書店、全国の本屋さんで販売していただいております!
ぜひチェックしていただけると嬉しいです♪
〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓
▽〝ガリバタチーズしいたけ〟の詳しいレシピはこちらのブログから♪
『てぬキッチンのブログ』⇒ https://www.tenukitchen.com/entry/2021/04/23/212202
▽twitterもやっているので、もし『てぬキッチン』のレシピをお試し頂いたら、#てぬキッチン をつけて投稿してもらえると嬉しいです♪
『てぬキッチンのtwitter』⇒ https://twitter.com/tenu_kitchen
【ガリバタチーズしいたけ】
今日は、簡単で美味しいしいたけレシピ『ガリバタチーズしいたけ』を作りました!
しいたけにバターと少量のニンニクとチーズをのせトースターで焼いて、醤油と一味を垂らして完成!
ガーリックバターがジュワーとしいたけに絡んで、たまらない美味しさ!!糖質オフでおつまみにもピッタリ!包丁まな板いらずで速攻できるのでぜひぜひお試しください!
〈材料〉4個分
しいたけ 4個
バター 適量
にんにくチューブ 適量
ピザ用チーズ 適量
醤油と一味 トッピング用
▽チャンネル登録はこちらから♪
⇒http://www.youtube.com/channel/UC1HZhN0HjriRUhqH7wGyRQg?sub_confirmation=1
【Garlic butter Cheese Shiitake】
Today, I made a simple and delicious shiitake recipe "Garlic butter Cheese Shiitake"!
Put butter, a small amount of garlic and cheese on shiitake mushrooms, bake in a toaster, and add soy sauce and a gang to complete!
Garlic butter is entwined with juwa and shiitake mushrooms, and it's irresistible! !! It's sugar-free and perfect for snacks! You can have a quick attack without using a kitchen knife cutting board, so please give it a try!
〈INGREDIENT〉4 pieces
4 shiitake mushrooms
Appropriate amount of butter
Garlic tube suitable amount
Appropriate amount of cheese for pizza
For soy sauce and gang toppings
▽Subscribe to my channel♪
⇒http://www.youtube.com/channel/UC1HZhN0HjriRUhqH7wGyRQg?sub_confirmation=1
◎お仕事の依頼等はこちらまで→tenukitchen_tenukin@yahoo.co.jp
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楽曲提供:フリーBGM DOVA-SYNDROME by http://dova-s.jp/
効果音素材:ポケットサウンド – https://pocket-se.info/
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free on board 在 DJ Macky Suson Youtube 的精選貼文
Marina Bay Sands Premier Room Harbour View #Shorts
Key Features
•
44 sqm
•
Deep-soaking bathtub
•
Located on L40 and above, facing sea
Room Features
•
42’’ interactive flatscreen TV
•
Cable channels (free) and movies on demand (charges apply)
•
Executive work desk
•
In-room safe
•
Complimentary high-speed Wi-Fi
•
Iron and ironing board
•
Complimentary selections of minibar items
•
Breakfast is not included for this room type unless the Bed and Breakfast offer has been selected
•
44 sqm
•
Located on L40 and above, facing sea
Bath Amenities
•
Luxury bathroom amenities
•
Waffle bathrobes
•
Hair dryer
•
Deep-soaking bathtub
•
Glass-enclosed shower
Exclusive Privileges
•
Access to Sands SkyPark Observation Deck and Infinity Pool
•
Entry to award-winning Banyan Tree Fitness Club
•
24 hour in-room dining service
free on board 在 什麼是離岸價? What is free on board (FOB)? - 全球紡織資訊網 的相關結果
離岸價的英文全名是free on board,簡稱FOB,是國際貿易中交易條件(terms and conditions of the transaction)的一種,又稱為「船上交貨價格」。 ... <看更多>
free on board 在 船上交貨- 維基百科,自由的百科全書 的相關結果
船上交貨,簡稱為FOB(Free On Board 或Freight On Board的首字母縮寫),是國際貿易中常用的貿易術語之一。 按「船上交貨」進行的交易,買方負責派船接運貨物,賣方應 ... ... <看更多>
free on board 在 常用國際貿易條件說明- FOB(Free On Board)船上交貨 的相關結果
FOB (Free On Board). 船上交貨(需指定裝運港). (1)海關習稱離岸價格,使用本條件報價 ... ... <看更多>