汽車型態百百種，電動車從最初的通勤代步取向也開始往不同面向發展！
【Mercedes EQC 400 官人試駕】：
https://youtu.be/a5rMCeqiS8o
【NEW JAGUAR I-PACE 德哥試駕】：
https://youtu.be/xRFUG3HrIZY
pace公司 在 TCar 試車頻道 Facebook 的精選貼文
同時也有13部Youtube影片，追蹤數超過1萬的網紅TopGear Magazine TW 極速誌，也在其Youtube影片中提到，各位先生女士，在TG第60期的時刻，我們舉辦了耀眼奪目的2020極速誌十大最佳休旅車選拔，歡迎大家蒞臨金旅獎頒獎典禮。 其實休旅車熱潮非一天兩天，TG有鑒於此在2017便舉辦首次的年度最佳休旅車-金旅獎選拔，接著2019年又辦了一次，所以你如果初次聽聞金旅獎，沒關係，我們可以再解釋一次，金旅獎是從...
「pace公司」的推薦目錄：
- 關於pace公司 在 TCar 試車頻道 Facebook 的精選貼文
- 關於pace公司 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於pace公司 在 筆記 Facebook 的最讚貼文
- 關於pace公司 在 TopGear Magazine TW 極速誌 Youtube 的最佳解答
- 關於pace公司 在 暗網仔出街 Youtube 的最讚貼文
- 關於pace公司 在 張韶涵Angela Zhang Youtube 的最讚貼文
- 關於pace公司 在 Pace Design - Home | Facebook 的評價
- 關於pace公司 在 DTE Pedalbox JAGUAR F-Pace 加速好有跑車感覺亞洲汽車 ... 的評價
pace公司 在 貓的成長美股異想世界 Facebook 的精選貼文
🌻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
pace公司 在 筆記 Facebook 的最讚貼文
In order to grow at this pace, there will have to be a couple of acquisitions along the way. The tricky thing is to grow at this rate and maintain a 40 percent operating margin.
為了維持這個增長，我們將必須進行幾次收購，但棘手的事情是要維持成長率和40%的利潤率
賴瑞．艾利森 (Larry Ellison) 在芝加哥猶太區中下階層長大，與蘋果的賈伯斯及微軟的比爾蓋茲在同時期創辦了傳奇的甲骨文公司，自2013年起，艾莉森蟬聯《富比士》雜誌世界富豪排名第五，2021年淨資產達797億美元
今天是2021年7月09日，㊗️大家擁有豐盛美好的星期五❤️
pace公司 在 TopGear Magazine TW 極速誌 Youtube 的最佳解答
各位先生女士，在TG第60期的時刻，我們舉辦了耀眼奪目的2020極速誌十大最佳休旅車選拔，歡迎大家蒞臨金旅獎頒獎典禮。
其實休旅車熱潮非一天兩天，TG有鑒於此在2017便舉辦首次的年度最佳休旅車-金旅獎選拔，接著2019年又辦了一次，所以你如果初次聽聞金旅獎，沒關係，我們可以再解釋一次，金旅獎是從過去一年間台灣TG編輯部試駕過的休旅車中，選出表現最佳並值得推薦給讀者的十部車，我們當然也樂意汽車公司及代理商藉此大作文章，畢竟這十件作品能博得TG編輯部一致認同，原因很簡單，就是值得喝采的卓越表現，以下為十部休旅傑作的得獎介紹。
入圍標準：2019年8月至2020年8月TopGear TW編輯部試駕過的所有SUV及Crossover車款。
TopGear TW 極速誌 官方網站 https://reurl.cc/Kk63Ae
TopGear TW 極速誌 官方IG https://www.instagram.com/topgeartaiwan/
TopGear TW 極速誌 官方FB https://www.facebook.com/TopGearTaiwanCar/
pace公司 在 暗網仔出街 Youtube 的最讚貼文
Instagram: https://www.instagram.com/dw_kid12/
Facebook: https://www.facebook.com/deepwebkid/?modal=admin_todo_tour
訂閱: https://www.youtube.com/channel/UCKC6E5s6CMT5sVBInKBbPDQ?sub_confirmation=1
Spotify: https://open.spotify.com/album/2LjUOH9T9j21GiX8jzytu6
異度空間恐怖APP: https://www.youtube.com/watch?v=6PiyPZ3d_Fw&t=12s
首支單曲: https://www.youtube.com/watch?v=UASHWB6Ai9Y
鬼故事: https://www.youtube.com/watch?v=-CfqxuCHq3Y&t=3s
我的成長故事: https://www.youtube.com/watch?v=Kdhtp6A6YJE
我講 '香港' 10,000次: https://www.youtube.com/watch?v=-G4uDe3QUfs
我受夠了, 我的精神困擾: https://www.youtube.com/watch?v=aQ6uxaQhiS4&t=7s
24小時內學印度話: https://www.youtube.com/watch?v=g3EmtyVK1BQ&t=55s
為何podcasts在香港不會紅
為何有聲書在香港不會紅
為何播客Podcast在香港不會紅 | 文化討論
為何播客Podcast在香港不能像台灣
為何播客Podcast在香港不能像台灣這麼紅
為何播客Podcast在香港不能像台灣這麼紅?
[陰謀論] 為何播客Podcast在香港不能像台灣紅得起?
The culture of podcasts
(Show unedited podcast intro)
這是我2015年英文頻道做的unedited podcast (無剪接播客) , 就是用這個跟了我5年的blue snowball麥克風錄10至20分鐘無剪接清談.
隨著我英文頻道2018年的jip埋 ‘無剪接播客’ 自然好快變成 ‘無人接播客’ 但近年在歐美, 最近甚至台灣也fan起這goo podcast熱潮. 著名podcast主持Joe rogan還以1億美金賣自己節目獨家版權給Spotify.
企業家Gary Vaynerchuk用Uber 比喻 ‘播客’ 的hing起: ‘方便.’ Uber當然令到叫車很方便. 但podcast方便之處就是吸收podcast內容養份同時可以分心做其他事情. 開車, 洗碗, 煮飯, 我自己會開podcast, 開風扇, 睡覺.
“Every youtuber has a podcast” 是外國youtube界笑話, 那為什麼香港本地podcast少? 現在香港Top 5的播客是: RTHK ‘講東講西’ BBC Cantonese radio ‘BBC Newsweek’ 共通點都是大傳統媒體公司的其中一個項目, 因為現在正在流行.
我不是在been底這些節目質素或本身機構. 但你看美國最有談話性的podcast是兩個美女做的 call her daddy或youtuber Logan paul常常請A片女星上節目可以知道podcast在國外已發展到一個尊sook的文化出來. 這整個是一個podcast節目的office.
consumer lifestyle: people’s methods of transportation (pace of driving versus quick transportation) 開始之前我要講明自己有短暫地住過香港但一定不是香港地理環境juen家. 但我熟悉的香港交通非常方便, 快jit. 相反外國公共交通效少和慢. 根據美國tung計, 22%的播客聽眾是開車時聽. (Show Steve Jobs podcast) 2008年podcast開始有人搞到2014年 ‘serial’ 這podcast跟當時車的連接性加強有相fu相sing的關係. 讓經典美國文化road trip加了一個聽podcast的元素. 而因為車程往往較長, 據知80%以上美國用戶一次session會完成一集podcast的全部或大多部份. 好像香港或紐約交通較方便的大城巿來講難以pooy yoing一次過聽一個多小時節目這個習慣. Suey説如此但多了智能家居後podcast收聽提升. 其實耳朵聽故事是人類接收資訊只是從收音機juen變mo式做podcast. 所以我相信一定有市場.
creator
The Solution: freedom of speech
誠實地跟大家講我clickbait大家進來的. 標題應該定為: 為何podcast在香港 “難” 紅但我相信一定需要有這個文. 我有了拍這條影片的念頭來自看到台灣百萬Youtuber Joeman講台灣podcaster言論自由比youtuber的寛好多言論是這寶貴一定不能比身處的平台限制你的 ‘無剪接説話’
其實我都hun hun地, 如果大家想我搞個podcast下面留言有spotify的朋友可以看看我的page現時有一首歌, 下次再見bye !
pace公司 在 張韶涵Angela Zhang Youtube 的最讚貼文
人們都曾在情緒裡下墜，在是非裡爭吵，看見人群的喧鬧，聽到內心世界的荒涼。一生都不斷在找尋那一條線，卻也仍航行在飄渺間。
你被什麼打敗過？
又被什麼拯救過？
懷疑了什麼？
又重新相信過什麼？
是否還在繼續尋找著人生熱愛？
抬頭仰望，是什麼在牽引著我們向前走？
《引路的風箏》
作曲Composed by：劉胡軼，李大可
作詞 Lyrics by：王海濤
製作人 Produced by：張韶涵 楊鈞堯
編曲 Music Arranged by：劉胡軼
電吉他 E.Guitar by：Derrick Sepnio
弦樂監製 Strings Directed by：劉胡軼
弦樂 Strings by：國際首席愛樂樂團
吟唱 Chant by：丁爽
和聲編寫&和聲Backing Vocal Arranged and Performed by：田曉梅Brandy Tien
主唱錄音Vocal Recorded by：陳志翔 @ Lights Up 錄音室
弦樂錄音 Strings Recorded by：江松松 @北京唱片廠錄音棚
音樂編輯 Music Edited by：倪涵文
混音處理 Mixed by：Richard Furch@The mixHaus Studios
母帶後期處理製作人 Mastered by: 楊鈞堯
母帶後期處理混音師 Post production and mix by: Richard Furch@The mixHaus Studios
OP：十一音樂(ElevenZ Music)、Warner/Chappell Music Publishing Agency (Beijing) Ltd.、王海濤
SP：十一音樂(ElevenZ Music)、Warner/Chappell Music Publishing Agency (Beijing) Ltd.、王海濤
A1
黑暗有一百種兇狠的方式來籠罩我
沒有什麼原因 只丟給我壞結果
光影此起彼落的在窗口望著我
有一陣風 它輕輕的 找到了角落
Darkness has haunted me in a hundred fierce ways
For no reasons it leaves me with only something lame
Light and shadows fall on me and look at me through the window frame
A breath of wind softly comes and finds a corner to stay
A2
它仿佛在遠處溫柔的微笑著擁抱我
任眼淚這一刻瘋狂的緩緩的淹沒我
它說引路的風箏就在天上飛著
會給受傷又沉默的人 點燃希望的最暖焰火
It seems to smile tenderly and hug me from so far away
Let the tears flood over me in a crazy and slow pace
It says the kite flies high in the sky and leads the way
For those hurt and silent, it lights up the hopeful flame
B1
我像是跳回到勇敢的十七歲
在風裡追著它多無畏 不再怕黑暗中
問迷失的自己 我是誰
It‘s like jumping back to my seventeen when I was brave
Hunting for it in the winds without fear
No longer being afraid of the darkness
While asking myself who I can be
C1
朝著它 奔跑的我 讓扭曲的可笑的殘破的離開我
絕望過 沮喪過 像靈魂陷入了沼澤
所幸它看見了我 讓隱形的那條線帶我穿過遠空
讓我看見這命運中 引路的風
I'm running for it, taking the ridicule away from me
I've been sad, been desperate, like my soul trapped in a swamp
With luck it found me, guiding me through the sky with an invisible string
I then see it, part of the destiny
The leading wind
MB
B2
我像是跳回到勇敢的十七歲
在風裡追著它多無畏 不再怕黑暗中
問迷失的自己 我是誰
It’s like jumping back to my seventeen when I was brave
Hunting for it in the winds without fear
No longer being afraid of the darkness
While asking myself who I can be
C2
朝著它 奔跑的我 讓扭曲的可笑的殘破的離開我
絕望過 沮喪過 像靈魂陷入了沼澤
所幸它看見了我 讓隱形的那條線帶我穿過遠空
讓我看見這命運中
I'm running for it, taking the ridicule away from me
I've been sad, been desperate, like my soul trapped in a swamp
With luck it found me, guiding me through the sky with invisible string
I then see it, part of the destiny
C3
只要它 牽引著我 在明暗的旅程中常常的回望我
絕望過 沮喪過 它領著我找到灑脫
所幸我找回自我 讓隱形的那條線帶我穿過遠空
讓我看見這命運中
引路的風
I just want it to hold and guide me along the winding journey
I've been sad, been desperate, and turned out to be carefree
With luck I found myself, letting it guide me through the sky with an invisible string
I then see it, part of the destiny
The leading wind
出品公司：心喜文化Hangzhou Joy Culture Co. Ltd
出品人Publisher：袁濤Rock Yuan
監製Chief Executive Producer：王凱Wang Kai
A&R音樂統籌A&R Coordinator：楊鈞堯
製作統籌Production Coordinator：馮帆
宣傳行銷 Promotion Executive：張亮/趙耀/陳茜/田媛/郭曉婷/魏雪峰/沈東焱
企劃Creative Planning：張韶涵/蘇茂林/王雪凡
版權事務Copyright Management：鞏耀臣/朱雲靜
文案Copywriter：王雪凡
封面攝影Single Cover Photographer：張悅
平面設計Graphic Design：方序中
音樂行銷Music Marketing：謝伊華/卞雪瑛/何思思/楊婧翊
數位收聽：https://orcd.co/return
官方facebook.：https://www.facebook.com/Angela.Chang...
Youtube官方頻道：https://www.youtube.com/user/AngelaCh...
Google+追蹤：https://plus.google.com/+AngelaChang0119
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