關於 expand the market ，我們在網路上蒐集到這些相關的討論、資訊與評價

TNI King Coffee vừa được Bộ Văn hóa, Thể thao & Du lịch chọn là đại diện cho ngành cà phê Việt Nam để giới thiệu, trình diễn sản phẩm Robusta Việt Nam tại World Expo 2020 Dubai (1/10/2021 - 31/3/2022). ☕ 🇻🇳

Triển lãm Thế giới - World Expo, ra đời từ thế kỷ 19 và được coi là một trong 3 sự kiện lớn nhất hành tinh, cùng với Giải Vô địch bóng đá thế giới (World Cup) và Thế vận hội Olympic. Trải qua 53 lần tổ chức với định kỳ 5 năm một lần, mỗi kỳ World Expo là dịp để các quốc gia trên thế giới khẳng định vị thế, giới thiệu tiềm năng, phát minh, sáng chế của quốc gia mình, đóng góp cho sự tiến bộ, phát triển của nhân loại, quảng bá hình ảnh quốc gia đến hàng triệu khách tham quan và truyền thông quốc tế.

Được sự ủy quyền của Vụ Hợp tác Quốc tế, TNI King Coffee sẽ là đơn vị kết nối và tổ chức cho các doanh nghiệp Việt Nam tham dự EXPO 2020 nhằm tìm kiếm cơ hội hợp tác kinh doanh, giao lưu văn hóa, khám phá và mở rộng thị trường với khách hàng quốc tế và Trung Đông.

TNI King Coffee trân trọng kính mời các doanh nghiệp cùng tham dự sự kiện này. Thời gian nhận đăng ký từ các doanh nghiệp sẽ bắt đầu từ ngày 21/9 – 30/11/2021. Các doanh nghiệp sẽ tham dự các sự kiện của EXPO 2020 Dubai trong khoảng thời gian từ tháng 1-3/2022.

📞 Hotline TNI King Coffee: 0964 978 418

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TNI King Coffee has been appointed by the Ministry of Culture, Sports and Tourism as the representative of Vietnam's coffee industry to introduce Vietnamese Robusta products at the World Expo 2020 Dubai (October 1, 2021 - March 31, 2022).

The World Expo, organized every 5 years since the 19th century, has been considered as one of the three largest events in the world, along with the World Cup and the Olympics. It is a greatest opportunity for every countries and corporates to connect from different corners of the globe, to experience the best art, culture, science, innovation, and invention, and to promote the national image as well as their business to millions of international visitors and media.

Authorized by the Department of International Cooperation, TNI King Coffee has been also chosen as the Field Representative-Organizer who is responsible for connecting and organizing the EXPO 2020 business trips for Vietnamese corporates in order to seek opportunities for business cooperation, cultural exchange, and expand the market with international and Middle East partners and customers.

TNI King Coffee would like to invite all of you to attend this event, from January to March, 2022.

Registration from September 21 to November 30, 2021.

Hotline TNI King Coffee: 0964 978 418

#KingCoffee #lehoangdiepthao #expodubai2020. #coffee

#MarketCommentary
Having acquired Intel’s NAND business, SK Hynix is aiming to expand its SSD market share by launching enterprise SSDs equipped with its own NAND Flash memory. By doing so, SK Hynix will likely possess the necessary resources to better compete with other suppliers.

🌻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

公司簡介
業安科技期望提供傳統販賣機廠商更有效率的經營模式，並用販賣機聯網，開啟販賣機更多應用機會。例如：2020年實名制口罩販賣機。我們不賣販賣機，而是升級方案，讓傳統販賣機錯過銷售黃金時間成為過去，從今天開始即時掌握關鍵資訊。
Yallvend VUK整合雲端聯網服務，包含：行動支付、庫存系統、身份辨識，讓傳統販賣機可3分鐘無痛升級。內裝4G sim卡，接通後可直接連線。免破孔、免重新改裝機台、保留販賣機原有設計，跨品牌販賣機可使用，開啟販賣機更多可能。

The founders have over 10-year experience in the Vending Payment Industry. They have the key technique and also a deep link to the market. The only age-identification system for cigarette vending machines in German was designed by the team. Noticing e-payment and telemetry are big issues in the retailer’s business, they extended the experiences to develop our product VUK. And now our quick and economic solution for traditional vending machines is ready to beat those expensive brand new ones.
Yallvend VUK enables traditional (coin-type) vending machine to operate e-payment, telemetry and ID checking. The mobile phone big kit includes 4G sim and logic control, which helps to upload transaction information (e.g. time, item, etc.) to cloud and to alert non-operation situation instantly. The system is integrated with wide variety vending machines. The market-based solution serves in Taiwan, Singapore, Malaysia, Philippines, etc., and continues to expand.

公司網站
http://www.yallvend.com/

เปิดตัวครั้งแรกในโลก พร้อมราคา The All-New Mitsubishi Outlander 2021-2022 World Premiere มิตซูบิชิ เอาท์แลนเดอร์ โฉมใหม่ล่าสุด มี 3 แถว 7 ที่้นั่ง ทำตลาดในอเมริกาเหนือ ก่อนมาขายในไทย

Mitsubishi Motors Corporation ประกาศเปิดตัว All-New outlander โฉมใหม่ เจนเนอเรชั่นที่ 4 รุ่นปี 2022 รถครอสโอเวอร์รุ่น flagship ของบริษัท ผ่านทาง Amazon Livestream เป็นครั้งแรก โดยมาพร้อมดีไซน์ใหม่ คุณภาพระดับพรีเมี่ยม สมรรถนะที่เหนือชั้น และเทคโนโลยีที่ล้ำสมัย ที่คุณสามารถคาดหวังได้ จากรถยนต์ของ Mitsubishi พร้อมเริ่มจำหน่ายในตลาดอเมริกาเหนือ เป็นที่แรกในโลก ในราคาเริ่มต้น 25,795 เหรียญสหรัฐ หรือราว 773,000 บาท ในเดือนเมษายน ปี 2021 นี้ ก่อนที่จะมีการทำตลาดทั่วโลก หลังจากนั้น

FRANKLIN, Tenn. – As part of a game-changing collaboration with Amazon, MITSUBISHI MOTORS CORPORATION (MMC) today revealed the all-new 2022 OUTLANDER crossover SUV via livestream, the first vehicle to ever debut on Amazon Live.2 All-new from the wheels up, the 2022 Outlander features a new design direction for both this vehicle and the brand, plus the premium quality, rugged performance and innovative technology expected of a Mitsubishi Motors vehicle.

The flagship of the Mitsubishi Motors line, it is reimagined and reinvented in every way, and is the best-equipped, most thoughtfully engineered vehicle the company has ever developed. Outlander gears up for sale in North America first in April 2021, with other global markets to follow.

With a U.S. Manufacturer's Suggested Retail Price starting at $25,7951, the all-new 2022 Mitsubishi Outlander delivers the equipment, quality and lasting value that Mitsubishi customers have come to expect of the brand. Full pricing and packaging details will be made available at a later date.


"Based on the product concept 'I-Fu-Do-Do,' which means authentic and majestic in Japanese, the all-new OUTLANDER has been crafted into a reliable SUV with significantly upgraded styling, road performance, and a high-quality feel to satisfy the needs of customers who want to expand their horizons and take on challenges of every kind," said Takao Kato, chief executive officer of MMC. "With the launch of the all-new OUTLANDER, we will first expand our sales in the North American market and then aim for global growth."

The Outlander was first launched in North America in 2002, and this new model is the fourth generation to be sold.

Styling debuts the brand's next generation Dynamic Shield front face and design language, with muscular fenders, bold proportions and available large-diameter 20-inch wheels. Inside, Outlander is a quiet and serene space, showcasing quality and convenience through class-above materials, seating for seven in the segment's only standard-equipment third-row, available 12.3-inch digital instrument cluster and 9-inch center screen, and also newly available wireless smartphone charging capability with Android Auto3 and wireless Apple CarPlay.4

The engineering underpinnings are also all-new. Partnered with a newly developed platform and 2.5L four-cylinder engine, Mitsubishi's rally-derived Super All-Wheel Control5 system provides unmatched confidence for drivers in all environments. The newly developed drive mode selector allows performance and grip to be tailored to the conditions through six distinct settings, increasing on-road and off-pavement performance. Even two-wheel drive models are fitted with the drive-mode selector, offering five distinct modes in this setup, to help drivers feel more confident in all driving conditions.

Standard equipment on the 2022 Outlander includes 11 airbags6, three rows of seats, myriad storage locations, USB-A and USB-C charge ports and 18-inch wheels.

Depending on trim level, the 2022 Outlander can be fitted with 20-inch wheels, Mitsubishi's MI-PILOT Assist driver assistance system with adaptive cruise control and lane-keep assist7, semi-aniline leather seating, integrated navigation using what3words technology, a windshield-display 10.8-inch full-color Head-Up Display (HUD), Mitsubishi's industry-leading Mitsubishi Connect smart-car system, and a 10-speaker BOSE® audio system.8

Mitsubishi Motors North America is in the midst of introducing a full showroom of redesigned, reengineered or all-new vehicles, and the 2022 Outlander is the culmination of that program. This much-anticipated vehicle is here, and the game-changing launch is well under way. The all-new 2022 Mitsubishi Outlander is set to break boundaries, reset expectations and demand attention.

A Hidden Gem for Luxurious Sushi in Steveston. Eat Golden Sushi with me beside the lake :)

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My name's Erin, but you can call me Xiao/XiaoBae :) I'm a creator and streamer who plays Mobile Legends: Bang Bang, League of Legends, TFT, Valorant.

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