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The Alishan Forest Recreation Area in Chiayi County welcomed at least 3,600 visitors on the second day of the Mid-Autumn Festival holiday on Sunday, the most of any day since Taiwan was hit by a major COVID-19 outbreak in mid-May. https://focustaiwan.tw/society/202109190012
These three artworks were created with soil gathered from Peninsular Malaysia, Sabah and Sarawak by referencing actual photos that were taken in the 60s. One of the vets, Major Andrew, still keeps many letters and photos from back then. It was very special that he shared them with my team and I. From the lot, we chose three images: the first showing the veterans and the airplane they flew in, the second showing Major Andrew’s wedding day (with words by Major Wong), the third showing the pain and realities of war.
We had the privilege of talking to a few of our veterans in the research process and got to hear some incredibly inspiring and heartbreaking stories. Stories of not seeing families for months on end, missing the childhood years of their children and losing close friends in combat. They understood the cost but they also knew that someone had to do it. It was most touching to me to see how these veterans came from all different races, backgrounds and various parts of Malaysia - peninsular, Sabah and Sarawak. One of them told me, “Why would race matter when you’re fighting for your country?”
Footages of these artworks are shown in the documentary, “Tanah Tumpahnya Darah Kita” (Our Blood Poured Over this Land) on Astro tonight at 9pm (GMT +8) on Channel 100.
Photos by Aaron Wong.
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Artwork credits:
Artist: Red Hong Yi
Fabricator: @huakhuak_official
Red’s art team: @gnuhceehc (project lead), @wcyann, @esmondsit , @unreality.kai, @kashinies, @shirriesun, @phang_lim, @huiqi.chan.
Videography: @kernwei
Photography: @aaronwongys, @annicelyn
“Tanah Tumpahnya Darah Kita” will be shown on Astro tonight 9pm (GMT + 😎 at channel 100.
Production by @nagaddb & @mojofilmskl.
Apprentices supported under the @cendanamalaysia Apprenticeship Programme in Collaboration with Studio Red Hong Yi.
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🌻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
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* Affiliate Link
The second movement of Johann Sebastian Bach's Orchestral Suite No. 3 in D major (BWV 1068) is known as Air on the G String and one of the most well known baroque pieces.
The MIDI is based on ed92214's MIDI published on musescore: https://musescore.com/user/30344780/scores/5707606
♫ Promote Your Music ♫
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Composer(s): Johann Sebastian Bach
Original Music © Johann Sebastian Bach (1730)
🔥本日の動画は🔥
大変お待たせしました🔥
ジャンクスポーツでも共演した元メジャーリーガー髙橋尚成さんとのコラボ第二弾🔥🔥
めいちゅんは元メジャーリーガーからピッチングを教えて貰ったら
球速１００キロ突破出来るのか？！🔥検証動画🔥
メジャーリーグでも活躍した髙橋尚成さん🔥
めいちゅんが今まで知らなかったピッチングの新たな世界を指導🔥🔥
大谷翔平の速さの謎！？
身体の使い方！？
まさに野球人は必見だぞ🔥
----------------------------------------------------
🔥髙橋さんのチャンネル・コラボ動画はこちら🔥
元メジャー髙橋尚成さんとコラボ動画
https://www.youtube.com/watch?v=tQb9Z...
https://www.youtube.com/watch?v=9e9P8...
----------------------------------------------------
🔥重大なお知らせ🔥
ついにめいちゅんグッズが買える！
オフィシャルストアがオープン🔥
https://mcnclothing.stores.jp/
※収益は今後のめいちゅんの
活動費にすべて充てられます🔥
ご支援お願い致します🔥
----------------------------------------------------
🔥めいちゅんのお仕事依頼はこちら🔥
[email protected]
----------------------------------------------------
🔥めいちゅん各SNSはこちら🔥
ツイッター：https://twitter.com/emumityan_4199
インスタ：https://instagram.com/meicyun1120?igs...
ティックトック：https://vt.tiktok.com/SKn5Ho/
----------------------------
🔥めいちゅんプロデューサー🔥
https://twitter.com/MeicyunProducer
----------------------------
🔥元ヤクルト・レジェンド古田さんから弟子と認められた動画🔥
https://www.youtube.com/watch?v=vY028...
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🔥ENGLISH HERE🔥
Thank you very much for your patience🔥
The second collaboration 🔥🔥🔥 with former major league baseball player, Mr. Hisanari Takahashi, who also co-starred in Japanese TV show Junk Sports.
If Meicyun gets pitching lessons from a former major leaguer
Can you break through 100km/h? The video is 🔥verification 🔥.
大谷翔平の凄さ
Ohtani shohei
ロサンゼルス・エンジェルス
Los Angeles Angels
#めいちゅん
#野球女子
#ギャル系
#baseballgirl
#棒球美女
◎New Digital Single [嘘じゃない] ( English Title : "Believe" )
【Listen＆DL】https://soushi.lnk.to/3gDs3bWS
崎山蒼志 - [嘘じゃない ("Bilieve")] Music Video
7/31(土)18:00 プレミア公開！
TVアニメ「僕のヒーローアカデミア」第5期（2クール目）エンディングテーマ
“"My Hero Academia” Season 5 Second Ending Theme Song
毎週土曜夕方5:30 読売テレビ・日本テレビ系全国29局ネット(※一部地域を除く)
#僕のヒーローアカデミア #週刊少年ジャンプ
http://heroaca.com
【嘘じゃない Special Site | "Believe" Special Site】
https://www.sonymusic.co.jp/Music/Info/sakiyamasoushi/usojyanai/
【嘘じゃない（Anime Size Lyric ver.）】
https://www.youtube.com/watch?v=EZ-crtDkHJc
【『僕のヒーローアカデミア』TVアニメ5期第2クールノンクレジットエンディングムービー】
https://www.youtube.com/watch?v=UNfXxvS8ZjA
＊＊＊＊＊＊＊＊＊＊＊＊＊＊＊＊
-Cast-
崎山蒼志
haru
-Staff-
Director: 大喜多正毅
Camera: 安田光
Camera Assistant: 高橋慶太
Light: 杉山泰則
Light Assistant: 鈴木裕介, 水足萌香
Hair&Make-up: 根本亜沙美
Stylist: 釘宮一彰 (崎山蒼志)
Textile Monster: NATSUKI HANYU (haru)
Casting: Oi-Chan
Production Manager: 池田飛鳥, 師田悠三
Driver: 鈴木令, 生田潤一郎, 古橋広美
Producer: 梅田知子
＊＊＊＊＊＊＊＊＊＊＊＊＊＊＊＊
9月22日(水) 「崎山蒼志「嘘じゃない」Release One-Man Live」
開場：東京・EX THEATER ROPPONGI
出演：崎山蒼志
時間：＜開場＞18:00 / ＜開演＞ 19:00
料金：前売り…4,500円 当日…5,000円（ドリンク代別）
その他チケットの先行予約ならびに一般発売情報は下記オフィシャルHPをチェック。
https://sakiyamasoushi.com/live/
＜問い合わせ＞
HOT STUFF PROMOTION 03-5720-9999
＊＊＊＊＊＊＊＊＊＊＊＊＊＊＊＊
◎Digital Single [逆行 | Gyakkou]
【Listen】https://soushi.lnk.to/rYhw3ZAY
【MV】https://www.youtube.com/watch?v=aFR7TjHtG7s
◎Major Debut Album [find fuse in youth]
【CD】 https://soushi.lnk.to/OSiXhsx4
【AL LISTEN】 https://soushi.lnk.to/find_fuse_in_youth_YC
【[Samidare] MV】 https://www.youtube.com/watch?v=8jjswrh3agE
【[Heaven] MV】 https://www.youtube.com/watch?v=_czo_mif1-4
【[Undulation] MV】 https://www.youtube.com/watch?v=qgS9eZM_ABM
【[そのままどこか] MV】 https://www.youtube.com/watch?v=axhqitECl1Y
【[花火] MV】 https://www.youtube.com/watch?v=fcOzyWb1gKE
・HP https://sakiyamasoushi.com/
・Twitter https://twitter.com/soushiclub
・Instagram https://www.instagram.com/soush.i_sakiyama/
・TikTok https://www.tiktok.com/@sakiyamasoushi_official?
＊＊＊＊＊＊＊＊＊＊＊＊＊＊＊＊
■嘘じゃない
Words & Music: 崎山蒼志
Arrange: Naoki Itai, モチヅキヤスノリ
Acoustic Guitar: 崎山蒼志
Piano: モチヅキヤスノリ
Bass: 北村雄太
Drums: 坂本暁良
Electric Guitar: サトウカツシロ
Strings: MIZ, 三國茉莉, 館泉礼一, 渡邉雅弦
Programming & All other Instruments: Naoki Itai
Recorded & Mixed by 村上宣之
Vocal Recorded by 渥美隆三
息をして触れてきた優しさが
いつの日か 蓄えた優しさになる
一人を越えて 君と繋がれたなら
瞬きの間に 二度とない千を見るよ
誰かが伝う 意味のない と
捨てられた 悲しみに
湛えられた炎を見ろよ
嘘じゃないよ
嘘じゃない
これからの未来は
何処へでも
繋がれる気がしてるの
悪夢の根源に
居た君を いつか必ず
救い出すから
救い出せるから
擦りきれた心と闇の中へ
今綻んだ関係を辿る途中で
枯れ果てたと感じてた記憶も
枯れちゃいない
そう微かに気づいたのさ
空がほら 広がってく
余計なものも 愛しく
泣けるほどに 痛ましいさ
笑顔を突き立てよう
これからの未来は
何処にでも
繋がれる気がしてるの
悪夢の根源に
居た君を いつか必ず
救い出すから
揺らぎあるものの為に
生きてきたんじゃないし
でもこの振動は
私を確かに 呼んでる
嘘じゃない
嘘じゃない
歪みある世界に立っている
心崩れ落ちる音
溢さぬよう 何度も作ったダムも忘れはしないよ
これからの未来は
何処へでも
繋がれる気がしてるの
悪夢の根源に
居た君を いつか必ず
救い出すから
救い出せるから
■"Believe" - Lyric
The pieces of warmth I've breathed and touched
will someday be amassed
If my path goes beyond alone and leads to you
I will see the vast scenery of a lifetime while I blink
Someone says it has no meaning
and throws away the sorrow
Look at the fire within it
Take my word
Take my word
The future from now
I feel that
my path can link to anywhere
The root of nightmare
where you have been, I promise that someday
I will get you out of there
I can get you out of there
Into the rusty mind and darkness
I trace back the frayed ties now, and
the memories I thought I have exhausted
are still there
I subtly knew
Look, the sky is stretching out
Even the frills seem so dear
and wrenching to make me cry
I will thrust a smile
The future from now
I feel that
it can lead to anywhere
The root of nightmare
where you have been, I promise that someday
I will get you out of there
The flickering things
are not what I have lived for
But this vibration
is indeed calling me
Take my word
Take my word
Standing on a distorted world
I hear the heart falling apart
I've made dams many times to keep it together
The future from now
I feel that
it can lead to anywhere
The root of nightmare
where you have been, I promise that someday
I will get you out of there
I can get you out of there
#崎山蒼志 #嘘じゃない #Usojanai #Believe #ヒロアカ #heroaca_a
