關於 make +o v ，我們在網路上蒐集到這些相關的討論、資訊與評價

nhớ update app laz nhé ko có lag lớm
voucher độc quyền 50k của dì https://tinyurl.com/howtoWin99Laz (cho 0h toàn sàn mọi hàng)
.
skincare Tây💛

✡Estee Lauder (đại gia VIP PRo chơi sộp) https://tinyurl.com/esteelauderLAZADA (1 trong 2 đợt sale lớn nhất năm)

1 tặng 1 serum, kem mắt huyền thoại
giảm sâu mini size giá okla https://tinyurl.com/EsteeLauderTrialsize
*9/9 : 0-2h tặng thêm tinh chất 5ml 630k,
10-14h tặng Probright 7ml 540k,
20-24h tặng Prolift 7ml 600k
*10/9 :
10-14h tặng Supreme 7ml 400k,
20-24h tặng túi xách 900k cho bill > 2mil
*11/9 : 0-2h tặng túi xách 900k cho bill > 2mil,
10-14h tặng túi xách 900k cho bill > 2mil,
20-24h tặng thêm tinh chất 5ml 630k

A
✡Altruist https://tinyurl.com/LuxBeautyLazada (Đại lý phân phối ủy quyền của Altruist VN)
✡Avene https://tinyurl.com/AveneVNLAZADA giảm 30% toàn gian
.
B
✡BioDerma https://tinyurl.com/BiodermaVietnamLAZADA
- giảm 20% toàn gian,
giờ vàng săn voucher 100k 12h 9-9
tặng túi đựng bông tẩy trang, sebium lotion, bông silcot cho các sp tẩy trang, kem dưỡng
✡Balance https://tinyurl.com/BalanceLazada
- 1 TẶNG 1 serum thần thánh Advanced Night Repair 20ml, 30ml, 50ml
- 1 TẶNG 1 kem mắt chống ánh sáng xanh Eye Supercharged
- TẶNG serum Advanced Night Repair 30ml trị giá 2600k, khi mua kem mắt Eye Matrix 15ml
️- mua 1 tặng 1 và quà gần như toàn gian
- Freeship toàn quốc"
.
C
✡Ceta phil https://tinyurl.com/CetaphilLazadaVN
0h - 2h chốt đơn 350k tặng ngay 1 tẩy trang sạch sâu lỗ chân lông & 1 kem dưỡng ẩm 15g hợp mọi làn da
Chốt đơn 350k tặng 1 dầu gội đầu baby 50ml & 1 tẩy trang sạch mịn da
Khung vàng 0h - 12h - 21h từ 9.9 - 11.9 chớp Voucher giảm 30k đơn 350k
ĐẶC BIỆT! Đơn cao nhất tặng ngay máy rửa mặt Foreo TRỊ GIÁ 3 TRIỆU "

✡Clinique https://tinyurl.com/CliniqueLAZADA
theo dõi gian hàng nhận voucher 50k
giảm 45% toàn gian
1 tặng 1 kem dưỡng moisture surge
1 tặng 3, 1 tặng 6 các minisize đơn từ 690k "
.
E
✡ Eucerin https://tinyurl.com/eucerinLAZADA
"off upto 40%, mua 1 tặng 1 tinh chất giảm thâm nắm
2 chai xịt khoáng/ combo rữa mặt/ kem dưỡng ban đêm tặng 1 kem chống nắng
sữa rửa mặt pH5 không mùi lành tính giá ra mắt dưới 200k "

✡evoluderm https://tinyurl.com/evoludermLAZADA
giảm upto 40% toàn gian
.
G
Garnier https://tinyurl.com/GarnierLazadastore
"- giảm upto 450% , 1 tặng 3, 2 tặng 5
- 1 tẩy trang tặng vial serum 89k và voucher 5%
.
I
✡ IMAGE https://tinyurl.com/IMAGELAZADA
- voucher 100k, 300k
- giảm 20% toàn gian
.
K
✡ Kiehl's https://tinyurl.com/KiehlsLAZADA
- 1 tặng 7, đơn 1tr tặng 1tr3, đơn 700k tặng 610k (minisize 30,40, 14ml, 7ml).
- Tặng voucher 100K khi đăng kí thành viên
- thêm bộ 5 mẫu thử trị giá 370K cho MỌI ĐƠN ĐẶT TRƯỚC
- Tặng túi laptop 500K cho đơn 1.5tr.
- Tặng thêm toner Hoa cúc 40ml t210K khi thanh toán đơn đặt trước vào 0H-2H 9/9. "
.
L
✡ Lancome https://tinyurl.com/LancomeLAZADA
- 1 serum Manifique tặng 7 món full routine skincare trị giá 5790k (50ml, 10ml,15ml,30ml, sachet)
- 1 kem dưỡng tặng 5 minisize trị giá 2,1tr
- 1 nước thần tặng 6 minisize fullroutine trị giá 3650k
- đăng ký thành viên lancome tặng voucher 100k
- ra mắt trial size giá dễ chịu https://tinyurl.com/LancomeTrialsize "

✡ Larocheposay https://tinyurl.com/LarochePosayLAZADA
- voucher 99k, off upto 35% toàn gian
- mua 1 serum tặng 5 minisize đủ routine.
- 1 chấm mụn tặng 2 minisize

✡ LO real Paris https://tinyurl.com/LOrealPRLazada
đơn 400k tặng quà 650k (bộ mini revitalife, bông tẩy trang)
voucher 99k
giảm 40% hot items
50% dòng chăm tóc
.
O
✡ Olay https://tinyurl.com/OLAYLazada
"- giảm upto 45%, voucher 120k
- quà 500k, 700k minisize "
.
P
✡ Paula's Choice https://tinyurl.com/paulaschoiceLAZADA
- đặt trước 4 combo tặng son chống nắng, túi và gương mỹ phẩm 900k
- mở voucher 99k vào 9 khung giờ 0h 9h 12h 15h 18h 20 21 22 23h
- đơn từ 900k tặng túi tote, từ 1,5tr tặng BHA 339k, 2,5tr tặng srm và kem trị mụn giá trị 1tr
- 0-2h tặng thêm bông tẩy trang mọi đơn
.
S
✡ Sebamed (dược mỹ phẩm Đức- giống Eucerin)
https://tinyurl.com/SebamedLazada
vô tri không có chương trình giảm

✡ Skineutical https://tinyurl.com/SkineuticalsLazada
- freeship hỏa tốc nội thành SG
- 0h 9-9 tặng mọi đơn bộ đôi tinh chất giảm thâm nám 515k
- mua 1 tinh chất tặng 5 minisize 3,4tr hoặc 4 minisize 2,5tr
- 200 đơn đầu tặng bình giữ nhiệt và trial HA intensifier
- 300 đơn tiếp thaeo tặng 2 trial HA và Discolor
.
T
✡ The Body Shop : https://tinyurl.com/thebodyshopLAZADA
- giảm 15% toàn gian
- voucher 50k 99k

✡ The ORDINARY(Londonstore-LuxBeauty) phân phối
https://tinyurl.com/LondonstoreatLazada
Vào kho hàng excel của shop:
.
U
✡ Unilever (vaseline, Dove, Tresemme, Pond,...)
https://tinyurl.com/unileverLAZADA
voucher 40-60k
giảm đến 35%
đơn 400k tặng liền 4 món ponds
trọn bộ tresemme tặng máy sấp tóc
1 body wash tặng kem đánh răng
.
V
✡ Vichy https://tinyurl.com/VichyLAZADA
voucher 99k
1 serum mineral tặng 7 (giá trị quà minisize 1100k đơn 750k)
1 bộ tinh chất thâm, 1 kem dưỡng collagen tặng 5 minisize
1 kem chống nắng tặng 6 minisize túi mỹ phẩm, tinh chất thâm
2 xịt khoáng tặng 5 ( 2 minisize normaderm, 2 kem dưỡng vichy 1 túi hologram)
Bộ quà 450K cho đơn từ 499K gồm:
- 1 Serum khoáng Mineral 89 15ml
- 1 Tinh chất Glyco-C 2ml
- 2 Kem chống nắng
Bộ quà 500K cho đơn từ 699K gồm:
- 1 Túi tote thời trang
- 1 Tinh chất Glyco-C 2ml
- 2 Kem chống nắng "
.
SKINCARE NHẬT ❤
✡ anessa https://tinyurl.com/anessalazada
1 tặng 1 full size, voucher 100k
ra mắt annessa giao diện pikachu
30 đơn đầu từ 1.5tr tặng oppo band

✡ DHC- thực phẩm chức năng https://tinyurl.com/DHCLazada
0-2h tặng hộo đựng viên thuốc đơn từ 400k
giảm 35% toàn gian, voucher 99k
1 hộp collagen tặng túi và vial serum
✡ DProgram (dược mỹ phẩm của Shiseido)
https://tinyurl.com/DprogramStoreLAZADAAZADA
mua 1 tặng 4 minisize, off 50%,
đơn từ 3tr 3 đơn đầu tặng tủ lạnh mini bảo quản mỹ phẩm

✡ HANAJIRUSHI https://tinyurl.com/HANAJIRUSHI
- giảm 50% toàn gian
✡Rohto (nhà chung của Hada labo, Skin aqua, acnes, selsun, melano CC...)
https://tinyurl.com/RohtoMentholatum
Deal 9k, voucher 99k
Hada Labo giảm 30% mọi sp- nước Lotion còn 99k, 149k. mua 2 giảm thêm 9%
1 hộp collagen tặng 1 lotion supreme
1 kem chống nắng tặng 1 son
2 gội selsun tặng 1 xả selsun

✡Senka https://tinyurl.com/SenkaLAZADA "- voucher 45k, 1 tặng 1 fullsize hot items, off upto 50%
- tặng nạ tóc 249k cho các bộ skincare
- tặng xịt dưỡng tsubaki 180k cho combo đôi
- tặng bộ tẩy trang rửa mặt đơn 199k

✡Shiseido https://tinyurl.com/ShiseidoLazada
- 1 tặng 1
- 1 tinh chất 75ml tặng 5 (quà 3250k)
- 1 gel dưỡng tặng 4 minisize (1750k)
- 1 kem chống nắng giảm 50% và tặng 2 tẩy trang 2 son
- đơn 650k tặng 1 dưỡng mắt 600k
- ra mắt combo dùng thử dưới 1tr
- son giảm 50%
- phấn nước giảm 50% tặng 1 phấn nước và tẩy trang (1230k)

Hàn - Đài - Trung 🧡
✡BioEssence https://tinyurl.com/BIOESSENCELAZADA
- 1 tặng 2, srm đồng giá 99k,
- off 40% best sellers, quà 342k
- 1 tặng 1 gel tẩy tế bào chết
.
C
✡CNP (dược mỹ phẩm đỉnh từ Hàn) https://tinyurl.com/CNPLazada
- 1 tặng 1 voucher 500k
- đơn dưới 500k tặng 1 lồn sachet trial (20ml)
- đơn từ 550k tặng 2 toner 25ml, 5 tinh chất hồng 1ml, 5 kcn 2ml
- voucher 39k, 500k trong gian hàng "
✡Cosrx https://tinyurl.com/CosrxLAZADA
- giảm upto 35%, 1 tặng 3 (cột tóc, băng đô tai thỏ, nón cối)
✡Cos de BAHA (Paula's Choice phiên bản hssv, tốt hơn TO)
https://tinyurl.com/TheAuthSkincare " (not mall but là seller được chính hãng ủy quyền phân phối tại VN) https://www.cosdebaha.com/pages/international-store )
.
I
✡Inface máy rửa mặt Xiaomi
https://tinyurl.com/InfaceXioamiLaz
✡Innisfree https://tinyurl.com/INNISFREELazada
- 1 tặng 9 green tea serum (quà 540k)
- 1 tặng 5 cherry cream (quà 500k)
- 1 tặng 3 nạ núi lửa (quà 400k)
- 1 serum black tea 880k tặng 9 serum + cream (quà 1450k)
- voucher 60k 100k

✡Klairs
https://tinyurl.com/DearKlairsVietnam
- off 40% voucher 40k
✡Laneige
https://tinyurl.com/KrLaneigeLazada
- 0-2h 9-9 deal mặt nạ ngủ 9k, voucher 99k 149k,
1 tặng 1 nạ ngủ cica, radianC, water.
tặng combo nạ ngủ 350k mọi đơn, đơn 500k quà 475k, đơn 999k quà 999k

✡Lavigado https://tinyurl.com/LAVIGADOLazada
✡Mamonde https://tinyurl.com/MamondeLazada "- voucher 99k mọi đơn, off upto 45%
- voucher gian 30,45, 60k
- quà 160k mọi đơn minisize, trialsize,
- đơn 300k tặng thêm rửa mặt, đơn 500k tặng 3 cây son

✡Naruko https://tinyurl.com/NARUKOLAZ
- giảm 30% toàn gian
- đơn từ 1tr tặng kem chống nắng hoa Thủy Quái
- đơn từ 300k tặng mặt nạ Nhung Tuyết
✡Ohui https://tinyurl.com/OhuiLazada
- voucher 600k
- đơn dưới 1,3tr tặng bộ dưỡng chống lão hóa 565k
- đơn trên 1,3tr tặng bộ chống lão hóa 3 bước 1250k
- đơn từ 2,2tr tặng bộ chống lão hóa 5 bước 1925k
- đúng 0-2h nhận thêm mascara, son lì. Giảm 50% các sp make up
.
S
✡Skin1004 https://tinyurl.com/Skin1004Laz off 30% toàn gian, voucher 40k
✡Su:m https://tinyurl.com/SumLazada
- 0-2h voucher 900k
- 1 set 6 bước dưỡng tặng quà 2489k
- 1 kem losec tặng quà 5360k
- đơn dưới 1500k tặng bộ tẩy trang, mask 800k
- đơn từ 1500k tặng bộ 3 tài sinh da 1750k
✡SULWHASHOO https://tinyurl.com/SULWHASOOLAZADA
- mua 1 tặng 20
- quà 200k mọi đơn sachet dùng thử
- voucher 180k, 300k
- đơn 2,2tr quà 2,5tr

.
Skincare nước nhà 💚

✡Cocoon
https://tinyurl.com/cocoonVietnamLAZADA
giảm 20% toàn gian
✡Truesky
https://tinyurl.com/TrueSkyLazada
voucher 30,60k, giảm 20% hot combo
đơn 1tr tặng 1 serum HA 300k "
✡Zakka (mỹ phẫm treatment chuẩn Huê Kì)
https://tinyurl.com/ZakkaFlagshipstore
MÃ độc quyền của dì 15K dành cho mọi đơn https://tinyurl.com/NULOxZAKKA99
- đơn 1tr tặng serum HA 300k
- voucher 30k, 60k "

✡Baresoul (tẩy da chết thiên nhiên, top brand Việt vào được Watsons) https://tinyurl.com/BaresoulatLazada
- giảm 30% toàn gian
✡Thorakao (có trong guardian) https://tinyurl.com/ThorakaoAtGuardianLAZADA
- giá về dưới 50k
✡Guardian https://tinyurl.com/GuardianVietnam
- flash voucher 65k, quà 100k đơn 350k voucher 10% 15%
✡Emmie (chuyên máy xông mặt, mỹ phẩm active nhẹ nhàng)
https://tinyurl.com/EmmieLazada
voucher 30k, 50k, off upto 30%
.
Bodycare 💙
✡Durex https://tinyurl.com/DurexVNLazada
- tặng Detol đơn từ 199k
- tặng Detol và nivea đơn từ 299k
- tặng Ly và nivea đơn từ 299k từ 2h sáng
- voucher 150k
✡NIVEA https://tinyurl.com/NIVEALAZ
đơn 249k tặng quà 200k ( 1 kem chống nắng, 1 kem dưỡng)
đơn 350k quà 300k (1 kem pure white, 1 kem hoa hokaido, 1 ví mỹ phẩm)
voucher 20k, 15k
giảm upto 50% toàn gian"
✡Tsubaki https://tinyurl.com/TsubakiLazada
1 tặng 1 fullsize
tặng thêm tẩy trang senka 0-2h 9-9 khi mua 1 món
giảm 30% toàn gian
tặng sữa tắm senka khi mua combo 3 món

✡Lo Real Professhionel (chuyên tóc) https://tinyurl.com/LOrealProfessionelLAZADA
Đặt cọc trước, rước ưu đãi gấp đôi] Serum giúp mọc 1000 sợi tóc trong 6 tuần
Deal hot ngày đôi, chỉ cần đặt cọc trước, sở hữu ngay các phần quà hấp dẫn khi mua tinh chất SERIOXYL:
- Dầu Hấp Giảm Gãy Rụng Tóc Inforcer trị giá 750K
- Dầu Gội Giảm Gãy Rụng Tóc Inforcer trị giá 345K
- Ly cách nhiệt Tumbler cao cấp trị giá 400K
- [0-2H 09.09] Băng đô cài tóc cao cấp trị giá 200K

✡Keratase (chuyên tóc)
https://tinyurl.com/KerataseLazada " "1 serum tặng bộ sản phẩm Genesis gồm Dầu gội 80ml & Mặt nạ 75ml, trị giá 850,000 VND
tặng thâm kem dưỡng phục hồi nuôi dài 50ml & Túi du lịch đựng mỹ phẩm trị giá 800,000 VND
follow gian hàng nhận voucher giảm 50,000 đ
freeship toàn quốc cho mọi đơn hàng."
.
Make up Tây 💜
✡BOBBI BROWN https://tinyurl.com/BobbiBrownLAZADA
Mua son giảm đến 40%
phấn nền tặng phấn nền
kem nền tặng xịt khoáng
kem lót tặng phấn nền
GIẢM 40% khi mua combo 02 son kem Powder Kiss:
GIẢM 40% khi mua 01 son kem & 01 son lì Powder Kiss:
GIẢM 40% khi mua 01 son kem Powder Kiss & 01 son kem Love Me:
TẶNG NGAY 01 SON CHILI KHI ĐẶT CỌC TRƯỚC 9-9 VÀ THANH TOÁN LÚC 0-2H NGÀY 9.9!"
✡Maybeline https://tinyurl.com/maybelineLAZADA
1 tặng 3, tặng kem nền 200k cho đơn 169k,
tặng vé concert onlline ITZY và son mini 800k đơn 299k"
✡MAC https://tinyurl.com/MACFLAGSHIPSTORE
giảm 50% 1 tặng 1 fullsize tặng thêm son matte
MAC 600k 0h-2h sáng 9-9
hỗ trợ đổi màu nền dễ dàng.

✡BENEFIT https://tinyurl.com/BENEFITLAZADA
✡Shuuemura https://tinyurl.com/ShuuemuraLazada
tặng son, trial tẩy trang khi mua sp bất kỳ
quà 530k đơn 1tr
1 tặng 4 (2 son mini, 1 nền, 1 dầu tẩy trang)
hỗ trợ đổi màu nền khum mất phí
1 son fullsize tặng 2 son mini, 1 tẩy trang mini, 1 nền mini1 fullsize tẩy trang tặng 6 (2 son fullsize, 3 tẩy trang mini, 1 túi)
fullset mini make up nửa giá dưới 400k
1 fullsize tẩy trang tặng 6 (2 son fullsize, 3 tẩy trang mini, 1 túi)
fullset mini make up nửa giá dưới 400k "

Makeup Á 🤎
✡Merzy https://tinyurl.com/merzyLAZADA
giảm upto 50% toàn gian
✡Focallure https://tinyurl.com/FocallureLazada
giảm upto 50%, makeup dưới 50k
30 đơn đầu tặng 1 son
scrunchies và băng đô"
✡Lemonade https://tinyurl.com/LemonadeAtLazada
ra mắt bst mới
giảm 20% toàn gian "
✡EGLIIPS https://tinyurl.com/EGLIPSLAZADA
tặng 1 son lively lip matte cho đơn từ 200k
giảm upto 60%
✡Bbia https://tinyurl.com/bbiaLazada
giảm đến 50%,
tặng túi eco, thêm 1 son eglips, kem chống nắng eglips "

✡CHOY TRONG LAZMALL CÒN NHIỀU LỚM 🖤
https://tinyurl.com/LAZMALLbeauty

Cấu trúc IN ORDER TO và SO AS TO
🔥 kèm TOO...TO 🔥

1. Cấu trúc In order to và So as to

✪ CÁCH DÙNG

“in order to” hay “so as to” đều có nghĩa là “để”, “để mà”. 2 cấu trúc này có cùng ý nghĩa và cách sử dụng. Chúng có thể được sử dụng thay thế nhau khi muốn diễn tả hoặc giải thích mục đích của hành động được nhắc đến trước đó.

✪ CẤU TRÚC

✔ Đưa ra mục đích hướng vào chủ thể hành động

S + V + in order (not) to/ so as (not) to + V

Eg:

I meditate in order to relax. (Tôi thiền để thư giãn.)

Anna studies French in order to speak to her friends from Paris. (Anna học tiếng Pháp để nói chuyện với bạn bè của cô ấy từ Paris.)

I go to work early in order not to get stuck in a traffic jam. (Tôi đi làm sớm để không bị kẹt xe.)

You should exercise so as to stay healthy. (Bạn nên tập thể dục để giữ gìn sức khỏe.)

He always wears a scarf and gloves in the winter so as not to feel cold. (Anh ấy luôn quàng khăn và đeo găng tay vào mùa đông để không cảm thấy lạnh.)

✔ Đưa ra mục đích hướng vào đối tượng khác

S + V + in order/ so as + for + O + (not) to + V

Eg:

They left the door open in order for me to come in. (Họ để ngỏ cửa để tôi vào.)

I turn off the TV in order for my sister not to wake up. (Tôi tắt TV để em gái tôi không thức dậy.)

So as for the AC to work, you need to find the remote. (Để điều hòa hoạt động, bạn cần tìm thấy cái điều khiển.)

She explained the task in details so as for me not to make mistakes. (Cô ấy giải thích chi tiết nhiệm vụ để tôi không mắc sai lầm.)

Đối với 2 cấu trúc này, các bạn cần lưu ý rằng sau “in order to” và “so as to”, chúng ta luôn dùng động từ ở dạng nguyên thể nhé!

Xem chi tiết cấu trúc Too...to: https://bit.ly/3tjg43c

Các bạn cùng lưu về nha!

🌻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

秋冬メイクまだまだアップしたいです////今回のアイシャドウの色味とリプがツボでした♡




Twitter　https://twitter.com/12mero25
Instagram　https://www.instagram.com/suurero/
TikTok http://vt.tiktok.com/JNgnc4/
お仕事依頼: business@digitalspark.tokyo


♡カラコン
00:39 アイジェニック シマーショコラ　DIA14.5mm 着色直径13.7mm BC8.7mm https://luvlit.jp/fs/luvlit/EGE18A0005

1:39 msh タイムシークレット ミネラルメイクアップベース カバーマット

2:48 LB シームレスパウダーファンデーション 01 2200円(ファンデーションに求められる”薄付きなのにカバー力のある仕上がり”という矛盾を「伸びの良さ」と「密着力」に着目し、実現。実現したのは、パウダーを溶液に漬け込みリキッド状にし、水分を蒸発させる“スラリー製法”。伸びの良さと密着力を追求することで、軽さとカバー力が共存する“大人の素肌美”を体感できます)

3:42 keybo キボリッププラスプランパー Spring Glass 1899円(プランプ効果ですーすーぴりぴりします。レベル別になっているので好みのぴりぴりを選ぶことができます。ティントのカラーも豊富です)

3:59 キャンメイク パーフェクトマルチアイズ 01ローズブラウン 858円(眉毛、涙袋、チーク、アイシャドウなどマルチに使える素晴らしいシリーズ。個人的にブラウン系がマルチ使いしやすいのでおすすめです。粉もしっとりしています)

4:57 AMIOK ソフトクレイビーム アイシャドウパレット08 2750円(ブラウンシャドウだけでなく様々なマットシャドウに合わせると色味が綺麗に発色して可愛いです。密着度が高くグリッターもちくちくしづらくモチモチとした触り心地なので指で簡単に塗ることができます。ラメ飛びの心配もないのでアクセント使いにももってこいです。何より色んな系統の色が入ってるので色んなメイクに合わせられるのが良い所です)

7:49 ラクオリ　リキッドフィルム 1400円

7:59 アイプチ　ひとえ・奥ぶたえ用カーラー アイプチ フィットカーラー 1650円(根元からこんなに、こんなにしっかり上がるの有難い。肉も滅多に挟まないし本当に大好きです)

8:10 エテュセ アイエディション(マスカラベース) 1000円(重ね塗りすればしっかり盛れるし。とにかく軽い液体だから睫毛が下がってこない。マスクから発生する蒸気にも耐久性あり。このベースだけでマスクメイクしたらメイク直しすごい楽。硬いコームなので清潔に保つこともできてありがたい)

8:31 mude. インスパイアカーリングマスカラ ブラック 1890円(ロング＆ボリュームマスカラです。アジアの目の形に合わせて作ったコームで、気持ちいいほどに塗りやすいしフィットします。重ね塗りしても汚くなりづらく、伸びる伸びる。ロングマスカラお探しの方へおすすめです。ブラウンも買いました)

9:19 KATE スーパーシャープライナーEX2.0 BR-2　1200円(最近このアイライナーでしか綺麗な下まつ毛が描けない。本当に筆が繊細で極細。握るときに六花系が手にしっかりハマるのでてぶれもしにくい)

11:25 KATE 3Dアイブロウカラー　BR-2 850円(スクリューの先端が鋭利になっているので、短い毛や眉尻の細い部分にも塗やすい。スクリューが荒いことで液含みが少なくベタっとしづいらいです)

12:02 Periperi インクVシェーディング 03. HAZEL GRAY 1440円（肌馴染みがよくて好きです。真ん中より横のカラーが欲しい時に少ししか入ってないからVの字だと真ん中のカラーだけ贔屓されてる。ぐるぐるに混ぜて使うのがフェイスカラーノーズシャドウは好みでミックス。やっぱりPCにあったシェーディングカラー大事)

13:22 Flower knows 花神シリーズ チークブラッシュ ♯清平楽(サーモンピンク) 2860円(マットチークになっているので、ふわっとした仕上がりになります。パケも可愛いけど色味も絶妙です)

14:01 MISSHA(ミシャ) サテンハイライターイタルプリズム 01　　1470円

14:55 エテュセ リップエディション(ティントルージュ） 06ブリックレッド　1650円

15:24 Merzy ザ バイトビート メロウ ティント M5 1600円

16:04 オンリーミネラル ミネラルカラーセラム 02 テラコッタ 2750円




-----------------------------------------------------------
♡CHICKwarp音楽ユニットチャンネル
https://www.youtube.com/channel/UC3vQvDGpvHtWROV__S3XSKg
-------------------------------------------------------------
ハンドメイドショップ　https://thebase.in/to_app?s=shop&shop_id=surero-handcrafted-jp&follow=true
Ameblo　http://ameblo.jp/sumimin06/
-------------------------------------------------------------
字幕提供協力のお願い
いつもご視聴ありがとうございます。世界中の多くの方にVideoを楽しんで頂きたいので字幕機能に協力してくれる方は連絡くださいm( _ _ )m
-------------------------------------------------------------
Hi♡ I'm Surero :)

I upload makeup tutorial videos such as makeup transformations, and cosplay videos from JAPAN!

I give all girls a reason to 'SMILE', to have 'COURAGE' and 'HOPE', and to be 'CONFIDENT' and I hope to make all boys surprised when they see how beautiful all girls can be :o!

♡Makeup is magic ♡
☆Makeup is a
♡The face is a canvas♡
☆From your complex to a charm point☆

Please enjoy my Channel :)
-------------------------------------------------------------
#秋冬メイク #プチプラ #ブラウンメイク

YouTube始めてもう8年経ってしまったのね🤣
振り返り楽しかった〜〜〜〜🤣！

♡関連動画♡
Hello Kitty ミスド ハロウィーンキャンペーン Mister Donut Hello Kitty halloween jack-o'-lantern
https://youtu.be/OEmIp1hLk7Q
PDSダンテにメイクしてもらうチャレンジ【前編】 PDS Dante does my make up!
https://youtu.be/0jVwFHw9sO0
【DIY】Tシャツリメイク♡背中りぼん&肩出しアレンジ【Ranzuki掲載♡文化祭アレンジ】DIY Super cute T-shirt remaking tutorial
https://youtu.be/eC8XQ0YjLpQ
最近のコーデ1週間♡夏→秋 Summer & Autumn LOOKS | A Week of Outfits
https://youtu.be/2Jwc60Rkh6w
【ご報告】家族が増えました♡彼の名は...
https://youtu.be/pRtFBLmVCn0
【コンビ結成!?】絶対に笑ってはいけないTikTokやってみたいんだけど...【バオバオチャンネル】
https://www.youtube.com/watch?v=vkJ8l6SKVYQ&t=16s
【一人暮らし】リアル過ぎるモーニングルーティーン〜2019年春・平日ver〜
https://youtu.be/DtRmd1BrIlE
【断捨離】夏服処分！20代の思い出の服たちに別れを告げ...られる？？
https://youtu.be/ldtzULlqjJ4
【ありがとう平成】原宿ストリートファッションの歴史 ☆ 12 LOOKS / Evolution of the Harajuku Fashion/Japanese history / Kumamiki
https://youtu.be/2TET6Jpj6vE
縫わずに簡単✌️✨ZARAのGジャンをレースジャケットにリメイク💖 【DIY】くまみき手芸部#32
https://youtu.be/l8cwlhNVXro

動画の中で登場するコスメや日用品など
お気に入りアイテムを楽天ROOMでまとめています♪
https://room.rakuten.co.jp/kumamiki/items

♥♥♥FOLLOW ME♥♥♥
YouTube：http://goo.gl/LExHB1
Twitter：https://twitter.com/kumamiki
Instagram：http://instagram.com/kumamiki
note：https://note.mu/kumamiki

楽曲提供
Production Music by http://www.epidemicsound.com
UUUMUSIC
素材提供：PIXTA

とっても可愛いパレットでメイクが楽しかった〜〜〜♡秋冬メイク本当に楽しいなあ。こっくりこってり深みカラー好き。


Twitter　https://twitter.com/12mero25
Instagram　https://www.instagram.com/suurero/
TikTok http://vt.tiktok.com/JNgnc4/
お仕事依頼: business@digitalspark.tokyo


♡カラコン
00:59 POPLENS チェリームーンワンデーブラウン DIA14.2mm 着色直径13.2mm BC8.7mm https://www.poplens.jp/shop/prod/shop_prod_product_view.do?i_sProductcd=POP20210601000001564

1:52 ポール＆ジョーボーテ プロテクティング ファンデーションプライマー01 3500円(美容液のようにスルスル伸びます。UVカット効果も高く有難いです。くすみがパッと明るくなるしお疲れ顔とおさらば。この下地とパウダーだけでるんるんで出かけられます)


2:40 HOLIKA HOLIKA クッションファンデ

3:28 ZEESEA(ズーシー)ｘ大英博物館アリス•ドリームランドシリーズ パウダーファンデーションセット(皮脂の吸着力が高いです。ベタつきが綺麗にカバーされてサラサラふわふわな仕上がりです。化粧持ちの良さに驚きます。夏に良さそうです)

3:58 CANMAKE プランプリップケアスクラブ 540円(この値段でこのクオリティのスクラブリップが手に入るなんて素晴らしい世の中です、ありがたや。リップの質が変わるので是非試して欲しい)

4:05 エクセル アイプランナーパレット 02サンムード　2500円(とにかく素敵なパレット。春メイクの準備はこのパレットから!優しい色合いなのに個性を出すこともできるしハッピーオーラ全開の多幸感メイクができちゃいます。色の配色が絶妙で使ってみるとカラーメイクが楽しくなりますよ。ツヤもラメもとても綺麗。指塗りがおすすめです)

4:41 エクセル リアルクローズシャドウ CS14 シナモンスエード 1500円(重ねてもくすまないクリアな発色で、ナチュラルに溶け合う絶妙な4カラー。微細なカラーパールを贅沢に配合し、重ねるほどに極上のツヤ感を演出します。さらに、ガラスパールなど大粒の輝きを凝縮した(右上の)シャイニーカラーで、きらめきのプラスオンも自由自在。うっとりするほどリッチな質感ながら、軽いタッチで伸びて重ねやすいテクスチャー)

6:50 AMIOK　スピングリッターアイグロー　EG301ファントムシティ 1760円(多彩な光がきらめく魅力的なグリッター。アミオク独自の繰り出し式容器を採用し、中身が残りにくいです。様々な大きさのラメを使用し、光の角度によって高級感のある輝きを放ちます)

8:08 ラクオリ　リキッドフィルム　1400円

8:17 アイプチ　ひとえ・奥ぶたえ用カーラー アイプチ フィットカーラー 1650円(根元からこんなに、こんなにしっかり上がるの有難い。肉も滅多に挟まないし本当に大好きです)

8:28 エテュセ アイエディション(マスカラベース) 1000円(重ね塗りすればしっかり盛れるし。とにかく軽い液体だから睫毛が下がってこない。マスクから発生する蒸気にも耐久性あり。このベースだけでマスクメイクしたらメイク直しすごい楽。硬いコームなので清潔に保つこともできてありがたい)

8:49 RICAFROSH メガ・ステッキ 02 バーガンディウィッチ　　1540円(ブラウンが強すぎず、赤みもきつすぎない絶妙な抜け感マスカラです、コームがかなり太いところは気になりますが繊維はたっぷりでよく伸びます)

9:32 ヒロインメイク マイクロマスカラ アドバンストフィルム01 1320円

10:18 IPSA アイライナー W 02 YBR 3800円(アイライナーペンシルで目のキワを埋め、アイライナーリキッドで目尻ラインを描く2ステップで、目もとのフレームを捉え、魅力を最大限引き出すアイライナー。1.5mmの極細芯を採用しすき間を繊細に埋めるためのペンシルと、適度なコシのある筆先でぶれずに繊細なラインを描けるリキッド。汗・涙・皮脂に強いマルチプルーフ効果で美しい仕上がりが長時間持続します)

12:04 リンメル エグザジェレート ラスティングリキッドアイライナー WP 106 1210円(汗・水・皮脂にも強いウォータープルーフのリキッドアイライナー。高発色で描きやすいです)

12:46 Periperi インクVシェーディング 03. HAZEL GRAY 1440円（肌馴染みがよくて好きです。真ん中より横のカラーが欲しい時に少ししか入ってないからVの字だと真ん中のカラーだけ贔屓されてる。ぐるぐるに混ぜて使うのがフェイスカラーノーズシャドウは好みでミックス。やっぱりPCにあったシェーディングカラー大事)

13:23 IPSA　アイブロウ クリエイティブパレット　4200円(眉毛を綺麗に描きたい。眉毛を上達したいという方には全力でおすすめします。やっぱりメイクは眉毛が本当に大事だと思うから。私も顔に左右さがあり、眉毛に苦戦する時もこのパレットに田すれられてる。ブラシと絶妙な色味が完璧なパレット)

14:08 デジャヴュ アイブロウカラー ナチュラルブラウン 800円

14:31 FlowerKnows ユニコーンシリーズチークブラッシュ ミスピーチ 2640円

14:53 セザンヌ パールグロウハイライト 01シャンパンベージュ 600円

15:20 FORENCOS Tattoo Pale Tint somaroon 2380円

15:45 MERZY ザ バイトビート メロウ ティント M2 1200円



-----------------------------------------------------------
♡CHICKwarp音楽ユニットチャンネル
https://www.youtube.com/channel/UC3vQvDGpvHtWROV__S3XSKg
-------------------------------------------------------------
ハンドメイドショップ　https://thebase.in/to_app?s=shop&shop_id=surero-handcrafted-jp&follow=true
Ameblo　http://ameblo.jp/sumimin06/
-------------------------------------------------------------
字幕提供協力のお願い
いつもご視聴ありがとうございます。世界中の多くの方にVideoを楽しんで頂きたいので字幕機能に協力してくれる方は連絡くださいm( _ _ )m
-------------------------------------------------------------
Hi♡ I'm Surero :)

I upload makeup tutorial videos such as makeup transformations, and cosplay videos from JAPAN!

I give all girls a reason to 'SMILE', to have 'COURAGE' and 'HOPE', and to be 'CONFIDENT' and I hope to make all boys surprised when they see how beautiful all girls can be :o!

♡Makeup is magic ♡
☆Makeup is a
♡The face is a canvas♡
☆From your complex to a charm point☆

Please enjoy my Channel :)
-------------------------------------------------------------
#新作コスメ #秋メイク #プチプラ