巴黎著名人權和宗教自由律師、學者帕特里夏·杜瓦爾觀察到,當她第一次得知太極門案時,對台灣政府忽視國際批評風險感到驚訝。另一方面,她在法國的經歷告訴她,有時宗教和精神少數派的反對者並沒有考慮到這些風險。杜瓦爾指出,台灣於 2009 年批准並將《公民權利和政治權利國際公約》(ICCPR)和《經濟、社會和文化權利國際公約》(ICESCR)納入其國家法律。這些,正如歐洲人權法院和其他國際司法管轄區所解釋的那樣,包括在稅收和宗教自由決定中,
Patricia Duval, a well-known Paris human rights and religious liberty attorney and scholar, observed that when she first learned of the Tai Ji Men case, she was surprised that the Taiwan government was ignoring the risk of being criticized internationally. On the other hand, her experience in France told her that sometimes opponents of religious and spiritual minorities do not take these risks into account. Duval noted that Taiwan in 2009 ratified and included in its national law the International Covenant on Civil and Political Rights (ICCPR) and the International Covenant on Economic, Social and Cultural Rights (ICESCR). These, as they have been interpreted by the European Court of Human Rights and other international jurisdictions, including in tax and religious liberty decisions, should have been applied to the Tai Ji Men case and led to its solution, but they didn’t.
“人權無國界”的聯合創始人兼董事威利·福特(Willy Fautré)表示,台灣是一個民主國家,但沒有一個民主國家是完美的。太極門案讓台灣有機會像照鏡子一樣看到其民主制度的不完善之處。Fautré 說,現在應該立即解決這個問題。
Willy Fautré, co-founder and director of Human Rights Without Frontiers, stated that Taiwan is a democracy, but no democracy is perfect. The Tai Ji Men case offers to Taiwan an opportunity to see, as if in a mirror, what is imperfect in its democratic system. It should now be solved, Fautré said, without delay.
https://bitterwinter.org/scholars-discuss-transitional-justice-tai-ji-men-case/
同時也有24部Youtube影片,追蹤數超過147萬的網紅decocookie,也在其Youtube影片中提到,this time, i made 6types of Kracie's popin'cookin' kits;) although i made these kits before, all of them are renewed, so please enjoy comparing previo...
including tax 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
including tax 在 Everything Jessica Facebook 的精選貼文
Check out this 🔥 deal from Walgreens! I grabbed two SheaMoisture Soaps for only 75¢ 😱
They’re currently BOGO 50% off, and there’s also a $5 off (2) SheaMoisture digital coupon. Altogether, my total was $1.75 including tax! I also had a $1 Reward to spend to bring the total down to 75¢ ✨🙌🏾
Like my page for more couponing tips ❤️
#everythingjessica #couponcommunity #coupons #walgreensdeals #momlife #savingmoney #couponing
including tax 在 decocookie Youtube 的精選貼文
this time, i made 6types of Kracie's popin'cookin' kits;)
although i made these kits before, all of them are renewed, so please enjoy comparing previous and renewed one.
very hot continue in Japan. take care of yourself too!
the voice of the cicada(higurashi) at the end of the video is that I took in the neighborhood;)
introduced kits
1st hamburger making kit, 270yen(including tax)about $ 2.46
2nd whip cake shop, 270yen(including tax)about $ 2.46
3rd japanese festival food making kit, 216yen(including tax)about $ 1.97
4th sushi candy making kit, 270yen(including tax)about $ 2.46
5th doughnuts making kit, 270yen(including tax)about $ 2.46
6th wagashi making kit(taiyaki and dango), 324yen(including tax)about $ 2.95
related videos play list
Japanese Interesting Souvenir 5 DIY Candy Kits Popin'Cookin'
https://youtube.com/playlist?list=PLbCLEHV0LvSLT9JHJzqPet2_0T2byKJGk
Chapters:
0:00 opening hamburger
7:00 japanese festival food candy kit
13:43 whip cake shop
19:51 sushi candy kit
24:36 doughnuts
29:37 taiyaki and odango
#decocookie、#popincookin、#DIYCandy
including tax 在 Ayasa channel Youtube 的最佳解答
【#thereasonwhy/#BangDream/#Morfonica】
👁With English Subtitles 🙇♂️Please share!!!!
📣Ayasa merch store
・For overseas🌎https://shop.buyee.jp/ayasa-shop?lang=en
・For domestic use 🇯🇵https://ayasa-violin.shop
▼Ayasaの旧所属事務所であるJUGGLERによる投稿です。
【ANISONG COVER NIGHT Vol.4 CD 発売】ついにCDが発売されました。
同時に【ANISONG COVER NIGHT Vol.1~4セット】と【Ayasaオリジナルロゴステッカー100枚セット】も販売開始しました。ぜひご利用ください!
👹CD released 🙇♂️Please share
・For domestic use 🇯🇵
https://ayasa-violin.shop
・For overseas🌏
https://shop.buyee.jp/ayasa-shop?lang=en
『ANISONG COVER NIGHT Vol.4』
💴¥3,000 (JPY / tax included)
◉[ 収録曲 ]
M1. マリオネット https://youtu.be/l1L2G7K59dU
M2. God Knows… https://youtu.be/x2OdAawTpXk
M3. 君がいない未来 https://youtu.be/k9lYnG97E50
M4. WILD EYES https://youtu.be/C38v0lVvwUE
M5. REVIVER https://youtu.be/1oE2IEr5oeQ
M6. この世界で https://youtu.be/rjxqKuAUQ_s
M7. D-tecnoLife https://youtu.be/SFh2fXpWrk8
M8. Magia https://youtu.be/R-xYL97pNxY
M9. ハレ晴レユカイ https://youtu.be/Cbj6NeSn1iI
M10. This game https://youtu.be/C1quIlIpaBU
M11. Ref-rain https://youtu.be/GpISVjeiy6k
M12. DADDY!DADDY!DO! https://youtu.be/IUfb6Ac2Sz4
M13. 夜に駆ける https://youtu.be/suTidytnw2w
M14. ノスタルジックレインフォール https://youtu.be/VO8PyYU0Jyg
M15. 海色 https://youtu.be/QoZEa2e6vgQ
※ジャケットは写真作家のHASEO氏です。
⭐️Rock Violinist Ayasa Launches Online Store for Overseas Purchases in Response to Fervent Requests from Fans Worldwide!!
With the videos of her covering anime songs on the violin becoming hot topics even overseas including in China, rock violinist Ayasa has been flooded with many offers from anime event organizers in various countries. In response to the strong requests from overseas fans wishing to purchase Ayasa’s official merchandise, Ayasa’s Official Merchandise Online Store, Ayasa SHOP, has launched its service to allow for purchases to be made from overseas.
https://shop.buyee.jp/ayasa-shop
※Language display can be changed from the tab on the top right hand side of the page. (8 languages supported)
Please note that the above link will bring you to the online store exclusively for purchases from outside of Japan. You will not be able to purchase from this store from within Japan.
Here, you will be able to purchase merchandise sold on the Ayasa SHOP in Japan. Merchandise both new and old, such as original T-shirts, tote bags, CD jacket design T-shirts and CD albums, will be available for purchase. Overseas fans who wish to purchase Ayasa’s official merchandise, please do check it out.
Official Website: http://www.ayasa-violin.com
⭐️摇滚小提琴家Ayasa(绚沙)为了满足全世界粉丝们的热烈要求,开始实施海外邮购销售!!
由小提琴演奏动漫歌曲的视频,中国包含在内在海外引起热门话题,并从各国动漫活动的邀请蜂拥而至的摇滚小提琴家Ayasa(绚沙)的官方周边邮购网站Ayasa SHOP上因从日本国外粉丝们的热烈要求而开始实施了从海外可以购买的服务。
https://shop.buyee.jp/ayasa-shop
※从网页右上角显示的语言列表,可以更换语言(8种语言)。
另外,正因其URL是为了从日本国外购买的专用网站,于是不能从日本国内购买。
在此可以购买日本Ayasa SHOP中销售中的商品,有原创T恤衫、手提袋、CD封面T恤衫、过去销售中的CD等等,新商品、旧商品并列销售中,想要购买Ayasa周边的海外粉丝们请不要错过。
官方网站:http://www.ayasa-violin.com
including tax 在 MindaRyn _ Youtube 的最讚貼文
ประกาศออกมาแล้ว!! สำหรับซิงเกิ้ลที่ 2 เพลง Like Flames ของ MindaRyn ศิลปินอนิซองชาวไทยจากค่าย Lantis ที่ได้เมเจอร์เดบิวต์ที่ญี่ปุ่นไปเมื่อเดือนพฤศจิกายน ปี 2020 โดยซิงเกิ้ลนี้มีกำหนดปล่อยในวันที่ 25 สิงหาคม 2021
Like Flames เป็นเพลงที่มีดนตรีในแนวร็อค ได้คุณ SACHIKO นักร้องนำและมือกีตาร์วงร็อคหญิงอย่างวง FLiP เป็นผู้แต่งเนื้อร้องและทำนอง โดยเพลงนี้จะได้เป็นเพลงเปิดทีวีอนิเมะเรื่อง “เกิดใหม่ทั้งทีก็เป็นสไลม์ไปซะแล้ว ซีซั่น 2 พาร์ท 2” มีกำหนดออกอากาศที่ประเทศญี่ปุ่นในเดือนกรกฎาคมนี้
นอกจากนี้ยังมีเพลง You and I ที่แต่งโดยคุณ Misaki จากวง SpecialThanks และเพลง Little Soldier ที่ครั้งนี้ถูกแปลเป็นเวอร์ชั่นภาษาอังกฤษ เพลงนี้เคยเป็นเพลงปิดทีวีอนิเมะเรื่อง เกิดใหม่ทั้งทีก็เป็นสไลม์ไปซะแล้ว พาร์ทที่ 2 ในซีซั่นแรกอีกด้วย
■สามารถสั่งจองได้ที่ลิงก์นี้
https://lnk.to/LACM-24139
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MindaRyn's 2nd Single "Like Flames" will be released on 25 August!
"Like Flames" is an energetic rock song written by SACHIKO, the vocal and guitar of the Girls Rock Band"FLiP". It will be the 2nd OP Theme of the animation "The That Time I Got Reincarnated As A Slime Season 2"!
▼CD order
https://lnk.to/LACM-24139
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MindaRynの2nd Single「Like Flames」が8月25日に発売決定!
表題曲の「Like Flames」は、ガールズロックバンドFLiPのヴォーカル・ギター、SACHIKOさんが作詞作曲を手掛けた疾走感のあるロックナンバー。2021年7月クール放送のTVアニメ『転生したらスライムだった件 第2期』第2弾オープニング主題歌になっております!
▼ご注文はこちら
https://lnk.to/LACM-24139
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■ Like Flames ซิงเกิ้ลที่ 2 ของ MindaRyn
เพลงเปิดทีวีอนิเมะเรื่อง เกิดใหม่ทั้งทีก็เป็นสไลม์ไปซะแล้ว ซีซั่น 2 พาร์ท 2!
กำหนดวางจำหน่าย: วันพุธที่ 25 สิงหาคม 2564
ราคา: 1,430 เยน (รวมภาษีมูลค่าเพิ่ม 10% ) / 1,300 เยน (ไม่รวมภาษีมูลค่าเพิ่ม)
รหัสสินค้า:LACM-24139
[INDEX]
01. Like Flames
(เพลงเปิดประกอบทีวีอนิเมะเรื่อง เกิดใหม่ทั้งทีก็เป็นสไลม์ไปซะแล้ว ซีซั่น 2 พาร์ท 2)
เนื้อร้อง & ทำนอง : SACHIKO / เรียบเรียง : Koyama Hisashi
02. You and I
เนื้อร้อง & ทำนอง : Misaki(SpecialThanks)
เรียบเรียง : Kikuchi Haruka
03. Little Soldier (English Version)
เนื้อร้อง : Kimiko / ทำนอง : Aratame Shun
เรียบเรียง : Kikuchi Haruka / เนื้อร้องภาษาอังกฤษ : Joelle
*เพลงคัฟเวอร์ในเวอร์ชั่นภาษาอังกฤษ
เวอร์ชั่นภาษาญี่ปุ่นเป็นเพลงปิดของทีวีอนิเมะเรื่อง เกิดใหม่ทั้งทีก็เป็นสไลม์ไปซะแล้ว ซีซั่น 1 พาร์ท 2
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MindaRyn 2nd Single “Like Flames”
Release date: August 25, 2021 (Wed)
Price: ¥1,430 (including 10% tax) / ¥1,300 (excluding tax)
Product No.: LACM-24139
Specifications: CD band with special illustration
Tracks:
1. Like Flames
Lyrics/Composition: Sachiko, Arrangement: Hisashi Koyama
(Second opening theme song of season 2 of That Time I Got Reincarnated as a Slime)
2. You and I
Lyrics/Composition: Misaki (SpecialThanks), Arrangement: Haruka Kikuchi
3. Little Soldier (English Version)
Lyrics: Kimiko, Composition: Shun Aratame, Arrangement: Haruka Kikuchi, English Translation: Joelle
(English cover of second ending theme song of season 1 of That Time I Got Reincarnated as a Slime)
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MindaRyn 2nd Single
TVアニメ『転生したらスライムだった件 第2期』第2弾オープニング主題歌
Like Flames
発売日:2021年8月25日(水)
価格:¥1,430(10%税込) / ¥1,300(税抜)
品番:LACM-24139
仕様:描き下ろしイラスト長帯仕様
[INDEX]
01. Like Flames (TVアニメ『転生したらスライムだった件 第2期』第2弾オープニング主題歌)
作詞・作曲:SACHIKO 編曲:小山 寿
02. You and I
作詞・作曲:Misaki(SpecialThanks) 編曲:キクチハルカ
03. Little Soldier (English Version)
作詞:きみコ 作曲:新田目 駿 編曲:キクチハルカ 英訳詞:Joelle
※TVアニメ『転生したらスライムだった件』エンディング主題歌第2弾の英訳詞によるカバー
■TVアニメ『転生したらスライムだった件』公式サイト
https://www.ten-sura.com/anime/tensura
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#転スラ #tensura