In the mean time when the new GFX50S II start shipping out on the market, Capture One today also release a new update v14.4.
In this version, it will started support GFX50S II RAW file, tethering; also it improved the live view tethering feature, you are now able to adjust the setting from capture one when the live view is ON.
Also many people complaint about the missing export tab now is back in the version.
Here have some JPG vs RAW comparing from my earlier shot with GFX50SII for you reference
Now you purchase/subscription the Capture One 21, will get the free upgrade license to the Capture One 22
Welcome to use my 10% off discount code: kenlfoto for your purchasing
Capture One Pro
同時也有66部Youtube影片,追蹤數超過14萬的網紅mynjimye,也在其Youtube影片中提到,ทุกคน คลิปนี้เรามาเปิดห้องนั่งเล่น กับห้องสตูดิโอเล็กที่ติดกันนะคะ สองห้องนี้เราแต่งตามที่คิดไว้ค่อนข้างครบแล้ว และมาอัพเดตเฟอร์นิเจอร์ และของในห้องให...
shipping market 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
shipping market 在 Focus Taiwan Facebook 的最佳貼文
The allegations against two Taiwanese shipping firms come as the U.S. is experiencing high #inflation, partly driven by the expensive cost of #shipping products to its market since its economy has begun reopening after #COVID19 pandemic caused disruptions.
https://focustaiwan.tw/business/202107230009
shipping market 在 mynjimye Youtube 的最佳貼文
ทุกคน คลิปนี้เรามาเปิดห้องนั่งเล่น กับห้องสตูดิโอเล็กที่ติดกันนะคะ สองห้องนี้เราแต่งตามที่คิดไว้ค่อนข้างครบแล้ว และมาอัพเดตเฟอร์นิเจอร์ และของในห้องใหม่ๆ ด้วย ส่วนเฟอร์นิเจอร์ชิ้นเก่าเราใส่รายละเอียดเพิ่มเติมไว้ใต้คลิป หรือถ้าใครยังไม่เคยดูรูมทัวร์ห้องเก่าเรา เราจะใส่ลิงค์รูมทัวร์ไว้อีกครั้งนะคะ {;
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สำหรับใครที่ยังไม่เคยดู เราฝากคลิปนี้ด้วยนะคะ
P̲R̲ODUCTS
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DYSON PURE COOL DP04
⌲ https://bit.ly/3zckNGf
แท่นไม้สีดำ (วางเครื่องกรองอากาศ)
from Shop_Unformed
⌲ https://bit.ly/35BlmvY
โซนนั่งเล่น
Replica Wassily Chair | เก้าอี้หนังสีดำ โครงอลูมิเนียม
⌲ from Lifestyle Furniture
โซฟาสีขาว | ใช้ผ้าขนแกะบุจากร้านแถวบางซื่อนะคะ
Bean Mirror | กระจกบนชั้นวางทีวี
from Goods.Studio
⌲ https://bit.ly/3iCCC8s
Plant Pot | กระถางต้นไม้คอนกรีต
⌲ from JJ Market
Sideboard | ชั้นวางทีวี
from Danish 50
⌲ https://bit.ly/30WlpkA
Coffee Table | โต๊ะกลางสีดำทรงกลม
from Y50
⌲ https://bit.ly/3amIAY6
Folding Trolley | ชั้นวางล้อเลื่อนมุมกาแฟ
from Papaya Studio
⌲ https://bit.ly/2DUSCns
* ส่วนที่มาจาก PAPAYA STUDIO จะเป็นของวินเทจทั้งหมดนะคะ
เครื่องทำกาแฟ
⌲ https://bit.ly/31TEaUG
หลอดไฟเปลี่ยนสีได้
from IKEA
⌲ https://bit.ly/35EaY6v
พรม
from IKEA
⌲ https://bit.ly/3cWfmlE
มู่ลี่พับได้ ไม่ต้องเจาะ
from IKEA
⌲ https://bit.ly/3qeC5yx
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SET โต๊ะทำงาน
Dining Table | โต๊ะสีขาววงรี
from NAVA Furniture
⌲ https://bit.ly/35CDEgr
Dining Chair (เก้าอี้สีดำกับสีขาว)
from Papaya Studio
⌲ https://bit.ly/2DUSCns
Dining Chair 02 (Cesca Vintage)
from Etsy.com
⌲ https://etsy.me/3wPUh4g
ตู้ใส่รองเท้า
from IKEA
⌲ https://bit.ly/3cWfp0O
โคมไฟตั้งโต๊ะ
from IKEA
Artwork in Black Frame | กรอบรูปอันใหญ่
from Plainish
⌲ https://bit.ly/2DUSFzE
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ชั้นวางของกระจกในห้องเล็ก
Pre-Order from Container_Black | shipping ที่ไทยผ่าน Seoul2u
⌲ https://bit.ly/3xvElUu
กระจกตั้งพื้นห้องเล็ก
⌲ https://bit.ly/3wIsGlj
PLANTS
ต้นจันทร์แดงทะเล | ลิ้นมังกรเขียว | หลิวลู่ลม | ยูโฟเบีย เฮดิโอทอยเดส
、
?????? & ?????? ?? ??
premiere pro cc
canon eos m50
⋮≡
????????
Vintage Dream - Mathilda June
A Little Higher - Sture Zetterberg
ılıılıılıılıılıılı
shipping market 在 Dan Lok Youtube 的最佳解答
In This Video, Dan Lok Reacts To What Is Going On With GameStop, Robinhood And The Reddit Forum WallStreetBets (WSB). Can Investing In GameStop Make You Rich?
Is the "war" between Robinhood and WSB just a fad? Is it something we will see more of? And most importantly, should you join in and invest now to get rich? Before you do, watch the video to discover Dan's advice for investors - from a millionaire's perspective.
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0:00 - Intro - Can Investing In Gamestop Make You Rich - Millionaire Dan Lok Explains
0:25 - What Happened Between Reddit Users And Robinhood?
3:01 - This Situation Is Far From Over
3:15 - Dan's Take On The Situation
5:51 - Investment Recommendations From Dan Lok
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
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Dan Lok has been viewed more than 1.7+ billion times across social media for his expertise on how to achieve financial confidence. And is the author of over a dozen international bestselling books.
Dan has also been featured on FOX Business News, MSNBC, CBC, FORBES, Inc, Entrepreneur, and Business Insider.
In addition to his social media presence, Dan Lok is the founder of the Dan Lok Organization, which includes more than two dozen companies - and is a venture capitalist currently evaluating acquisitions in markets such as education, new media, and software.
Some of his companies include Closers.com, Copywriters.com, High Ticket Closers, High Income Copywriters and a dozen of other brands.
And as chairman of DRAGON 100, the world’s most exclusive advisory board, Dan Lok also seeks to provide capital to minority founders and budding entrepreneurs.
Dan Lok trains as hard in the Dojo as he negotiates in the boardroom. And thus has earned himself the name; The King of Closing.
If you want the no b.s. way to master your financial destiny, then learn from Dan. Subscribe to his channel now.
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shipping market 在 NNRNUT Youtube 的最佳解答
new-me vlog ep.24 •
Timestamps:
0:00 Intro
0:10 At Peylaa store
1:17 Doing my makeup
1:31 chit-chat before going out to work
2:29 At Lucky Me Art Market
3:03 At IKEA
5:28 Working at home
6:29 Exercising in the morning
7:02 My new books
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