🌻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
同時也有74部Youtube影片,追蹤數超過66萬的網紅げんじ/Genji,也在其Youtube影片中提到,<目次>Contents 0:00 オープニング-Introduction 1:43 アプリの使い方-How to use the app 5:24 日本のファッション事情-State of current Japanese fashion 9:49 げんじの歴史-My biography ■ N...
「is exceeded」的推薦目錄:
- 關於is exceeded 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於is exceeded 在 IELTS Fighter - Chiến binh IELTS Facebook 的最佳貼文
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- 關於is exceeded 在 げんじ/Genji Youtube 的最讚貼文
- 關於is exceeded 在 Lipstick CHANNEL (masayoshi ASMR) Youtube 的最讚貼文
- 關於is exceeded 在 天宮 こころ / Amamya Ch. Youtube 的最讚貼文
is exceeded 在 IELTS Fighter - Chiến binh IELTS Facebook 的最佳貼文
👉 Mình học mấy cụm từ hay liên quan đến Nghệ thuật nhé các bạn:
- Appeal to an audience: Thu hút một đối tượng khán giả
Digital art often appeals to younger audiences
Nghệ thuật kĩ thuật số thường thu hút khán giả trẻ
- Performance art: Nghệ thuật trình diễn
Performance art is my favorite because I enjoy watching artists performing live
Mình thấy nghệ thuật trình diễn hay nhất vì mình thích xem nghệ sĩ biểu diễn trực tiếp
- Artistically inclined: Năng khiếu nghệ thuật
The school is full of artistically inclined students
Trường này có nhiều học sinh có năng khiếu nghệ thuật
- To exceed one’s expectations: vượt quá mong đợi
The art exhibition exceeded my expectations
Buổi triển lãm nghệ thuật vượt quá mong đợi của tôi
- Standing ovation: hoan nghênh
The performance deserves a standing ovation
Màn trình diễn xứng đáng được hoan nghênh nhiệt liệt
- To be in awe: kinh ngạc
The movie star left me in awe when I saw him
Ngôi sao điện ảnh khiến tôi kinh ngạc khi nhìn thấy anh ấy.
- To enjoy beautiful work of art: thưởng thức tác phẩm nghệ thuật
Many people come to art museums to enjoy an enormous amount of beautiful work of art.
- To create a masterpiece: tạo ra một kiệt tác
Artists spend a lot of time on creating a masterpiece.
- To be displayed at an art gallery: được trưng bày ở triển lãm nghệ thuật
Anna was trying her best so her artworks can be displayed at an art gallery
Các bạn lưu về nha!
---
Hôm nay group đang sôi nổi với thử thách mới day 15 đó, các bạn đã đăng ký tham gia và thực hiện các thử thách dự án WinMyself - 30-Day Challenge for All - thử thách bản thân, nhận quà cực chất cùng IELTS Fighter chưa? 👇👇
is exceeded 在 Winter Chee Facebook 的最讚貼文
Had a little fun with @jungbeauty_official 2 Step Baby Pore Kit and I must say, I’m IMPRESSED! I didn’t expect much improvement in my pore size at first because I know that pore size can only be reduced with aesthetic treatments. Topical treatments like this helps to reduce the appearance of our pores by refining the skin’s texture.
This innovative 2-step mask pack from #JUNGBeauty @ksisters.sg definitely did help to clean out my pores effectively. The carbonic acid technique helped to push out my deep set blackheads and excess sebum, making my pores cleaner. I also noticed that larger blackheads were promptly loosened from my pores and could be easily extracted after wiping off the gel. There is a slight tingling sensation when the carbonic action is happening but it’s nothing to worry about. It just shows that the product is working its magic on your skin! After the mask, we’ll have to finish off with the ampoule to help “close” up the pores and it definitely helped to reduce and refine the appearance of my pores. I saw visible results with 1 try and definitely am looking forward to incorporating this every 4 days to see how much my pores situation is going to improve. Overall, great product and it lives up to its name!
Thank you @ksisters.sg @theprpeople for sending this kit, it exceeded my expectations and I’ll definitely recommend this for people who have issues with clogged, enlarged pores!
is exceeded 在 げんじ/Genji Youtube 的最讚貼文
<目次>Contents
0:00 オープニング-Introduction
1:43 アプリの使い方-How to use the app
5:24 日本のファッション事情-State of current Japanese fashion
9:49 げんじの歴史-My biography
■ N.HOOLYWOOD COMPILE SPRING2022 Collection app
https://apps.apple.com/jp/app/n-hoolywood/id1584938729?itsct=apps_box_link&itscg=30200
■ N.HOOLYWOOD Official Instagram
https://www.instagram.com/n_hoolywood/?hl=ja
<プロフィール>Profile
毎日ファッションについてのコンテンツを色んなSNSで投稿してるげんじです!
I'm Genji, and I'm uploading fashion related contents on social media every day!
一人でも多くの方にファッションの魅力を知って頂き”日本中をお洒落にする”と本気で思っています🔥🔥🔥!
I'm trying seriously to get more people to know about the appeal of fashion and make the entire Japan stylish!
このチャンネルでは”最新のGU、UNIQLOの情報”や“誰でも一瞬でお洒落になれる方法”などメンズファッションに関わる全てのコンテンツをお届けしています!
This channel presents all the contents related to men's fashion, including "the latest information about GU and UNIQLO" or "how anyone can be stylish instantly."
そんな活動を続けて、ありがたくも総フォロワー200万人を突破しました!
少しでもファッションが好きでしたら是非チャンネル登録お待ちしております(´▽`)!
Continuing this activity, my total followers exceeded 2,000,000!
If you like fashion even just a little, please subscribe my channel!
プロデュースしているブランド
Brands I'm producing
■ LIDNM(リドム)
https://lidnm-store.com/?utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTube210912top
■ WYM(ウィム)
https://zozo.jp/brand/wymlidnm/
<着用アイテム>Item wearing
Cardigan
■ LIDNM - LOOP YARN WIDE CARDIGAN
¥14,300 | color : CHARCOAL | size : M
https://lidnm-store.com/products/detail.php?product_id=185&utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTube210912LOOPYARNWIDECARDIGAN
ーーーーーーーーーーーーー
LIDNMの公式サイトはこちらから!!
https://lidnm-store.com/?utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTubedefaulttop
ZOZO限定プチプラブランドWYM(ウィム)はこちらから!!
https://zozo.jp/brand/wymlidnm/
ーーーーーーーーーーーーー
《Instagram》
https://www.instagram.com/genji_official_/
《げんじのコーデはこちら!》
https://lidnm-store.com/contents/coordinate_list.php?utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTubegenjicode
《お世話になってる美容師さんはこちら!》
https://www.instagram.com/signal8756/?hl=ja
ーーーーーーーーーーーーー
《🌏🌏🌏絶対1度は見てほしい動画🌏🌏🌏》
★『メンズファッションの黄金バランスを公開します。最強コーディネート術です。』
→https://www.youtube.com/watch?v=HZ2kLtpjmxE
★『【超重要】知らないと危険なファッションの一面とは!?』
→https://www.youtube.com/watch?v=Bpq41NzD0Bs
ーーーーーーーーーーーーー
動画内の画像は以下を引用しました。
マツモトキヨシ帯屋町店(薬局・ドラッグストア) | まいぷれ[高知]
https://kochi.mypl.net/shop/00000357669/
効果音:OtoLogic
お問い合わせはこちらまで
d.ogawa1111@gmail.com
じゃあʕ•ᴥ•ʔ
#ファッション #fashion #メンズ #服 #プチプラ #UNIQLO #GU #ブランド #コーデ #お洒落
is exceeded 在 Lipstick CHANNEL (masayoshi ASMR) Youtube 的最讚貼文
チャンネル登録17万人突破 ありがとう
これも君のおかげです
Channel registration exceeded 170,000 people Thank you This is also thanks to you
久々に耳かきやりました
リラックスしてくれると嬉しいです
実際にはひざ枕してませんがイメージです
どうも 君の 小林さんちのまさよしです
(いいたかっただけ)
Hi. i'm masayoshi kobayasi
Lipstick CHANNEL
いまコロナでも頑張ってる東京の神保町のカレー屋さんとコラボしてチャイ(インドのミルクティー)を作ってる「ヒナタ屋」さんの通販のページはこちら
今だと メッセージ まさよしが羊を数えている眠れる魔法の特別動画URL付きhttps://hinataya2007.thebase.in/
マイク噛む動画やリップ音 リップノイズ マウスサウンドは
ユーチューブメンバーとパトレオン限定動画になっています
是非会員になってね
The video of biting the microphone and the lip sound, the lip noise, and the mouse sound are limited to YouTube members and Patreon. Please become a member.
Become a channel member for exclusive features! Check it out here:
Join member (special videos, 특별영상, 特別映像):
まさよFC(ファンクラブ)Fanclub有料特別メンバーになってね
下のアドレスをクリック
メンバー特典は動画の最後に君の名前が出ます
For member benefits, your name appears at the end of the video
https://www.youtube.com/channel/UCVcBzbRDZe2_Cv3HDbee5yA/join
メンバー限定動画はこちら
Members-only videos
https://www.youtube.com/playlist?list=UUMOVcBzbRDZe2_Cv3HDbee5yA
Support me
Patreon
https://www.patreon.com/Lipstickchanel
Recommended vide おすすめビデオ
★【ASMR】Tickle Tickle sounds
https://youtu.be/EnZUVdfauBY
★【ASMR】Mic Nibbling after a long time
https://youtu.be/PC115Rl_7jc
★【ASMR】Tapping your face
https://youtu.be/Ufj_J1RgkiA
★【ASMR】 Squishy Squeeze Toy
https://youtu.be/o_B3x05urQM
★【ASMR】Masayoshi Doctor Roleplay water Squishies toy【音フェチロールプレイ】ピタミン不足の君に 水系スクイーズ ピタミン注入しましょう
https://youtu.be/TjElpdtYt6g
サブチャンネルはこちら
Click here for sub-channel
https://www.youtube.com/channel/UCU3jM-RTfwUahA7Z5j052sw
使ってるカメラはCanon EOSR
マイク
Blue Microphones Yeti USB コンデンサー マイク Silver
アマゾンはこちら
https://amzn.to/2SouKwt
バイノーラルイヤフォンマイク
Roland ローランド バイノーラル マイクロホン イヤホン CS-10EM
https://amzn.to/2GnqOsM
わたしのティックトック
Tik tok
https://vt.tiktok.com/6M8qBs/
※バイノーラルマイクでのASMR動画ですのでイヤホンかヘッドホンでお楽しみください♪
#睡眠 #不眠 #ASMR
私の美容室 全国からシャンプー・カットしに来てね
会えるのは すごく嬉しい 耳かきとか囁きとかもやろうかな?
ファンレターはこちらのお店に送ってもらうと
届きます 熱烈歓迎
リップスティックビューティーサロン
https://lipstick-beautysalon.jimdo.com/
公式ライン@は
お店のLINEです 友だちになってね
ID検索
@lipstickbs
ラインアカウント
http:// nav.cx/6N2LrQT
PATREON (後援)
https://www.patreon.com/Lipstickchanel
風水グッズ作りました 本気で邪気除けできます 買ってね
https://suzuri.jp/Lipstick-CHANNEL
チャンネル登録はこちら↓
https://www.youtube.com/channel/UCVcBzbRDZe2_Cv3HDbee5yA?sub_confirmation=1
バイノーラル(立体音響)で撮ってるので
イヤフォンまたはヘッドフォンでお聞きください
妹のチャンネル
まりこちゃんねる
https://goo.gl/eNZGxC
twitter
https://twitter.com/arisugawanike
facebook
https://www.facebook.com/masayoshi.kobayashi
instagram
https://www.instagram.com/masayoc_asmr/
Mail
nike2036@gmail.com
※私のアマゾンへのリンクURLはAmazonアソシエイトのリンクを使用しています。
#音フェチ #ASMR #まさよし #Japanese ASMR #Triggers
is exceeded 在 天宮 こころ / Amamya Ch. Youtube 的最讚貼文
ポケットモンスターブラック・ホワイト2 イッシュ地方
完全初見プレイです!ネタバレちゅうい!おてやわらかにたのむー!✧
ポケスペは履修済み
\✦青ポケでゆくポケモンBW2✦/
#1 OP~ポケウッド
《 https://youtu.be/Dr585Z6XqP4 》
#2 ヒウンシティ〜ライモンシティ到着
《 https://youtu.be/dP097CoQ6Wo 》
#3 ライモンジム〜PWT
《 https://youtu.be/IqORmliIb-4 》
#4 電気石のほらあな~ヤマジタウン
《 https://youtu.be/XQMPO4iva9Q 》
#5 リバースマウンテン~ソウリュウシティ
《 https://youtu.be/PYk5VWbwIng 》
#6 ソウリュウジム~セイガイハジム
《 https://youtu.be/_yzL5WLMtd0 》
#7 プラズマ団の船~ゲーチス戦
《 https://youtu.be/vueKZPnaMR0 》
#8 (最終回)四天王戦
《 https://youtu.be/XoInN08AbcI 》
チャンネル登録・高評価おねがいします✧
#天宮こころ #あまみゃらいぶ
◆ボイス販売中…「天宮こころ」でストア内検索…!🔍
https://shop.nijisanji.jp/s/niji/?ima=2038
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💙 YOUTUBE
https://www.youtube.com/channel/UCkIimWZ9gBJRamKF0rmPU8w?sub_confirmation=1
💙TWITTER
https://twitter.com/amamiya_kokoro
💙MEMBER SHIP
https://www.youtube.com/channel/UCkIimWZ9gBJRamKF0rmPU8w/join
にじさんじ所属バーチャルライバーの
天宮こころ(Amamiya Kokoro)だよ🎐
OHAMYA~~~=^・・^=
I'm Kokoro Amamiya🎐, a virtual liver of Nijisanji !
Thanks to everyone who always supports me,
The number of subscribers has exceeded 200,000! !! !! !! ◝(⁰▿⁰)◜
Thank you for your continued support ✨
Subscribe to my channel!💕
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 ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄
みんなのファンアート、お借りしてます...♡
いつもありがとうだよ。
FAN ART ─#絵こころ
https://twitter.com/search?q=%23%E7%B5%B5%E3%81%93%E3%81%93%E3%82%8D&src=typed_query
OP ILLUST:@nya_ndadada @kurushisou
LOGO:@_averu_
OP/ED BGM:@cassisorange_g2
ED ILLUST:(reference)
TRANSITION ILLUST:@kerorira1
THUMBNAIL ILLUST:@kuhotaka
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AMAMYA OFFICIAL GOODS
Tシャツ(白) https://nijisanji.booth.pm/items/2234431
Tシャツ(カラー) https://nijisanji.booth.pm/items/2234438
パーカー https://nijisanji.booth.pm/items/2235178
トートバッグ https://nijisanji.booth.pm/items/2234429
マグカップ https://nijisanji.booth.pm/items/2234381
パスケース https://nijisanji.booth.pm/items/2234403
ポーチ https://nijisanji.booth.pm/items/2234399
アクキー https://nijisanji.booth.pm/items/2235193
ステッカー https://nijisanji.booth.pm/items/2235182
LETTER💌
https://nijisanji.ichikara.co.jp/contact/
「いちから株式会社」天宮こころ 宛
CONTACT FORM
https://www.ichikara.co.jp/contact
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0:00 start
39:24 ライモンジム挑戦
51:36 ジムリーダー戦
1:01:33 次の街へ
1:19:40 ホドモエシティ
1:46:37 ホドモエジム挑戦
1:56:49 ジムリーダー戦
2:07:30 PWT