中秋愉快!!然後今晚直播目錄出爐囉~
參與前請先閱讀:https://reurl.cc/2ork24
PArt one 疫情更新
5:33 3+11神話兜不攏
12:52 傑克,好神奇喔~一到中秋連假、推5倍券;
-明明過半數1300萬人沒打喵喵:零確診
-就說病毒有夠長眼,連假前,有集合聽指揮中心簡報
-明明人潮出籠、上山下海阿!
-但....為了怕妳們變野小孩,依然二級警戒
22:15 3大稅選案查核 AI抓漏,符合新冠用來查稅預測
-電子支付會拉進來算
-記住喔,濕兒算過,地下經濟約佔5.4兆喔
-難怪病毒會跑到萬華來,都是地下經濟
29:03 大師突然唱塔綠斑,分享政治惡鬥的經驗
Part Two 兩岸國內議題
37:30 老共禁止我釋迦、蓮霧進口;
-算了一下出口額,約18億,我立馬ZZZZZZZ....
-佔去年我對陸出口4兆的....小到算不出來
-如果真有貿易戰,為何不先禁晶片?
-原來是合理化這個喔,雄二E
44:30 有越來越多縣市長挑朱,阿就說其它人都陪公子的
-連李敖子都.....還有人玩性騷擾IPO,老套
-習大Deep fake認知作戰,最終用來對付你的啦!
先進入你斗內、我回答:
52:20 感謝斗內大德Martin_Chung:以下的影片,直播主把中國的「共同富裕」比喻為雅典的梭倫改革,並認為若改革成功,中國五年內可能就會超越歐美,大師怎看 https://www.youtube.com/watch?v=Mrs58oJiGJQ
-比較中希兩國有點失真;事實上,所有兩極化國家都會玩
58:00 勿忘2008年巴飛特的捐錢IPO,最後變好人俱樂部,最後變大規模人口毀滅計畫
-但中國超越歐美會的,時間應該5~10年
-既然講「共同富裕」,順便看看恒大事件吧:
Part three 國際財經
1:04:53 恒大倒債 殃及美股;VIX一度勁揚至28、比特幣崩跌
-但我說,不會有崩盤,妳看,港股、美股今天穩定
1:12:30 回到「共同富裕」,李春這篇分析不錯
-最終老共會逼大咖繳錢了事
-我懷疑這是故意觸發的!可趁機打房、獲得美名
1:15:42 殖利率立刻下滑,FEd明後兩天將有藉口不鷹
-拜振華感謝習大操作恒大;也沒啥鬼黑天鵝
-喔,對;葉倫也要謝,因為美國又沒錢了
1:16:57 美轉鷹最恐怖是財政縮小,沒支票了
-債Q4殖利率恐不漲反跌
1:25:00 黃金維穩;看看23日後Fed會怎樣
1:30:30 感謝斗內大德鰻魚:大師會領5倍卷嗎?要怎麼消滅DS?例如:柯。怎麼樣杜絕疫苗護照?
1:37:12 感謝斗內大德陳大媽:請問最近中國恆大爆雷和部分外商撤離,是不是習大惹火DS的後果?如果是的話,中國人是不是給DS江派管才有好日子過?習大雖然反DS被說是白帽,但是他反而造成人民沒工作沒飯吃,這樣的白帽對基層人民有什麼好處
感謝斗內大德林大貓:純抖
感謝斗內大德Tina:中秋節快樂
感謝斗內大德黃與黑:純斗
1:42:50 感謝斗內大德陳思瑜:若喵喵的事是Q與DS達成協議心照不宣的,那全球必定打好打滿才會罷手,這樣的話不打疫苗的怎麼辦?
1:48:45 喵喵是人口毀滅計畫嗎?
感謝斗內大德Stanley Chang
感謝斗內大德Yuujin Saakai
感謝斗內大德Little Ricky
感謝斗內大德Louis Kao
感謝斗內大德賽勒袞:奇妙的過節氣氛,大師中秋節快樂!
直播網址:https://youtu.be/5hY6HwBWtHk
優質內容,需要您們的贊助!
贊助連結: https://p.ecpay.com.tw/B7CB5 (留言不可空格、分段)
同時也有35部Youtube影片,追蹤數超過22萬的網紅香港花生,也在其Youtube影片中提到,FPS 轉數快: 94681803 Patreon賬戶:https://www.patreon.com/hkpeanut HONG KONG INTERNET RADIO LIMITED 支票/銀行過數 轉賬至滙豐銀行 023-280233-838,抬頭 HONG KONG INTERNET RAD...
「支票撤票」的推薦目錄:
- 關於支票撤票 在 王大師 Facebook 的精選貼文
- 關於支票撤票 在 Newtalk新聞 Facebook 的精選貼文
- 關於支票撤票 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於支票撤票 在 香港花生 Youtube 的最佳貼文
- 關於支票撤票 在 香港花生 Youtube 的最讚貼文
- 關於支票撤票 在 香港花生 Youtube 的最讚貼文
- 關於支票撤票 在 [問題] 現金支票,發票人可撤票嗎? - 看板Bank_Service 的評價
- 關於支票撤票 在 支票問題~急急急 的評價
- 關於支票撤票 在 [問題] 現金支票,發票人可撤票嗎? - bank_service | PTT職涯區 的評價
支票撤票 在 Newtalk新聞 Facebook 的精選貼文
吳瑟致觀點》看穿國民黨主席改選 「戰鬥藍」掩蓋不了「顫抖爛」的事實
- - - - -
▶今日精彩新聞:http://bit.ly/2YVyDdv
支票撤票 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
支票撤票 在 香港花生 Youtube 的最佳貼文
FPS 轉數快: 94681803
Patreon賬戶:https://www.patreon.com/hkpeanut
HONG KONG INTERNET RADIO LIMITED
支票/銀行過數
轉賬至滙豐銀行 023-280233-838,抬頭 HONG KONG INTERNET RADIO LIMITED
花生網頁: www.hkpeanuts.com
PayPal 付款賬號: hkangrypeanut@gmail.com
FB專頁: https://www.facebook.com/hkpeanuts/
![post-title](https://i.ytimg.com/vi/KA6MZEK2qzs/hqdefault.jpg)
支票撤票 在 香港花生 Youtube 的最讚貼文
主持:胡穗珊、辛浩銘 嘉賓:曾健成
FPS 轉數快: 94681803
Patreon賬戶:https://www.patreon.com/hkpeanut
HONG KONG INTERNET RADIO LIMITED
支票/銀行過數
轉賬至滙豐銀行 023-280233-838,抬頭 HONG KONG INTERNET RADIO LIMITED
花生網頁: www.hkpeanuts.com
PayPal 付款賬號: hkangrypeanut@gmail.com
FB專頁: https://www.facebook.com/hkpeanuts/
![post-title](https://i.ytimg.com/vi/rV42-rXl7dw/hqdefault.jpg)
支票撤票 在 香港花生 Youtube 的最讚貼文
主持:Anthony, 阿龍, 昌昌
FPS 轉數快: 94681803
Patreon賬戶:https://www.patreon.com/hkpeanut
HONG KONG INTERNET RADIO LIMITED
支票/銀行過數
轉賬至滙豐銀行 023-280233-838,抬頭 HONG KONG INTERNET RADIO LIMITED
花生網頁: www.hkpeanuts.com
PayPal 付款賬號: hkangrypeanut@gmail.com
FB專頁: https://www.facebook.com/hkpeanuts/
![post-title](https://i.ytimg.com/vi/0Tq1MuY107U/hqdefault.jpg)
支票撤票 在 支票問題~急急急 的推薦與評價
我們的房子有租人,但租方是開一年的支票一個月一張這樣,但最近房子賣人了!而且我媽也把支票都 ... 到原票據託收的銀行辦理撤票即可(但要未兌現的) ... <看更多>
支票撤票 在 [問題] 現金支票,發票人可撤票嗎? - bank_service | PTT職涯區 的推薦與評價
票在我手上抬頭是開我名字的現金支票中華民國106年4月20日請問發票人能反悔撤票止付嗎? 若撤票,銀行會需花多久作業時間我明早立刻狂奔至銀行存入來 ... ... <看更多>
支票撤票 在 [問題] 現金支票,發票人可撤票嗎? - 看板Bank_Service 的推薦與評價
票在我手上
抬頭是開我名字的現金支票
中華民國106年4月20日
請問發票人能反悔撤票止付嗎?
若撤票,銀行會需花多久作業時間
我明早立刻狂奔至銀行存入來的及嗎?
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 1.164.69.216
※ 文章網址: https://www.ptt.cc/bbs/Bank_Service/M.1492695499.A.C28.html
※ 編輯: rosewitch (1.164.69.216), 04/20/2017 21:41:32
... <看更多>