法國與希臘兩方元首簽署軍售協議，將向希臘出售3艘FDI貝哈拉級(Belharra-class)巡防艦，總價約30億歐元(約台幣989億)，將有配備32枚Aster 30 B1防空飛彈、8枚Exocet MM40 B3c 反艦飛彈、MU90魚雷和CANTO反魚雷誘餌，前兩艘巡防艦最快將在 2025 年交付給希臘海軍
supply class 在 新‧二七部隊 軍事雜談 Facebook 的最讚貼文
同時也有9部Youtube影片，追蹤數超過1萬的網紅SHOOTANDCHOP，也在其Youtube影片中提到，HERE ARE SOME OF THE BEST PLACES TO HAVE A NIGHT OUT IN MACAU! Macau is a wonderful place full of great bars and lounges that offer amazing Macau sig...
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supply class 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻本周做的閱讀與功課:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_26.html
這周的功課有些落後. 之後可能會補東西進去. 不過重點就是這兩天的Jackson Hole 會議, 以及下周的非農.
🌻近期整理好的一些財報電話會議內容, 我會陸續放到部落格那邊. 請有興趣的讀者自行去找找. 如果還沒放上, 那就是還在進行中.
🌻Snowflake (SNOW) earnings analysis by Morgan Stanley
這家的熱度很高, 不過我沒有在follow. 下面是Morgan Stanley對於SNOW這次的財報, 所給予的評價. 供有興趣的讀者參考.
Snowflake Delivers a Solid Raise to Go Along With the Beat, as Visibility into Customer Expansion Improves. Another quarter of triple-digit product revenue growth (103% vs. 110% in 1Q22), came in 6% ahead of consensus, enabled by a set of underlying business metrics that remain best-in-class in enterprise software, including: 1) 169% net-revenue retention, which improved from 168% in Q1, 2) 60% YoY growth in total customers and 3) 107% YoY growth in customers spending in excess of $1 million in product revenue. More importantly, for the first time as a public company, management raised guidance in excess of the quarterly beat and ahead of consensus with the high end 3Q/FY22 product revenue guidance coming 5%/3% ahead of consensus. This reflects management's greater visibility into the consumption patterns of large customers – a fact underscored by CFO Mike Scarpelli reiterating expectations for 160%+ net revenue retention for the balance of the year. Furthermore, the company appears to be advancing its position beyond a cloud data warehouse, as evidenced by early traction in new areas including SnowPark (modern data pipelines), security analytics, machine learning and data exchange. The one area of controversy coming out of Q2 results was the sharp deceleration in RPO, which slowed to 122% YoY from 206% the prior quarter. However, we note that RPO growth was negatively impacted by the lapping of longer contract durations and a tough compare from the ~$100 million, 3-year deal with a large customer in the year ago period. Management noted that growth in new annualized contract value accelerated versus 2Q21. Overall, we are encouraged by Snowflake's meaningful beat and raise, and take our PT to $295. However, with shares trading 54x revenue (0.67x rev growth-adjusted), we look for a pull back to generate a better risk/reward profile.
🌻美國很有名的一位"farm-influencer", 鄉村部落客, 專門描述農村&田園的部落客: https://www.instagram.com/hcneeleman/
WSJ前幾天有篇文章, 是講現在的一個美國次文化(鄉村/農村文化farm culture). 加上疫情後, 很多人搬到鄉村或是郊區, 讓這樣的文化更盛行了起來. 相關個股是連鎖零售店Tractor Supply (TSCO)以及鞋店Boot Barn (BOOT).
https://www.wsj.com/articles/instagram-stars-make-farm-life-look-delightfulminus-the-manure-11629733123
Pictures: Tractor Supply內部照片
supply class 在 新‧二七部隊 軍事雜談 Facebook 的最佳解答
土耳其與烏克蘭簽署商業協議，針對土耳其T929武裝直升機的關鍵零組件供應獲得解決，土耳其航空工業(TAI)將採購烏克蘭馬達西奇公司(Motor Sich)共14組直升機引擎，首批在明年交付兩組，預計2025年全部交付完畢
supply class 在 SHOOTANDCHOP Youtube 的精選貼文
HERE ARE SOME OF THE BEST PLACES TO HAVE A NIGHT OUT IN MACAU!
Macau is a wonderful place full of great bars and lounges that offer amazing Macau signature drinks ranging from Whiskey to Gin and Tonic to Cocktails. There is something for everyone on a Night Out in Macau and in this Macau guide we wanted to show you the best places to have a drink with friends and enjoy the evening!
We started in Old Taipa Tavern found in Old Taipa Village Macau, they offer a huge selection of craft beers along with their very own Macau special brew.
Heading from Taipa Village we went to Galaxy Hotel and Resort Macau, to try their endless supply of high quality Gin and Tonics at the gorgeous Ritz-Carlton Bar & Lounge. For those looking for a high class bar in Macau the Ritz-Carlton Bar & Lounge is perfect for a fancy night out with friends!
Staying in Galaxy Macau we went down to Macallan Whisky Bar & Lounge to try their Macau exclusive Whiskey along with Old Fashioned Cocktails. Here there is a wonderful ambience to the bar with live music, truly a classy way to send an evening in Macau.
Finally we headed from the Cotai Strip Macau to Old Taipa Village Macau to try the creative signature cocktails on offer at Goa Nights. Here they have cocktails based on popular Macau attractions and Macau landmarks. They had a Ruins of Saint Paul, Red Street Macau and Old Taipa Village Macau themed cocktails that are must try Cocktails in Macau!
We really hope you enjoy this Macau guide on How to have a great night out in Macau. If you agree with our Macau bar choices let us know and if you know any other places in Macau that are great for a Night Out in Macau let us know.
Thanks for watching this Night Out guide and will see you in the next Macau guide!
這裡有一些在澳門夜遊最好的地方！
澳門是一個奇妙的地方，有很棒的酒吧和休息室，提供很棒的澳門特色飲品，從威士忌、琴通寧、到雞尾酒。在澳門的夜生活中，每個人都能找到適合自己的東西，這個澳門指南中，我們想介紹與朋友一起喝酒，享受夜晚的最佳去處！
我們從位於氹仔舊城區的Old Taipa Tavern開始，他們提供各種精釀啤酒以及他們自家製的澳門特產。
再從氹仔出發，前往澳門銀河，在華麗的麗思酒廊(Ritz-Carlton Bar & Lounge)品嚐無盡的優質杜松子酒。對於那些在澳門尋找高檔酒吧的人來說，麗思酒廊(Ritz-Carlton Bar & Lounge) 非常適合與朋友一起度過一個愉快的夜晚！
在澳門銀河，我們前往麥卡倫威士忌吧(Macallan Whisky Bar & Lounge)品嚐澳門獨家威士忌以及舊式雞尾酒。酒吧擁有美妙的氣氛，有現場音樂表演，是在澳門度過一個美好夜晚的絕佳方式。
最後，我們從路氹金光大道前往澳門舊城區，品嚐果阿之夜 (Goa Nights) 的創意招牌雞尾酒。在這裡，他們以澳門熱門景點和地標調製雞尾酒。他們有大三巴牌坊、紅窗門和氹仔舊城區主題的雞尾酒，是在澳門必須去品嚐的雞尾酒！
我們真的希望你喜歡這個關於如何在澳門度過美好夜晚的澳門指南。如果你同意我們選擇的酒吧，請告知我們，如果你知道澳門的任何其他地方非常適合夜遊，請同樣告知我們。
感謝你收看這個夜遊指南，我們在下一個澳門指南中見！
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supply class 在 一二三渡辺 Youtube 的最佳解答
P’s supply IMPERIALサウンドを聞け カワサキZZR1100 ZX-11 Kawasaki ZZR-1100C ピーズサプライインペリアル S.C.NANA NET
https://youtu.be/4DaNTNZahKY
supply class 在 一二三渡辺 Youtube 的最佳解答
P’s supply IMPERIALサウンドを聞け カワサキZZR1100 ZX-11 Kawasaki ZZR-1100C ピーズサプライインペリアル S.C.NANA NET
https://youtu.be/4DaNTNZahKY
supply class 在 What IS Best In Class and Why does it Matter? - YouTube 的推薦與評價
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