来参加 #GIVEAWAY 啦!直播呼声很高的 #SignatureMarket #HaruHaru乳霜 #DrJart面膜 #TOUN28护手霜 回来啦!就在星期二(21/9)晚上9点见✨
点击以下link,按going,就不怕错过这些优惠啦!
👉 https://fb.me/e/1jxg4k3VZ
现在Signature Market要送你们礼物哦!Giveaway的照片可以看最后一张图❤️ 步骤很简单!⬇️
1. Like and Follow Signature Market
2. Like and Follow Fish阿鱼 page
3. 把这个post share出去并tag 3个朋友,让他们一起来看阿鱼直播(记得设置公开哦!)
4. Screenshot后放在comment section,留言星期二 9PM 直播见!就可以参加啦😉 (Winner 会在LIVE公布)
这一次 StyleKorean 一系列产品有高达60%折扣,凡下单就送一支Haruharu面霜,输入直播间code还能再得到额外5%的折扣 !!🎉🎉
Signature Market RM60的配套里面有多达5种产品,每一个配套都有free gift哦!第一次购买者可以免邮哦!🥰
我们星期二(21/9),晚上9点直播见🎈
#Giveaway来了 #直播间高达60%折扣 #凡下单都有礼物 #阿鱼直播好物多多
同時也有17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> 0:00 オープニング 1:02 Monday 4:32 Tuesday 7:18 Wednesday 9:29 Thursday 11:03 Friday 12:06 Saturday 13:16 Sunday 15:07 エンディング ーーーーーーーーーーーーー <Monday> ...
「free e signature」的推薦目錄:
- 關於free e signature 在 Fish 阿鱼 Facebook 的最讚貼文
- 關於free e signature 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於free e signature 在 Follow Me To Eat La - Malaysian Food Blog Facebook 的最佳解答
- 關於free e signature 在 げんじ/Genji Youtube 的最佳解答
- 關於free e signature 在 May Ho Youtube 的最佳貼文
- 關於free e signature 在 dailycherie Youtube 的最讚貼文
- 關於free e signature 在 FREE Options to Sign PDF | Make an Electronic Signature 的評價
free e signature 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
free e signature 在 Follow Me To Eat La - Malaysian Food Blog Facebook 的最佳解答
𝑻𝑨𝑩𝑨𝑺𝑪𝑶® 𝑺𝒓𝒊𝒓𝒂𝒄𝒉𝒂 𝑺𝒂𝒖𝒄𝒆 𝑨𝒓𝒓𝒊𝒗𝒆𝒔 𝒊𝒏 𝑴𝒂𝒍𝒂𝒚𝒔𝒊𝒂 𝑭𝒐𝒓 𝑻𝒉𝒆 𝑭𝒊𝒓𝒔𝒕 𝑻𝒊𝒎𝒆! 🔥🔥
.
Malaysian hot food lovers can rejoice, the McIlhenny Company’s all-new TABASCO® Sriracha Sauce is now available in Malaysia. 🌶️🌶️
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In line with its mission to "Make Everything Better", the launch of TABASCO® Sriracha Sauce captures the Southeast Asian love for all things hot! TABASCO® Sriracha Sauce is made from sweet chilis and garlic but also features barrel-aged tabasco peppers, a signature element of McIlhenny Company’s unparalleled craftsmanship. 😋😋
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It's thick, rich, preservative-free & suitable for the consumption of vegetarians & vegans. Moreover, all TABASCO® products distributed in Malaysia are Halal & recognised by Jakim. 👍👍
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Available now at a majority of Malaysian food retail outlets as well as E-commerce platforms. 🛒🛒
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More Deets On The BLOG 👉👉 https://bit.ly/TABASCOSrirachaSauceInMsia
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Tabasco
#FollowMeToEatLa
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#Chillie
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free e signature 在 げんじ/Genji Youtube 的最佳解答
<目次>
0:00 オープニング
1:02 Monday
4:32 Tuesday
7:18 Wednesday
9:29 Thursday
11:03 Friday
12:06 Saturday
13:16 Sunday
15:07 エンディング
ーーーーーーーーーーーーー
<Monday>
■ COMOLI - ウールギャバスイングトップ
¥74,800 サイズ1
https://www.time-after-time.jp/products/detail.php?product_id=52879
■ COMOLI - ウールギャバドローストリングパンツ
¥46,200 サイズ1
https://www.time-after-time.jp/products/detail.php?product_id=52876
■ +J - スーピマコットンリラックスフィットクルーネックT(半袖)
¥1,500 サイズ M
https://www.uniqlo.com/jp/ja/products/E436133-000/00
■ Jalan Sriwijaya - プレーンスリッポン
¥35,200
http://www.jalansriwijaya.com/collection/001149/
■ Rick Owens - Signature Tote Bag Leather
¥58,300 サイズ M
■ LIDNM - SILVER HOOP PIERCE
¥3,850
https://lidnm-store.com/products/detail.php?product_id=62&utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTube210509SILVERHOOPPIERCE
■ LIDNM - COMBINATION CHAIN NECKLACE
¥4,400
https://lidnm-store.com/products/detail.php?product_id=3&utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTube210509COMBINATIONCHAINNECKLACE
■ VELATTI - プチイヤーカフ
¥3,850 サイズ Free
https://store.united-arrows.co.jp/shop/by/goods.html?gid=46424388
<Tuesday>
■ UNIQLO and JW ANDERSON - ウォッシュコットンワークジャケット(2020SS)
■ UNIQLO U - ストレートスウェットパンツ
¥1,290 サイズ S
https://www.uniqlo.com/jp/ja/products/E437318-000/00?colorDisplayCode=33
■ New Balance - ML2002R
¥17,600 サイズ 27cm
https://shop.newbalance.jp/shop/g/gML2002RO
■ Rick Owens - Signature Tote Bag Leather
¥58,300 サイズ M
■ Maison Margiela - バムバッグ
¥64,900
https://www.maisonmargiela.com/jp/maison-margiela/%E3%83%92%E3%83%83%E3%83%97%E3%83%90%E3%83%83%E3%82%B0_cod45551858ix.html
<Wednesday>
■ LIDNM - GIMA ZIP KNIT VEST
¥8,800 サイズ M
https://lidnm-store.com/products/detail.php?product_id=171&utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTube210509GIMAZIPKNITVEST
■ ORCIVAL - COTTON LOURD ビッグバスクシャツ
¥12,100 サイズ 4
https://orcival.jp/product/
■ UNIQLO and JW ANDERSON - イージーワンタックパンツ
¥3,990 サイズ S
https://www.uniqlo.com/jp/ja/products/E440285-000/00?colorDisplayCode=69
■ Paraboot - Pacific
¥44,900 サイズ 42
https://paraboot.shop/shopdetail/000000000019/
■ Rick Owens - Signature Tote Bag Leather
¥58,300 サイズ M
■ WYM LIDNM - SHRINK EMBOSS LEATHER SHOULDER BAG
¥4,400
https://zozo.jp/shop/mono-mart/goods/54402001/?did=90144186
■ THE NORTH FACE × Hender Scheme - HS シャトルデイパック
¥46,200
https://www.goldwin.co.jp/ap/item/i/m/NM82121H
<Thursday>
■ LIDNM - CUPRO RATINE SHIRT JK
¥11,000 サイズ 4
https://lidnm-store.com/products/detail.php?product_id=166&utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTube210509CUPRORATINESHIRTJK
■ LIDNM - LAYERED TANK TOP
¥2,970 サイズ M
https://lidnm-store.com/products/detail.php?product_id=9&utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTube210509LAYREDTANKTOP
■ UNIQLO U - ワイドフィットスウェットシャツ
¥1,290 サイズ L
https://www.uniqlo.com/jp/ja/products/E437316-000/00?colorDisplayCode=33
■ LIDNM
サンプル品
■ THE NORTH FACE × Hender Scheme - HS Climbing Diversity
¥36,300
https://www.goldwin.co.jp/ap/item/i/m/NF52149H
■ Aeta - DEER LEATHER SHOULDER S
¥37,400
https://www.arknets.co.jp/g/gDA45fblk/
■ HOME COCCI - マスク ひんやり 4枚組
¥1,280
https://gti.page.link/YqwWs7WCuBKyL8tZ8
<Friday>
■ VAINL ARCHIVE - TOM’S-VEST
¥33,000 サイズ M
https://www.nothingbut0511.com/?pid=152511725
■ LIDNM - WIDE LOOSE PARKA
¥7,700 サイズ M
https://lidnm-store.com/products/detail.php?product_id=149&utm_source=youtube.com&utm_medium=youtube.com&utm_campaign=YouTube210509WIDELOOSEPARKA
■ LIDNM - LAYERED TANK TOP
¥2,970 サイズ M
https://gti.page.link/BKgtapsGkMqik6hB6
■ Steven Alan - DRY PE WORK TROUSERS
¥17,600 サイズ S
https://store.united-arrows.co.jp/shop/sa/goods.html?gid=55713479
■ THE NORTH FACE × Hender Scheme - HS Climbing Diversity
¥36,300
https://www.goldwin.co.jp/ap/item/i/m/NF52149H
■ ARTS & CRAFTS - 巾着 M
¥13,200
<Saturday>
■ SUNSEA - SNM BLUE Double breasted jacket
¥74,800 サイズ 2
■ Porter Classic - GAUZE SHORT SLEEVE SHIRT ARTIST PAINT CUSTOM
¥48,400 サイズ 2
https://porterclassic-kyoto.com/items/5ffbec77da019c4271fe95f7
■ LIDNM - KERSEY BAGGY TROUSERS
¥8,800 サイズ S
https://gti.page.link/e41iSF1AzcYeRHrM7
■ WYM LIDNM - SHARK SOLE COMBINATION SHOES
¥7,700 サイズ M
https://zozo.jp/shop/mono-mart/goods/54848211/
■ JIL SANDER - ドローストリングレザーバケットバッグ
¥66,000
https://www.jilsander.com/ja-jp/%E3%83%89%E3%83%AD%E3%83%BC%E3%82%B9%E3%83%88%E3%83%AA%E3%83%B3%E3%82%B0%E3%83%90%E3%83%83%E3%82%B0/JSMS853139-MSB00008-253-U.html
<Sunday>
■ WYM LIDNM - HEAVY WEIGHT WIDE SWEAT
¥3,960 サイズ M
https://zozo.jp/shop/mono-mart/goods/53369462/
■ lownn - neo pants
¥44,000 tax in サイズ
■ Paraboot - CHAMBORD
¥71,500 サイズ 8H
https://paraboot.shop/shopdetail/000000000016/mens/page6/recommend/
■ GU - レザータッチミニショルダーバッグ+E
¥1,690
https://www.gu-global.com/jp/ja/products/E330347-000/00
■ JIL SANDER - サスペンダー
¥99,800
ーーーーーーーーーーーーーーーーーーーーーーーーーー
効果音:OtoLogic
お仕事のご依頼はこちらにお願いします!
→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
free e signature 在 May Ho Youtube 的最佳貼文
大家一定要看到最後喔 ?
► 訂閱我吧 ? http://bit.ly/37IiWLu
► 【SonyASMR】和我一起吃日本餐 ? ?? https://bit.ly/3h6uix8
------------------------------------
大家最喜歡的【美好開箱】又來啦!
我又來開箱包包啦!?
今天開箱的包包是
Coach Willis Top Handle 18
這一次的開箱很不一樣!
都底有什麼不一樣呢??
首先我要先謝謝 Coach ?
謝謝 Coach 願意借我
Coach Willis 各種顏色的包包
讓我有機會可以
和大家一起開箱 以及分享 !
希望大家看了這個影片
可以留言告訴我
你們最喜歡哪一個顏色的 Coach Willis 包包 ?
事不宜遲 我們趕快看影片吧!?
------------------------------------
包包連結 ?
✦ Coach Willis Top Handle 18 In Signature Canvas ( 香芋紫 )
https://on.coach.com/30flFJD
✦ Coach Willis Top Handle 18 ( 單色 )
https://on.coach.com/2DQ4vef
✦ Coach Mini Willis
https://on.coach.com/3j9arPr
------------------------------------
?️ 繼續看更多影片
包包控必看 ? 我的包包收藏大公開 ✦
https://bit.ly/2D3eqfU
✦ 限量版 COACH 包包 价钱太值得啦!Coach Chambray
https://bit.ly/3eIr3es
? Coach Tabby 羊羔毛包包開箱!
https://bit.ly/30tDFBG
人生中第一个LV包包!|LV Dauphine Unboxing 达芙妮包包开箱
https://bit.ly/2U0zUje
剛推出就快賣完了?!CP值超高!小 CK | CHARLES & KEITH
https://bit.ly/2WAM170
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?追蹤我吧
✦ May 的 Instagram http://bit.ly/2OFuK8H
✦ May 的 Facebook http://bit.ly/2rhJjr9
✦ May 的 TikTok https://bit.ly/34FwcQd
■ 工作合作邀约
mayho0110@hotmail.com
? 攝影器材
SONY RX100 VII
? 音樂
lofi type beat onion prod. by lukrembo
Chill Lofi Hip-Hop Beat (FREE) Instrumental Vlog Background Music
Philip E Morris - Sycamore Tree
#MayHo #美好開箱 #CoachMY
free e signature 在 dailycherie Youtube 的最讚貼文
สวัสดีค่ะคุณผู้ชม ห่างหายจาก Favorites ไปสามเดือน เผลอแป๊บเดียวนี่มันเดือนเมษาแล้ว!!! ไหนๆเราก็ออกไปฉลองสงกรานต์ข้างนอกกันไม่ได้ เราก็มาดูของดีของเด็ดที่โมเมไปเจอมาในช่วง 3 เดือนแรกของปีกันค่ะ แทบทุกอย่างสามารถช็อป online ได้หมดเลยนะคะ ยังไงก็ลองไปที่ IG ต่างๆที่โมเมได้ insert ไว้ให้ในคลิปได้เลยค่ะ Stay safe and Covid-free นะค้าาาาา
#ใช้จริงไม่อิงสปอนฯ #favorites
✔ P R O D U C T S M E N T I O N E D
- Dr.Spiller THE HYALURONIC AMPOULE
- Orifer FACIAL ESSENCE
- Femmue LUMIÈRE VITAL C
- Biossance SQUALENE + VITAMIN C ROSE OIL
- May Lindstrom Skin THE PROBLEM SOLVER WARMING CORRECTING MASQUE
- Tatcha THE SILK CANVAS
- Iconic London ILLUMINATOR (ORIGINAL)
- M.A.C GLOW PLAY BLUSH (BLUSH, PLEASE)
- Victoria Beckham LID LUSTRE (MINK)
- L’oreal Paris ROUGE SIGNATURE (112-I ACHIEVE)
✔ I N S T A G R A M
http://instagram.com/dailycherie
✔ T W I T T E R
http://twitter.com/#!/dailycherie
✔ F A C E B O O K
http://facebook.com/MomayPaplearnTV
✔ E M A I L
dailycherie@gmail.com
DISCLAIMER: This video is NOT SPONSORED
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