關於 high sustainability ，我們在網路上蒐集到這些相關的討論、資訊與評價

I finally get to taste the new High Fibre Chick’n by PHUTURE 😋😋😋
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Read more ➡️ foodmsia.com/2021/09/phuture-introduces-plant-based-high-fibre-chickn
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#HighFibreChickn
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#OneIsEnough
#EarnYourPhuture
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Phuture Daging

🌻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

"The truth is the planet is running out of resources to feed 8 billion people and, very soon, 10 billion. We have to change, whether we like it or not. So why not better prepare for the future?"

For the latest CNN Marketplace Asia, I talk to Green Monday CEO David Yeung about vegan Spam, plant-based fish, and why we need to take meat off the menu.

Yeung is a pioneer of the plant-based movement who is exporting his company's green alternatives worldwide with a popular vegan "Spam" called OmniPork. With backing from high-profile investors including director James Cameron as well as $70 million in its latest round of financing, Green Monday has introduced 's plant-based meats to 20 countries and has launched a new line of plant-based seafood.

"People are actually very surprised that 73% of global seafood consumption happens in Asia," he tells me. "The problem with the ocean is that we cannot just fish endlessly."

Yeung believes shifting Asia and the world to a more sustainable diet is crucial to our common survival.

#plantbased #sustainable #alternativemeat #vegan #GreenMonday #OmniSeafood #OmniPork #GreenCommon #OmniFoods #sustainability #green #eco #meatless #meatfree #vegetarian #instagreen #Marketplace #MarketplaceAsia #CNN

สายการผลิต 2022 Audi e-Tron GT production รถสปอร์ตซีดานพลังไฟฟ้า พละกำลังสูงสุด 640 แรงม้า ก่อนเปิดตัวในเมืองไทย

ก่อนที่จะมีการเปิดตัวในเมืองไทยอย่างเป็นทางการ ในอีกไม่กี่วันข้างหน้า เราขอพามาชมสายการผลิต Audi e-Tron GT รถสปอร์ตซีดานหรูพลังงานไฟฟ้า จากตระกูล e-Tron ซึ่งในต่างประเทศเพิ่งมีการเปิดตัวในวันที่ 9 กุมภาพันธ์ที่ผ่านมา โดยทำตลาดใน 2 รุ่นด้วยกันคือรุ่น e-Tron GT quattro และรุ่น RS e-tron GT

With an energized driving demonstration and a world premiere featuring high-caliber participants, Audi has presented its new electric spearhead – the Audi e-tron GT. In two events on the digital Day of Progress, the Four Rings showcased the highlights of this fully electric Gran Turismo: dynamic driving performance, emotional design, and sustainability.

“The e-tron GT is a stand-alone Gran Turismo, reinterpreted for the future. Its looks are a testament to premium automotive design.Bringing impressive driving performance, this is electro-mobility in the most emotive way. And with its sustainable concept, it takes a stand,” explains Markus Duesmann, CEO of AUDI AG. “Because it’s not just the drive concept that is sustainable. The entire production at our Böllinger Höfe site now has a carbon neutral energy balance.This sends an important signal – for the site, our workforce and the future viability of Audi.”

Audi also set a new benchmark with the digital world premiere, the Day of Progress. Two digital events presented the Audi e-tron GT: in the Sprint of Progress, the Formula E driver Lucas di Grassi and the sustainability entrepreneur and Formula 1 world champion Nico Rosberg demonstrated the dynamic driving performance of the Audi RS e-tron GT alongside the current Formula E racing car of the Four Rings, the Audi e-tron FE07. In a trip on the circuit of the Audi Driving Experience Center in Neuburg an der Donau, the spotlight was on the dynamic performance of the new model.

In the Celebration of Progress, the brand with the Four Rings introduced the Audi e-tron GT to the public for the first time. In the hour-long virtual show, Markus Duesmann and Hildegard Wortmann, Board Member for Sales and Marketing, together with further Audi protagonists such as Henrik Wenders, Senior Vice President for the Audi Brand, and Marc Lichte, Head of Design, presented the highlights of the new model.

A varied program emphasized the forward-looking attitude of the Four Rings brand. With reference to the importance of design, sustainability and performance, the actor and producer Tom Hardy, the designer Stella McCartney and Nico Rosberg added their personal insights. Themusical accompaniment to the unveiling of the car was performed by the US-American singer and songwriter Janelle Monáe, while Steven Gätjen as moderator guided the audience through the show.

The GREENTECH FESTIVAL and Audi, a founding partner of this platform for sustainability, together presented the GREEN FUTURE Award for the first time as part of the world premiere of the Audi e-tron GT. The prize, part of the festival’s GREEN AWARDS, is given to projects and persons that promote environmentally compatible urbanization and at the same time make an important contribution to improving the quality of life in urban infrastructure. The winner is the start-up Zencity, based in Tel Aviv, with an algorithm that collects and analyzes social media posts and local news from cities.

Both events are still available to be accessed online.

Quotes from the Celebration of Progress
“The Audi e-tron GT is the beginning of a new era for Audi. Our aim is to shape the future of electric premium mobility. Love of detail, maximum precision, and design that points the way to the future show how much passion we at Audi put into designing and making vehicles.”

Hildegard Wortmann, Board Member for Sales and Marketing, AUDI AG

“With the Audi e-tron GT we are putting the DNA of Audi on the road. The Gran Turismo superbly reflects our innovative strength and our pioneering spirit. For us it is already part of a line of icons of the brand, alongside the Audi TT and the Audi R8.”

Henrik Wenders, Senior Vice President, Audi Brand, AUDI AG

“For me, progress means creating something new. Something that no one has ever done before in this form. Designing a fully electric vehicle is like this: the entire design process has to be thought through anew.”

Marc Lichte, Head of Design, AUDI AG

“The Audi RS e-tron GT is a milestone in the development of electrified high-performance models.”

Lucas di Grassi, Formula E driver and entrepreneur

“Electric mobility is the future. Of course the path to the goal is a long one. It’s great to see that Audi is taking this path with determination.”

Nico Rosberg, sustainability entrepreneur and Formula 1 world champion

I recently decided to take a 3-5 month trip to Taiwan and because I wanted to stick with my commitment to sustainable fashion, I decided to pack a capsule wardrobe.

This 33-piece wardrobe includes daily wear, clothing for special occasions, outerwear, shoes, workout clothing, and pajamas. I really tried to pack as many versatile pieces as I could while still keeping the weather in mind. Winter in Taiwan ranges with a high of 75°F (24°C) and a low of 55°F (13°C). It’s relatively moderate but because humidity is so high, it can sometimes feel colder than it actually is.

My biggest consideration in deciding what to pack was the different activities that I wanted to participate in. Here are is a try-on of the pieces that I decided to go with!
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Connect for more on sustainable fashion and conscious living:
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Connect for more on sustainable fashion and conscious living:
https://www.instagram.com/thesensiblefay/
https://thesensiblefay.com/

There’s a $35 million problem in the fight to reduce marine plastics. It’s called “The Ocean Cleanup.” You have seen the video clips: a young hero invents a solution to ocean plastic. But is it that simple?

Today, Nature N8 breaks down the high tech high-seas cleanup device. We also hear from Irene Hofmeijer, founder of a social enterprise in Peru that’s been cleaning up coastlines. They played a key role in banning single-use plastics nationally.

An extended interview with Irene Hofmeijer is available on our Patreon. Get the bonus episode on https://patreon.com/wastenotwhynot

This is a podcast about how NOT to save the environment. Hosted by Nature N8 (Nate Maynard), an environmental researcher working on energy, ocean, and waste issues.

Send your questions to ask@wastenotwhynot.com
Support us on Patreon: “Waste Not Why Not”
Follow us on Facebook “Waste Not Why Not” and Twitter @wastenotpod



SHOW CREDIT

Host - Nate Maynard (Twitter @N8May)
Executive Producer - Emily Y. Wu (Twitter @emilyywu)
Producer and Editor - Allison Chan & Thomas Lee
Mixing and Brand Design - Thomas Lee
Production Assistant - Yu-Chen Lai (Twitter @aguavaemoji)
Production Company - Ghost Island Media
( www.ghostisland.media )
MB01QQYXQUUH88H



FOOTNOTES
https://docs.google.com/document/d/e/2PACX-1vRzL1_AlsBivrL0wYpN7YgK8crfSiZj9ATN1HBkpyT6KCqVz19ACSi9nX5tE7ObYiZekwv9cJXMGgHC/pub