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顧問公司的專長不同，如何從浩瀚資訊中找資料呢？
全球電腦市場的資料可以參考IDC，如果是通路資訊、終端市場GfK有一定的地位，長期研究汽車產業的IHS，當然也不是省油的燈！DIGITIMES占地利之便，專注亞洲的供應鏈，也可以有一席之地。
相信我，產業越來越複雜，您也需要更完整的資料，而不是兩手一攤，只聽上游客戶的。昨天聽課，有位在汽車產業Tier 1供應商工作的台灣人，到我們公司幫我們上課。他說台灣不缺Sales，台商必須跳脫只以成本、規格取勝的傳統思維，要學習做「Business Development」，如果不掌握資訊，找出原創思維，怎麼開發新市場呢？
做為一個產業分析師，您得比客戶更瞭解市場
大約五年前，我跟負責編輯台的資深副總魏志坤說，我希望每天有1~2個全版談亞洲新興市場，我希望第三版是全版的當日熱門議題，並由資深記者、編輯輪流撰稿，讓每個人的專長得以充分發揮。
但我知道，這些多數是靠人力堆疊出來的新聞，最近我們又根據全球53家EMS製造廠的東協南亞佈局，進行深度的研究與分析。我們擁有新聞、原創資訊，並根據台灣產業的「未來」需要先期佈局。我們做的不只是新聞，也有Analysis與Analytics，但這兩個英文字有什麼不同呢？
最近我們請專家蘇先生幫我們上課，我又學到了些新的概念。這一行最有趣的就是，永遠有學不完的學問！
🌻本周做的閱讀與功課:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_26.html
這周的功課有些落後. 之後可能會補東西進去. 不過重點就是這兩天的Jackson Hole 會議, 以及下周的非農.
🌻近期整理好的一些財報電話會議內容, 我會陸續放到部落格那邊. 請有興趣的讀者自行去找找. 如果還沒放上, 那就是還在進行中.
🌻Snowflake (SNOW) earnings analysis by Morgan Stanley
這家的熱度很高, 不過我沒有在follow. 下面是Morgan Stanley對於SNOW這次的財報, 所給予的評價. 供有興趣的讀者參考.
Snowflake Delivers a Solid Raise to Go Along With the Beat, as Visibility into Customer Expansion Improves. Another quarter of triple-digit product revenue growth (103% vs. 110% in 1Q22), came in 6% ahead of consensus, enabled by a set of underlying business metrics that remain best-in-class in enterprise software, including: 1) 169% net-revenue retention, which improved from 168% in Q1, 2) 60% YoY growth in total customers and 3) 107% YoY growth in customers spending in excess of $1 million in product revenue. More importantly, for the first time as a public company, management raised guidance in excess of the quarterly beat and ahead of consensus with the high end 3Q/FY22 product revenue guidance coming 5%/3% ahead of consensus. This reflects management's greater visibility into the consumption patterns of large customers – a fact underscored by CFO Mike Scarpelli reiterating expectations for 160%+ net revenue retention for the balance of the year. Furthermore, the company appears to be advancing its position beyond a cloud data warehouse, as evidenced by early traction in new areas including SnowPark (modern data pipelines), security analytics, machine learning and data exchange. The one area of controversy coming out of Q2 results was the sharp deceleration in RPO, which slowed to 122% YoY from 206% the prior quarter. However, we note that RPO growth was negatively impacted by the lapping of longer contract durations and a tough compare from the ~$100 million, 3-year deal with a large customer in the year ago period. Management noted that growth in new annualized contract value accelerated versus 2Q21. Overall, we are encouraged by Snowflake's meaningful beat and raise, and take our PT to $295. However, with shares trading 54x revenue (0.67x rev growth-adjusted), we look for a pull back to generate a better risk/reward profile.
🌻美國很有名的一位"farm-influencer", 鄉村部落客, 專門描述農村&田園的部落客: https://www.instagram.com/hcneeleman/
WSJ前幾天有篇文章, 是講現在的一個美國次文化(鄉村/農村文化farm culture). 加上疫情後, 很多人搬到鄉村或是郊區, 讓這樣的文化更盛行了起來. 相關個股是連鎖零售店Tractor Supply (TSCO)以及鞋店Boot Barn (BOOT).
https://www.wsj.com/articles/instagram-stars-make-farm-life-look-delightfulminus-the-manure-11629733123
Pictures: Tractor Supply內部照片
公司簡介
艾陽科技成立於2014年，為AI影像辨識整體解決方案台灣領導新創公司，應用AI在專業影像管理、城市交通分析、科技執法管理等領域，年均營收約億元新台幣，主要客戶為跨國企業及政府，提供大範圍高階影像管理、AI智慧影像及感測器辨識完整套裝方案，與各國品牌商、電信商及大型承包商結盟，提供智慧城市規模的大型AI服務。 艾陽科技是強大的AI開發商，專注於影像分析與解決方案開發。我們提供企業級的開放管理平台及AI應用，領域遍及智慧交通、工廠、機場及相關大型領域。到目前為止，我們已有5條主要產品線，包含影像管理平台、AI人臉辨識考勤系統及訪客系統、AI車牌辨識管理系統、AI車流、分類及路徑分析系統。
ioNetworks is an AI-Powered Video Analytics & Management Solution Developer. We provide enterprise-level management open platform & AI Applications for the demand of smart traffic, factory, airport, casino and large-scale spaces. For now, we have 5 product lines, including: Video Management Platform, AI-Based Face Recognition Attendance & Visiting System, AI-Based License Plate Recognition Management System, AI-Based Vehicle Flow, Vehicle Classification ＆Path Analysis Management System.Selected Vendor/Partner by:Soft Bank, Panasonic, SHARP, NTT Global, JUMBO Group, Foxconn, INTEL IOT Partner, Thai Airline, NOKIA, TSMC......etc.
公司網站
http://www.ionetworks.co/
