I love brands that are moving towards sustainability. AIGLE's latest fall winter kids collection is all about durability and responsibility, most of them are using natural, organic and recycled materials that don’t harm our Earth. I have shared on here many times about my love for hand me downs and these beautiful pieces are made to last generations even when playing and getting down and dirty in nature. This is definitely what I look for when trying to buy responsibly and how cute are their rubber boots which are the first kids' rubber boots to be made in France. I still have the girls old boots that Noa now wears.
Enjoy with the latest brand movie https://bit.ly/3nt19Td
Aigle #aiglehk #ForeverKids #aiglekids #sustainablefashion #ad
同時也有19部Youtube影片,追蹤數超過5,140的網紅Ghost Island Media 鬼島之音,也在其Youtube影片中提到,We don’t all have to be sustainability consultants in order to save the environment. You can keep doing what you’re good at - and apply your skills to...
「what is sustainability」的推薦目錄:
- 關於what is sustainability 在 Cara G McIlroy Facebook 的最佳貼文
- 關於what is sustainability 在 Dr Mohd Daud Bakar - Shariah Minds - Minda Syariah Facebook 的精選貼文
- 關於what is sustainability 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於what is sustainability 在 Ghost Island Media 鬼島之音 Youtube 的最佳貼文
- 關於what is sustainability 在 Ghost Island Media 鬼島之音 Youtube 的最讚貼文
- 關於what is sustainability 在 Ghost Island Media 鬼島之音 Youtube 的最讚貼文
- 關於what is sustainability 在 What is Sustainability - YouTube 的評價
what is sustainability 在 Dr Mohd Daud Bakar - Shariah Minds - Minda Syariah Facebook 的精選貼文
ISLAMIC INTELLECTUAL PROPERTY (IIP) IN BUSINESS
Companies attempt to address global sustainability challenges through innovating products, services, and business models. Strategic approaches to using intellectual property (IP) can create not only commercial, but also societal and environmental impact, systemically transforming businesses towards sustainability.
IP is becoming increasingly important as business assets. Digitalisation and intangible assets like IP will drive the acceleration of digital economy growth.
In this session we explore how we can create, sustain and grow intangible assets in IP to give impacts and benefits to society. Join us as we explain what Islamic IP is and how it can play a crucial role in your business sustainability moving forward.
Register as a Trade Visitor TODAY at
https://www.mihas.com.my
Remember to RSVP Islamic IP & Business Sustainability
Knowledge Hub | Session 7
Islamic IP & Business Sustainability
11 Sept 2021, (Sat) | 12:45pm (Malaysia Time)
#intellectualproperty #IP #fintech #cybersecurity #islamicfinance #shariahscholar
#mihas2021 #ThinkHalalThinkMIHAS #TimeToExportIsNow #ChooseMalaysia #MATRADE
MDB
what is sustainability 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
what is sustainability 在 Ghost Island Media 鬼島之音 Youtube 的最佳貼文
We don’t all have to be sustainability consultants in order to save the environment. You can keep doing what you’re good at - and apply your skills to environmental problems. That’s how Isabel stepped into circular design.
Isabel Aagaard is an entrepreneur and product designer. She founded LastObject two years ago in Copenhagen, Denmark, with a mission to eliminate single-use items by creating their reusable alternatives. Her very first product raised 1.2M USD on Kickstarter.
Today, Nature N8 chats with Isabel about how companies measure sustainability, her own successful business model, and toilet paper.
Support us on Patreon:
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SHOW CREDIT
Emily Y. Wu (Executive Producer)
https://twitter.com/emilyywu
Nate Maynard (Producer / Host)
https://twitter.com/N8MAY
Yu-Chen Lai (Producer / Editing)
https://twitter.com/aGuavaEmoji
Ghost Island Media (Production Company)
https://twitter.com/ghostislandme
www.ghostisland.media
MB01WHNILHTKFIA
what is sustainability 在 Ghost Island Media 鬼島之音 Youtube 的最讚貼文
Do you enjoy gaming? Do you enjoy surviving our climate apocalypse? Well, good news! You can enjoy both at the same time!
Last fall, Nature N8 went to a World Climate Simulation event, called En-ROADS, where participants roleplay as all sorts of different sectors to negotiate for better climate policies. N8 finds out what goes on throughout the simulation, and why this game was created in the first place.
Thank you to Omplexity, TWYCC, and the Hive Taipei for organizing this En-ROADS session. And special shoutout to our Patreon patron Brian for inviting us to the event!
You can play En-ROADS yourself on the Climate Interactive website.
Finally, a quote on hope:
“Hope is not a lottery ticket you can sit on the sofa and clutch, feeling lucky. It is an axe you break down doors with in an emergency. Hope should shove you out the door, because it will take everything you have to steer the future away from endless war, from the annihilation of the earth's treasures and the grinding down of the poor and marginal... To hope is to give yourself to the future - and that commitment to the future is what makes the present inhabitable.” ― Rebecca Solnit, Hope in the Dark
Support us on Patreon:
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Subscribe to our newsletter:
https://wastenotwhynot.substack.com/
Follow us on Twitter:
https://twitter.com/wastenotpod
Send your questions to:
ask@wastenotwhynot.com
SHOW CREDIT
Emily Y. Wu (Executive Producer)
https://twitter.com/emilyywu
Nate Maynard (Producer / Host)
https://twitter.com/N8MAY
Yu-Chen Lai (Producer / Editing)
https://twitter.com/aGuavaEmoji
Angela Chao (Production Assistance)
Ghost Island Media (Production Company)
https://twitter.com/ghostislandme
www.ghostisland.media
MB01HYFEZGANMLO
what is sustainability 在 Ghost Island Media 鬼島之音 Youtube 的最讚貼文
We’re back at the American Association for the Advancement of Sciences (AAAS) for a second year! This time, Nature N8 chats with Representative Dr. Jasmine Clark of Georgia.
Dr. Clark is a microbiologist who organized the March for Science in Atlanta and was part of the following wave of scientists that ran for office in the United States.
N8 and Dr. Clark discuss Georgia’s challenges in diversifying its energy portfolio, public transportation and infrastructure, and what it actually means to bring scientific expertise into law-making.
Support us on Patreon:
http://patreon.com/wastenotwhynot
Subscribe to our newsletter:
https://wastenotwhynot.substack.com/
Follow us on Twitter:
https://twitter.com/wastenotpod
Send your questions to:
ask@wastenotwhynot.com
SHOW CREDIT
Emily Y. Wu (Executive Producer)
https://twitter.com/emilyywu
Nate Maynard (Producer / Host)
https://twitter.com/N8MAY
Yu-Chen Lai (Producer / Editing)
https://twitter.com/aGuavaEmoji
Ghost Island Media (Production Company)
https://twitter.com/ghostislandme
www.ghostisland.media
MB01EIRCTALRY8W
what is sustainability 在 What is Sustainability - YouTube 的推薦與評價
Learn about the various ways that sustainability is defined. Visit https://www.sustain.ucla.edu/ for more information and ways to get ... ... <看更多>