🌻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34部Youtube影片,追蹤數超過9,750的網紅Dainghia25,也在其Youtube影片中提到,Today's agenda is to shop for camping supplies with Ryuji. He's waiting in Shibuya's Station Square, at the spot where Yoshida used to do his speeches...
「weak point」的推薦目錄:
- 關於weak point 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於weak point 在 Milton Goh Blog and Sermon Notes Facebook 的最佳貼文
- 關於weak point 在 CheckCheckCin Facebook 的最佳貼文
- 關於weak point 在 Dainghia25 Youtube 的最佳貼文
- 關於weak point 在 生かし屋 IKASHIYA CULINARY ART Youtube 的精選貼文
- 關於weak point 在 translation Youtube 的最讚貼文
- 關於weak point 在 Why You Must Train Weak Points Differently (Men and Women) 的評價
weak point 在 Milton Goh Blog and Sermon Notes Facebook 的最佳貼文
Distance is Not An Issue
“For though I am absent in the flesh, yet am I with you in the spirit, rejoicing and seeing your order, and the steadfastness of your faith in Christ.” (Colossians 2:5 WEB)
At that time, there was no Internet technology. There was no way to hop on a Zoom online conference call to speak to the churches. Instead, the apostle Paul saw visions of the churches in his spirit, and that is how he could see their order and steadfastness of faith. Having the Holy Spirit in us is like being connected to the Internet. We are connected to all the knowledge and power that God has.
Nowadays, the local church that I attend is not allowed to hold in-person church services due to government regulations. As a result, all services are held through online broadcast instead.
Although I miss sitting in the physical services, worshipping the Lord together with other believers, I believe that online services are no less powerful than in-person ones.
Many people are more comfortable with ‘the human touch’, such as receiving prayer in person, having a pastor to place his hand upon them while praying, but this physical contact is actually not absolutely necessary.
In His second miracle, Jesus demonstrated that the power of the Holy Spirit is not limited by distance.
“Jesus came therefore again to Cana of Galilee, where he made the water into wine. There was a certain nobleman whose son was sick at Capernaum. When he heard that Jesus had come out of Judea into Galilee, he went to him, and begged him that he would come down and heal his son, for he was at the point of death. Jesus therefore said to him, “Unless you see signs and wonders, you will in no way believe.” The nobleman said to him, “Sir, come down before my child dies.” Jesus said to him, “Go your way. Your son lives.” The man believed the word that Jesus spoke to him, and he went his way. As he was now going down, his servants met him and reported, saying “Your child lives!” So he inquired of them the hour when he began to get better. They said therefore to him, “Yesterday at the seventh hour, the fever left him.” So the father knew that it was at that hour in which Jesus said to him, “Your son lives.” He believed, as did his whole house. This is again the second sign that Jesus did, having come out of Judea into Galilee.” (John 4:46-54 WEB)
Jesus was in Cana, while the sick boy was in Capernaum. Just by speaking the words “your son lives” in faith, the power of the Holy Spirit healed the boy from a long distance away. Jesus did not have to lay hands on the child in order for him to be healed.
The nobleman initially thought that Jesus had to go to his house before the son could be healed. However, when Jesus released the words, “Go your way, your son lives,” the nobleman believed, and that was enough to receive the healing in proxy for his son.
We know that the nobleman believed because he met Jesus at the seventh hour (between 1 - 2pm). Cana and Capernaum are about 25 miles apart (about 6 - 8 hours walking distance) so if the nobleman set off immediately, he could be back home the same day at night to check on his son.
However, we see that the nobleman only spoke to his servant the next day. This means that the nobleman stayed at an inn or something for a night, and trusted that his son had been healed. If he had been unbelieving, he would have rushed home right away so as not to miss his son’s last moments, since he was “at the point of death”.
There are other long-distance healing miracles like this one, such as Jesus healing the Roman centurion’s servant, and Jesus healing the Syrophoenician woman’s demon-possessed daughter.
Continue to feed on the rhema word that God is releasing in season. Whether online or in-person, God’s power is still fully effective, and is not limited by the distance or channel.
As long as you hear or read, believing it, you shall experience the manifestation of the rhema word.
In the nobleman’s son’s case, the word in season was “your son lives”.
Earlier this year, I felt like I was coming down with a flu. I was sneezing repeatedly and my nose was dripping. I felt weak and irritable.
As I was praying in tongues and also asking Jesus to heal me and make me well, suddenly I heard these words in my spirit: “he grew strong through faith”.
Instantly, I knew that the Holy Spirit was talking about the apostle Paul’s description of Abraham in “Romans”.
“Yet, looking to the promise of God, he didn’t waver through unbelief, but grew strong through faith, giving glory to God, and being fully assured that what he had promised, he was also able to perform.” (Romans 4:21 WEB)
This was a rhema word for me to be healed. I grabbed it and repeatedly confessed and meditated on this, that I was growing strong through faith.
Abraham grew physically stronger through faith. He was already old and weak, but because he believed in the rhema word which God spoke to him, he and his wife Sarah experienced drastic youth renewal.
Their saggy skin, old internal organs, weak muscles, and dry bones were all renewed miraculously, allowing them to be fit for childbearing and even raising a child.
As I kept confessing “he didn’t consider the deadness of his own body, but he grew strong through faith,” I felt physically better and I did not sneeze or have runny nose anymore.
It was just a few words, but I emphasized on the “grew” and “strong”. Suddenly, each word was pregnant with life-giving power for my situation.
Faith comes through hearing the rhema word of Christ. What is He saying to you? As you are listening to a sermon video online, what is the key message or statement that jumps out at you and makes a strong impression in you heart? Sometimes the Lord whispers a verse or passage to you from within. Grab it and declare it for yourself because it carries the miracle-working power of God to turn your situation around!
Actionable Steps:
1. Get yourself plugged in to a ministry that preaches the Gospel. Listen to the new messages released by the pastor or preacher. If the Holy Spirit led you there, then you will benefit from believing the rhema words that is released through that ministry.
2. Train your mind to believe in the limitless reach of prayer. Pray for people who are far away from you, knowing that God will answer your prayers of faith, regardless of the distance between you and them.
3. When you receive a word in season (rhema word), write it down in your notebook or somewhere so that you do not forget. Revisit these words often and declare them, so long as you are still waiting for the manifestation.
- - -
This teaching is the 5th issue in my new Patreon Bible Study series called “The Way Forward: How to Thrive Amidst Change”. If you want to learn how you can still reign in life amidst lockdowns, strict regulations, and lots of bad news, join us as a “God Every Morning (GEM)” tier or above patron to receive it.
GEM patrons also receive daily devotionals by email, as well as all my eBooks! Become a patron on Patreon at this link: http://Patreon.com/miltongohblog
weak point 在 CheckCheckCin Facebook 的最佳貼文
【保健湯水】感覺像被人打了一身?
⭐生活緊張的人特別容易周身骨痛
⭐症狀持續要正視問題
#星期五湯水
舒筋活絡祛濕湯
長期姿勢不正確、用力不當、少做運動,都容易出現周身骨痛的情況,除了因為筋骨勞損,中醫理論認為身體有濕都會有全身困重、疲憊、頸梗膊痛的症狀,尤其濕熱體質人士,多進食煎炸油膩重口味食物,又經常熬夜,有人形容感覺為「骨火重」,平日可適量飲用有舒筋活絡及祛濕功效的湯水紓緩症狀,粉葛、五指毛桃都是合適的食材,再配合有健脾祛濕功效的赤小豆、眉豆等,有助紓緩痛症。平日亦可多按肩井穴保健,有助舒筋活絡。
肩井穴
位置:在肩部肌肉最高之處,脊椎及大椎的中間點。
按法:以指頭按壓5至10分鐘。
功效:舒筋活絡,可紓緩上臂及前臂的痛症。注意孕婦不宜按壓此穴位。
食材小貼士:
五指毛桃性平,有健脾補肺、行氣利濕、舒筋活絡功效,尤其適合氣虛、脾虛人士服用。
粉葛五指毛桃赤小豆湯
功效:舒筋活絡,紓緩風濕痺痛、肩頸腰肌勞損等問題。
材料:粉葛1個、冬瓜連皮約400克、五指毛桃20克、土茯苓15克、赤小豆40克、眉豆20克、蜜棗2顆
做法:
1. 所有材料洗淨,粉葛去皮、冬瓜連皮切大塊備用。
2. 鍋中加入2500毫升水,放入全部材料,武火煮至水滾,調文火煮1.5小時,最後下鹽調味即可。
留言或按讚👍🏻支持一下我們吧!❤️ 歡迎 Follow 我們獲得更多養生資訊。
Soup to soothe joints and improve blood circulation
Years of bad postures, incorrect use of bodily strength, and the lack of exercise can cause pain to our body. According to the Chinese Medicine theories, dampness, besides damaging the joints and bones, can cause the body to feel heavy and tired. It also causes us to experience discomfort on the neck and shoulders.
This is especially true for individuals with the damp heat body constitution when they consume oily and heavily flavored deep-fried food and stay up late regularly.
To soothe the joints, promote blood circulation, and dispel dampness from the body, we can drink soup that contains arrowroot and hairy fig. Consume ingredients like adzuki bean and black-eyed pea too, as they can strengthen the spleen and dispel dampness from the body, hence, relieving the pain.
Shoulder Well points
Location: At the highest point of the shoulder muscles, the midpoint of the spine and the vertebrae.
Method: Press with your fingers for 5 to 10 minutes.
Effects: Loosens tendons, relieves pain in the upper arm and forearm. Note that pregnant women should not press this point.
Tips on ingredient:
Hairy fig root is mild in nature; can strengthen the spleen and nourish the lungs; improve the circulation of qi and dispersion of dampness in the body, stimulate the circulation of the Meridians. It is especially suitable for individuals who experience qi deficiency and with a weak spleen.
Kudzu and hairy fig root soup with rice bean
Effects: Loosens tendons. Relieves symptoms of rheumatism pain, lower back soreness.
Ingredients: 1 kudzu, 400g winter melon(including skin), 20g hairy fig root, 15g smilax, 40g rice bean, 20g black-eyed pea, 2 candided dates
Preparation:
1. Rinse all ingredients thoroughly. Peel the kudzu. Cut winter melon (with the skin) into large chunks.
2. Combine all ingredients with 2500ml of water in a pot and cook on high heat until boiling. Turn to low heat and simmer for 1.5 hours. Add salt to taste.
Comment below or like 👍🏻 this post to support us. ❤️ Follow us for more healthy living tips.
#男 #女 #我煩躁 #我有壓力 #失眠
weak point 在 Dainghia25 Youtube 的最佳貼文
Today's agenda is to shop for camping supplies with Ryuji. He's waiting in Shibuya's Station Square, at the spot where Yoshida used to do his speeches. Your supposed shopping trip is quickly derailed when some celebrity catches your friend's attention. And that curiosity somehow takes the group back into the Metaverse
You will meet the Jail's monarch not long after a fight with some Shadows. She decides you're not worth her time and sends everyone to the dumps. As this is your first time in a jail, you'll only get to explore a portion of the Underground Waterway, where most of it will be spent learning about the basics of platforming and combat.
Shown above is a full map of the Waterway. The dumps is at the northwest edge and you must work your way southeast towards the Shibuya Station West Exit. For starters, approach the large crate for a cut-scene that ends in you gaining a new party member
Keep following the destination marker and go through all the tutorial encounters as you head for the goal. Looking at the map again, there is a ledge you can climb not far from where you started (turn around and backtrack a bit after the short tutorial about Using Items) to reach a treasure chest. It contains a Breath Sash (Max HP +10) accessory
Moving further south leads to another wall. The game teaches you how to double jump as soon as you reach it so that to reach the ledge, then jump again to find another treasure chest tucked away in one of the alcoves. Open it for an HP Incense. This works in the same way as the ones in Royal, except you can use them on your characters instead of Joker's Personas.
A powered-up Bicorn will be waiting near the exit so it would be wise to save your showtime attack for that one, if you managed to fill the gauge at any point while fighting Shadows. Aside from that, this enemy is just like any other Bicorn. It is weak to lightning and has Lunge as its strongest attack.
You can't switch characters yet so you can't take advantage of Ryuji's SP. The AI juat doesn't use Zio as much as you would have liked. Still, Joker has more than enough skills to take down the Dirty Two-Horned Beast. Use Zio from Pixie to exploit its weakness then attack again with One More to slowly break the two shield icons under its HP. Once both are gone, it'll be stunned and you can hit it with an All-Out Attack. Use your gun for follow-up hits that quickly close the distance in addition to damage.The larger the down gauge, the more vulnerable the enemy becomes. Notice that whenever you do damage, an orange meter is slowly exposed as the enemy's HP drops. This is the down gauge and you'll want to make it as big as possible by continuously stringing combos. Not only will you do more damage this way but it will also effectively stop a target from being able to counter. The down gauge only stays exposed for a limited time however, so you'll want to really go all-out with those combos if you wish to take advantage of it.
▶ SUBSCRIBE MY CHANNEL : https://goo.gl/VPOrGK
▶ RENUMBER LIKE, SUBSCRIBE AND SHARE MY VIDEO!!!
▶ Fanpage Facebook : https://www.facebook.com/dainghia25gaming
▶ Facebook : https://www.facebook.com/dainghia25
weak point 在 生かし屋 IKASHIYA CULINARY ART Youtube 的精選貼文
塩が入って甘じょっぱい厚焼きサブレ、ガレット・ブルトンヌ
サクサクで表面は香ばしく中は口どけよく焼き上がります
塩は出来ればゲランドの塩、もしくは美味しい海塩がおすすめ
薄力粉は少し蛋白分の多いものがおすすめで、今回はドルチェという薄力粉70%・エクリチュール30%で合わせています
バニラはバニラペーストを使いましたが、バニラオイル数滴でもOK
【材料】
5cmセルクル6個分(厚さ1.5cm)
・バター 70g
・粉糖 35g
・塩(出来ればゲランドの塩) 1g
・卵黄 1個(18g)
・ラム酒 2g
・バニラ 適量
・薄力粉 55g
・アーモンドパウダー 15g
・卵黄 照り用 適量
【準備】
・バターを室温で柔らかくする
・粉糖、薄力粉、アーモンドパウダーはふるって使う
・セルクルに離型油を塗る
・オーブンを160℃に予熱する(生地を寝かせた後)
【作り方】
1. 【生地】ボウルに柔らかくしたバター70gをヘラでほぐし、粉糖35gをふるい入れ塩1gも入れてすり混ぜる
2. 卵黄にラム酒2g・バニラを混ぜ、バターと合わせてしっかり一体化するまで混ぜる
3. 薄力粉55g・アーモンドパウダー15gをふるい入れ、切るようにさっくり混ぜていく
4. 粉っぽさがなくなったらひとまとめにし、ラップに包んで冷蔵庫で2時間以上寝かせる(この時点でのばしておいてもOK)
5. 【焼成/160℃に予熱】1.5cmの厚さ(お好み)にのばし、セルクルよりひとまわり小さい抜き型で抜く
6. オーブン用シートを敷いた天板に並べ、表面に卵黄を塗ってフォークで模様をつける
7. 160℃に予熱したオーブンで30分~、好みの焼き色になるまで焼く(今回は40分)
8. 焼き上がったら厚いうちにセルクルをまわして外し冷ます
--------------------------------------------------------------------------
【動画でよく使ってる調理器具】
フライパン(20cm):https://amzn.to/2QyY1ny
フライパン(24cm):https://amzn.to/2UtNvz5
フライパン(24cm深型):https://amzn.to/3dj5DEp
鉄フライパン(22cm):https://amzn.to/3a8hqmR
アルミフライパン(24cm):https://amzn.to/3dj6tRz
片手浅型鍋(18cm):https://amzn.to/2QzGXha
片手浅型鍋(21cm):https://amzn.to/2U7ta3o
片手鍋(16cm):https://amzn.to/2QzCj2x
片手鍋(20cm):https://amzn.to/3bd0lZa
ソースパン:https://amzn.to/2U9keuI
まな板:https://amzn.to/2J1fQHI
ガスコンロ:https://amzn.to/3bdtvYa
牛刀:https://www.jikko.jp/fs/jikko/54803
ペティ:https://www.jikko.jp/fs/jikko/54800
撮影機材
カメラボディ:https://amzn.to/2xSXZAd
動画レンズ:https://amzn.to/2UteU3V
写真レンズ:https://amzn.to/2U7HcCb
録音:https://amzn.to/2U9cGYT
※製品のURLはAmazonアソシエイトのリンクを使用しています
--------------------------------------------------------------------------
▼サブチャンネル(料理実験チャンネル)
https://www.youtube.com/channel/UCqIW0OHh8k2np5ZNz3wz8sg
▼ブログ
http://www.ikashiya.com/
▼Twitter
https://twitter.com/sakihirocl
▼Instagram
https://www.instagram.com/sakiyamahiroshi/
--------------------------------------------------------------------------
↓using translation software.
[Ingredients]
6 5cm cercle (Thickness 1.5 cm)
・70 g butter
・Powdered sugar 35 g
・Salt (Guerande salt, if possible) 1g
・1 egg yolk (18 g)
・Rum 2g
・Vanilla, as needed
・55 g cake flour
・15 g almond powder
・Egg yolk glaze
[Preparation]
・soften butter at room temperature
・Use powdered sugar, weak flour and almond powder by sifting.
・Spread the mold release oil on the cercle.
・Preheat the oven to 160 ° C (After letting the dough rest).
[How to make]
1. [dough] In a bowl, loosen 70 g of softened butter with a spatula. Sift in 35 g of powdered sugar and add 1 g of salt and mix.
2. Mix 2g of rum and vanilla in the egg yolk. Mix it with the butter until it is mixed together thoroughly.
3. Sift in 55 g of weak flour and 15 g of almond powder. Mix it lightly as if cutting it.
4. Once it's no longer powdery, bring it all together, wrap it in plastic wrap, and let it rest in the fridge for more than 2 hours (It is also OK to spread it at this point.).
5. [Bake it/Preheat it to 160 ° C.] Stretch it to a thickness of 1.5 cm (To taste) and cut it with a cookie cutter that is one size smaller than the cercle.
6. Line them up on a baking sheet covered with baking paper. Spread egg yolk on the surface and make a pattern with a fork.
7.Bake it in an oven preheated to 160 ° C for 30 minutes or more until it browns to your liking (This time it takes 40 minutes.).
8. When it is baked, turn around the cercle and remove it while it is still thick. Let it cool.
weak point 在 translation Youtube 的最讚貼文
#'87年にコナミが開発・発売したMSX用ADV作品であり、シリーズの完結編。全体的にライトなコミカルな作風であるが、完成度の高さからファンの人気は根強い。
BGMは上原氏らコナミのサウンドスタッフによる共同作・編曲。完結作だけあって前二作のBGMが一部そのまま使われているといったファンサービスもある。
作曲:上原和彦氏、山下絹代さん、水谷郁氏
Manufacturer: 1987.12 konami
computer: msx
Hardware: AY-3-8910
composer & arranger: kazuhiko uehara,kinuyo yamashita,Iku mizutani
-----------------------------------------------------------------------------------
00:00 01.[SFX] Title ([SFX] タイトル)
00:02 02.Opening theme (オープニング/オープニングBGM)
02:10 03.Prologue & epilogue ~ usual sight (プロローグ&エピローグ ~ いつもの光景)
03:44 04.[SFX] To the world of "Shalom" ... ([SFX] "シャロム"の世界へ…)
03:53 05.[SFX] "Bubi, Bubi ~!" (Bird's singing voice) ([SFX] "ブヒ、ブヒ~!" /ブタ子の鳴き声)
03:55 06.Grand Cross - disaster covering the sky (グランドクロス ~ 空を覆う災厄)
05:02 07.theme of heroine ~ Love female college student (ヒロインのテーマ ~ 愛しの"女子大生")
07:08 08.Greek Castle (グリーク城)
09:36 09.crisis the kingdom (王国の危機)
10:31 10.Greek Kingdom / Greek Kingdom Field (グリーク王国/グリーク王国フィールド)
12:03 11.Mountainous area (山岳地帯/ヘルモン山・メスク山)
13:45 12.8 demons (8人魔王戦)
15:13 13.Tunnel of moles (モグラのトンネル)
16:22 14.crisis (危機/危機イベント)
17:42 15.Game over? (ゲームオーバー/ゲームオーバー?)
18:56 16.[SFX] To the sky … ([SFX] 天空へ…)
19:08 17.Heroes above the clouds [Knightmare II: The Maze of Galious] (天空/天上の世界BGM *「スタッフロール」/ガリウスの迷宮)
20:13 18.Remains (遺跡)
21:10 19.Eight demons - Sad victim (Witch Ra) (8人魔王戦 ~ 悲しき犠牲者/魔女ラー)
22:20 20.Mermaid gift (海底/人魚の世界)
24:02 21.Eight Demon Lord - Game Edition (Demon Lizard, Demon Puzzle) (パズラ戦/魔王リザード, 魔王パズ戦)
25:33 22.Death of Chelsea (チェルシーの死/チェルシーの死イベント)
28:04 23.Time of Decisive Battle / End of Life Field [Knightmare] (決戦の時/終盤フィールドBGM *「BGM1」/魔城伝説)
29:11 24.[SFX] Ascended into the sky and the Devil ([SFX] 空に昇りし魔王)
29:20 25.Demon King Goog (大魔王ゴグ/大魔王ゴグ戦)
30:31 26.What is the weak point of the great devil? (神だのみ/大魔王ゴグ戦(前半イベント))
31:31 27.Grand Cross / Demon King Gog Battle (グランドクロス/大魔王ゴグ戦(後半イベント))
32:12 28.[SFX] Boss out ([SFX] ボス・アウト)
32:17 29.[SFX] Return ([SFX] 帰還)
32:23 30.... and to "reality"… (そして"現実"へ)
32:32 31.Ending theme (エンドタイトル/エンドタイトルBGM)
-----------------------------------------------------------------------------------
weak point 在 Why You Must Train Weak Points Differently (Men and Women) 的推薦與評價
... <看更多>