本港地產商被告知：遊戲已經改變，中央不再容忍壟斷行為。

愛國瀨共，最後下場都是一樣。

“As Beijing seeks to tighten its grip over Hong Kong, it has a new mandate for the city's powerful property tycoons: pour resources and influence into backing Beijing's interests, and help solve a potentially destabilising housing shortage.

Chinese officials delivered the message in closed meetings this year amid broader efforts to bring the city to heel under a sweeping national security law and make it more "patriotic," according to three major developers and a Hong Kong government adviser familiar with the talks.”

路透報道傳送門：

https://www.reuters.com/world/china/with-tighter-grip-beijing-sends-message-hong-kong-tycoons-fall-line-2021-09-17/

As the two #COVID19 patients were both already in quarantine when they tested positive, their infections do not reflect any further spread of the disease into the broader community, Health and Welfare Minister Chen Shih-chung (陳時中) said, adding that the situation is under control.
https://focustaiwan.tw/society/202109140015

🌻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

Apple เปิดตัวบริการใหม่ล่าสุด iCloud+ สำหรับ iOS 15, iPadOS 15 และ macOS Monterey พร้อมบริการ Private Relay ให้เราท่องเว็บแบบปลอดภัย ด้วย Safari เข้าได้ทุกเว็บไม่โดนบล็อค พร้อมบริการ Hide My Email ในการซ่อนอีเมลส่วนตัวอีกด้วย

แล้ว iCloud+ คืออะไร ใช้ยังไง สมัครใช้บริการ iCloud+ แบบไหน มีค่าใช้จ่ายเท่าไหร่ เมื่อไหร่จะใช้งานได้ พบคำตอบได้ที่นี่ พร้อมเราไปดูคุณสมบัติต่างๆ ของ iCloud+ ความเหมือนและแตกต่างกับ iCloud และเปรียบเทียบ VPN VS Private Relay ต่างกันอย่างไร ต่างกันแค่ไหน พร้อมวิธีสุดง่ายในการสมัครใช้งาน รบชมได้ในคลิปนี้เลยครับ ?

00:00 แนะนำบริการ iCloud+
00:14 ความเหมือนกับบริการ iCloud
00:41 ค่าบริการ iCloud และ iCloud+
01:02 Private Relay เปิดได้ทุกเว็บ
01:41 Hide My Email ซ่อนอีเมล
02:30 Homekit Secure Video
03:34 VPN VS Private Relay ต่างกันอย่างไร
05:48 วิธีใช้บริการ iCloud+
08:18 วิธีเปิดและปิด Private Relay
08:53 วิธีตั้งค่า IP Address
08:56 ซ่อน IP Address ด้วย Preserve Approximate Location
09:20 ซ่อน IP Address ด้วย Use Broader Location

? ติดต่อเรื่องงาน sawadeetutor@gmail.com
▶️ ติดตามและกดไอคอนกระดิ่งเพื่อดูวิดีโอใหม่ได้ที่ https://goo.gl/LnkBtv ?
? แท็บชุมชนของสอนใช้ง่ายนิดเดียว : http://bit.ly/communityyoutube
? Facebook : fb.me/ipophowto
? Twitter : https://twitter.com/pophowto

? iOS 15 วิธีใช้ Safari เวอร์ชันใหม่ บน iPhone ฟีเจอร์เพียบ | ดูจบ ใช้เป็นทันที https://www.youtube.com/watch?v=FYcjwpFYGbM&list=PLQBBpHI-CU2Q7yC_noD5fwxlw3g18mBcm&index=1

? iOS 15 | 100+ ฟีเจอร์ใหม่ล่าสุด ดูจบ ใช้เป็นทันที | สอนใช้ iOS 15 ง่ายนิดเดียว https://www.youtube.com/watch?v=m-UxbZpP7Iw&list=PLQBBpHI-CU2Q7yC_noD5fwxlw3g18mBcm&index=1

? สอนใช้ iOS 15 ง่ายนิดเดียว
https://youtube.com/playlist?list=PLQBBpHI-CU2Q7yC_noD5fwxlw3g18mBcm

? iOS 15 เช็คด่วน! iPhone รุ่นไหนอัพเดตได้ Apple ประกาศแล้ว | สอนใช้ง่ายนิดเดียว https://www.youtube.com/watch?v=ATZwLjIlqUg&list=PLQBBpHI-CU2Q7yC_noD5fwxlw3g18mBcm&index=1&t=1s

? iPadOS 15 เช็คด่วน! iPad รุ่นไหนอัพเดตได้ Apple ประกาศแล้ว | สอนใช้ง่ายนิดเดียว https://www.youtube.com/watch?v=7sxHRH8Iuf0&list=PLQBBpHI-CU2R8Uogk80TflvCcX2jyNLvd&index=11

? 20 เรื่องน่ารู้ แบตเตอรี่ iPhone และ iPad [2021] | สอนใช้ง่ายนิดเดียว https://www.youtube.com/watch?v=Tvr11KIMfIM&list=PLQBBpHI-CU2QljZApcbKwlWsX89x_9KJ0&index=2

? iOS 14.6 ตัวเต็มมาแล้ว | 17 การเปลี่ยนแปลงใหม่ล่าสุด ใช้เป็นทันที https://www.youtube.com/watch?v=YoW7_NcgXUw&list=PLQBBpHI-CU2TfTleSdAkHwIgMjIi-IOGI&index=1

? iOS 14.5.1 ตัวเต็มมาแล้ว สำคัญมาก อัพเดตด่วน!
https://www.youtube.com/watch?v=OFJE8yE28MM&list=PLQBBpHI-CU2TfTleSdAkHwIgMjIi-IOGI&index=1

? iOS 14.5 ตัวเต็มมาแล้ว | 37 การเปลี่ยนแปลงใหม่ล่าสุด ใช้เป็นทันที https://www.youtube.com/watch?v=XVfEYmlkFHc&list=PLQBBpHI-CU2TfTleSdAkHwIgMjIi-IOGI&index=1

? วิธีดู YouTube จอเล็ก ซ่อนจอ ปิดหน้าจอ [2021 อัพเดตล่าสุด] https://www.youtube.com/watch?v=uAAVAl7pSqI&list=PLQBBpHI-CU2QBG2r5uw9u6D2HKw1fGgjB&index=1

? iOS 14.4 ตัวเต็มมาแล้ว | 18 การเปลี่ยนแปลงใหม่ล่าสุด ใช้เป็นทันที
https://www.youtube.com/watch?v=-oBEEEoICKc&list=PLQBBpHI-CU2TfTleSdAkHwIgMjIi-IOGI&index=1

? ฟรี! วิธีดู YouTube จอเล็ก ย่อจอ ปิดจอ จากแอพ YouTube โดยตรงบน iPhone iOS 14 https://www.youtube.com/watch?v=g0IWn5LizLo&list=PLQBBpHI-CU2TWRbN7XW-cfA_6hBRH3aki&index=26

? iOS 14 ตัวเต็มกับ 64 ฟีเจอร์ใหม่ ฟีเจอร์เด่น ใช้เป็นทันที! https://www.youtube.com/watch?v=1iYgn8JhURg&list=PLQBBpHI-CU2TfTleSdAkHwIgMjIi-IOGI&index=2

? ฟรี! วิธีใหม่ ดู YouTube จอเล็ก ซ่อนจอ ปิดหน้าจอ ด้วย Firefox | สอนใช้ iOS 14 ง่ายนิดเดียว https://www.youtube.com/watch?v=4VxS8bkmw4A&list=PLQBBpHI-CU2TfTleSdAkHwIgMjIi-IOGI&index=1

? iOS 14 iPhone รุ่นไหนอัพเดตได้ ดูได้ที่นี่ Apple ประกาศอย่างเป็นทางการแล้ว
https://www.youtube.com/watch?v=15N0wuWUCH0&list=PLQBBpHI-CU2S7uM-QTT5L_5M06cOwfq-X&index=16&t=0s

? แค่ 3xx บาท Wi-Fi แรงทั่วบ้านด้วย XiaoMi Wi-Fi Amplifier Pro ใช้ง่าย คุ้มเกินราคา : https://bit.ly/reviewmiamplifier

? วิธีใหม่เคลียแรม iPhone และ iPad แบบใหม่ ง่ายสุดๆ เพิ่มความเร็ว ได้ผลจริง (2020) Apple ไม่เคยบอก
https://www.youtube.com/watch?v=wDAVd4Ik9eQ&list=PLQBBpHI-CU2TcqoZIDZRmc9g53urOnWyG&index=2&t=0s

? iOS 14 กับ 41 วิธีตั้งค่าประหยัดแบตเตอรี่ เห็นผลทันที!
https://www.youtube.com/watch?v=b7eJSYM1sPE&list=PLQBBpHI-CU2TfTleSdAkHwIgMjIi-IOGI&index=1

? ลืมรหัสผ่าน Apple ID วิธีรีเซ็ต เปลี่ยนรหัสผ่าน Apple ID ง่ายนิดเดียว (2020)
https://www.youtube.com/watch?v=hf7I4q-zUMQ&list=PLQBBpHI-CU2TN_YtsoF4ADY26LXzAB3xN&index=23&t=0s

? 12 วิธีเพิ่มความเร็ว iPhone ทุกรุ่น บน iOS 13 เห็นผลทันที | สอนใช้ iPhone ง่ายนิดเดียว
https://www.youtube.com/watch?v=Yq74sgf5pdM&list=PLQBBpHI-CU2QSxsw-oPTy53u3LqMeo_Jh&index=7&t=0s

#iCloud+
#PrivateRelay
#iOS15
#สอนใช้ง่ายนิดเดียว

Why yes I do like modelling
I originally planned to talk about why I like my job and the positive factors of the industry, but I got a bit sidetracked lol

Asian diaspora is something that's very close to my heart and a topic that my friends and I have constantly discussed between ourselves for years. I think many of us have underlying, unresolved feelings - be it positive or negative - regarding our childhood and parents despite it not being a popular topic in mainstream media.

I hope it doesn't seem like I'm "airing out my (family's) laundry" or so by posting this; I just wish to share with my fellow first gens and Asians that your hardship and feelings are perfectly valid as personally, I felt that a lot of my teenage years were full of undirected anger.

Let me know if there's anything else model or culturally related that you want me to talk about!

ーーーーーーー

Here are ways in which you can donate to support the Asian community:

Welcome to Chinatown
https://www.welcometochinatown.com/
Offering probono resources to Manhattan, Chinatown small businesses while considering how their goods and services can benefit the broader Chinatown community

https://www.sendchinatownlove.com/
Providing an online platform to low-tech, cash-only, Asian-owned small businesses that have been disproportionately impacted by COVID-19

Heart of Dinner
https://www.heartofdinner.org/
To fight food insecurity and isolation experienced by Asian American seniors while supporting local small businesses during their COVID-related recovery process

Red Canary Song
https://www.redcanarysong.net/
The only grassroots Chinese massage parlor worker coalition

The Asian American Legal Defense and Education Fund
https://www.aaldef.org/
To protect and promote the civil rights of Asian Americans

ーーーーーーー

#model #ferntube #fernandaly
✩ Instagram: @warukatta
✩ Email: ferntube22@gmail.com
Please contact my agencies in regards to model work

ーーーーーーー

✩ Music:
Journey - Tim Schaufert (https://thmatc.co/?l=676052EA)

✩ Subtitle file: (https://drive.google.com/file/d/1IoiV70FaPN9d8p2Xdn1_0_0nsxlpdzPC/view?usp=sharing)
*** As YouTube has unfortunately discontinued community contributions, here is the script for anyone still willing to do subs for other languages. If you replace the English text with your language and email me the file, I'll be more than happy to upload it for everyone to see. Thank you for your helpful contributions until now!

*Closed caption is available in this video*

How to train your Shoulder at home, similar to lifting heavy objects in the gym.

▷Connect with Me
Instagram: https://www.instagram.com/jordanyeohfitness
Facebook: http://facebook.com/jordanyeohfitness
How I Really Build My Body: https://ironmastery.com

Physique Disclaimer: Throughout my fitness journey. I did not achieve this physique by doing these exercises alone. This video is just a demo, specially made for those who can't go to the gym or do not have any gym equipment at home. Are these exercises still useful? In general, absolutely yes (and I'm doing them now for almost a month). Facts, Speaking about Muscle Hypertrophy, imo it is still better to train with Dumbbells and Barbells. Bodyweight at home might not be the best for growth but hey, done is better than none. Get it done first! My coaching program: https://ironmastery.com

Video disclaimer:

The exercises and workouts provided in this video are for educational purposes only and are not to be interpreted as a recommendation for a specific treatment plan, product, or course of action.

Before beginning this or any exercise program, please consult a physician for appropriate exercise prescription and safety precautions.

The exercise instruction and advice presented are in no way intended as a substitute for medical consultation.

As with any exercise program, if at any point during your workout you begin to feel faint, dizzy, or have physical discomfort, you should stop immediately and consult a physician.

#TrainWithJordan #JYtraining #IronMastery