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20210921
Because I never knew, I never knew
You could hold moonlight in your hands
'Til the night I held you
You are my moonlight
Moonlight
Baby, I’d be falling
You're my moonlight
Moonlight
🌕
#HappyMidAutumnFestival
#人月兩團圓
- - - - - - -
Hair : @jayxhair @hair_salon_hk
Makeup : @kayowang
Gown : @lesoleibridal @rikidalal_official
Watch & Earrings : @thekjewellery
Necklace & bracelet : @chelleryhk
Stylist : @t.206
Pc : @chen2yea
Discovering the truth behind President Tsai Ing-wen’s thesis is the responsibility of intellectuals and the media. Six months ago, prosecutors sought to charge Professor Hwan C. Lin, Professor Ho De-fen, and Dr. Dennis Peng with defamation. It was the first time an acting president brought forth a lawsuit against scholars.
For two years, anyone who doubted Tsai Ing-wen’s thesis, or even questioned it, were ridiculed by the media and legally persecuted. But, aren’t government leaders in a democratic society obligated to have the authenticity of their credentials tested? Why does the opposite prevail in Taiwan? Why can a leader who has their credentials questioned forgo providing proof and can, instead, use the judicial system to suppress those that question them?
The hallmark of a dutiful scholar is how willing they are to uphold academic integrity. A desire to authenticate Tsai’s degree is a basic reaction for anyone who considers themselves part of the academic circle. However, after Tsai sought legal action against the three scholars, the public came to understand that “questioning Tsai’s degree will get you sued.” Such a precedent is an affront to academic integrity, and an insult to intellectuals everywhere.
Can Taiwan deem itself a proud democracy if its head of state is allowed to use privilege to elevate themselves their whole life, and then escape criticism when questioned? Can Taiwan say it’s the proud democracy it claims to be when judicial mechanisms are used to enact acts of academic fraud? Martial law has been abolished for decades, and yet this country still operates like a dictatorship. Today is about transitional justice in the academic realm. Transitional justice begins when we can face our mistakes. Here, justice begins when Tsai faces her own academic fraud.
Today’s press conference is about rallying the public to stand up against authoritarianism. We call on Tsai Ing-wen to do her duty as head of state and divulge the truth about her thesis. If she refuses to do so, then the other purpose of today is to reveal the evidence we have found that uncovers that truth.
It’s time the lies ended. We will hold a press conference at the Legislative Yuan tomorrow at 10:30 a.m. Eat News will broadcast the entire event live: https://www.eatnews.co.uk/video/20210909-1/
#DennisPeng #PengWengjen #HwanCLin #HoDefen #TsaiIngwen #LSEThesisGateScandal
🌻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
"Dream to Nantou" is an original song written and performed by Sandy H.
Listen on Spotify / Apple Music ⏩ https://backl.ink/142602169
More about Nantou ⏩ https://eng.taiwan.net.tw/m1.aspx?sNo=0002114
"If the central region is the heartland of Taiwan, Nantou is Taiwan's heart: it is the only landlocked county on the island! There are dozens of well-planned recreational farm areas that are perfect for a quiet and leisurely family trip to the countryside. Accommodation choices range from world-class resort hotels to rural B&Bs. Whether you choose to stay at an exotic villa at Qingjing Farm or an elegant room at Puli Tao-Mi Eco-Village, you are never far from nature's scenic embrace. Whenever and wherever you arrive, Nantou is there to welcome you on a relaxing, fun, and eye-opening journey."
【 Dream to Nantou 】Lyrics:
Feel the wind and come along with me
hold my hand as you breathe
let me treat you some oolong tea
Feel the sun
in this landlocked county
but you could see its beauty
the waters are crystal clear
I had a dream of me and you
stopping by at a wide green tea farm
you held me when we were
sitting by the sun moon lake
don't wanna sleep
don't wanna leave
in such a good sensation
climbing up to the top of the mountains
sharing a B&B room
Nantou is where we first met
a starry night that I will never ever forget
Nantou is where everything began
so why don't we make it all happen before summer ends
so why don't we make it all happen before summer ends
Hear the trees
blowing with the breeze
can't find a better place to be
a simple but mindful trip
I had a dream
of me and you
hanging out with adorable sheep
Don't need no creams for face
living in the lush forests
don't wanna sleep
don't wanna leave
in such a good sensation
laughing like children with no burden
crying like the waterfalls
Nantou is where we first met
a starry night that I will never ever forget
Nantou is where everything began
so why don't we make it all happen before the summer ends
so why don't we make it all happen before the summer ends
the heart of my home
is where we're gonna go
the heart of my home
is where we're gonna go
the heart of my home
is where we're gonna go
the heart of my home
so why don't we make it all happen before the summer ends
so why don't we make it all happen before the summer ends
☀️出品 Presented by ｜南投縣政府 Nantou County Government ＆ 黃小玫影音工作室 HXM STUDIO
☀️Music Production 音樂製作
演唱／詞／曲 Performed / Lyrics / Composed by ｜ @Sandy H. 黃小玫
製作 Produced by ｜黃小玫 Sandy H. & Stelios
混音 Mixing & Mastering | Romano Erafficci
☀️Video Production 影像製作
監製 Executive Producer ｜邱于庭 Sunny C.
導演 Director ｜黃小玫 Sandy H. ＆ 高偉鳴
製片｜邱于庭 Sunny C.
攝影｜高偉鳴
執行製片｜高偉鳴
後期導演｜黃小玫 Sandy H. 邱于庭Sunny C.
後製｜高偉鳴＆Sam
☀️小玫的其他影片 Other videos by Sandy H. ☀️
・【我在南投心自由】 https://youtu.be/khpSzzevhVU
・【台湾で会おうね！】我們在台灣見吧! https://youtu.be/MtHwzjZSJxk
・【屏東 KEEP GOING！】（2020全中運主題曲) https://www.youtube.com/watch?v=We7x6WIGS9E
・【海與光】(我們在屏東見吧！）https://youtu.be/SMXyXMKUBdM
☀️Follow me on:
FACEBOOK PAGE: https://www.facebook.com/Ms.HXM/
Instagram: sandy.hxm
Happy Reformation Day! Today, we want to celebrate not just one, but two really special events.
Many of us know that on Oct 31st, 1517, German monk and scholar Martin Luther set in motion the first Grace Revolution (since the time of the Apostles) when he nailed his Ninety-five Theses to the door of the Castle Church in Wittenberg, Germany.
In a time when church tradition demanded that Christians pay for their salvation by their own works, his theses marked the beginning of believers all over the world rediscovering the true gospel of Jesus Christ—which declares that we are saved and justified by grace alone, through faith alone, in Christ alone.
As we commemorate Reformation Day, let’s take a moment to truly honor and appreciate our Lord Jesus for all that He accomplished at the cross for us. Because of Him, you and I can come boldly to the throne of grace and find grace in time of need (Heb. 4:16).
Interestingly, something happened on Reformation Day on October 31st, 1992. A prophetic minister, Paul Cain, held an event at the National Indoor Stadium in Singapore.
During the event, Paul Cain called out a young man from the crowd, asking him to stand. He prophesied over him, declaring, "The Lord said that you are going to be one of His fiery evangelists."
That young man was not seated in the front section with all the other pastors and leaders from various churches in Singapore. He was just an ordinary attendee seated somewhere in the crowd.
And yet, he was singled out by the Lord through Paul Cain.
That young man was Pastor Prince.
We thought you might want to watch the prophecy that was spoken over Pastor Prince that night, and so we’ve included the full video together with this post.
While it was witnessed by thousands of people who were present at the stadium, none of them could have imagined how the Lord would raise this man, whom we now know and love as our beloved pastor, to be such a powerful voice for the gospel of grace in our generation.
Likewise, we want you to know that you have a purpose, calling, and mission that only you can fulfill.
Even if this has been a very difficult and challenging season for you, hold fast to the promises and prophesies that have been spoken over your life—and may you fulfill your great and wonderful destiny in Christ.
Your best days are ahead of you.
Lots of love,
Team JP
"can you please hold my bag for a while?" i said to a friend while trying to fix my shoelaces. i handed her my handbag. she held it and immediately frowned.
"why is your bag so heavy? what do you put inside it?"
and after this precise situation repeated for at least 5 times with 5 other friends (yes i don't have that many friends), i have decided to show /the internet/ what is inside of my bag. what makes it so heavy. it's so heavy that if i throw this bag from the 5th floor of a building, the pavement will crack.
music used:
Chinsaku - Midnight - https://thmatc.co/?l=F4FC14BD
filming gears:
iphone xs
rode videomic me-L
editing software:
final cut pro x
follow me on instagram @rihajamil
subs count: 1054
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