關於 high street quarter ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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

今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.

在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?

而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?

其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.

而在IPO中, 也有這類的好公司.

Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)

Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.

下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.

也祝福大家找到&培養自己的能力圈, 穩穩獲利.

Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff

No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT

Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX

One of the most glorious things I have seen involving the stock market in ages happened today.

Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?

Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.

Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.

Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.

I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.

Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.

The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.

These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.

I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.

Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.

Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.

I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.

I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.

You did.

Total of large projects to open in 2020
December 28, 2020

Although the Covid-19 Crisis has had many negative social and economic effects, the Cambodian government has continued to fulfill its responsibilities, especially in infrastructure development. To date, no infrastructure projects have been postponed, and projects to open in 2020 have already begun. Here are some of the big projects that will open in 2020:

1) Rehabilitation and construction project of National Road No. 2 and No. 22

The rehabilitation and construction of National Road No. 2 and No. 22 with a total length of more than 72 km at a cost of approximately $ 56 million, which is financed by the Government of the Republic of Korea with the contribution of the Royal Government of Cambodia.

The groundbreaking ceremony was held in the presence of Prime Minister Hun Sen and HE Park Heung-kyung, Ambassador of the Republic of Korea to Cambodia on the morning of February 11, 2020.

The section of National Road No. 2 is from Takhmao roundabout to O Chambok with a length of 62.56 km (passing through Phnom Penh with a length of 5.4 km, Kandal with a length of 14.21 km and Takeo with a length of 52.56 km). Separately, National Road No. 22 is from O Chambok to Ang Ta Som with a length of 9.61 km in Takeo province. (Read more )

As of December 2020, the project has achieved about 20% and is scheduled to be completed in the first quarter of 2022. (Read more )

2) National Road 10 from Battambang to Koh Kong

National Road No. 10 connects Samlot, Battambang province, through Veal Veng, Osom, Pursat province to Koh Kong province, with a total length of more than 198 kilometers, which will cost a total of more than 188 million US dollars, financed by the Chinese government.

The groundbreaking ceremony was held on the morning of March 9, 2020 under the high presidency of Prime Minister Hun Sen and Chinese Ambassador HE Wang Wentian.

The road will be built in accordance with the level 3 road standard of the technical standard of the People's Republic of China, with a total width of 9 meters, 8 meters wide double-layer pavement (DBST), which will take 48 months to build from December. 2019 to December 2023.

As of August 2020, this project has achieved about 36%.

3) AEON 3 Shopping Mall on Street 60m

The AEON 3 shopping mall project is located in Prek Talong 3 village, Chak Angre Krom commune, Meanchey district, built with an investment capital of approximately 290 million US dollars. The project is larger than the first and second Aeon Markets combined, with a total floor area of 174,000 square meters.

The groundbreaking ceremony was held this morning, October 7, in the presence of HE Khuong Sreng, Governor of Phnom Penh, as well as representatives of the Japanese company AEON MALL (CAMBODIA) CO., LTD.

AEON 3 is scheduled to open in 2023.

4) The first cable bridge in Phnom Penh connecting Koh Pich to Koh Nora

Two large bridges worth more than 40 million US dollars, built by OCIC, opened the construction site on the morning of October 26 under the presidency of Samdech Techo Prime Minister Hun Sen.

The first bridge is a cable-stayed concrete bridge connecting Koh Nora Development Area to Koh Pich Satellite City, 824 meters long and 24.5 meters wide, with 4 lanes for cars and 2 lanes for motorcycles. The bridge is expected to cost $ 38 million and will take about 35 months to build.

The second bridge is a 60-meter-long, 21-meter-wide and 21-meter-wide bridge with two rainbow-shaped steel bridges connecting National Road No. 1 to the Koh Nora Development Zone. The bridge is expected to cost $ 1.6 million and take about 12 months to build.

The two bridges are part of a $ 2.5 billion OCIC project to develop Koh Nora into a new satellite city.

5) 38 roads in Siem Reap

The project has 38 infrastructure roads in Siem Reap, with a total length of 108.74 km, under construction with a total national budget of about 140 million US dollars. The project will take 13 months to complete and is expected to be completed by the end of 2021.

The project was opened under the presidency of Prime Minister Hun Sen on the morning of November 30.

6) Small and medium enterprise group worth $ 30 million of Sear Rithy in Takhmao

World Bridge Industrial Developments Co., Ltd.'s 4.0 small and medium enterprise cluster project worth more than $ 30 million Currently under construction on more than 6 hectares along National Road 21 near the affordable housing project in Takhmao.

The groundbreaking ceremony was held on the morning of November 27 under the chairmanship of His Excellency Cham Prasidh, Minister of Industry, Science and Technology, and Mr. Sear Rithy, Chairman of the Board of Directors of the World Bridge Group and other distinguished guests.

The project is scheduled to be completed by the end of April 2021.

Since the Detroit Pistons don't have a spectacular scorer, they get the ball to the man of the moment.

In Game 2 against Philadelphia, that player was Tayshaun Prince -- again.

Prince, the seldom-used rookie who has thrived in the playoffs, scored seven straight points at the end of regulation and the start of overtime as Detroit defeated the 76ers 104-97 Thursday night to take a 2-0 lead in their second-round series.

"Of course I was surprised,'' Prince said. "But this is a team that doesn't have a top star on it. Whenever a guy gets going, the coaches and the guy on the bench say, 'Let's get this guy the ball.' It's just a matter of who has the good feeling in the game, and in the overtime and just before overtime, that guy was me.''

Allen Iverson scored 31 points, but with a 92-90 lead and 15.1 seconds left in regulation he missed two free throws to give the Pistons a chance at an improbable win.

"I take the blame for this one,'' Iverson said. "If I made one or two free throws, we're going home happy. Put this one on me.''

Detroit's Chauncey Billups missed the game with a sprained ankle after scoring 101 points in three games. He was replaced by Chucky Atkins, who had scored just 23 points in eight playoff games. Atkins matched that total while playing 44 minutes.

Prince, who scored 20 points in Game 7 against Orlando in the first round, made a difficult spinning 4-footer with 4.3 seconds left to force overtime. He scored the first five points in the extra session on a layup and a 3-pointer just before the shot clock expired.

Atkins made a 3-pointer with 2:07 left to give Detroit, which set an NBA record by going 8-0 in overtime, a 100-93 lead.

Iverson said he was not surprised to see Prince and Atkins play so well.

"They don't just grab guys off the street and put them on NBA rosters,'' he said.

The series now moves to Philadelphia for Games 3 and 4 Saturday and Sunday.

It's safe to say Prince will not be spending as much time on the bench as he did during most of the regular season and the start of the playoffs.

The native of Compton, Calif., appeared in just 42 games after being the 23rd pick in the draft out of Kentucky. He averaged 3.3 points in 10 minutes a game.

Prince didn't play in the opening game of the playoffs against Orlando, scored two points in Games 2-3 and despite slowing down Tracy McGrady, didn't play in Game 4.

After Detroit coach Rick Carlisle was criticized for keeping Prince on the bench, he scored 15 points in Game 5 and 20 points in Game 7 as the Pistons became the seventh team in NBA history to win a series after trailing 3-1.

Prince played a career-high 39 minutes Thursday night.

"When you don't play much, there's a hungriness inside of you,'' Prince said. "You want to bring something to the team.

"At first, it was just defense against Orlando. But now I've been able to help on the other end.''

Richard Hamilton scored 23 points, Cliff Robinson scored 14 of his 16 points in the first quarter, Jon Barry had 11 and Ben Wallace had 15 rebounds, seven points and two blocked shots.

Iverson wasn't a one-man team, either.

Kenny Thomas scored 15 points and grabbed a playoff-high 19 rebounds. Eric Snow, playing on an injured right foot, scored 14 points. Derrick Coleman and Aaron McKie each scored 12.

The Sixers came back from a 14-point deficit midway through the second quarter, and Iverson made two free throws with 1:40 left to give Philadelphia its first lead since the end of the third quarter. Snow's jumper on their next possession put Philadelphia ahead 92-89.

Hamilton made one of two free throws -- continuing Detroit's poor night at the line as the Pistons missed 14 of 35 attempts. But Iverson gave Detroit a chance, with each of his attempts hitting the rim and bouncing out.

The Pistons had no timeouts left, and the ball eventually got to Prince on the right wing. He backed in against McKie, avoided Snow's swipe at the ball and twisted his body around before releasing a soft floater that was all net as the crowd went crazy.

Snow airballed a long 3-pointer at the end of regulation as Philadelphia could not get the ball into Iverson's hands.

"I was yelling for Allen to shoot more,'' Philadelphia coach Larry Brown said.

Before Billups was signed as a free agent last summer, Atkins started 137 games over two seasons and averaged at least 12 points. Atkins averaged 11.3 points in 10 playoff games last season.

Atkins ran Detroit's offensive effectively in the first quarter, leading it to a 30-25 lead, and made several key baskets, including shots in the final seconds of the first and third quarters.

Game notes

Robinson missed six shots after going 6-of-7 in the first quarter. ... Detroit missed eight of 10 foul shots in the first half. ... Atkins scored 22 points for his previous playoff-high in Game 5 of the second round last year against Boston.

What to eat for breakfast, lunch and dinner? How to eat healthily and economically? A series of questions on eat, eat, eat...
As a student who is currently studying abroad in the UK, what one misses most is the food back in hometown.
As a student who is currently studying abroad in the UK, what one concerns most is daily meals.
In this series of videos on restaurants in Manchester, you will be exposed to some of the famous restaurants in Manchester.
Today, let me introduce you an English restaurant, the Almost Famous. The restaurant is famous for its double-patty beef burgers. A traditional Almost-Famous-burger is a juicy and stuffed beef burger, served with their homemade special sauce. Topped with a series of local English sides, this restaurant is definitely a heaven for beef-lovers. As an international student in Manchester, Almost Famous is definitely one of the restaurants that you should not miss.
Address of Almost Famous: 100-102 High Street, Northern Quarter, Manchester M4 1HP
If you like the video today, don’t forget to subscribe, like and share!
Thank you and see you next time! =)
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早餐吃什么？午餐，晚餐又吃什么？如何吃得健康又经济？一连串的问题都离不开吃，吃，吃。。。
一位在英国留学的留学生，除了家人，最想念的莫过于家乡的食物。
一位在英国留学的留学生，除了学业，最烦恼的莫过于一如三餐。
曼城虽小，但五脏俱全。这一系列的英国留学食谱，将一一为你介绍英国曼城的餐馆，让你吃出健康，多样化，却又不伤钱包！
今天向大家推荐的是一间英式餐馆Almost Famous。此餐馆以其双层牛肉汉堡为名。多汁多馅的牛肉汉堡配上特调酱料，再另加一系列英式小吃，简直是牛肉爱好者的人间天堂。身为一位在英国曼城留学的学生，当然不能错过如此一家值得一推的餐馆，Almost Famous！
Almost Famous地址：100-102 High Street, Northern Quarter, Manchester M4 1HP
如果你喜欢今天的影片，记得订阅，点赞及分享！
谢谢大家，我们下次再见！ =）