🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:
物流人力成本沉重!大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852
而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:
"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."
Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600
🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html
🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)
🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks
Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.
Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.
“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”
Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564
Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.
同時也有271部Youtube影片,追蹤數超過94萬的網紅Titan Tyra,也在其Youtube影片中提到,Bali vlog part 2 woohoo! Di vlog ini aku sekalian tunjukkin skincare routine aku yang simpel kalau lagi jalan2. Glowing club~ holygrail dari skincare ...
「e commerce shop」的推薦目錄:
- 關於e commerce shop 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於e commerce shop 在 Oh買買買連線中 Facebook 的最佳解答
- 關於e commerce shop 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於e commerce shop 在 Titan Tyra Youtube 的最佳貼文
- 關於e commerce shop 在 Aina Maisara Youtube 的最佳貼文
- 關於e commerce shop 在 Sunshine Kelly Youtube 的最佳解答
- 關於e commerce shop 在 Set Up a Shop on Facebook and Instagram | Meta Business ... 的評價
e commerce shop 在 Oh買買買連線中 Facebook 的最佳解答
https://weverseshop.onelink.me/BZSY/f7f6fbdc
In the soop 網站已經可以買了🥳🥳
有需要的阿米 可以帶圖私訊 我報價喔💜💜
e commerce shop 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻
美國聯準會(Fed)在美東時間22日下午2時(台灣23日凌晨2時)宣布利率維持在趨近零的水準,但暗示升息可能會比預期來得快一些,同時也大幅下修今年的經濟展望。
https://udn.com/news/story/6811/5764746
🌻Adobe(ADBE)電話會議內容讀後感
ADBE前兩天發表財報了.
這次ADBE在財報後下跌, 主要是兩個原因(如下). 不過個人覺得是瑕不掩瑜:
1. 因為之前已經漲了不少(投資人期望太高)
2. 因為Digital Marketing這部分的業務受到季節性的影響, 所以表現不是很突出(沒有比預期高出很多)
a. net new Digital Media ARR (3% beat vs guide, vs 15% beat in 2Q21 vs 35% beat in 3Q20).
b. 有分析師在問(“Maybe just -- can we double-click on the seasonality commentary in the quarter? Because if we look at the beat versus guidance on net new digital media ARR, it looks, at the same time you had the weakest beat, but then the strongest guide in the last three years, which kind of speaks to and confirm some of those seasonality comments that you made.)
i. 高層對此的回答是, 主要是疫情後, 加上正值夏季, 大家的日子回復到正常&放假外出, 所以這部分的業務有受到影響(I think going into the quarter, we had expected that the consumer with a little bit more return to normalcy as what's happening in the environment.)
ii. 高層又說了一些話, 不過重點就是他不認為這是甚麼大事”So, net-net, I would say that the growth prospects for that particular business and the growth drivers remain intact. But again, very much in line. And this is what we feel good about the insights that we're getting on the business.”
iii. 也提到, Q4通常會是digital marketing業務的旺季(表現會不俗的意思)
另外, 覺得這次令我印象深刻的是, 當高層與分析師提到這些事情:
• 常在一些公司的電話會議中提到omnichannel這個字(疫情後, 更明顯了). 這次高層也有提到. ADBE可說是omnichannel概念股:
o “I mean, a big part of that is more and more companies are thirdly doing the multi-channel omnichannel, whatever they want to call it. And I think that's only going to continue to be a driver of our Digital Experience Solutions. Because today that stable stakes and so we just look at it and say whether you're shopping in-store over they are shopping online. You need a solution that treats you like a customer that we know of.”
• 網路上影片(video)的興起, 以及串流影音, 有提高了Adobe的營收天花板(用句分析師的術語, 就是TAM (total addressable market) expansion.
• 當使用者製作了越來越多的內容, 內容管理(content management)的能力就越顯重要, 內容上的流程管理(workflow)也越顯重要. Adobe的產品能夠幫內容製作者解決這樣的問題.
• 而Adobe各產品間的相容性, 標準化, 整合能力, 是它的競爭優勢之一:
o And one of the things we did really well is what we called our named user deployment and how, you know, when we have these enterprise licensing agreements, we offer enterprises the ability to download and distribute within the companies. And the more we do training and evangelism of the products, that leads to adoption. So, I would say there's an element of standardization, there's an element of more content.
而最近ADBE有個新聞, 引起了我的注意, 就是它即將在自己的平台上, 提供付款服務(payment service). 根據之前研究SHOP的經驗, 這有可能會對股價造成一定的漲幅:
On Sept. 15, Adobe announced that it will add payment services to its e-commerce platform this year to help merchants accept credit cards and other ways of paying. The move will deepen Adobe's rivalry with e-commerce firm Shopify (SHOP).
For the service, Adobe has partnered with PayPal (PYPL), which will process a variety of payment types, including credit and debit cards as well as PayPal's own payment and buy-now-pay-later offerings.
https://www.investors.com/news/technology/adbe-stock-adobe-beats-fiscal-q3-targets/
接下來該怎麼辦? 對於基本面良好的公司如ADBE, 我能說的就是buy the dip(逢低買進)了. 供參.
🌻The Facebook Files
一個星期前, WSJ上面有個關於FB的大篇幅調查報導. 有興趣的可以看看.
The Facebook Files
https://www.wsj.com/articles/the-facebook-files-11631713039
這篇文章挺長, 也沒有看到華爾街中文版本的完整翻譯, 不過可以看看這篇:
https://on.wsj.com/2ZmFimp
"《華爾街日報》的相關調查顯示,這家社交媒體巨頭心知肚明,其平台會傷害用戶,而且是以該公司常常完全了解的方式造成傷害。目前,全球近半數人口都是Facebook旗下平台的用戶。其中一些證據尤其令人不安:據《華爾街日報》報導,Facebook的內部研究顯示,在報告稱有過自殺念頭的青少年中當中,有13%的英國用戶和6%的美國用戶把這種念頭歸結於Instagram。"
另一篇相關新聞:
https://www.thenewslens.com/article/156683
"《華爾街日報》於13日揭露Facebook的XCheck系統,也就是內部系統中的VIP名單,數百萬名人、政治人物與記者等知名公眾人物都在特別的一份「白名單」之內。"
"這些「貴賓」在社群上發布的內容可以躲過一般的審查系統,即使發布明顯的不當內容,也不會立即被刪除。《衛報》報導,Facebook的獨立監督委員會表示,在閱讀該篇報導後,決定要審查XCheck系統,並要求Facebook對其進行報告與解釋。"
🌻我喜歡的Apple TV影集, "Ted Lasso", 是這次艾美獎的大贏家, 很多主要演員都得獎了.
很高興這兩年, 因為有這部戲的陪伴, 讓我撐過了疫情, 家人離世, 以及一些烏煙瘴氣的事情.
前幾天看演員的得獎影片, 一位娛樂記者問得獎的男配角(也是編劇之一)說, 你覺得這部片的核心思想是甚麼. 他說, be curious, not judgemental.
就像得獎的女演員在劇中一開始是很鴨霸很壞心的球隊主人, 但這樣做是因為被前夫傷透了心, 所以想要弄垮離婚後分到的財產(也是前夫的最愛--球隊); 外表看起來永遠陽光燦爛做啦啦隊的男主角, 在青少年時父親自殺, 造成了他心裡永遠的痛&障礙(讓他在球賽時, 會有突發恐懼症).
我們每個人其實都有很多面, 很多個故事. 尤其在社群, 大家都是萍水相逢, 對彼此的了解都是非常片面的; 而有時候在社群裡, 看到有人會因為只看到一個面向, 就去下斷語. 這其實是人之常情很難避免, 所以我們需要常用第二層思考去提醒自己. 社群裡需要更多的同理心.
“Be curious, not judgmental” – Walt Whitman(惠特曼)(美國詩人)
Picture來源:
https://www.apple.com/newsroom/2021/09/apples-global-hit-comedy-series-ted-lasso-sweeps-the-2021-primetime-emmy-awards-scoring-history-making-win-for-outstanding-comedy-series/
e commerce shop 在 Titan Tyra Youtube 的最佳貼文
Bali vlog part 2 woohoo! Di vlog ini aku sekalian tunjukkin skincare routine aku yang simpel kalau lagi jalan2. Glowing club~ holygrail dari skincare korea favoritku - Pyungkang Yul yang ini versi UP Line mereka yang mengandung 3 produk memfokuskan dalam nutrition and moisturizing. You can easily get it at id.stylekorean.com and all e-commerce platform Style Korean Indonesia ya!
#PKY #pyunkangyul #pyunkangyulindonesia #skincare #koreanskincare
☆ P R O D U C T S
➫ Pyunkang Yul Essence Toner 200ml
https://id.stylekorean.com/shop/pyunkang-yul-essence-toner-200ml/1480917209/
➫ Pyunkang Yul 1/3 Cotton Pad
➫ Pyunkang Yul Moisture Serum 100ml
https://id.stylekorean.com/shop/pyunkang-yul-moisture-serum-100ml/1479974497/
➫ Pyunkang Yul Nutrition Cream 100ml
https://id.stylekorean.com/shop/pyunkang-yul-nutrition-cream-100ml/1479971604/
☆ S O C I A L M E D I A
Instagram:
https://instagram.com/titantyra
My Beauty Brand
https://www.secondatebeauty.com
Titan And Gaius Couple Channel
https://www.youtube.com/channel/UC_4PYaETTJlf3NGZ6qWFdog
Facebook:
https://www.facebook.com/Titan-Tyra-1205663879465025/
☆ F A Q
What ARE you?
I’m Chinese-Indonesian from Jakarta, living in both Indonesia and Singapore. I make beauty and lifestyle videos and I upload every Wednesday and sometimes Sunday. Make sure to subscribe so you never miss any of my silly videos. You don’t have to, though. But just do it because it’s free anyway :D
How old are you?
I’m 26 years young.
What camera, lens, and software do you use?
Vlog camera: Sony A5100 with 16-50mm f3.5-5.6 and Sony RX100 V
Tutorial camera: Sony 6500 with Vario-Tessar T* E 16-70mm f/4 ZA OSS Lens
Mic: Rode VideoMic GO
When I edit myself, it is edited with Final Cut Pro X.
☆ S P E C I AL T H A N K S
Edited by Patricia:
http://instagram.com/patricia.ticia
[email protected]
☆ S P O N S O R S H I P
This video was sponsored and all opinions are my own honest thoughts.
For Business & PR opportunities, please email: titantyrainc@gmail.com
☆ M U S I C
Epidemic Sound
![post-title](https://i.ytimg.com/vi/2aKB5pQIyfk/hqdefault.jpg)
e commerce shop 在 Aina Maisara Youtube 的最佳貼文
OPEN ME!!!
Hai guys! Terima Kasih untuk menonton! Jangan lupa intuí tekan butan loceng supaya tak terlepas apa-apa video okay.
Teruskan Support aina dengan hashtag #ainafam #ainamaisara Sayang Hampa?❤️
*In Commonlabs Project Youtube landing site:*
#commonlabsMalaysia, #wakobeauty, #unboxingcommonlabsprkits
Discount code: AINA10
Get 10% discount on purchasing any Commonlabs skincare products
Commonlabs is a Korean brand that concentrates on manufacturing Multi-Vitamin quality skincare products while being eco friendly and cruelty free.
Purchase at: https://bit.ly/CommonlabsMalaysia_Amainamaisara
WAKO is a Malaysian e-commerce reseller of a huge variety of Korean beauty products.
Purchase at: https://bit.ly/WAKOBEAUTY_Commonlabs_Amainamaisara
Terima kasih menonton ya! Jangan lupa plak untuk video seterusnya?❤️?
Haa sebelum terlupa kalau korang belum ada Account SHOPEE lagi boleh click link ni dan daftar ya : https://shp.ee/fvvce2r?smtt=0.0.9 (Sekurangnya aina tahu korang daftar under Aina ❤️)
Ada request video? Komen down below?❤️
----------------------------------------------------------------------------------------------------------
❤️ ?Click Down Below All Aina Equipment RECORDING :
❤️LAZADA
1. IPHONE 11 MAX PRO : https://bit.ly/33bJoOe
2. Sony Alpha a7 II: https://bit.ly/3jQHBUF
3. Gopro Hero 7 Black: https://bit.ly/2EB5CPl
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5. Rode Video Mic: https://bit.ly/3gpZC9S
6. BOYA BY-A7H : https://bit.ly/2BO3cfe
7. Andoer Studio Photo Lighting Kit: https://bit.ly/3fkOOsE
8. Ring Light with 160CM Tripod Stand Phone Holder Selfie Ring Light : https://bit.ly/311FWTt
9. Apple 10.5-inch iPad Air: https://bit.ly/2CTjYdr
10. Apple 13-inch MacBook Air: : https://bit.ly/3ffrOLw
❤️SHOPEE
1. Iphone 11 pro Max : https://bit.ly/39NcHYv
2. Sony alpha A7II: https://bit.ly/33aRTJ6
3. Go Pro Hero 7Black : https://bit.ly/3jSeAHX
4. Boya Mic : https://bit.ly/33mSEiD
5. Rode Mic : https://bit.ly/3hKBb7s
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7. Lighting Kit : https://bit.ly/2P5KLWm
8. Ring Light: https://bit.ly/39IdR7F
9. Apple iPad Air 2019: https://bit.ly/39F9Q3T
10. MacBook Air 2017 : https://bit.ly/39Fahv3
?Click Down Below All my media Social, Let's TALK WITH ME?
?Aina Maisara 0183574172 (Agent Insurans Prudentail Takaful)
?Instagram Shop Aina : https://www.instagram.com/amb.hq/ (@amb.hq)
?Instagram : https://www.instagram.com/amainamaisara/ (@amainamaisara)
?Blog : amainamaisara.blogspot.com
?Facebook Page : https://www.facebook.com/sisainamaisara ( Aina Maisara Channel)
? Aura Instagram: https://instagram.com/thelittle.aura/ (@thelittle.aura)
⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯⋯
Let's get this video to 150 THUMBS UP!!
Let's get my YouTube Channel to 75 000
SUBLINES!
Current Sublines: 74 154
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THANKS FOR WATCHING!!!
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e commerce shop 在 Sunshine Kelly Youtube 的最佳解答
Unboxing Time! Tadah! Here comes my parcel from buymall! Its huge and loaded with heavy items. Let’s check out what I ordered from Taobao recently. Well, I love to shop online and there are items in Taobao at very reasonable price but their expensive air freight is my main concern.
Fret not, buymall has Sea Freight that can help to save lots of shipping fees and is so easy. So now I can even buy heavy and big items without worry about my shipping fees. Check out how you can order products from Taobao via buymall website. You can save a lot on your shipping fees and the transaction is easy.
Buymall is a leading online platform that performs procurement service of overseas e-Commerce market for Malaysians, especially those who love to shop at Taobao.
Music: iksonmusic
Track: Early Hours
#buymall #unboxingparcel #taobao #onlineshopping #overseasonlineshopping
![post-title](https://i.ytimg.com/vi/uUADeXGuSro/hqdefault.jpg)
e commerce shop 在 Set Up a Shop on Facebook and Instagram | Meta Business ... 的推薦與評價
Note: If you only want to sell on Instagram Shops, you don't need to create or provide a Facebook business Page when creating your shop in Commerce Manager. ... <看更多>