Stroll along Singapore River.. Loving the vibes around @fullertonhotelsg - all those landmarks and historical buildings..

📍Cavenagh Bridge
The only suspension bridge and one of the oldest bridges in Singapore, spanning the lower reaches of the Singapore River in the Downtown Core.
Opened in 1869 to commemorate Singapore's new Crown colony of the Straits Settlements status in 1867, it is the oldest bridge in Singapore that exists in its original form.

梧：關於譚仔，在下想講的是——

1）在下之前都講咗了，根據發行價，譚仔個historical PE係15.51倍至19.42倍之間。Post money嘅book value係大概每股$1.19至$1.40之間，PB嘅話就係2.79至2.97倍之間，喺同行嚟講真係好撚貴；

如果大家只係關心譚仔應唔應該抽嘅話，下面嘅嘢可以唔撚洗睇。

2）在下喺個網度完全搵唔到關於2017年丸龜（即Toridoll）收購兩壇嘢背後嘅IFA，在下甚至懷疑根本係無IFA團隊，有可能係丸龜自己有條FA team搞。無論如何，19億收購價，最多可以攞谷到56億市值，cap 14億水。4年3倍return，呢個return實在算唔錯。咁丸龜條數都靚啲啦；

3）由2018年到而家，譚仔收入嘅growth CAGR係7.4%，net profit CAGR係20.7%；值得留意嘅係，2018年做15.5億生意，320球係外賣（即20.6%），嚟到2021年，做17.9億生意，890球外賣，即49.6%係外賣。佢2021條頂數頂得住好大程度都係因為有外賣頂住；

4）2021年人均消費$58.4（過去三年都差唔多），屌但係在下真係覺得呢part有水份。如果硬係要問點解嘅話，在下嘅gut feeling覺得應該係關啲小食事，不過就算減少水份之後，high 40s / low 50s應該走唔甩；

5）譚仔三年嘅人工佔收入嘅31-32%，喺餐飲業嚟講算中位數，不過唔好唔記得2021年譚仔攞咗154球政府保就業錢。佢無好似其他公司咁將呢舊數offset人工，所以某程度上佢2021年賺多咗錢都係因為呢舊數，大家唔好俾呢舊數distort咗。扣除政府舊錢嘅話，佢嘅net profit margin其實得7.42%；

6）譚仔一年（2021年）可以收707球operating cashflow，咁點解仲要集資14億？屌佢老味佢兩年都賺到舊錢返嚟啦！如果大家睇Cashflow statement嘅話，佢買嘢嘅Capex都係有限錢（2021年122球），不過公道啲講佢啲租真係交得有小小甘。三年平均數約收入嘅16.5%，唔算特別平；

7）仲有一點值得大家留意，2019至2021年譚仔總共派咗375球股息俾丸龜（未上市之前佢地係佔99.5%股份），仲唔止，2021年3月之後個interim period班架佬再派多咗280球俾自己，即係呢三年幾派咗655球。咦？乜咁撚啱嘅？佢未來三年個expansion plan係估計自己需要675球喎……咦咦咦咦？如果當初架佬唔攞錢咪無撚嘢囉係咪？

8）所以，如果睇佢up to 2021年7月底盤balance sheet數嘅話，其實譚仔係net current liabilities（負156球），屌梗係支不抵債啦，你班HKC都挖撚咗兩百幾球走（佢地係7月21日派股息的），梗係穿窿啦屌你！亦都解釋咗點解exchange會俾佢地上市鳥。

9）Non-compliance方面，有一個位好樣衰，佢地所有舖頭無同勞工署報應呈報工場嘅地址。雖然呢樣真係好雞蛋裡挑骨頭，因為正常開餐廳都係理柒佢的，但係無撚計，佢要上市嘅話就要disclose呢啲19嘅non-compliance；

10）佢地俾董事同高管嘅pre-IPO options嘅terms好順攤（起碼好過當初遵理同林溢欣嗰啲先）。大致terms如下——行駛價＄0.85，30%可以上市嗰日就行駛，30%係上市之後1年，剩返40%就係上市之後兩年可以行駛。不過得2球8，唔係好多姐，由佢啦。

其他嘢無乜特別，9up完畢。

梧：話說譚仔最高19.4倍historical PE，得兩個brand黎講（其實係一個brand）都幾撚貴（太興都係13.7倍）。

開新舖三年用675球，但係你個HKC一年都收700球operating cashflow，屌exchange都俾佢過呢下好笑。

（聽日得閒嘅時候會9寫篇嘢講下譚仔IPO，敬請留意）

世界11万人が同時視聴したONE OK ROCK初の無観客世界同時配信ライブ「Field of Wonder」開催までの3ヶ月間ONE OK ROCKメンバーに密着し、この一大プロジェクトの舞台裏とONE OK ROCKの歴史、メンバーの音楽と活動バンドへの想いに迫る本作、Netflixドキュメンタリー『Flip a Coin -ONE OK ROCK Documentary-』が2021年10月21日に全世界独占配信！

作品ページ: https://www.netflix.com/flipacoinoneokrockdocumentary


Watched worldwide simultaneously by over 110,000 fans, “Field of Wonder” was ONE OK ROCK’s first no-audience online live stream. Take an inside look into the band’s private footage and the preparations involved musically for this historical project from 3 months until the performance. “Flip a Coin -ONE OK ROCK Documentary-” will be exclusively distributed on Netflix worldwide on October 21, 2021!

Viewing Link: https://www.netflix.com/flipacoinoneokrockdocumentary


Follow ONE OK ROCK on...
Instagram: https://www.instagram.com/oneokrockofficial/
Twitter: https://twitter.com/ONEOKROCK_japan
TikTok: http://tiktok.com/@oneokrock_official
Facebook: https://www.facebook.com/ONEOKROCK/

More to follow...
Taka: https://www.instagram.com/10969taka/
Toru: https://www.instagram.com/toru_10969/
Ryota: https://www.instagram.com/ryota_0809/
Tomoya: https://www.instagram.com/tomo_10969/

Official Website: https://www.oneokrock.com/

参考文献＆参照サイト
図説・世界の銃パーフェクトバイブル2 (歴史群像シリーズ)
学研
https://amzn.to/2VWgNL5

De Lisle Commando carbine (United Kingdom) - Modern Firearms
https://modernfirearms.net/en/military-rifles/bolt-action-rifles/great-britain-bolt-action-rifles/de-lisle-commando-eng/

The British De Lisle Commando Carbine
https://www.smallarmsreview.com/display.article.cfm?idarticles=1780

Historical Firearms - De Lisle Silenced Commando Carbine The De Lisle...
https://www.historicalfirearms.info/post/141628223744/de-lisle-silenced-commando-carbine-the-de-lisle

The DeLisle: Britain& Silenced .45 ACP Commando Carbine ; Forgotten Weapons
https://www.forgottenweapons.com/the-delisle-britains-silenced-45-acp-commando-carbine/

高評価とチャンネル登録お願いします～
https://www.youtube.com/c/NakanohitoGaming?sub_confirmation=1

最新投稿情報や配信の予告はツイッターから《@NakanohitoGamin》
https://twitter.com/NakanohitoGamin

たわいもない話の再生リスト
https://www.youtube.com/watch?v=uecoATVCB4Y&list=PLANXuC7K8woqQJPgPk4cwCxFiIBgER1LU

実銃解説の再生リスト
https://www.youtube.com/watch?v=l7vPiQ4uFHE&list=PLANXuC7K8woqgyyxLbFdclAqX1PFonVDh

#NHG
#実銃解説

※こちらのチャンネルでは当動画において正確な情報を記載するよう努めておりますが、その完全性・最新性・正確性について保証するものではありません。

Describe a historical figure that you find the most impressive. (Mô tả một nhân vật lịch sử bạn thấy ấn tượng nhất). Đề này tương tự đề IELTS Speaking Part 2 describe a person you admire nhé. Nào cùng tham khảo bài nói nhé!

? Tổng thể bài nói về nhân vật lịch sử có Part 1-2-3 đây nha: https://bit.ly/3wvFn2z

If someone asks me about one historical figure that I like the most, it will definitely be President Ho Chi Minh. I am sure that President Ho is admired and loved not only by Vietnamese people but also residents in other countries around the world. He is a prominent leader and he led many resistances that defeated foreign invaders to bring peace and protect national sovereignty.
(Reason) President Ho is well known for leading a simple life and spending all his life fighting for the happniess of Vietnamese people and the independence of the nation.
(Example) He was born into an impoverished but intellectual family in Nghe An province so he could understand the misery and poverty that were caused by war to Vietnamese people. Therefore, at a very young age of early twenty, he decided to go to some foreign countries to find a way to save the country. He went through a lot of ups and downs but with his decisiveness and patriotism, he came back to Vietnam with innovative ideas to improve the policies as well as eliminate invaders.

President Ho had achieved a lot in his life of doing politics; however, he never thought for himself only, he helped other people till the end of his life. Now there are many memorials of President Ho in different countries for people to honor one of the greatest men in the world’s history.

-----------------------------------------------------------------------------------------------------
Subscribe IELTS Fighter nhận thông báo video mới nhất để không bỏ lỡ các video bài học thú vị, ngay tại link này nhé:
https://www.youtube.com/IELTSFighter
-----------------------------------------------------------------------------------------------------
Tham khảo thêm video từ vựng hay khác:
? Khóa học IELTS Listening online: https://bit.ly/37GITOc
? Chuỗi bài học ngữ pháp chuyên sâu: https://bit.ly/39lov2m
? IELTS Speaking band 7+ |New Sample Test with subtitles: http://bit.ly/2JG8n1y
-----------------------------------------------------------------------------------------------------

Theo dõi lộ trình học tập vô cùng đầy đủ để các bạn có thể học IELTS Online tại IELTS Fighter qua các bài viết sau:

? Lộ trình tự học 0 lên 5.0: http://bit.ly/2kJtIxy
? Lộ trình từ học 5.0 lên 6.5: http://bit.ly/2lVWV8H

-----------------------------------------------------------------------------------------------------
Xem thêm các khóa học theo lộ trình tại đây nhé:

? KHÓA HỌC IELTS MỤC TIÊU 5.0-5.5: http://bit.ly/2LSuWm6
? KHÓA HỌC BỨT PHÁ MỤC TIÊU 6.0-6.5: http://bit.ly/2YwRxuG
? KHÓA HỌC TRỌN GÓI 7.0 IELTS CAM KẾT ĐẦU RA: http://bit.ly/331M26x

-----------------------------------------------------------------------------------------------------
IELTS Fighter - Tiên phong phổ cập IELTS cho người Việt
HỆ THỐNG 25 CƠ SỞ TOÀN QUỐC

► HÀ NỘI
CS1: 254 Hoàng Văn Thái, Thanh Xuân
CS2: 44 Trần Quốc Hoàn, Cầu Giấy
CS4: 388 Nguyễn Văn Cừ, Long Biên
CS3: 456 Xã Đàn, Đống Đa
CS5: 18 LK6C Nguyễn Văn Lộc, Hà Đông
CS6: 737 Quang Trung, Hà Đông
CS7: 22 Nguyễn Hoàng (gần bến xe Mỹ Đình)
CS8: 107 Xuân La, Số nhà D21, P. Xuân Đỉnh, Q. Bắc Từ Liêm

► HỒ CHÍ MINH
CS9: A11 Bà Hom, P13, Q6
CS10: 94 Cộng Hòa, Tân Bình
CS11: 85 Điện Biên Phủ, Bình Thạnh
CS12: 18 Phan Văn Trị, Gò Vấp
CS13: 350 đường 3/2, P12, Q10
CS14: 66B Hoàng Diệu 2 Thủ Đức
CS15: 129 Nguyễn Thị Thập, Q7
CS16: 926B Tạ Quang Bửu, P5, Q8
CS17: 386 Nguyễn Thị Minh Khai, P5, Q3
CS18: 76 Trường Chinh, P. Tân Hưng Thuận, Q.12
CS19: 316 Võ Văn Ngân, P. Bình Thọ, Tp. Thủ Đức

► BÌNH DƯƠNG
CS20: 9-11 đường Yersin, TP. Thủ Dầu Một

► ĐÀ NẴNG
CS21: 233 Nguyễn Văn Linh, Thanh Khê
CS22: 254 Tôn Đức Thắng, Q. Liên Chiểu
CS23: 226 Ngũ Hành Sơn, P. Mỹ An, Q. Ngũ Hành Sơn

► HẢI PHÒNG
CS24: 428 Lạch Tray, Ngô Quyền

► BẮC NINH
CS25: 498 Ngô Gia Tự, Phường Tiền An

► ĐỒNG NAI
CS26: R76, Võ Thị Sáu, phường Thống Nhất, TP. Biên Hòa

► NGHỆ AN
74 Đường Hermann – P Hưng Phúc – TP Vinh

-----------------------------------------------------------------------------------------------------

?Website: https://ielts-fighter.com/
?Fanpage:https://www.facebook.com/ielts.fighter
?Group:https://www.facebook.com/groups/ieltsfighter.support/
?Hotline: 0903 411 666

#IELTSFighter