🌻這星期, 比較引起我注意的就是這幾個新聞了
☘️美國支付公司PayPal(PYPL)宣布，將以3000億日圓（27億美元）收購日本新創公司Paidy，以強化自家「先買後付」（BNPL）產品。
熟悉美股的讀者, 應該對BNPL不陌生了. PayPal這舉動, 其實也強化了跟Amazon的關係:
(from Morgan Stanley)
Provides potential for initial relationship with AMZN in Japan: We think the deal is most notable for giving PYPL its first entry into AMZN's large ecosystem, which PYPL has been trying to gain access to for some time. Paidy began providing BNPL services for AMZN in Japan in November 2019, and after the deal closes, PYPL should have a clear path to eventually sell some of its other core services to AMZN in Japan.
☘️lululemon(LULU)昨天(台灣周四凌晨)發表財報了, 股價跳漲10.47%.
Morgan Stanley:
We highlight margin expansion as particularly impressive against 1) higher eCommerce penetration, which has historically resulted in EBIT margin degradation for many other specialty retail peers, 2) the acquisition of MIRROR, which has not yet achieved profitability, & 3) already best-in-class historical operating margin levels. While some macro factors like lean industry-wide inventory levels may be partially supporting these results, in our view they point to a higher & more profitable growth trajectory for the business compared to the outlook pre-Covid. As such, though LULU’s P/E multiple sits at 46x, above the high end of its pre-Covid 18-41x range, we view current levels as merited against higher future growth & profitability. In our view, this may represent a more permanent valuation re-rating for LULU, & the stock likely continues to trade at elevated levels until results prove otherwise.
🌻Alphabet(GOOGL)今年的表現為什麼那麼亮眼?
今年最會漲的FAANG個股之一, 就是GOOGL了. 如果有在follow這家公司的讀者, 應該有發現他們的營收結構跟過去幾年很不一樣了(可以看下面的表格). YouTube以及Cloud業務成為新的營收成長動能.
Picture: 畫 from National Gallery of Art; 自製的GOOGL簡單營收分類表.
faang台灣 在 [亞洲] 在台灣遠端工作/170萬年薪/澳洲新創- 看板Oversea_Job 的推薦與評價
我原本是在美國灣區某間FAANG工作兩年，職稱是Data Scientist
後來因為三度沒抽到H1B，又因為種種因素無法relocate到其他國家，只好回台灣
(幾個月前已從FAANG離職，已回台灣)
最近面試到一間澳洲startup願意給我offer，狀況如下:
1. 年薪是根據台灣生活水平給的 - 稅前台幣170萬，折合澳幣約8.1萬 (原本只給150萬)
2. 職稱是Data Analyst，但會用individual contractor的方式雇用我
3. 在台灣遠端工作 (配合澳洲當地的工作時間)
4. 除了年薪+每季1500澳幣stipend+500股份外，沒有其他任何福利
5. 公司剛實施「一週工作四天」制度
6. 是間Series B，員工數量兩百人，已募到四千萬美金的startup
老實說，我不知道拿到這樣的薪資到底是被low ball還是正常薪資? >__<
我做了些功課:
1. 澳洲雪梨Data Analyst平均年薪是澳幣8.5萬，稅後大概實拿六萬多
2. 稅前170萬台幣，稅後約150萬台幣 (台灣綜所稅)
2. 看到板上提到contractor通常薪資會比正職高出1.2~1.5倍 (因為沒有任何福利)
不過還是不確定這樣的package到底如何，希望能得到一些資訊和建議，謝謝大家！:)
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 220.136.188.43 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/Oversea_Job/M.1634653722.A.978.html
※ 編輯: Evagelion (220.136.188.43 臺灣), 10/19/2021 23:25:19
※ 編輯: Evagelion (114.45.79.120 臺灣), 10/21/2021 09:28:52
後來我拿到其他兩間年薪高很多的公司，加上版友們的資訊，才發現自己真的被low ball
※ 編輯: Evagelion (114.36.222.1 臺灣), 10/23/2021 11:06:54
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