Today is Malaysia day! A very exciting day for all Malaysians to celebrate together as a strong & united nation ❤️
In the past few months, we've all had a hard time against the pandemic & the fight isn't over yet... so let's all stay hopeful and keep ourselves at home as much as we can 💛 This is the greatest contribution we can all do for the country we love.
I can’t wait for when the pandemic ends so I can to cuti-cuti Malaysia with my Corolla Cross! 😍
Grab your Corolla Cross while sales tax holiday is still here!
#AllNewCorollaCross #DriveCorollaCross #Drive❗#AllAboutTheDrive #ToyotaMY
同時也有544部Youtube影片,追蹤數超過192的網紅FPC Channel,也在其Youtube影片中提到,井波彫刻は240年の伝統と250名の職人を有し、住宅欄間を主に、獅子頭、置物、パネルなどの木彫刻品を製作している。4年に一度南砺市いなみ国際木彫刻キャンプが行われている。 0:00 Drive to Inami 0:13 Start to walk from hotel 1:33 Wood ...
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over drive 在 Facebook 的精選貼文
It’s happening tomorrow on Malaysia Day! 🇲🇾 You too can help give a warm meal to someone in need with just Rm8 by tuning in..!
#916KonsertSatuHati2021 Online Charity Concert
#RM8 Warm Meal Distribution Drive
#Handing a box of warm meal with love
🧡🧡Konsert Satu Hati that is organised by WIZ Entertainment, supported by StarPlanet, and in collaboration with Projek Satu Hati (PSH), will be held on 16th September 2021, Malaysia Day.
🧡This virtual concert has brought together members of the Malaysian performing arts industry, showing 25 performances by our local singers, musicians and art performers including Adibah Noor, Yang Wei Han, Cyrstal Ong, Ribbon Ooi, DannyOne, Geraldine Gan, Jeryl Lee, FS (Fuying & Sam), Nikki Palikat, Janet Lee, Tria Aziz, Samantha De Lune, Elvira Arul, Peter Ong, pianist Tay Cher Siang, music director Nai Kong, saxophonist Julian Chan, sand artist LoongBee, guitarist Jamie Wilson, HANDS percussion, magicians Mark and Pinky, Asia Musical Productions, IMCREATIVE, D’votion Dance Studio, and host Goh Wee Ping.
🧡PSH RM8 Warm Meal Distribution Drive (donation details will be shown during the show)
Since PSH's establishment in July 2021, the initiative has gathered 34 F&B operators from across Klang Valley providing more than 30,000 warm meals (over 1,000 meals a day) to more than 30 areas in Klang Valley. Warm meals were distributed to groups of people who are - struggling with financial difficulties, elderly staying alone, homeless, under home surveillance, working at COVID-19 frontline. The PSH meal is not just about feeding a hungry tummy, it also reminds the beneficiaries that the society still cares for them even during this challenging time.
over drive 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻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
over drive 在 FPC Channel Youtube 的精選貼文
井波彫刻は240年の伝統と250名の職人を有し、住宅欄間を主に、獅子頭、置物、パネルなどの木彫刻品を製作している。4年に一度南砺市いなみ国際木彫刻キャンプが行われている。
0:00 Drive to Inami
0:13 Start to walk from hotel
1:33 Wood welcome board
2:17 On the street
2:40 Wooden bus stop spot
8:56 Restaurant Matsuya
11:44 In front of Zuisen-ji Temple
Inami is most well known for its extensive wood carving district which traces its origins to the construction of the Inami Betsuin Zuisen-ji Temple in 1390. This temple, entirely made of wood and ornamented with intricate carvings has a long history of burning down only to be rebuilt in a much more extravagant fashion. The temple was most recently rebuilt during the Meiji period in 1885, and now exists as the largest wooden Pureland Buddhist temple in the Hokuriku region. It was officially designated as "one of the prefecture's important cultural assets" on April 1, 1965.
Because of its rich history, wood carving is the major trade in Inami. During the reconstruction of the temple in the mid 18th century woodcarvers from Kyoto were dispatched to help in the rebuilding process. These helpers ushered in a new era of woodcarving in Inami, and local carpenters began to produce a more varied assortment of carvings than the temple pieces they had focused on previously.Presently, the woodcarvers use over 200 different variations of chisels to complete their works. They are considered to be the most skilled woodcarvers Japan.
The sound of the Inami woodcarving district was chosen in 1996 as one of the 100 Soundscapes of Japan.
over drive 在 Takeda Ko-ichi Youtube 的最讚貼文
・JHS Pedals/Morning Glory
https://amzn.to/3AC4qn3
【この動画を見た人にオススメの動画】
◎本気のエフェクターボードを紹介します!!【ギター/機材】
https://www.youtube.com/watch?v=65CLhshgCuA
◎Gibsonのビンテージセミアコが神音すぎてヤバイ!!【ギター】
https://www.youtube.com/watch?v=JflXiR_i994
★最強のギターコンテンツが揃ったKo-ichiサロンの入会はこちら!
https://ko-ichi-salon.com/salon-ko-ichi/
【サロンの紹介動画】
https://www.youtube.com/watch?v=LUCQMSvB17s
★2ndチャンネルの登録もよろしくお願いします!!
https://www.youtube.com/channel/UCYZFns7cN4G4YcbuyxKUXKg
★Twitter→https://twitter.com/Gt_Phrase
★Lineで僕を友達追加するとギター上達の情報が無料で届きます!
https://lin.ee/5ZU69bf
◎ジャンル別レッスンの再生リスト↓
https://www.youtube.com/channel/UCwlIfo7dSvpDbaNuZqhdSBw/playlists
◎その他の動画&チャンネル登録はこちら↓
https://www.youtube.com/channel/UCwlIfo7dSvpDbaNuZqhdSBw
◎大阪でレッスンしています。
上達したい方は是非♪( ´θ`)ノ
お問い合わせはこちらから(スカイプレッスンもやってます!)
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※製品URLはAmazonアソシエイトリンクを使用しています。
over drive 在 translation Youtube 的最佳解答
#セガAM第7研究開発部が開発、セガが発売した、MD用ベルトスクロールアクションであり、シリーズ第三作目。
企画にはソニックチームの飯塚隆氏も参加した。
前2作からプレイヤーキャラは一新され、ギリウスのみ冒頭で登場。
8面到達時にAランク以上(ノーコンティニュー)でクリアすると真EDを迎えられる。
BGMはソニック・ザ・ヘッジホッグCD(MCD/'93年)や、スペースチャンネル5(DC/'99年)等の幡谷氏とその他セガ所属のスタッフによる共同作曲。
効果音・作曲者:幡谷尚史氏, 前田龍之氏, 小黒晴代さん, 澤田朋伯氏
Manufacturer: 1993.06.25 SEGA / SEGA No.7 R&D Department
Computer: Mega Drive / Genesis
Sound: YM2612,SN76489
Sound effect & composer: Naofumi Hataya,Tatsuyuki Maeda,Haruyo Oguro,Tomonori Sawada
---------------------------------------------------------------------------------------------
00:00 01.Opening Theme ~ Title
01:22 02.Character Select
02:41 03.The Vast Field [Wilderness (Stage 1)
05:04 04.Boss Theme [Boss Odd Stage
08:04 05.Campsite [Thief Stage
09:53 06.Map
11:23 07.Ancient Mound (Stage 2A)
14:03 08.Tender Hamlet (Stage 2B)
16:49 09.Fight with Adversary
18:54 10.Dim Jungle (Stage 3A)
20:57 11.Cave of Crystal (Stage 3B)
23:12 12.The Scorching Sand (Stage 4A)
25:52 13.Bloody Street (Stage 4B)
27:31 14.Death Mountain (Stage 5A)
29:26 15.A Voyage to Castle (Stage 5B)
31:23 16.Ride the Whirlwind (Stage 6A)
33:41 17.Cursed City (Stage 6B)
35:39 18.The Gate of Fate (Stage 7)
37:34 19.Castle [In The Castle (Stage 8)
39:32 20.Final Boss [Last Boss
41:38 21.Victory [Last Boss Clear
41:55 22.Is the Battle Won?
42:24 23.Ending ~ Staff Roll
45:24 24.Game Over
45:29 25.VS Mode Victory
45:35 26.Title Theme (Skip) (Title Demoの後半部分)
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over drive 在 "OVER DRIVE" English lyric video released! | Facebook 的推薦與評價
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