關於 we are the trend ，我們在網路上蒐集到這些相關的討論、資訊與評價

I asked the girls in the office if checkered is in cause they are sooooo in trend I always feel so old talking to them.

Millennials may have started the selfie, but Kylie Jenner-centric Gen Z perfected it. They are real digital natives and their phone is everything. So as a marketer, Generation Z’s takeover has been happening slowly but surely and it’s definitely difficult to keep up with it! I can finally understand why my mum find is to hard to understand “lol”, “wtfbbq”, “rotfl” and etc.

All of them have private accounts ok- like the ones they posts stuff that we don’t get to see, cause, idk??? I only have 1 and I find it hard to upkeep. 😅

Any millennials here feel the same? Hahaha.

🌻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

‘Makeup does not have to stand out but instead should make us stand out, show what we are.’
Serge Lutens not only provides high quality and sophisticated products, but also has an individual story behind each design. It’s inspired by the simplicity from Japan, the romance from Paris, and the sculptures of Morocco; you can’t find any logo on their products and that’s their logo! They are unique, mysterious and artistic. The brand prides themselves on the philosophy of letting each individual create their own look without following the trend, a canvas for women to express their individuality. Eye shadow is an essential for every women, and with Serge Luten’s, it brings a palette of possibilities. From light to shadow, matte to satin, and shimmer, Fard a paupieres is truly inspiring and allows me to create my own personal look, and intensify my eyes.

Check out their Facebook page Serge Lutens HK and get to know more about this brand.

#beautyessentials # Sergelutens #sergelutenshk @Sergelutens

話題のネオノス系⁈ 人気店の1杯！東京都千代田区『ちえちゃんラーメン』に伺いました。ネオノス系は再構築系とも言われ、懐かしい感じを残しながらも新しい要素を取り入れたラーメンだそうです。こちらの中華そばはその流れに属するとおっしゃる方もいるそうで、懐かしさがありながら新しい要素もあるという未知の味わいを楽しみに伺いました。それでは早速動画をご覧ください！

＊感染対策を徹底して撮影を行っています。
＊撮影に際しては、お店の方や周りのお客様に充分配慮して撮影をおこなっています。

A cup of the popular Neonos Chinese noodles! I visited "Chie-chan Ramen" in Chiyoda-ku, Tokyo. The Neonos type is also called a reconstructed type, and it seems that it is a ramen that incorporates new elements while leaving a nostalgic feeling. Some people say that this Chinese noodles belong to that trend, and I was looking forward to the unknown taste that there are new elements while being nostalgic. Then, please watch the video immediately!
*We take thorough measures against infection.
*When shooting, we give due consideration to the shop and customers around us.

いつもありがとうございます！( ´ ▽ ` )
高評価＆チャンネル登録もよろしくお願いいたします！

#ラーメン #東京 #中華そば #ロイドごはん　
#ちえちゃんラーメン

—————《サブチャンネルもよろしくお願いします！》—————————————

【メロンシートジャーニー】
https://www.youtube.com/channel/UCwNlBAUziFWkJZFY_u3t65A

【フラメンコロイド】
https://www.youtube.com/channel/UCsFJHNg3SR41R2a3vctUInw


—————《本日の店舗情報》—————————————————

『ちえちゃんラーメン』
https://tabelog.com/tokyo/A1310/A131002/13247410/

—————《ロイドごはんオススメの動画！　 ROIDGOHANs’ Recommended video》———————————

78才おじいちゃん屋台ラーメンの朝『幸っちゃん』夜明けの銀座【飯テロ】Old Style Ramen Stall Yatai Japanese Street Food
https://youtu.be/YHiWYvhxUI4

【家系ラーメン特集!】
https://www.youtube.com/playlist?list=PL6yW17uB9uIVUmOS8qnXrRwcBu8W-uRYZ

神回【ラーメン二郎の貴重映像】全増しが出来るまで一部始終を大公開！【ラーメン二郎 ひばりヶ丘店】ramen
https://youtu.be/mBFcdMHyaxA


—————《オリジナルサイトの情報》—————————————————

★ロイドwalker《人生をドラマチックに彩る旅とグルメと温泉図鑑》
https://ramenjapan.net/
★メロンシート《フラメンコギターの世界一の旅》
https://pordiotama3.xsrv.jp
★フラメンコロイド 《フラメンコロイドの神話と伝説》
https://flamenkoroid.net

—————《twitter》—————————————————————

★ロイドごはん
https://twitter.com/roidgohan
★メロンシート
https://twitter.com/meloncito310
★フラメンコロイド
https://twitter.com/flamenkoroid

—————《instagram》———————————————————-

★ロイドごはん
https://www.instagram.com/roidgohan
★メロンシート
https://www.instagram.com/satoshimelo...
★フラメンコロイド
https://www.instagram.com/flamenkoroid

Ahhh! The long-awaited countdown documentary!! I took way too long for this one ahaha Some people asked to see this because a lot of you don't actually know about this competition and what we do to prepare for it. This is just about 40% of what we do when the competition is near. There's so much more to the tip of the iceberg! So much preparation and choreography, so much teamwork, so much blood, sweat and tears, so much hard work, dedication, patience, late nights and early mornings. All thanks to our main leader Annie, and assistant leader, Ella🥺 We couldn't have done it without them. If you guys are still interested in getting to know more about cheerleading in Umac feel free to comment your questions below! I'd love to answer more questions:) Until next year:) ps; all the igs of the girls are tagged in the competition vlog video, which was uploaded before this one, so go check it out if you haven't already!

等咗咁耐，終於剪完！好多人問其實啦啦隊比賽係咩嚟，呢條片應該先得我哋所有努力裏面嘅40%左右。其實比賽之前我哋仲有好多好多嘅準備。夜瞓早起，日日練幾粒鐘，所有嘅努力，耐性，仲有兩位隊長為我哋付出嘅所有。冇咗佢兩個我哋唔知點 （Annie and Ella)。如果你哋仲想知更多關於澳大啦啦隊嘅嘢，可以留言繼續問，我好樂意答你哋嘅問題。下一條啦啦隊嘅片我哋下年再見！仲有！美女們嘅IGs
已經放曬喺比賽嗰條vlog裏面! 未睇嘅就快啲去睇啦！

Instagram: @cassandra.chiu
Business Inquiries 工作合作請聯繫：
artistes@weilamanner.com

#penanghokkien #flyingfacemask

Tiktok Trend. 口罩能飞 Flying Face Mask
DIY Face mask to fly like hot air balloon with a candle.
Jing Jing and Kinki so curious.
Stop guessing.
Just do it to know the truth. haha!

Turns out to be fake.
Mask burned.
Please don't try at home.
We are professional !!!

********************************************************
Talent 演员：
Jing Jing 妗妗
https://www.instagram.com/jingjingbeh

Kinki Lai 轻去
https://www.instagram.com/kinkilai7657

How to speak Penang Hokkien? 如何讲槟城福建话？
https://www.youtube.com/playlist?list=PLfRlIk28_INunK5BfN4foae9C2hmxgT5t

Jing Jing Challenge 挑战
https://www.youtube.com/playlist?list=PLfRlIk28_INtvKfWE6R0LfpEx2RNesVql