🌻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
同時也有220部Youtube影片,追蹤數超過3萬的網紅城 南海official,也在其Youtube影片中提到,Minami Kizuki https://lnk.to/kizukiminami 城 南海 “ウタアシビ 2021 夏" Minami Kizuki "Utaashibi 2021 Summer" Saturday, June 26, 2021 EX THEATER ROPPONGI ...
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毋忘五大訴求 公民抗命有理
—10‧20九龍遊行陳情書
(案件編號:DCCC 535/2020)
——————————————————
「毋忘初衷,活在愛和真實之中」
撐阿銘,即訂閱Patreon:
patreon.com/raphaelwong
—————————————————
胡法官雅文閣下:
2012年,我第一次站在法庭上承認違反「公安惡法」,述說對普選的盼望,批評公安惡法不義,並因公民抗命的緣故,甘心樂意接受刑罰。當年我說,如果小圈子選舉沒有被廢除,惡法沒有消失,我依然會一如故我,公民抗命,並且我相信將會有更多學生和市民加入這個行列。想不到時至今日,普選仍然遙遙無期,我亦再次被帶到法庭接受審判,但只是短短7年,已經有數十萬計的群眾公民抗命,反對暴政。今日,我承認違反「未經批准的政府」所訂立「未經批准的惡法」之下的「未經批准集結」罪,我不打算尋求法庭的憐憫,但請容許我佔用法庭些微時間陳情,讓法庭在判刑前有全面考慮。
暴力之濫觴
在整個反修例運動如火如荼之際,我正承擔另一宗公民抗命案件的刑責。雖然身在獄中,但仍然心繫手足。我在獄中電視機前見證6月9日、6月16日及8月18日三次百萬港人大遊行,幾多熱愛和平的港人冒天雨冒彈雨走上街頭,抗議不義惡法,今日關於10月20日的案件,亦是如此。可能有人會問,政府已在6月暫緩修例,更在9月正式撤回修例,我等仍然繼續示威,豈非無理取鬧?我相信法官閣下肯定聽過「遲來的正義並非正義」(Justice delayed is justice denied)這句格言。當過百萬群眾走上街頭,和平表達不滿的時候,林鄭政府沒有理睬,反而獨行獨斷,粗暴踐踏港人的意願,結果製造出後來連綿不絕的爭拗,甚至你死我活的對抗。經歷眾多衝突痛苦之後,所謂暫緩撤回,已經微不足道,我們只是更加清楚:沒有民主,就連基本人權都不會擁有!
在本案之中,雖然我們都沒有鼓動或作出暴力行為,但根據早前8‧18及10‧1兩宗案件,相信在控方及法庭眼中,案發當日的暴力事件仍然可以算在我們頭上,如此,我有必要問:如果香港有一個公平正義的普及選舉,人民可以在立法會直接否決他們不認可的法律,試問2019年的暴力衝突可以從何而來呢?如果我們眼見的暴力是如此十惡不赦,那麼我們又如何看待百萬人遊行後仍然堅持推行惡法的制度暴力呢?如果我們不能接受人民暴力反抗,那麼我們是否更加不能對更巨大更壓逼的制度暴力沈默不言?真正且經常發生的暴力,是漠視人民訴求的暴力,是踐踏人民意見的暴力,是剝奪人民表達權利的暴力。真正憎恨暴力,痛恨暴力的人,不可能一方面指摘暴力反抗,又容忍制度暴力。如果我需要承擔和平遊行引發出來的暴力事件的刑責,那麼誰應該承擔施政失敗所引發出來的社會騷亂的罪責呢?
社會之病根
對於法庭而言,可能2019年所發生的事情只是一場社會騷亂,務必追究違法者個人責任。然而,治亂治其本源,醫病醫其病根,我雖然公民抗命,刻意違法,控方把我帶上法庭,但我卻不應被理解為一個「犯罪個體」。2019年所發生的事情,並不是我一個人或我們這幾位被告可以促成,社會問題的癥結不是「犯罪份子」本身,而是「犯罪原因」。我明白「治亂世用重典」的道理,但如果「殺雞儆猴」是解決方法,就不會在2016年發生旺角騷亂及2017年上訴庭對示威者施以重刑後,2019年仍然會爆發出更大規模的暴力反抗。
如果不希望社會動亂,就必須正本清源,逐步落實「五大訴求」,從根本上改革,挽回民心。2019年反修例運動,其實只是2014年雨傘運動的延續而已,縱使法庭可能認為兩個運動皆是「一股歪風」所引起,但我必須澄清,兩個運動的核心就是追求民主普選,人民當家作主。在2019年11月24日區議會選舉這個最類近全民普選的選舉中,接近300萬人投票,民主派大勝,奪得17個區議會主導權,這就是整個反修例運動的民意,民意就是反對政府決策,反對制度暴力,反對推行惡法,不容爭辯,不辯自明。我們作為礦場裡的金絲雀,多次提醒政府撤回修法,並從根本上改革制度,而在10月20日的九龍遊行當然是反映民意的平台契機。如今,法庭對我們施加重刑,其實只不過是懲罰民意,將金絲雀困在鳥籠之內,甚至扼殺於鼓掌之中,窒礙表達自由。
堅持之重要
大運動過後的大鎮壓,使我們失去《蘋果日報》,失去教協,失去民陣,不少民主派領袖以及曾為運動付出的手足戰友都囚於獄中,不少曾經熱情投入運動的朋友亦因《國安法》的威脅轉為低調,新聞自由示威自由日漸萎縮,公民社會受到沈重打擊,我亦失去不少摯友,有感傷孤獨的時候,但我仍然相信,2019年香港人的信念,以及所展現人類的光輝持久未變。我不會忘記百萬人民冒雨捱熱抗拒暴政,抵制惡法,展現我們眾志成城;我不會忘記人潮紅海,讓道救護車,展現我們文明精神;我不會忘記年青志士直接行動反對苛政,捨身成仁,展現我們膽色勇氣;我不會忘記銀髮一族走上街頭保護年青人,展現我們彼此關懷;我不會忘記「五大訴求」,不會忘記2019年區議會選舉,展現我們有理有節。
法官閣下,我對於當日的所作所為,不感羞恥,毫無悔意。我能夠在出獄後與群眾同行一路,與戰友同繫一獄,實是莫大榮幸。若法治失去民主基石,將使法庭無奈地接受專制政權所訂立解釋的法律限制,隨時變成政治工具掃除異見,因此爭取民主普選,建設真正法治,追求公平正義,仍然是我的理想。在這條路上,如有必要,我仍然會公民抗命,正如終審法院海外非常任法官賀輔明(Lord Hoffmann)所言,發自良知的公民抗命有悠久及光榮的傳統,歷史將證明我們是正確的。我期望,曾與我一起遊行抗命的手足戰友要堅持信念,在艱難歲月裡毋忘初衷,活在愛和真實之中。
最後,如9年前一樣,我想借用美國民權領袖馬丁路德金牧師的一番話對我們的反對者說:「我們將以自己忍受苦難的能力,來較量你們製造苦難的能力。我們將用我們靈魂的力量,來抵禦你們物質的暴力。對我們做你們想做的事吧,我們仍然愛你們。我們不能憑良心服從你們不公正的法律,因為拒惡與為善一樣是道德責任。將我們送入監獄吧,我們仍然愛你們。」(We shall match your capacity to inflict suffering by our capacity to endure suffering. We shall meet your physical force with soul force. Do to us what you will, and we shall continue to love you. We cannot in all good conscience obey your unjust laws because noncooperation with evil is as much a moral obligation as is cooperation with good. Throw us in jail and we shall still love you.)
願慈愛的主耶穌賜我們平安,與我和我一家同在,與法官閣下同在,與香港人同在。沒有暴徒,只有暴政;五大訴求,缺一不可!願榮耀歸上帝,榮光歸人民!
第五被告
黃浩銘
二零二一年八月十九日
Lest we forget the five demands: civil disobedience is morally justified
- Statement on 10‧20 Kowloon Rally
(Case No.: DCCC 535/2020)
Your Honour Judge Woodcock
In 2012, I stood before the court and admitted to violating the "Public Security Evil Law". I expressed my hope for universal suffrage, criticized the evil law as unjust, and willingly accepted the penalty for civil disobedience. Back then, I said that if the small-circle election had not been abolished and the draconian law had not disappeared, I would still be as determined as I was, and I believe that more students and citizens would join this movement. Today, universal suffrage is still a long way off, and I have been brought before the court again for trial. But in just seven years, hundreds of thousands of people have already risen up in civil disobedience against tyranny. Today, I plead guilty to "unauthorised assembly" under an unapproved evil law enacted by an unauthorised government. I do not intend to seek the court's mercy, but please allow me to take up a little time in court to present my case so that the court can consider all aspects before sentencing me.
The roots of violence
At the time when the whole anti-extradition law movement was in full-swing, I was taking responsibility for another civil disobedience case. Although I was in prison, my heart was still with the people. I witnessed the three million-person rallies on 9 June, 16 June and 18 August on television in prison, when many peace-loving people took to the streets despite the rain and bullets, to protest against unjust laws. Some people may ask, "The Government has already suspended the legislative amendments in June and formally withdrew the bill in September, but we are still demonstrating, are we not being unreasonable?" I am sure your Honour has heard of the adage "Justice delayed is justice denied". When more than a million people took to the streets to express their discontent peacefully, the Lam administration ignored them and instead acted arbitrarily, brutally trampling on the wishes of the people of Hong Kong, resulting in endless arguments and even confrontations. After so many conflicts and painful experiences, the so-called moratorium is no longer meaningful. We only know better: without democracy, we cannot even have basic human rights!
In this case, although we did not instigate or commit acts of violence, I believe that in the eyes of the prosecution and the court, the violence on the day of the incident can still be counted against us, based on the August 18 and October 1 case. And now I must ask - If Hong Kong had a fair and just universal election, and the public could directly veto laws they did not approve of at the Legislative Council, then how could the violent clashes of 2019 have come about? If the violence we see is so heinous, how do we feel about the institutional violence that insists on the imposition of draconian laws even after millions of people have taken to the streets? If we cannot accept violent rebellion, how can we remain silent in the face of even greater and more oppressive institutional violence? The true and frequent violence is the kind of violence that ignores people's demands, that tramples on their opinions, that deprives them of their right to express themselves. People who truly hate violence and abhor it cannot accuse violent resistance on the one hand and tolerate institutional violence on the other. If I have to bear the criminal responsibility for the violence caused by the peaceful demonstration, then who should bear the criminal responsibility for the social unrest caused by failed administration?
The roots of society's problems
From a court's point of view, it may be that what happened in 2019 was just a series of social unrest, and that those who broke the law must be held personally accountable. What happened in 2019 was not something that I alone or the defendants could have made possible, and the crux of the social problem was not the 'criminals' but the 'causes of crime'. I understand the concept of " applying severe punishment to a troubled world", but if "decimation" was really the solution, there would not have been more violent rebellions in 2019 after the Mongkok "riot" in 2016 and the heavy sentences handed down to protesters by the Court of Appeal in 2017.
If we do not want social unrest, we must get to the root of the problem and implement the "five demands" step by step, so as to achieve fundamental reforms and win back the hearts of the people. 2019's anti-revision movement is indeed a continuation of 2014's Umbrella Movement, and even though the court may think that both movements are caused by a "perverse wind", I must clarify that the core of both movements is the pursuit of democracy and universal suffrage, and the people being the masters of their own house. In the District Council election on 24 November 2019, which is the closest thing to universal suffrage, nearly 3 million people voted, and the democratic camp won a huge victory, winning majority in 17 District Councils. As canaries in the monetary coal mine, we have repeatedly reminded the government to withdraw the extradition bill and fundamentally reform the system, and the march in Kowloon on 20 October was certainly an opportunity to reflect public opinion. Now, by imposing heavy penalties on us, the court is only punishing public opinion, trapping the canaries in a birdcage, or even stifling them in the palm of their hands, suffocating the freedom of expression.
The importance of persistence
As a result of the crackdown after the mass movement, we lost Apple Daily, the Hong Kong Professional Teachers' Union, and the Civil Human Rights Front. Many of our democratic leaders and comrades who had contributed to the movement were imprisoned, and many of our friends who had been passionately involved in the movement had been forced to lay low under the threat of the National Security Law. I still believe that the faith of Hong Kong people and the glory of humanity seen in 2019 will remain unchanged. I will never forget the millions of people who braved the rain and the heat to resist tyranny and evil laws, demonstrating our unity of purpose; I will never forget the crowds of people who gave way to ambulances, demonstrating our civility; I will never forget the young people who sacrificed their lives, demonstrating our courage and bravery; I will never forget the silver-haired who took to the streets to protect the youth, demonstrating our care for each other; I will never forget the "five demands" and the 2019 District Council election, demonstrating our rationality and decency.
Your Honour, I have nothing to be ashamed of and no remorse for what I did on that day. It is my great honour to be in prison with my comrades and to be able to walk with the public after my release. If the rule of law were to lose its democratic foundation, the courts would have no choice but to accept the legal restrictions set by the autocratic regime and become a political tool to eliminate dissent at any time. As Lord Hoffmann, a non-permanent overseas judge of the Court of Final Appeal, said, civil disobedience from the conscience has a long and honourable tradition, and history will prove us right. I hope that my comrades in arms who walked with me in protests will keep their faith and live in love and truth in the midst of this difficult time.
Finally, as I did nine years ago, I would like to say something to those who oppose us, borrowing the words of American civil rights leader Reverend Martin Luther King: "We shall match your capacity to inflict suffering by our capacity to endure suffering. We shall meet your physical force with soul force. Do to us what you will, and we shall continue to love you. We cannot in all good conscience obey your unjust laws because noncooperation with evil is as much a moral obligation as is cooperation with good. Throw us in jail and we shall still love you."
Peace be with me and my family, with Your Honour, and with the people of Hong Kong. There are no thugs, only tyranny; five demands, not one less! To god be the glory and to people be the glory!
The Fifth Defendant
Wong Ho Ming
19 August 2021
on 30 june 在 Focus Taiwan Facebook 的最佳解答
[PHOTO] Some stalls in the Hulin Street market in Taipei are closed and cordoned off on Sunday after one of the vendors was reported as a #COVID19 patient Friday. The area in Songshan District was home to 30 COVID-19 infections in June and early July.
https://focustaiwan.tw/photos/20210808ENP0001m
on 30 june 在 城 南海official Youtube 的精選貼文
Minami Kizuki
https://lnk.to/kizukiminami
城 南海 “ウタアシビ 2021 夏"
Minami Kizuki "Utaashibi 2021 Summer"
Saturday, June 26, 2021 EX THEATER ROPPONGI
Vo & Shamisen : Minami Kizuki
Piano : Kento Ohgiya
Takuto Kudou
Guitar : Kazuma Sotozono
Percussion : notch
Minami Kizuki "Utaashibi 2021 Summer"
2021.6.26 Sat EX THEATER ROPPONGI
2021.7.4 Sun umeda TRAD
2021.7.10 Sat Fukuoka IMS Hall
2021.7.11 Sun Kagoshima CAPARVO HALL
2021.7.22 Thu Nagoya THE BOTTOM LINE
2021.7.31 Sat Sapporo PENNY LANE 24
2021.8.9 Mon Sendai Rensa
Extra Show
8.15 Shibuya duo MUSIC EXCHANGE
♪てぃんさぐぬ花 (Tinsagunu hana)
♪らんかん橋節 (Rankanbashi bushi)
♪島のブルース (Shima no blues)
♪ワイド節 (Waido bushi)
Minami Kizuki - Profile
1989: Born in Amami Oshima, Kagoshima Prefecture. A singer with roots tied to the Amami Islands’ folk song genre Shima Uta (Island Songs).
2009, Jan: She made her debut with the song Aitsumugi
2014~: She started appearing on the TV Tokyo program “The Karaoke Battle,” and was the first person to ever win ten titles on the show.
2018: She was responsible for songs in the Taiga drama (TV saga) series Segodon as well as the Taiga travelogue theme.
2019: In commemoration of the 10th anniversary of her debut, she released her first “best” album, Utatsumugi 2020: She was responsible for signing and translating the lyrics for the Disney live-action film Mulan theme song, Reflection
城南海 with 1966カルテットクラシカルコンサート
【出演】城 南海 / 1966カルテット
■2021年10月16日(土) 愛知 電気文化会館 ザ・コンサートホール
(〒460-0008 愛知県名古屋市中区栄二丁目2番5号)
開場 17:30 開演 18:30
■2021年10月31日(日) 大阪 住友生命いずみホール
(〒540-0001 大阪府大阪市中央区城見1-4-70 住友生命OBPプラザビル)
開場 13:30 開演 14:30
■2021年11月19日(金) 東京 紀尾井ホール
(〒102-0094 東京都千代田区紀尾井町6番5号)
昼の部 開場 13:30 開演 14:30
夜の部 開場 17:30 開演 18:30
2021年1月27日(水)リリース『Reflections』
ダウンロード&ストリーミングサービス
https://lnk.to/_Reflections
初回盤 PCCA.04994 ¥6,380(税込)/通常盤 PCCA 04995 ¥3,080(税込)
■収録曲
1.リフレクション
ディズニー実写映画『ムーラン』日本版主題歌
2.Change the World (カバー)
映画『フェノミナン』より
3.カントリー・ロード(カバー)
映画『耳をすませば』より
4.Good-bye days(カバー)
映画『タイヨウのうた』より
5.Never Enough(カバー)
映画『グレイテスト・ショーマン』より
6.蘇州夜曲(カバー)
映画『支那の夜』より
7.Over the Rainbow(カバー)
映画『オズの魔法使』より
8.君だけのメロディー
9.Encounter in Space ”THE EARTH”
NHK BSプレミアム『コズミックフロント☆NEXT』
10.産声
NHK「ラジオ深夜便」2020年12月〜2021年1月 深夜便のうた
■初回限定盤特典
Digest of「城 南海 with 1966 カルテット クラシカルコンサート 2020」東京
1.童神~私の宝物~
2.ルナ・レガーロ~月からの贈り物~
3.晩秋
4.糸
5.イトゥ
6.リフレクション
7.アイツムギ
8.サンサーラ
9.祈りうた~トウトガナシ~
10.花
11.ワイド節
Follow me
Twitter https://twitter.com/kizukiminami
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Official HP https://www.kizukiminami.com/
![post-title](https://i.ytimg.com/vi/K8kUXyT_yzc/hqdefault.jpg)
on 30 june 在 初心者鉄道探検隊 Youtube 的最讚貼文
カメラはGoPro HERO 9を使用しています→https://amzn.to/2PD1q7k
GoPro自撮り棒 + 三脚 + セルカ棒→https://amzn.to/2PxiMCA
鉄道の基礎知識[増補改訂版]→https://amzn.to/2Po6dtx
レールウェイ マップル 全国鉄道地図帳 https://amzn.to/2PQ6rd1
格安ドメイン取得サービス!ムームードメイン
https://px.a8.net/svt/ejp?a8mat=3BICLD+B0IR7M+348+1BQBKJ
ナウでヤングなレンタルサーバー!ロリポップ!
https://px.a8.net/svt/ejp?a8mat=3BICLD+BZ1UR6+348+60WN7
オンライン予約・決済可能な日本旅行「赤い風船」国内宿泊
https://px.a8.net/svt/ejp?a8mat=3BG373+7K36JU+Z9G+C2O5F
━━━━━━━━━━━━━━━━━━━━━━━━━━━━
2021年8月1日撮影
関西空港駅(かんさいくうこうえき、英語: Kansai Airport Station)
JR西日本 関西空港線
1992年(平成4年)5月12日 建設に着手。
1994年(平成6年)
6月15日 空港関係者輸送のために、関西国際空港の開港に先立ち、南海空港線・JR関西空港線の終着駅として開業。空港関係者以外はコンコースから出られなかった。
9月4日 関西国際空港が開港。
1995年(平成7年)
1月17日 阪神・淡路大震災が発生。駅間で電車が動けなくなるなどの被害があった。
2003年(平成15年)11月1日 JR西日本でICカード「ICOCA」の利用が可能となる。
2018年(平成30年)
3月17日 JR西日本で駅ナンバリングが導入される。
9月4日 台風21号の強風で関西国際空港連絡橋にタンカーが漂流して衝突し、ずれた橋桁が線路部を支障したため、JR・南海ともに2週間にわたって不通となる。また、駅周辺の線路が浸水するなどの被害が出た。なお、当駅施設およびJR線ホームに留置されていた車両(223系と225系)は被災を免れ無事だった。
9月18日 被災した連絡橋の線路部の復旧工事が完了、運転再開。
2019年度の1日平均乗車人員は14,360人。
The camera uses GoPro HERO 9
Kansai Airport Station
JR West. Kansaikuko Line.
It opened on June 15, 1994.
The average daily number of passengers in 2019 is 14,360.
相機使用 GoPro HERO 9
關西機場站
JR西。 關西機場線。
它於 1994 年 6 月 15 日開業。
2019 年日均乘客人數為 14,360 人次。
相机使用 GoPro HERO 9
关西机场站
JR西。关西机场线。
它于 1994 年 6 月 15 日开业。
2019 年日均乘客人数为 14,360 人次。
카메라는 GoPro HERO 9를 사용하고 있습니다
간사이 공항역
JR 서일본. 간사이 공항 선.
1994 년 6 월 15 일에 개업했다.
2019 년도 1 일 평균 승차 인원은 14,360 명이다.
![post-title](https://i.ytimg.com/vi/HiDbOxSo6rE/hqdefault.jpg)
on 30 june 在 初心者鉄道探検隊 Youtube 的最佳貼文
カメラはGoPro HERO 9を使用しています→https://amzn.to/2PD1q7k
GoPro自撮り棒 + 三脚 + セルカ棒→https://amzn.to/2PxiMCA
鉄道の基礎知識[増補改訂版]→https://amzn.to/2Po6dtx
レールウェイ マップル 全国鉄道地図帳 https://amzn.to/2PQ6rd1
格安ドメイン取得サービス!ムームードメイン
https://px.a8.net/svt/ejp?a8mat=3BICLD+B0IR7M+348+1BQBKJ
ナウでヤングなレンタルサーバー!ロリポップ!
https://px.a8.net/svt/ejp?a8mat=3BICLD+BZ1UR6+348+60WN7
オンライン予約・決済可能な日本旅行「赤い風船」国内宿泊
https://px.a8.net/svt/ejp?a8mat=3BG373+7K36JU+Z9G+C2O5F
━━━━━━━━━━━━━━━━━━━━━━━━━━━━
2021年8月1日撮影
関西空港駅(かんさいくうこうえき、英語: Kansai Airport Station)
南海空港線
1994年(平成6年)
6月15日 空港関係者輸送のために、関西国際空港の開港に先立ち、南海空港線・JR関西空港線の終着駅として開業。空港関係者以外はコンコースから出られなかった。
9月4日 関西国際空港が開港。
1995年(平成7年)
1月17日 阪神・淡路大震災が発生。駅間で電車が動けなくなるなどの被害があった。
2006年(平成18年)7月1日 南海でICカード「PiTaPa」の利用が可能となる。
2012年(平成24年)4月1日 南海で駅ナンバリングが導入される。
2018年(平成30年)
9月4日 台風21号の強風で関西国際空港連絡橋にタンカーが漂流して衝突し、ずれた橋桁が線路部を支障したため、JR・南海ともに2週間にわたって不通となる。また、駅周辺の線路が浸水するなどの被害が出た。なお、当駅施設およびJR線ホームに留置されていた車両(223系と225系)は被災を免れ無事だった。
9月18日 被災した連絡橋の線路部の復旧工事が完了、運転再開。
2019年次の1日平均乗降人員は35,078人(乗車人員:16,698人、降車人員:18,380人)で、南海電気鉄道の駅(100駅)では堺駅に次いで第7位である。
The camera uses GoPro HERO 9
KANSAI-AIRPORT Station
Nankai Airport Line
It opened on June 15, 1994.
The average daily number of passengers getting on and off in 2019 is 35,078, which is the 7th largest Nankai Electric Railway station after Sakai station.
相機使用 GoPro HERO 9
關西機場站
南海機場線
它於 1994 年 6 月 15 日開業。
2019年日均上下車人次為35078人次,是僅次於堺站的南海電鐵第7大站。
相机使用 GoPro HERO 9
关西机场站
南海机场线
它于 1994 年 6 月 15 日开业。
2019年日均上下车人次为35078人次,是仅次于堺站的南海电铁第7大站。
카메라는 GoPro HERO 9를 사용하고 있습니다
간사이 공항 역
남해 공항 선
1994 년 6 월 15 일에 개업했다.
2019 년도 1 일 평균 승강 인원은 35,078 명
![post-title](https://i.ytimg.com/vi/jPQhMBucbbA/hqdefault.jpg)
on 30 june 在 Weather Forecast | 30 June 2022 - YouTube 的推薦與評價
You can now also get your latest weather updates for #SouthAfrica on the eNCA website. ... <看更多>