🌻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.
同時也有1部Youtube影片,追蹤數超過139萬的網紅Jessica Vu,也在其Youtube影片中提到,Good morning ? Let's get ready for a productive day ? This was actually filmed before Daylight Saving Time started so it's been especially grueling tr...
lululemon stock 在 愛德恩_小朋友也能學好投資 Facebook 的最佳貼文
1476 儒鴻 教學文 2020 11/6~11/12 實戰單附上
一週一篇的實戰教學文來了 一樣就是技術動能籌碼基本面都看
儒鴻屬於事件交易 然後用我的七個面向去觀察想下多少
謝謝各位同學還有新的粉絲 喜歡請幫我分享出去讓更多人知道這個每天都開心做股票的地方
來 一樣喔 很簡單 一樣七個面向來看
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1/技術面 好 – 整理三個月突破 其實我一突破就買 放了三四天 就等11/10下午法說
2/籌碼面 好 – 外資連買 投信連買六七天 其實我六號九號十號陸陸續續買 早安速覽你都有看到我提 真的是每天講
3/題材面 好 – 冬天旺季 美國客戶脫離谷底 nike/UA/lululemon 加上十月營收新高
4/公司態度 算積極 新聞稿直接寫目前在手訂單能見度已達明年上半年,且由於高 ASP 訂單增加,11、12 月仍可望有創單月新高的機會
5/股價位階 一般 – 一年期已經漲多 但過去三個月整理
6/族群性 – 一般偏有 聚陽公司態度也偏多 紡織第四季旺季 其他名子股價沒有這麼熱就是了
7/營收面 好 十月新高 +18%yoy 上個月+16%yoy. Uptrend.
股票就是資金+信心 我用一樣的上面七穩法依照穩度判斷資金集中程度 我通常下注都是依照個股成交量 他的量也是億以上 沒有問題
因為我一直練習 盤後也有做功課 所以速度比新進市場的同學快 我主打給釣竿不給魚不報明牌 希望有幫助到各位 我也從來都鼓勵大家不要大家上我的股票 要自己學會
喜歡我的教學
務必幫我按讚分享出去 謝謝你們 至少來個一千讚吧!!
穩一個
#investment #stock #trading #solar #training #投資 #股票 #交易
lululemon stock 在 IEObserve 國際經濟觀察 Facebook 的最佳解答
之前一直股價走單邊漲的在家運動疫情概念股Lululemon,財報發佈其實是優於預期但股價續崩,現在正在把之前預期成長過高的水份給擠掉
「公司運營的門店收入下降51%,至2.872億美元,毛利率下降0.8個百分點,至54.2%。運營收入和營業利潤率在本季度也都有所下降。
一個明確的亮點是直接面向消費者的收入,按不變美元計算,增長了157%,達到5.543億美元,佔總收入的61.4%,是去年同期24.6%的兩倍多。」
https://news.futunn.com/stock/14352891
lululemon stock 在 Jessica Vu Youtube 的最佳貼文
Good morning ? Let's get ready for a productive day ? This was actually filmed before Daylight Saving Time started so it's been especially grueling trying to stick to this routine lately ??〰?? but it makes me feel like I have my life together so I'll try my best ? Thank you to @COSRX for partnering with me on this video and keeping my skin juicy juicy ?
FOLLOW ME!
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✧ SPOTIFY: bit.ly/jessyluxe
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Happy Spring! ?
Idk if it's the stress that comes with moving, but my skin always gets so dry when I move to a new area ? I shared my current skincare routine in this video + products I've been using to combat dry patches ☁️ What does your pamper #skincareroutine look like?
I know a lot of you have been asking for a new apartment tour but it's not quite done yet! I'm trying to do some DIY projects (like the foam mirror heh) for the studio ? Thank you for your patience, hope 2021 is treating you well!
'til next time!
♡ xo
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P R O D U C T S
SKINCARE ⁺
˖ COSRX Advanced Snail 96 Mucin Power Essence https://bit.ly/3aQjKlb
˖ COSRX Advanced Snail Radiance Dual Essence https://bit.ly/2NC3Q5i
˖ COSRX Full Fit Propolis Light Ampoule http://bit.ly/3dJQheT
˖ COSRX Advanced Snail 92 All In One Cream https://bit.ly/3uupTvb
˖ COSRX Acne Pimple Master Patch http://bit.ly/3bGZpyh
HAIR ⁺
˖ Garnier Fructis Avocado Treat Shampoo https://bit.ly/3c3AuGj
˖ Garnier Fructis Avocado Extract Smoothing Treat Conditioner https://bit.ly/30ZXgIR
˖ GHD Helios Professional Hair Dryer ("Neo-Mint") https://bit.ly/391GFZL
˖ Wet Brush https://bit.ly/2QfgKqK
˖ Hair Roller https://bit.ly/3pu9AeM
˖ GHD Platinum+ Professional Performance 1" Styler Flat Iron https://bit.ly/35sETiq
MAKEUP ⁺
˖ Too Faced Born This Way Super Coverage Multi-Use Sculpting Concealer ("Snow") https://bit.ly/2NFGGuY
˖ Benefit Cosmetics Precisely, My Brow Pencil Waterproof Eyebrow Definer ("No. 5") https://bit.ly/38J5Sat
˖ Covergirl Perfect Point Plus Liquid Liner ("210 Espresso") https://bit.ly/30Zoijx
˖ Makeup by Mario Master Pigment Pro™ Eyeliner Pencil ("The Perfect Brown") https://bit.ly/3aNlyw0
˖ Kaja Beauty Bento Bouncy Shimmer Eyeshadow Trio ("Chocolate Dahlia") https://bit.ly/3houDfH
˖ Laneige Glowy Makeup Serum https://bit.ly/3rzOKfV
˖ NYX Professional Makeup Bare With Me Tinted Skin Veil ("Vanilla Nude") https://bit.ly/30ZXRKB
˖ Kevyn Aucoin The Sculpting Contour Powder ("Medium") https://bit.ly/2P7Xnj4
˖ Etude House Lash Perm Curl Fix Mascara ("Brown") https://amzn.to/3hqVTKD
˖ NYX Professional Makeup Slim Lip Pencil ("Natural") https://bit.ly/38KXE1A
˖ Em Cosmetics Lip Cushion Nourishing Balm ("Clear Quartz") https://bit.ly/3lyN4jV
˖ Benefit Cosmetics The POREfessional: Super Setter Pore-Minimizing https://bit.ly/2MhIpoW
˖ Etude House Lovely Cookie Blusher ("Peach Parfait") https://bit.ly/39S07aS
WEARING ⁺
‹ yesstyle codes "JESSICA10" + "JESSICAVU" for $ off ›
˖ Gray Hoodie (out of stock - similar: http://bit.ly/38ZdjLD)
˖ Plaid Red Pajama Pants (out of stock - similar: https://bit.ly/3lzxmFp)
˖ JINS x Pokemon Pikachu Glasses http://bit.ly/3uGbtIG
˖ Skincare Bands Carrot Bunny Headband http://bit.ly/3r1IYSv
˖ Gray Socks https://bit.ly/3c5Psfc
˖ Lifestyles of the Bored and Aimless Lettering Loose-Fit Sweatshirt ("Gray" / L) https://bit.ly/3138L2l
ETC ⁺
˖ World Market Headboard (out of stock - similar: http://bit.ly/2wwk9o4)
˖ Brita Plastic Water Filter Bottle 26 oz. ("Sea Glass") https://amzn.to/2ZZXCyK
˖ Cooluli Mini Beauty Refrigerator Pink Skincare Fridge https://bit.ly/3eWtr4f
˖ Lululemon The Reversible Yoga Mat 3mm ("Slate Blue / Cloud Blue") https://bit.ly/2OUjlWK
˖ Cereal Dispenser https://amzn.to/3r1SXaI
˖ The 100-Day Happiness Planner ("Blue & White") http://bit.ly/2O51g7L
˖ HiMirror Smart Beauty Mirror http://bit.ly/312vjyR
˖ KN FLAX Premium KF94 Certified Face Mask https://amzn.to/38ZsAMc
˖ TCP Global Box of 50 Disposable 3-Ply Protective PPE Pink Face Masks https://amzn.to/3lyb4nj
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T E C H
˖ CAMERAS
Canon EOS Rebel T6i DSLR
https://amzn.to/2PcG1Mk
Sony ZV-1 Digital Camera
https://amzn.to/3sG8caz
˖ LENS
EF-S 18-55mm IS STM Kit Lens
https://amzn.to/2P7wAxx
˖ TRIPOD
KODAK PhotoGear Mini Adjustable Tripod
https://amzn.to/3eWq65d
˖ MIC
RODE Videomic Pro
https://amzn.to/2P8jgJo
˖ EDITING PROGRAM
Final Cut Pro X 10.5
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M U S I C
˖ 해일(Haeil) - 웃지마라진짜 (prod. Y`z Wise) https://soundcloud.com/77aeil/prod-yz-wise
˖ Oneway (원웨이) - Would You Be https://youtu.be/oaSZntv9ZZE
˖ MapleStory BGM - Night Market https://youtu.be/-sf4tEqd7co
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? BUSINESS EMAIL: jessica@rare.global
FTC: Sponsored by #COSRX #ad ? Affiliate links used and some products were received in PR
Required Tags:
#expectingtomorrow #kbeauty #skincarecommunity #koreanskincareroutine #beauty #beautyaddict #beautyjunkie #skincareaddict #skincarejunkie #skincarediary #skincaretips
![post-title](https://i.ytimg.com/vi/7H6HumBYWgE/hqdefault.jpg)
lululemon stock 在 【每週和你講一股EP1】LULULEMON 股票分析 ... 的推薦與評價
Lululemon 透過高質素的瑜伽服裝及Athleisure運動休閒服裝的潮流在激烈的 ... 【每週和你講一股 ... ... <看更多>