關於 smoothed ，我們在網路上蒐集到這些相關的討論、資訊與評價

☯️ Welcoming the weekend with a Qi-inspired wellness event by @kenzoparfums for the launch of new Kenzoki products enriched with Sacred Lotus Flower Water and Oily Extracts and High Mallow Extract.

Christabel also took us through some simple face yoga exercises to help improve the absorption of the Kenzoki Youth Flow Serum. 🧘‍♀️ Hope sticking out my tongue and saying wow will keep wrinkles at bay 😂

This anti-ageing face serum helps the skin regain a firmer, more radiant appearance, with visibly smoothed fine lines and wrinkles. Love their philosophy to harmoniously reconcile body and mind, activating the skin’s energy flow for youthful radiance 💓

Available exclusively @sephorasg online & in-store.

#MyKenzoki #KenzokiSG
#skincareroutine #facemassage #selfcare #naturalskincare #naturalbeauty #beautytips #skincaretips #facialmassage #cleanbeauty #antiageing #antiagingtips #facemassagetutorial #facemassagevideo #faceyoga #facialyoga #yogaforface

The best foundation you can wear is healthy glowing skin. The Genaissance Serum Essence, Eye & Expression Cream and the iconic Crème de la Mer are the ultimate trio of my daily beauty ritual. Infused with the precious Crystal Miracle Broth, the purest form of La Mer's cell-renewing Miracle Broth, the Genaissance collection accelesrates skin renewal in speed of light. The silky-smooth texture, the divine scent, the beautiful bottle ~ a super-luxe way to pamper myself after a tiring day of work. Skin is deeply nourished, smoothed, plumped and lifted - a new rejuvenated look with healthy radiance is all you need to feel good!

Let’s follow @lamerhkofficial to be part of #LoveLaMer community 🤍🤍🤍

#GenaissancedelaMer #LoveLaMer #LaMer

🌻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

Sharing with you guys the empties that I have collected over the past 3-4 months! ? I collected a HUGE bag of products this time... so keep on watching to find out how they fare, and whether I would personally repurchase them again!

Spare with me because this video is a bit long ☹️ But hopefully it'll be helpful for you guys if you’re thinking of purchasing these products, or trying them out for yourself!

If you have tried any of these items personally or if you have any other recommendations, leave your thoughts down in the comments box below! ❤️

Catch my previous videos here:
?? PRODUCT EMPTIES: https://www.youtube.com/watch?v=A4quQAdULMs

?? AUGUST FAVS: https://www.youtube.com/watch?v=-YqVZZqHbM8

PRODUCTS MENTIONED:

HAIRCARE
⭐️ Lux Luminique Herbs Cleanse Series Non-Silicone Shampoo (Oasis Calm)

⭐️ Percy and Reed Bountifully Bouncy Volumising Conditioner

⭐️ Percy And Reed Smoothed, Sealed and Sensational Volumising No Oil Oil for Fine Hair

⭐️ Je l’aime Amino Deep Repair Algae Hair Mask

⭐️ Aquis 01 Prime Water Defence Pre Wash

⭐️ Innisfree My Perfumed Body Cleanser (Green Tangerine)

⭐️ The Body Shop Shower Gel (Rich Plum)

SKINCARE
⭐️ La-Roche Posay Lipikar Fluide

⭐️ Allies of Skin Molecular Silk Amino Hydrating Cleanser

⭐️ Curel Intensive Moisture Care Foaming Wash

⭐️ Clé De Peau Beauté Softening Cleansing Foam

⭐️ Fancl Moist Refine Lotion 1

⭐️ Skin Inc My Daily Dose Custom Blended Serum

⭐️ Porcelain Intensive HA+ Hydrating Serum

⭐️ DrCure7
Hyaluron Intensive Serum

⭐️ Saturday Skin Freeze Frame Beauty Essence

⭐️ Drunk Elephant C-Firma Day Serum

⭐️ Guerlain Abeille Royale Serum Double R

⭐️ AHC Minimal 10 Watery Essence

⭐️ Astique Radiance Moisturising Cream

⭐️ Sigi Skin Morning Glow Physical Sunscreen

⭐️ Ést.Lab Sunshield SPF 50

⭐️ L’Occitane Immortelle Precious Eye Balm

⭐️ Mamonde Age Control Power Eye Cream

⭐️ Fresh Youth Lotus Preserve Eye Cream

⭐️ Fancl Moist Refine Emulsion 2

⭐️ Shiseido Future Solution LX eye

⭐️ Fresh Vitamin Nectar Vibrancy-Boosting Face Mask

⭐️ Kosé Cosmeport Clear Turn Bihada Syokunin Clearing Mask

MAKEUP
⭐️ Benefit Goof Proof Eyebrow Pencil

⭐️ Benefit Precisely My Brow Eyebrow Pencil

⭐️ Excel Powder & Pencil Eyebrow EX

⭐️Fenty Beauty Flyliner Longwear Liquid Eyeliner

⭐️ Heroine Make Long Stay Sharp Gel Liner

⭐️ Kate Tokyo Lash Maximizer

⭐️ PDC Pmel Essence Mascara Base

⭐️ Heroine Make Long and Curl Mascara

⭐️ Kate Tokyo Lash Former

⭐️ Clinique Lash Power Mascara Long-Wearing Formula

⭐️ Etude House Colour My Brows

——————————————————————————————————————————————
FOLLOW ME
► Instagram: http://instagram.com/mongabong
► TikTok: www.tiktok.com/@mongabong
► Blog: www.mongabong.com
► Email: hello@mongabong.com

FAQ
Hello! My name is Mong Chin and I'm from sunny Singapore. I am 1.63m and I am singaporean Chinese. I speak English, Mandarin and am currently learning Korean in my free time. I love all things beauty and fashion, and I also like to share my life here. I hope you guys enjoy watching my videos!

DISCLAIMER
This video is not sponsored. All content ideas and opinions are my own, and I do not make money out of any purchases.

As you guys know, I have been using my Dyson Airwrap to curl and style my hair for about a year now. ? Super excited to be sharing with you guys how I use my #DysonAirwrap and also some of my haircare tips! Watch on to find out my final verdict on whether the Dyson Airwrap is worth buying!

PRODUCTS MENTIONED
? #Dyson Airwrap (First Gen)
? Hair drying attachment
? 30mm Airwrap Long Barrels Attachment
? 40mm Airwrap Long Barrels Attachment
? Soft Smoothing Brush Attachment
? Firm Smoothing Brush Attachment
? Round Volumising Brush Attachment

? Dyson Supersonic Hairdryer

? Je L'aime Amino Amazing Sleep Deep Moist Shampoo
? #Lux BotanicalSeries Floral Cleanse Treatment
? Percy & Reed Smoothed, Sealed & Sensational Volumising No Oil Oil for Fine Hair
? #MisEnScene Perfect Serum


FOLLOW ME
► Instagram: http://instagram.com/mongabong
► Snapchat: @mongabong
► Blog: www.mongabong.com
► Email: hello@mongabong.com

FAQ
Hello! My name is Mong Chin and I'm from sunny Singapore. I am 1.63m and I am singaporean Chinese. I speak English, Mandarin and am currently learning Korean in my free time. I love all things beauty and fashion, and I also like to share my life here. I hope you guys enjoy watching my videos!

DISCLAIMER
This video is not sponsored. All content ideas and opinions are my own, and I do not make money out of any purchases.

前回はビックスクーターで、登場、
今回からXXで、
タイヤ交換のためにタイヤ積んでます、
CBR1100XX SuperBlackbird (Shebearl Dableccssuparbraccbard) is a motorcycle of four strokes and displacements 1,137cc that Honda Motor Co., Ltd. was manufacturing. Both domestic sales and export have ended now though it was treated as a flagship in the CBR series. Outline

Honda Motor Co., Ltd. appears in restyling from CBR1000F in 1996. In that case, a pet name "Super-blackbird" was given in the meaning said that was connected to "Blackbird" that was the pet name of surveillance plane "SR-71" of an American air force that was the aircraft at the velocity of the world, and it exceeded. Therefore, the cooperation of the U.S. Air Force is received in the pop promo of this car, and CBR1100XX and SR-71 accomplish competing in the air base.

As a concept

1. Comfortable livability in super-high-speed region
2. Overwhelming absolute performance
3. The middle class level is handled though it is a large displacement car.

It was a car of mass-producing on the market of the world best performance
where was had both.

Four 1137cc water-cooled series cylinder engine of the new design that adopts two axis balancer achieves the highest 164ps in the world at that time. Maximum speed is one that doesn't come up slightly by actual measurement at 300 km/h though excelled from ZZR1100 of Kawasaki who was the rival at the development this time to a high-speed performance.

It comes to transfer the seat at the velocity of the world from Kawasaki by the appearance of ninja ZX-12R the GSX1300R falcon's appearing from the sea bass in 1999, and continuously while leaving the name of the car of mass-producing on the market at the velocity of the world wanted in 2000 at the sale this time. The self-imposed restraint of which 300 km/h is a maximum speed upper bound of the motorcycle in 2001 has started, a big restyling is not done to the production stoppage in 2007, and the character as Haispedotsarar has become strong. Moreover, it is used as a development vehicle of VCM (Variable Cylinder Management: cylinder stop system) that is next generation's fuel fuel cost improvement technology, and 2 in the magazine medium from which impression is open to the public.

It is a motorcycle that Isao Yamanaka who had invented a lot of great cars as an engineer of HONDA developed at the end, and 3 said, "It is a compilation to invest everything current, and the happiest motorcycle".
The headlight of the top and bottom two step is adopted for the full caul body that thoroughly pursued aerodynamic. The synchronization brake is equipped normally before and after being called D-CBS. For the tone of red to lighten in 1998, and to prevent over cool in the cold district, the by-pass of Rageetar was added. Even the model is a carburetor specification in 1998, and it is a model to whom the chalk is only attached in CBR1100XX. The accelerating force and the response are sharper than the injection model since the second generation though a maximum speed region doesn't change. In the founder blackbird, as a motorcycle of the carburetor specification, on the market, acceleration and maximum speed are the fastest models. Low-speed..gear..Red Zone..blow..at the same time as..accelerating force..further..increase..power..band..use regularly..user..partially..core..acceleration..mania..rocket engine..missile..acceleration..criticize.Not a rapid response like the carburetor specification but the getting on taste has smoothed very much though this characteristic has been succeeded since the second generation made FI.

The direct air intake (ram air) has not taken side with the founder. The inspiratory port where the wire net under the headlight attached sends oil cooler the running style though it often makes a mistake. Because the cold wind doesn't hit oil cooler as it is because oil cooler has adhered behind the radiator, the inflow road of air is installed in this manner. (From the motorcycle technical journal 'Young machine' at the sale this time. )