雖然這篇Quarters鄉民發文沒有被收入到精華區:在Quarters這個話題中,我們另外找到其它相關的精選爆讚文章
在 quarters產品中有449篇Facebook貼文,粉絲數超過6,003的網紅雀兒喜的快樂生活 Chelsea's happy lifestyle,也在其Facebook貼文中提到, 一份不到200卡!金黃酥脆的無油氣炸版香料鹹酥菇🍄Crispy air fryer mushrooms!super easy and yummy! 184kcal/19C/7F/13P . 🍄tag 愛吃炸物的他 🍄追蹤 follow 雀兒喜的快樂生活 Chelsea's happy lifes...
同時也有190部Youtube影片,追蹤數超過2萬的網紅Chelsea Chiang 雀兒,也在其Youtube影片中提到,Instagram : www.Instagram .com/Chelsea.Chiang 旋風氣炸烤箱:https://sansui1994.1shop.tw/yd6s20 一份不到200卡!金黃酥脆的無油氣炸版香料鹹酥菇🍄Crispy air fryer mushrooms!super eas...
「quarters」的推薦目錄
- 關於quarters 在 Eugene Kan Instagram 的最佳解答
- 關於quarters 在 MR DIOR迪奧先生??????? Instagram 的最佳解答
- 關於quarters 在 ROSEMARIE YANG Instagram 的精選貼文
- 關於quarters 在 雀兒喜的快樂生活 Chelsea's happy lifestyle Facebook 的最讚貼文
- 關於quarters 在 尋蹤覓蹟 Facebook 的最佳貼文
- 關於quarters 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於quarters 在 Chelsea Chiang 雀兒 Youtube 的最佳解答
- 關於quarters 在 Spice N' Pans Youtube 的精選貼文
- 關於quarters 在 Gina music Youtube 的最讚貼文
quarters 在 Eugene Kan Instagram 的最佳解答
2021-09-24 07:58:23
#PhotoDumpsWithEugene #8 This last episode of Ted Lasso sucked. I’m not ready for a Coach Beard spin off. 1. Drinking their 24 Herbs 2. Me and my ...
quarters 在 MR DIOR迪奧先生??????? Instagram 的最佳解答
2021-09-03 15:21:54
Today we are making Korean Rice Cake Soup🇰🇷🍲🥢 at home with: - Water 1L - 3 Shiitake Mushroom - 1/2 Green Onion - A Piece of dried kelp (3x3 inches) -...
quarters 在 ROSEMARIE YANG Instagram 的精選貼文
2021-09-03 18:01:08
Magic hour. To platform 9 and three quarters. Do you prefer smiling or serious photos?...
-
quarters 在 Chelsea Chiang 雀兒 Youtube 的最佳解答
2021-09-28 20:33:40Instagram : www.Instagram .com/Chelsea.Chiang
旋風氣炸烤箱:https://sansui1994.1shop.tw/yd6s20
一份不到200卡!金黃酥脆的無油氣炸版香料鹹酥菇🍄Crispy air fryer mushrooms!super easy and yummy! 184kcal/19C/7F/13P
.
.
很多dear敲碗鹹酥雞的食譜
家裡剛好有一包美人菇
家裡自從添購了氣炸烤箱
很少吃炸物
因為自己手作就能變化出超多樣化的氣炸酥脆煎炸物了❤️
今天要來分享這道超美味
金黃酥香的氣炸鹹酥菇
給愛吃炸物又怕胖的朋友
沾上健康低卡的優格芥末醬
真的能一解想吃鹹酥雞的慾望!
不敢相信一份無油
不僅低卡還有13克蛋白質!
蛋奶素朋友也能放心享用喔❤️
試試看,簡單懶人料理
你一定會喜歡!
🍄食譜:
一包美人菇(或任何你喜歡的菇類)
一匙麵粉
一顆蛋
蒜頭
巴西里
海鹽
黑胡椒
卡宴辣椒
優格
黃芥末醬
零卡甜菊液或羅漢果糖漿
🌟
✔️氣炸烤箱優惠連結在首頁~相關食材也都一起整理在首頁,找不到的可以私訊索取❤️
🌟
🍄作法:
先把美人菇切塊
把吐司放入氣炸烤箱烤到金黃酥脆
被我偷吃了幾口
放入塑膠袋中
敲打成粉狀
打一顆蛋
加入蒜泥
攪拌均勻後
準備一個新的小盅
加入一匙麵粉
黑胡椒
海鹽
卡宴辣椒粉
巴西里
攪拌均勻之後
將美人菇沾一層香料麵粉
裹上蛋液
最後包覆一層麵包粉
就可以送入氣炸烤箱
兩面200度各烤7分鐘
挖一匙特調的低卡優格芥末醬
就完成啦!
🌟
🌟
金黃香酥的鹹酥菇沾上這低卡優格芥末醬真的超美味!
低卡高纖,好吃又解饞的小點心,你學起來了嗎?
趕快試試看吧
記得關注我訂閱更多食譜唷!
.
🍄RECIPE:
cut mushrooms into quarters
Bake 1 toast until golden and crisp.
Transfer the bread to a plastic bag.
gradually crush the bread into crumbs.
Beat 1 egg and minced garlic
Whisk in a small bowl
In another bowl,
Add 1 tsp flour
Black pepper
sea salt
Cayenne pepper
Parsley
Toss the mushrooms in the flour
then dunk it in the eggs
finally toss them in the breadcrumb
Push the basket into the fryer
and cook for 360°F 7 mins both side
Serve with this healthy yogurt mustard dipping sauce.
Air Fryer Mushroom pairs well with this dipping sauces
They are a low calorie and great source of fiber, too!
I’m sure you will love this easy-to-make appetizers.
.
#氣炸#氣炸鍋料理 #氣炸鍋食譜 #炸雞 #美食#健康 #健康飲食 #料理記録 #料理日記 #美味しいもの好きな人と繋がりたい #食譜#簡單料理 #簡易食譜 #菇#蘑菇#蛋奶素#點心#低卡#瘦身日記 #airfryer#airfryerrecipe #easyrecipes #mushrooms #easyrecipe #healthyfood #healthyeating #heathyrecipes #chef #homecooking -
quarters 在 Spice N' Pans Youtube 的精選貼文
2021-05-29 08:30:06Work-from-home seems like the way to go until mankind finds a way around the pandemic. As some of you would know, Roland and I still hold our own full-time jobs. Both of us are working at home most of the time. Just like you, we like our meals to be easy, quick and yet still delicious on a working day. As we try to limit ourselves from going out too often, we usually stock our pantry with long-lasting vegetables, such as potatoes, carrots and onions. We love this Chinese style chicken stew recipe because it's so easy to cook and we have all of the ingredients ready in our pantry. Best of all, it is really yummy. You can have them as is, serve them with some steamed rice or even pasta - really versatile!
See the ingredient list below for your easy reference.
Hope you can recreate this yummy recipe in the comfort of your home. Happy cooking!
Thanks for dropping by our channel. Please subscribe to stay tuned to our home cooking videos.
Stalk us!
Youtube: www.youtube.com/spicenpans
Facebook www.facebook.com/spicenpans/
Instagram www.instagram/spicenpans
Website: www.spicenpans.com
Chat with us! info@spicenpans.com
Thanks for watching!
See you soon.
------------------
Chinese Chicken Stew 中式炖鸡
Ingredients:
3 - 4 pax
-------
4 chicken drumsticks (~600g or 21.16 oz in total)
2 red onions (cut into quarters)
4 potatoes (cut into chunks)
400g or 14.1 oz carrots (cut into chunks)
Enough water to cover the drumsticks
0.5 teaspoon salt
2 tablespoons light soy sauce
2 tablespoons oyster sauce
2 tablespoons premium dark soy sauce
Add more salt to taste (we added 1 teaspoon)
Some cornstarch solution
1 tablespoon sesame oil
===
Don't know where to get the ingredients or don't know how they look like? See the links below.
Light soy sauce https://amzn.to/34nlb6E
Oyster sauce https://amzn.to/3bBQfE7
Dark soy sauce https://amzn.to/3uyIp4J
Cornflour (cornstarch) https://amzn.to/3h3L0QQ
Sesame oil https://amzn.to/3eTG5PW
----------
Looking for similar cooking equipment like the one we used in the video? These might interest you:
Greenpan dutch oven https://www.lazada.sg/products/greenpan-simmerlite-ceramic-lightweight-dutch-oven-cooking-kitchen-pot-with-lid-cover-55qt-slate-grey-gray-cc001929-001-i958672454.html
-------------
Filming equipment: iPhone 11 Pro Max (Get from Amazon https://amzn.to/3eA24tz)
Microphone: Sennheiser AVX digital wireless microphone system
Get Sennheiser wireless microphone in Singapore: https://singapore.sennheiser.com/products/avx-mke2-set-3-uk?_pos=2&_sid=adb86a9d8&_ss=r
Get Sennheiser wireless microphone from Amazon: https://amzn.to/2NILqMR
-----------------------------------
If you like this recipe, you might like these too:
Chicken Mushroom w/ Scallions 嫩滑多汁 香葱蘑菇鸡盖饭 Chinese Chicken Bowl Recipe
https://youtu.be/Xv3vdqG9oG8
One Pot Sesame Oil Chicken Rice 麻油鸡饭 Rice Cooker Chinese Food
https://youtu.be/6FBN-3T7ZZk
2 Easy Ways to Steam Chicken with 7 ingredients 蒸滑鸡
https://youtu.be/n5x_GqeX7Yw
-----------------------------------
Disclaimer: Spice N' Pans is not related to these products and cannot guarantee the quality of the products in the links provided. Links are provided here for your convenience. We can only stand by the brands of the products we used in the video and we highly recommend you to buy them. Even then, preference can be subjective. Please buy at your own risk. Some of the links provided here may be affiliated. These links are important as they help to fund this channel so that we can continue to give you more recipes. Cheers! -
quarters 在 Gina music Youtube 的最讚貼文
2021-05-14 18:30:13Don't forget to turn on the bell icon for future uploads 🔔✔️
西洋音樂愛好者✨這裡不會有冗長的介紹文卻是個讓你挖歌的好地方😎
追蹤Gina music社群挖掘更多音樂🌹
facebook👉 https://www.facebook.com/Ginamusicland
instagram👉https://www.instagram.com/ginamusic_yujia/
spotify 歌單👉https://open.spotify.com/playlist/2EfPjFfdqN8NzUwj1XNoZC
🌺贊助GINA讓頻道走得更長久•̀.̫•́✧👉https://p.opay.tw/WSwM8
Donate and support my channel (PayPal) 👉https://paypal.me/ginamusic?locale.x=zh_TW
想讓更多人認識你的聲音嗎?歡迎投稿😎
Submit your music 👉ginamusictaiwan@gmail.com
For business inquiries about copyright issues, photos and song submissions,
please contact👉 https://www.facebook.com/Ginamusicland
____________________________________________________
Social Media:
▶ Download / Stream link : https://ellavos.lnk.to/stilldreaming
👑Ella Vos
https://ellavos.lnk.to/IGYD
https://ellavos.lnk.to/TWYD
https://ellavos.lnk.to/FBYD
https://www.ellavos.com
👑Mokita
https://www.facebook.com/thisismokita
https://www.instagram.com/thisismokita
https://twitter.com/thisismokita
___________________________________________________
Lyrics:
Woke up early, when our room grew cold
早早醒來 在房間逐漸冰冷之際
Found the answer, time was moving slow
尋覓謎底 時間緩慢推移
Oh with all the windows closed
窗戶緊閉
Always coasting, been on cruise control
心緒縹緲 悠揚巡迴
Flipping quarters, never sure when to go
光陰飛逝 不知何時離去
Oh afraid of what I know
憂心著已知的種種
I know where you’re at, nowhere left to run
我知道你在何方 已經無處可逃
Wasted all our youth, scared of being young
荒廢青春 卻忌憚年少時分
It’s like dreaming, backwards
像做夢一樣 倒退回以前光景
Like dreaming, backwards
像做夢一樣 倒退回以前光景
Looking for the rain, when the sun is out
在豔陽天期待著下雨
Missing yesterday, instead of living now
念念不忘於過往而非活在當下
It’s like dreaming, backwards
像做夢一樣 倒退回以前光景
Like dreaming, backwards
像做夢一樣 倒退回以前光景
Growing restless
年歲漸長 跌跌撞撞
Growing up too fast
成長來得猝不及防
But I can’t help it
但我無能為力
All I know is the past
我所眼見的一切都是過去
Oh, and all I can’t get back
而我無法重回往昔
I know where you’re at, nowhere left to run
我知道你在何方 已經無處可逃
Wasted all our youth, scared of being young
荒廢青春 卻忌憚年少時分
It’s like dreaming, backwards
像做夢一樣 倒退回以前光景
Like dreaming, backwards
像做夢一樣 倒退回以前光景
Looking for the rain, when the sun is out
在豔陽天期待著下雨
Missing yesterday, instead of living now
念念不忘於過往而非活在當下
It’s like dreaming, backwards
像做夢一樣 倒退回以前光景
Like dreaming, backwards
像做夢一樣 倒退回以前光景
Always chasing, never make it
追逐不息 從未奮力一搏
No tomorrow, tryna fake it
欺騙自己 而非展望未來
Waiting, waiting, troubles all around me now
等待著 等來的卻是煩惱
I know where you’re at, nowhere left to run
我知道你在何方 已經無處可逃
Wasted all our youth, scared of being young
荒廢青春 卻忌憚年少時分
It’s like dreaming, backwards
像做夢一樣 倒退回以前光景
Like dreaming, backwards
像做夢一樣 倒退回以前光景
Looking for the rain, when the sun is out
在豔陽天期待著下雨
Missing yesterday, instead of living now
念念不忘於過往而非活在當下
It’s like dreaming, backwards
像做夢一樣 倒退回以前光景
Like dreaming, backwards
像做夢一樣 倒退回以前光景
歌詞翻譯: 林郁北
#Dreamingbackwards #EllaVos #Mokita #Lyrics
quarters 在 雀兒喜的快樂生活 Chelsea's happy lifestyle Facebook 的最讚貼文
一份不到200卡!金黃酥脆的無油氣炸版香料鹹酥菇🍄Crispy air fryer mushrooms!super easy and yummy! 184kcal/19C/7F/13P
.
🍄tag 愛吃炸物的他
🍄追蹤 follow 雀兒喜的快樂生活 Chelsea's happy lifestyle
🍄訂閱更多subscribe #雀兒食譜chelsearecipes
.
很多dear敲碗鹹酥雞的熱量
家裡剛好有一包美人菇
家裡自從添購了氣炸烤箱
很少吃炸物
因為自己手作就能變化出超多樣化的氣炸酥脆煎炸物了❤️
今天要來分享這道超美味
金黃酥香的氣炸鹹酥菇
給愛吃炸物又怕胖的朋友
沾上健康低卡的優格芥末醬
真的能一解想吃鹹酥雞的慾望!
不敢相信一份無油
不僅低卡還有13克蛋白質!
蛋奶素朋友也能放心享用喔❤️
試試看,簡單懶人料理
你一定會喜歡!
🍄食譜:
一包美人菇(或任何你喜歡的菇類)
一匙麵粉
一顆蛋
蒜頭
巴西里
海鹽
黑胡椒
卡宴辣椒
優格
黃芥末醬
零卡甜菊液或羅漢果糖漿
🌟
✔️氣炸烤箱優惠連結:https://sansui1994.1shop.tw/vr7xae
🌟
🍄作法:
先把美人菇切塊
把吐司放入氣炸烤箱烤到金黃酥脆
被我偷吃了幾口
放入塑膠袋中
敲打成粉狀
打一顆蛋
加入蒜泥
攪拌均勻後
準備一個新的小盅
加入一匙麵粉
黑胡椒
海鹽
卡宴辣椒粉
巴西里
攪拌均勻之後
將美人菇沾一層香料麵粉
裹上蛋液
最後包覆一層麵包粉
就可以送入氣炸烤箱
兩面200度各烤7分鐘
挖一匙特調的低卡優格芥末醬
就完成啦!
🌟
🌟
金黃香酥的鹹酥菇沾上這低卡優格芥末醬真的超美味!
低卡高纖,好吃又解饞的小點心,你學起來了嗎?
趕快試試看吧
記得關注我訂閱更多食譜唷!
.
🍄RECIPE:
cut mushrooms into quarters
Bake 1 toast until golden and crisp.
Transfer the bread to a plastic bag.
gradually crush the bread into crumbs.
Beat 1 egg and minced garlic
Whisk in a small bowl
In another bowl,
Add 1 tsp flour
Black pepper
sea salt
Cayenne pepper
Parsley
Toss the mushrooms in the flour
then dunk it in the eggs
finally toss them in the breadcrumb
Push the basket into the fryer
and cook for 360°F 7 mins both side
Serve with this healthy yogurt mustard dipping sauce.
Air Fryer Mushroom pairs well with this dipping sauces
They are a low calorie and great source of fiber, too!
I’m sure you will love this easy-to-make appetizers.
.
#氣炸#氣炸鍋料理 #氣炸鍋食譜 #炸雞 #美食#健康 #健康飲食 #料理記録 #料理日記 #美味しいもの好きな人と繋がりたい #食譜#簡單料理 #簡易食譜 #菇#蘑菇#蛋奶素#點心#低卡#瘦身日記 #airfryer#airfryerrecipe #easyrecipes #mushrooms #easyrecipe #healthyfood #healthyeating #heathyrecipes #chef #homecooking
quarters 在 尋蹤覓蹟 Facebook 的最佳貼文
【PMQ元創方的前世:荷李活道已婚警察宿舍】
「PMQ元創方」位於中環鴨巴甸街35號,建於1951年。雖然今天我們經常簡稱元創方作PMQ,但有多少人知道這個英文縮寫的全名是什麼?其實PMQ全名是Police Married Quarters,跟元創方這三個字沒有關係,更不是其譯名。
要認識它的歷史,就要從1862年說起。當時,中央書院成立,國父孫中山亦曾在此就讀。書院在1889年遷往荷李活道後,改名成為皇仁書院。在1884年至1889年期間,由域多利監獄囚犯協助興建。建築屬新古典主義建築,採用多立克式設計,整座建築氣派非凡。此外,它更是當時全港第二貴的公共建築。但在日佔時期,校舍被戰火摧殘。
書院最後被迫搬離原址,而建築則被改建成已婚警察宿舍。位於鴨巴甸的正門位置曾經是居民出入宿舍的主要地方。現時,我們仍可看到中央書院遺留下來的兩段花崗岩地基遺蹟,當中有大小不一和形狀各異的鋪地瓷磚,極具特色。
曾經的已婚警察宿舍有兩層高的康樂設施,1950年代變成了荷李活道警察子弟學校,1981年成為中區少年警訊會所。今天,會所已被活化成一所餐廳,並保留當時的建築特色。2010年,PMQ被正式列入香港三級歷史建築,並活化成創意藝術中心。
quarters 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