🌻美國生活
打了疫苗後, 在上週進城了一趟.
許久未出門的感覺很奇妙. 進了城, 也感到大家的生活還是如往常一般, 只是餐廳沒甚麼人(都用電話下單, 或是當場點了東西後就走), 許多人(並不是全部)的臉上也多了個口罩. 旅館的人倒是不多. 但商家停車場的車子應該如往常一樣, 沒有減少.
每次進城, 也一定會到Chipotle打牙祭. 這次試了他們新的飯(參雜了cauliflower花椰菜), 酸酸滋味, 配上原來burrito裡面就有的料, 真的是開胃又好吃, 一口接一口.
最近吃了三家不同的burrito, 還是覺得Chipotle的最好吃. 我想原因之一(不知道我的觀察有沒有誤), 可能是他們把不同口感的配料加在一起時, 有多家一道手續, 讓新鮮脆口的生菜, 烤熟的肉類, sour cream與其他配料均勻地被融合起來, 也讓滋味豐富了起來. 不像其他家的burrito, 一口咬下去, 就是飯, 或是豆類, 分得很清楚, 而沒有不同食材所帶來的多層次的口感.
Anyway. 附上這次進城照的幾張照片在下方.
🌻My happiness project: 年報財報導讀
股市對我來說像戰場; 年報財報就像是兵書. 而一家家公司的年報財報, 對我來說, 就像是故事書一樣, 述說著公司的成長營運軌跡. 做了這些功課後, 持股也會有信心. "Buy and do homework," 是我認為投資該有的態度.
下半年時間比較多, 所以想抽一點時間出來, 跟對看年報財報有興趣的投資人一起來讀資料, 順便藉此分享我是如何抓重點&透過年報財報來做思考的. 也想要藉此來宣揚看年報財報的好處&消除投資人對英文年報財報可能會有的恐懼感. Anyway. 這只是初步的想法. 若要實行也會是九月的事情了.
不過先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw
🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/05/blog-post_19.html
這次的閱讀中, 跟成長股比較有關的是這段. 目前成長股也被重新定價中, 所以建議成長股投資人在挑股的時候, 盡量找有現金流, 還有獲利的公司.
"That’s true even for the highflying growth stocks that have been getting hit so hard recently—as long as they have earnings. Adam Parker, founder of Trivariate Research, notes that following large growth selloffs, S&P 500 growth stocks with both free cash flow and expanding margins tend to outperform in the months ahead. That means favoring stocks like ServiceNow (ticker: NOW) and Advanced Micro Devices (AMD) over shares of Chegg (CHGG) and Twitter (TWTR). “Buy some growth stocks on the selloff, but they have to have positive free cash flow and margin expansion,” Parker says."
🌻投資金句
"I learned that you may be right, but if enough people believe you're wrong the markets can really hurt you." --BlackRock bond chief Rick Rieder
🌻The Future of Work
看到BofA寫的這一段, 覺得挺感動的. 這也是投資的目的之一, 能夠藉著這個方式, 來接觸到世界的脈動.
The Future of Work
Thematic Research
BofA Global Research
bofa.com
May 12: The future of work is not zero-sum between humanity and technology. We believe humans can collaborate with and work alongside robots, rather than be displaced by them, and that technology can create more jobs than it destroys. By 2025 alone, the WEF [World Economic Forum] thinks automation will add 12 million net new jobs, with robots eliminating 85 million jobs but creating 97 million new ones. Other grounds for optimism include: (1) 65% of children starting school today will work in jobs that have not been invented yet; (2) “new” collar jobs will be generated from well-placed thematic sectors like healthcare, renewables, new mobility, or even moonshot technologies; and (3) we might actually be more productive and have more leisure time if robots can relieve us of more mundane, repetitive everyday tasks. We have identified $14 trillion in market cap of enablers for the future of work. Technology, industrials, and medtech are some key beneficiaries. We also see opportunities in education and the upskilling/retraining of workers by corporates. Conversely, commercial real estate/offices and legacy transport are some of the sectors facing headwinds...
So, what are the truly futuristic jobs that could be invented? Data-privacy managers, nanomedicine surgeons, lab-meat scientists, blockchain strategists, space-tourist guides, freelance biohackers, AI avatar designers, 3D food-printer chefs, leisure-time planners, ethical algorithm programmers, and brain simulation specialists, to name but a few.
🌻Dividend Growers’ Allure
這段從股息的角度, 來講解傳統價值股跟成長股的不同處.
Dividend Growers’ Allure
Insights & Commentaries
Washington Crossing Advisors
washingtoncrossingadvisors.com
May 10: Buy quality stocks that increase dividends regularly. This simple strategy takes a long-term view of investing and focuses on the dividend, not the stock price. Passive income generated from dividend growth has two main benefits. First, it focuses your investment strategy on cash-generating, growing companies. Second, it tends to lead to quality businesses that are neither too young nor too old.
Why is this so? Almost by definition, a dividend-growing company tends to cover expenses with rising cash flow. And which companies do these tend to be? They tend to be profitable, established companies in the middle of their corporate life cycle. By contrast, young companies tend to be burning cash, constantly in need of capital, and face a higher risk of failure. Such young firms tend to not pay dividends at all as they are consumed with growth. On the other hand, older companies often funnel most or all cash to investors as dividends because viable investments can no longer be found. These firms are often in decline and offer little growth, often reflected in a high current yield.
Picture:
1. Chipotle內部. 可以看到有個取餐的架子. 餐廳人員也不時在電腦螢幕前, 看進來的訂單, 備菜.
2. 旅館外一區. 面向密西根湖.
3. CSX, Union Pacific的火車廂(這兩家都有上市)
同時也有3部Youtube影片,追蹤數超過37萬的網紅Ray Mak,也在其Youtube影片中提到,?SHEET MUSIC & Mp3 ▸ http://www.makhonkit.com ?LEARN MY SONGS ▸ https://tinyurl.com/RayMak-flowkey ?Listen on Spotify ▸ https://sptfy.com/raymak ?Lis...
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◤The Rundown: Ørsted signs investment agreement for Taiwan wind farm◢
A bi-weekly snapshot of Taiwan business news stories brought to you by CommonWealth Magazine and AmCham Taiawn.
📍 Ørsted signs investment agreement for Taiwan wind farm
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commercial real estate investment 在 柬埔寨房地產投資 Facebook 的最讚貼文
金邊- 土地煉金術!「機場特區航空城」地價7美金→90美金 29/09/2020 投資金邊的房地產中,除了地價外,投資專家認為,工商持續成長,以及像是機場特區航空城、重大國家建設、國際集中投資等計畫陸續推動,也都是金邊市磁吸人口遷入及國際投資的重要因素。
金邊市南部重大建設陸續展開、機場特區航空城特定區域於2019年已經確認,2018年周邊每平米地價7美金,現今由於機場建設進度已達32%,周邊土地2020已漲到每平米90美金,2020年本地及國際開發商積極補貨獵地,據了解,期間不乏有國際知名建商,看準未來發展一口氣購入近千公頃土地、市值逾6000萬美金。
機場特區航空城占地2600公頃,已有加華集團主導有大規模開發計畫及建設,過去做為農業、湖區及水圳等,現今於新機場上方有金邊市3環快速 ,預計金邊4環快速將於機場南側, 機場特區周邊附近的宏森大道將會延伸到機場北面,此一區域集合 富力 金邊國際學校(ISPP),奔馳總部,AEON 3 等7家購物中心, 嶺南花園,城市鄉村,Chip Mong,AY CITY開發項目等等 ,讓這區域以難以想像的速度蓬勃發展。
未來10年機場特區周邊將成為金邊商業中心,大量的建設將改造此區成為現代化的文明城市,許多本地和外國投資者的投資,金邊的南部已經變成了一座現代化的工地,到處都在建設,綜合開發的小鎮,購物中心,獨特的商業建築,會議廳,龐大的別墅群,加上金邊新國際機場將於2023年開始營運,宏森大道將成為新國門大道,不斷的新增的開發項目,很快地,此地區必更加繁華,不久的未來將成為金邊新的商業及高級住宅區。
柬埔寨土地出售 地點: 2號國道26KM,金邊新國際機場特區西側,距離機場7kM 面積: 共 500000 M2, 路邊102M*1000M,適合綜合商業開發 卡別: 硬卡 單價: 50 USD/M2(整合出售,市價150-250USD)可分割出售 聯繫: 012473236 張先生 WECHAT ID:j012661511 LINE ID: CAMBODIA 012473236 0973950962彭先生WECHAT ID:winson0909691866 LINE ID: CHINA 13862638726 0962910113 謝先生 WECHAT ID: steven020654 LINE ID: 0922332939 089361886 林先生 (柬語.華語) 登錄: 2020/07/18 備註: 如欲採購本土地請聯繫手機,確認您需求後提供詳細資料,含地籍圖, 現場照片 ,安排土地現場參觀及後續簽約事宜。
Phnom Penh-Land Alchemy! "Airport Special Zone Aviation City" land price 7 USD → 90 USD 29/09/2020 In the real estate investment in Phnom Penh, in addition to land prices, investment experts believe that the continued growth of industry and commerce, as well as the continuous promotion of projects such as the airport special zone aviation city, major national construction, and international concentrated investment, are also the magnets of the city of Phnom Penh. An important factor in international investment.
Major construction in the southern part of Phnom Penh City has begun, and the specific area of the Airport Special Zone Aviation City has been confirmed in 2019. In 2018, the surrounding land price per square meter is 7 US dollars. Now that the progress of the airport construction has reached 32%, the surrounding land in 2020 has risen to 90 US dollars per square meter. In 2020, local and international developers will actively replenish hunting land. It is understood that during this period, there are many well-known international builders who are looking forward to future development and purchased nearly 1,000 hectares of land with a market value of more than 60 million US dollars.
The Airport Special Zone Aviation City covers an area of 2,600 hectares. It has already been led by the Jiahua Group to have large-scale development plans and constructions. In the past, it was used for agriculture, lake districts and water canals. Now there is Phnom Penh City 3rd Ring Express above the new airport. The ring express will be on the south side of the airport, and the Hongsen Avenue near the airport zone will extend to the north of the airport. This area gathers R&F Phnom Penh International School (ISPP), Mercedes-Benz Headquarters, AEON 3 and other 7 shopping malls, Lingnan Garden, urban and rural areas , Chip Mong, AY CITY development projects, etc., make this area flourish at an unimaginable speed.
In the next 10 years, the surrounding area of the airport special zone will become the commercial center of Phnom Penh. A lot of construction will transform the area into a modern and civilized city. With the investment of many local and foreign investors, the southern part of Phnom Penh has become a modern construction site, and construction is everywhere. Comprehensive development of small towns, shopping centers, unique commercial buildings, conference halls, huge villas, plus the new international airport in Phnom Penh will start operations in 2023, Hongsen Avenue will become the new national highway, and continue to add new developments The project will soon become more prosperous in this area, and will become a new commercial and high-end residential area in Phnom Penh in the near future.
Cambodia land for sale
Location: No. 2 National Highway 26KM, west of Phnom Penh New International Airport Special Zone, 7kM from the airport Area: Total 500000 M2, roadside 102M*1000M, suitable for comprehensive commercial development Card: Hard card Unit price: 50 USD/M2 (integrated sale, market price 150-250USD) can be sold separately Contact: 012473236 Mr. Zhang WECHAT ID: j012661511 LINE ID: CAMBODIA 012473236 0973950962 Mr. Peng WECHAT ID: winson0909691866 LINE ID: CHINA 13862638726 0962910113 Mr. Xie WECHAT ID: steven020654 LINE ID: 0922332939 089361886 Mr. Lin (Khmer. Chinese) Login: 2020/07/18 Remarks: If you want to purchase this land, please contact your mobile phone and provide detailed information after confirming your needs, including cadastral maps, site photos, arranging site visits and follow-up signing matters.
commercial real estate investment 在 Ray Mak Youtube 的最讚貼文
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To be converted into a Commercial Bungalow, Perfect for Business Owners looking for Maximum Visibility from Jalan Ampang.
This location is where profitable companies, restaurants, car dealers, showrooms, furniture stores, and even banks are located. It is in extremely high demand and available units are close to none.
Taman Ampang Utama is extremely strategic. Within 7 minutes drive along Jalan Ampang is the Kuala Lumpur City Center. International School of Kuala Lumpur is located within 3 minutes drive from the bungalow. There are also two highly prestigious community clubs with swimming pools, tennis courts, badminton court, basketball etc. to name a few within short distance. Restaurants, banks, international grocery stores, Korean town, business centers, are some of the amenities surrounding the house.
Summary :
Land Area : 6,160 square feet
Build-up : 4,999 square feet
Floors : 2
Rooms : 5 + 1
Bathrooms : 5
Carpark : 2 Sedans
Furnishing : Partly Furnished
Features : Fantastic Location, Maximum Visibility!
![post-title](https://i.ytimg.com/vi/700OKak_70E/hqdefault.jpg)
commercial real estate investment 在 Ray Mak Youtube 的最佳解答
?SHEET MUSIC & Mp3 ▸ http://www.makhonkit.com
?LEARN MY SONGS ▸ https://tinyurl.com/RayMak-flowkey
?Listen on Spotify ▸ https://sptfy.com/raymak
?Listen on Apple Music ▸ https://music.apple.com/sg/artist/ray-mak/1498802526
?Full Song List ▸ http://www.redefiningpiano.com
Talk to me :
? Instagram ▸ http://instagram.com/makhonkit
? Facebook ▸ http://facebook.com/raymakpiano
? Twitter ▸ http://twitter.com/makhonkit
Ray Mak
http://www.makhonkit.com
Located in Kemensah Mewah, this newly built Double-storey Semi Detached House with a basement FREEHOLD bungalow features a highly unique contemporary design. It is also located within a gated and guarded area. The materials used in building this Semi Detached House you can call home is absolutely pristine. Developer is a passionate entrepreneur from Hong Kong who resides in Canada. The designs of these houses were inspired by those in Canada.
Located behind the National Zoo of Malaysia, Kemensah Mewah is a freehold development nestled in Kemensah, Ampang. Don't worry, it is located a good distance from the zoo that, you'll not hear the lions' roar. Subsequently, Kemensah Mewah is known for its green serene and refreshing environment, as well as its exclusivity.
Kemensah Mewah has all kind of facilities and amenities one will probably looking for which includes commercial centers, academic institutions, and health centers. There are several good schools within the vicinity, such as Sekolah Menengah Kebangsaan Taman Melati, Sekolah Menengah Wangsa Jaya, Sekolah Menengah Klang Gate and Sekolah Kebangsaan Wangsa Melati. The International School of Kuala Lumpur is also within a short drive away.
Besides academic institutions, in case of an emergency Damai Service Hospital is within 5 minutes drive from Kemensah Heights. It is also surrounded by the commercial shop-lots in Taman Melawati, Taman Permata, Desa Setapak dan Wangsa Maju where one can easily find post office, shopping centers, prominent banks, restaurants and more. You'll get basically everything you need within a short drive away.
In terms of accessibility, Kemensah Mewah can be accessible from Middle Ring Road 2, Karak Highway, Duke Highway and Ampang-KL Elevated Highway. Apart from that, it is only within 10 minutes drive to the nearest Wangsa Maju LRT station.
Summary :
Location : Kemensah Mewah
Condition : Excellent
Tenure : Freehold
Build Up : 4,086
Land Area : 3,880
Storey : 2 with 1 Basement
Bedrooms : 4 + 1
Bathrooms : 5
Parking : 2
Type : Intermediate
Maintenance : RM 250 per month
Furnishing : Partly
Features : Fully Air Cond, Folding Auto-Gate, Large Entrance, High Ceilings, Solar Heater, Limestone Bathrooms, Complete Kitchen Cabinets Tastefully Designed by Owner, Johnson Suisse Bathwares, Full CCTV, Huge Family Lounge, Marble and Timber Flooring, Jacuzzi, Baby's Room, Safety Basement (Panic Room) with Automatic Doors and Separate Power Supply, High Quality Red Clay Bricks, Alarm System, Water Tank, etc.
![post-title](https://i.ytimg.com/vi/9rWylVbtN0U/hqdefault.jpg)
commercial real estate investment 在 Ray Mak Youtube 的最佳貼文
?SHEET MUSIC & Mp3 ▸ http://www.makhonkit.com
?LEARN MY SONGS ▸ https://tinyurl.com/RayMak-flowkey
?Listen on Spotify ▸ https://sptfy.com/raymak
?Listen on Apple Music ▸ https://music.apple.com/sg/artist/ray-mak/1498802526
?Full Song List ▸ http://www.redefiningpiano.com
Talk to me :
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Ray Mak
http://www.makhonkit.com
This is a very rare newly built triple-storey FREEHOLD bungalow featuring a highly unique contemporary design. It even features a courtyard in the center of the bungalow which allows natural sunlight to brighten the interior of the bungalow during the day.
Located behind the National Zoo of Malaysia, Kemensah Heights is a freehold bungalow estate development nestled in Kemensah, Ampang. Don't worry, it is located a good distance from the zoo that, you'll not hear the lions' roar. Subsequently, Kemensah Heights is known for its green serene and refreshing environment, as well as its exclusivity.
Kemensah Heights has all kind of facilities and amenities one will probably looking for which includes commercial centers, academic institutions, and health centers. There are several good schools within the vicinity, such as Sekolah Menengah Kebangsaan Taman Melati, Sekolah Menengah Wangsa Jaya, Sekolah Menengah Klang Gate and Sekolah Kebangsaan Wangsa Melati. The International School of Kuala Lumpur is also within a short drive away.
Besides academic institutions, in case of an emergency Damai Service Hospital is within 5 minutes drive from Kemensah Heights. It is also surrounded by the commercial shop-lots in Taman Melawati, Taman Permata, Desa Setapak dan Wangsa Maju where one can easily find post office, shopping centers, prominent banks, restaurants and more. You'll get basically everything you need within a short drive away.
In terms of accessibility, Kemensah Heights can be accessible from Middle Ring Road 2, Karak Highway, Duke Highway and Ampang-KL Elevated Highway. Apart from that, it is only within 10 minutes drive to the nearest Wangsa Maju LRT station.
Summary :
Location : Kemensah Heights
Condition : Excellent
Tenure : Freehold
Build Up : 6,200
Land Area : 5,450
Storey : 3
Bedrooms : 5 bedrooms + 1 study room + 1 maid's room
Bathrooms : 7
Parking : With Covered Automatic Garage
Furnishing : Partly
Features : Marble as well as High Quality Timber Flooring, Thick Timber Doors, Central Water Heater, Elegant Window Designs from Singapore (UPVC Panels and Tempered Glass for sound and water proof window), High Ceilings, Well equipped dry and wet kitchens with beautiful tiles, Beautiful bathrooms with beautiful marble tiles on the floors and walls and Toto branded bath-wares, 2 decent sized Balconies
![post-title](https://i.ytimg.com/vi/DJXJ2WhJ7a0/hqdefault.jpg)
commercial real estate investment 在 6 Things You Need to Know Before Investing in Commercial ... 的相關結果
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commercial real estate investment 在 Commercial Real Estate Investing 101: How to Get Started 的相關結果
Commercial real estate is a property that is typically leased out for business and retail purposes. Investing in commercial real estate involves the purchase or ... ... <看更多>
commercial real estate investment 在 Commercial Real Estate (CRE) Definition - Investopedia 的相關結果
Commercial real estate (CRE) is property that is used exclusively for business-related purposes or to provide a workspace rather than as a living space, ... ... <看更多>