聖文森認為納入台灣 世界必然受益
聖文森總理龔薩福認為新時代需要新的解決方案,而不是過時的霸權壓制,台灣向來是令人欽佩的經濟奇蹟、是一個蓬勃發展的民主國家,有權利要求有意義參與相關國際機構,將台灣納入需要多邊協調合作的全球議題之中,世界必然受益。
台灣的夥伴價值,值得聯合國重視。
—
Thanks to Prime Minister Ralph Gonsalves of #StVincentAndTheGrenadines for his call for #Taiwan's inclusion in global bodies at the #UNGA76 General Debate:
"It is high time for this United Nations and its agencies to cease their exclusion of Taiwan from meaningful participation. Surely, the world will benefit from Taiwan’s inclusion in global bodies such as the World Health Assembly, the United Nations Framework Convention on Climate Change, the International Civil Aviation Organization, and INTERPOL. Concerted, multi-lateral cooperation on global matters such as health, climate change, civil aviation, crime, and so forth requires all hands on deck, metaphorically speaking. Taiwan is a relatively small, but legitimate, political expression of the magnificent Chinese civilization; it has been an impressive economic miracle; it is a thriving democracy; and it has a right to ask for meaningful inclusion in the relevant global institutions. New times demand fresh solutions, not old-fashioned hegemonic responses."
Taiwan's vision of global partnership can serve as a valuable reference for the UN.
同時也有89部Youtube影片,追蹤數超過0的網紅CarDebuts,也在其Youtube影片中提到,ชมสายการผลิต All-New Hyundai Santa Cruz 2022 ฮุนได ซานตาครูซ รถกระบะปิกอัพขนาดเล็ก โครงสร้างแบบ Unibody (Monocoque) Hyundai Motor Manufacturing Alaba...
「in high demand」的推薦目錄:
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in high demand 在 貓的成長美股異想世界 Facebook 的最佳貼文
🌻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
in high demand 在 TrendForce Facebook 的最佳貼文
Despite ongoing capacity expansions, foundries are unable to fully offset the ongoing chip shortage and have been operating at fully loaded capacities. #TrendForce hence expects total revenue of top 10 foundries to reach another historical high for 3Q21
in high demand 在 CarDebuts Youtube 的最佳解答
ชมสายการผลิต All-New Hyundai Santa Cruz 2022 ฮุนได ซานตาครูซ รถกระบะปิกอัพขนาดเล็ก โครงสร้างแบบ Unibody (Monocoque)
Hyundai Motor Manufacturing Alabama Celebrates Launch of All-New 2022 Santa Cruz
Montgomery, Ala. June 22, 2021 – Hyundai Motor Manufacturing Alabama (HMMA) celebrated the launch of the all-new 2022 Santa Cruz Sport Adventure Vehicle on Tuesday, June 22, 2021. The Santa Cruz joins the Sonata and Elantra sedans and Santa Fe and Tucson SUVs on the Montgomery assembly line. This addition marks the first time HMMA has produced five vehicles at once.
The highly-anticipated Santa Cruz Sport Adventure Vehicle shatters both SUV and truck segments, creating an entirely new vehicle category. The Santa Cruz features a secure, open bed area which includes a lockable tonneau cover and hidden bed storage for diverse gear-carrying flexibility.
“Santa Cruz, with its bold styling, breaks open an all new segment territory, both for Hyundai and the industry as a whole. Open-bed flexibility coupled with closed-cabin security meets the changing everyday needs of its adventure-oriented buyers, while powerful and efficient engines and superb maneuverability ensure it is a pleasure to drive in urban or off-road environments. Our customers will wonder just how they managed before owning one,” said Jose Munoz, president and CEO, Hyundai Motor North America.
HMMA recently completed a plant expansion project to support adding the Santa Cruz to HMMA’s product mix. The addition of the Santa Cruz will further enhance HMMA’s ability to adjust its vehicle production with market demand and stay competitive in the ever-changing automotive market.
“We are excited and honored to be producing Hyundai’s first open bed vehicle for the North American market,” said HMMA President and CEO, Ernie Kim. “The launch of the Santa Cruz is a further testament to the trust Hyundai Motor company puts in HMMA and our Alabama home. I am so proud of our Team Members for accomplishing this achievement while the world is going through such difficult times. We can’t wait for our customers to experience the innovative design and world class quality the Santa Cruz will bring to the table.”
The addition of the Santa Cruz will continue to sustain high-quality jobs at HMMA and throughout its supplier base.
The 2022 Hyundai Santa Cruz will begin arriving in U.S. dealerships later this summer.
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in high demand 在 Adam Lobo TV Youtube 的最讚貼文
??? In this video, I will be giving you 6 REASONS why you should get the new 2021 HUAWEI MatePad Pro! I will share with you everything that you need to know about it and I will give you a definite answer on who the tablet is for and whether or not it is worth it.
If you find this video helpful and would love to watch more, you can SUBSCRIBE here:
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Timecode:
00:00 - Intro
00:23 - Unboxing
00:58 - #1. Redefined Viewing Experience
01:30 - #2. Immersive Entertainment on Demand
02:23 - #3. Exceptional and Seamless Connection Experience
04:06 - #4. Creativity Unleashed with the HUAWEI M-Pencil (2nd Gen)
05:23 - #5. Robust Performance
06:33 - #6. Amazing Freebies
Get the HUAWEI MatePad Pro At The Link Below:-
https://t.productlink.io/a1438xb
??? My Desk Setup 2020
https://youtu.be/xK1QUClu-V0
??? Check out my other videos about HUAWEI PC/laptops/tablets:
HUAWEI MateBook X Pro - https://youtu.be/EMf8dCDzy0Q
HUAWEI MateStation S - https://youtu.be/LQqBuBeU4zs
HUAWEI MatePad 10.4 - https://youtu.be/nUZFBU38tpw
HUAWEI MateBook 14 - https://youtu.be/H5nlKzZEpWk
HUAWEI MediaPad M6 - https://youtu.be/XjIZg-q4pYw
??? Or check out my entire TABLETS & LAPTOPS playlist!
https://youtube.com/playlist?list=PLn02abmm5Ra5YviPjMBn35ukHnqW4cwnG
---
ABOUT ME:
Hey you! Thanks for checking out Adam Lobo TV on YouTube!
My name is Adam Lobo, I'm a Tech YouTuber from Kuala Lumpur, Malaysia, who creates high-quality tech reviews on YouTube, Instagram & Facebook and I am currently the only Malaysian Tech YouTuber who produces 6K Resolution content.
My passion is to help everyone to make a purchase decision with all the tech items I get my hands on, where you'll find weekly smartphones, tablets, audio, smart home and other cool tech related videos as well. I produce these videos at least twice a week so do consider subscribing to my channel.
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#adamlobotv #HuaweiMatePadPro #HuaweiMalaysia
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in high demand 在 DJ Macky Suson Youtube 的最讚貼文
Marina Bay Sands Premier Room Harbour View #Shorts
Key Features
•
44 sqm
•
Deep-soaking bathtub
•
Located on L40 and above, facing sea
Room Features
•
42’’ interactive flatscreen TV
•
Cable channels (free) and movies on demand (charges apply)
•
Executive work desk
•
In-room safe
•
Complimentary high-speed Wi-Fi
•
Iron and ironing board
•
Complimentary selections of minibar items
•
Breakfast is not included for this room type unless the Bed and Breakfast offer has been selected
•
44 sqm
•
Located on L40 and above, facing sea
Bath Amenities
•
Luxury bathroom amenities
•
Waffle bathrobes
•
Hair dryer
•
Deep-soaking bathtub
•
Glass-enclosed shower
Exclusive Privileges
•
Access to Sands SkyPark Observation Deck and Infinity Pool
•
Entry to award-winning Banyan Tree Fitness Club
•
24 hour in-room dining service
![post-title](https://i.ytimg.com/vi/ovCc8qRppPM/hqdefault.jpg)
in high demand 在 Demand in/on/for something - English StackExchange 的推薦與評價
In that sentence, you would use demand for. You use demand for when some entity has want of a resource, as in supply-and-demand economics. ... <看更多>