🌻
最近有很多法人舉辦科技方面的會議, 會在會議中訪問上市公司的高層. 可以到Seeking Alpha上面看一下訪問內容.
--DA Davidson’s 19th Annual & Software Internet Conference on September 9th
--Citi’s 2020 Global Technology Conference on September 10th
--Deutsche Bank Technology Conference on September 14
--Jefferies Virtual Software Conference on September 15
我快快地看了兩份(Docusign(DOCU)還有Crowdstrike(CRWD)), 也把重點劃了出來(並沒有翻譯成中文就是, 也沒有濃縮.) 有興趣的可以到部落格那邊的個股專屬標籤去找檔案.
DOCU: CEO有提到TAM, 市佔, 競爭環境, 國際發展.
CRWD: CFO專訪. 可以看競爭對手的狀態, 還有他們的業務模式. 感覺起來他們未來會切入OKTA這些公司的市場(做identity的.)
🌻FedEx(FDX)聯邦快遞財報
聯邦快遞上季每日陸運包裹量增31％至1,160萬件，帶動獲利勁增逾60％。
聯邦快遞營運長蘇布拉瑪尼亞說：「我們預計三到五年內看到的增長幅度，大約在三到五個月就達成。」
以上文字來源:
https://udn.com/news/story/6811/4866362
執行副總裁兼行銷和傳播長卡瑞爾（Brie Carere）表示，大型包裹、傢俱與高價位電子商品的配送到府業務量增加。她也說，超過65歲的消費者「終於上網」並且「從電子商務角度來看，我不認為（疫情結束後）這些購買行為會恢復到以往的狀態」。
以上文字來源: https://tw.news.yahoo.com/%E5%8F%97%E6%83%A0%E6%96%BC%E7%96%AB%E6%83%85%E5%AE%85%E7%B6%93%E6%BF%9F-%E8%81%AF%E9%82%A6%E5%BF%AB%E9%81%9E%E7%8D%B2%E5%88%A9%E9%A3%86%E5%8D%87-084745880.html
以下是財報內容中, 值得注意的幾段. 可以看到, 電商有加速發展, 而消費者本來花在服務業上的費用, 有轉移到物品(goods)的現象.
"The second and perhaps more profound trend is the acceleration of ecommerce. Pre-COVID, we projected that the U.S. domestic market would hit a 100 million packages per day by calendar year 2026. We now project that the U.S. domestic parcel market will hit this mark by calendar year 2023 pulling volume projections forward by three years from the previous expectation."
"Ecommerce fueled substantially by this pandemic is driving the extraordinary growth. In fact 96% of the U.S. growth is expected to come from ecommerce. While ecommerce as a percentage of total retail has declined from its apex in April, it remains elevated. Ecommerce as a percentage of total retail for Q2 calendar year 2020 is estimated at 21% compared to 15% in Q2 calendar year 2019."
"In the U.S., spending that would normally have gone into services has shifted towards goods with goods spending boosted further by pent-up demand. Retail sales are growing again year-over-year and ecommerce is building at holiday levels and of course, more to come on that in a moment. The service sector is severely impacted by the pandemic and higher employment rates continues to weigh on growth."
deutsche bank中文 在 [請益] 德意志銀行有可能變雷曼2.0 嗎？ - 看板Stock 的推薦與評價
揪竟！取得「大到不能倒」徽章到底可以多任性呢？
剛剛看了這個影片
https://www.youtube.com/watch?v=UlGrWTJbTU4
如果是管理階層心想很難不會有下面這種想法吧
管理階層內心的 murmur :
反正我是「大到不能倒寶寶」不管怎麼玩，
爆了都有政府幫我擦屁股
我只要盡可能弄出公司有在賺大錢的假象，
然後讓獎金分紅進自己口袋就好
風險，爆炸什麼的 … 最後後果也不會是我承擔
政府QE 開下去，股價說不定反而又有十年榮景
於是濫用公司的「評價」去幫人家當「保人」賺風險錢
搞一堆複雜的衍生性產品來騙不懂的人
看看上次「次貸」的雷曼同學玩 CDS 下場，然後還硬要玩
總覺得這次的危機，還有些該爆炸的沒爆炸
但這麼大咖的，真的爆得了嗎？
爆了承受得住嗎？
不爆這樣一直ＱＥ下去，又承受得住嗎？
想多了真的覺得有點恐怖
好難想像未來會怎樣喔
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