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[爆卦]re004評價是什麼？優點缺點精華區懶人包

雖然這篇re004評價鄉民發文沒有被收入到精華區：在re004評價這個話題中，我們另外找到其它相關的精選爆讚文章

在 re004評價產品中有13篇Facebook貼文，粉絲數超過8,093的網紅貓的成長美股異想世界，也在其Facebook貼文中提到， 🌻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...

　同時也有12部Youtube影片，追蹤數超過8萬的網紅SAVI魔人，也在其Youtube影片中提到，MEWE►►https://mewe.com/p/%E9%AD%94%E4%BA%BAsavi Instagram►►https://www.instagram.com/savi39x/ 我的專頁►►https://www.facebook.com/SAVI39x 魔人專用discord群組：htt...

「re004評價」的推薦目錄

re004評價 在 Tastes • In Life......味•道人生 Instagram 的最讚貼文

2020-05-02 04:56:27

[TAIPEI - 千壽☺️] This is my first re-visit of the restaurant since the departure of Adachi san and Watanabe san few years back. This new chef is more ...

  • 貓的成長美股異想世界

    re004評價 在 貓的成長美股異想世界 Facebook 的最佳貼文

    2021-09-06 07:52:03
    有 69 人按讚

    🌻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

  • PTT Gossiping 批踢踢八卦板

    re004評價 在 PTT Gossiping 批踢踢八卦板 Facebook 的最佳貼文

    2021-07-20 12:10:46
    有 738 人按讚

    有人跑去幫灌5顆星評價? @@ 有需要這樣嗎?
    Re: [新聞] 戴資穎擠3星旅店！中國選手「超豪華海景住宿」被翻出　網羨慕炸 https://disp.cc/b/163-dR1n ｜新聞原文 https://disp.cc/b/163-dR0i

  • 立法委員葉毓蘭

    re004評價 在 立法委員葉毓蘭 Facebook 的最佳貼文

    2021-05-27 14:52:16
    有 457 人按讚

    #請蔡總統不要再阻擋台灣人打BNT疫苗

    面對國人持續攀升的確診數，與快速增加的死亡人數，光昨日就有11人，今天又有13人因染疫死亡。相較起蔡政府的漠不關心，國民黨地方首長心急如焚為國人找疫苗討救兵。但當南投縣林明溱縣長談妥採購救命疫苗，找到世界評價最好的BNT疫苗，只差中央許可之際，神隱多時的蔡總統再度出擊，除了再度搬出無人可以證實的大陸干預德國BNT疫苗採購為自身採購無能卸責，再提出只能跟原廠買疫苗的謬論，最後繼續將未能兌現的疫苗採購數字繼續加碼推遲至8月。
    -
    對於買疫苗，蔡政府「講甲規畚箕，做無一湯匙。」從去年底疫苗數量喊價超過50次，數字從100萬劑，再到1000萬、2000萬劑，最高喊到4500萬劑。但至今實際到貨僅71.6萬劑。
    -
    採購疫苗完全失能的蔡政府，自己買不到疫苗，還阻攔其他買得到的人。除了民進黨口中無法證實的中國大陸阻擋因素，顯然國人唯一看到的是民進黨才是真正阻擋世界最好BNT疫苗進口的人。不怪乎台北市長柯文哲感嘆，這個狀況要撐到8月撐不下去，台灣人會死傷慘重。但政府仍是依然故我，繼續力阻能拯救國人的疫苗進口。
    -
    蔡政府一連串的荒腔走板，高達7成民調認為本次疫情失控是人禍，但是網友認為的人禍之首范大委員，在3+11之後再度提出高見，附和蔡總統的「跟代理商買出問題誰負責？」從疫情慘痛的人禍經驗來看，只恐范大委員專業意見將會是下一個人禍的開端，而這段期間網友怒嗆因為范委員的3+11，至今已有超過34人病逝，其中還以高齡者為主的，但范委員認為對此完全無須負責，請問范大委員這次力阻國人施打BNT，又將犧牲多少國人，到時候是否又不會為她說的話負責？
    -
    除范大委員外，民進黨發言人，八千元房東顏若芳也說出民進黨的心裡話，想要打BNT疫苗的「請自行搭飛機過去中國打，慢走不送！」人命關天，執政黨發言人，這樣的冷酷的發言，對於每日大量增加的確診者，與病逝者家屬來說，真是情何以堪。但也點出了一個事實，#只要民進黨繼續執政的一天，#台灣人就沒有BNT疫苗可以打。所以國人要認清楚，這個黨，心中到底有沒有人民？

    參考閱讀
    蔡英文 Tsai Ing-wen 疫苗的購買，都必須由 #中央統籌
    https://www.facebook.com/tsaiingwen/posts/10157494922536065
    稱BNT疫苗因中國介入無法簽約 留言灌爆蔡英文臉書
    https://udn.com/news/story/122190/5487749
    凌濤 - Tao Ling 政府疫苗說詞整理
    https://www.facebook.com/story.php?story_fbid=102037658760610&id=101983198766056
    柯P：這個狀況要撐到8月撐不下去 會死傷慘重
    https://udn.com/news/story/122173/5486086?from=udn-ch1_breaknews-1-cate1-news
    范雲臉書消失「3＋11」天遭網友灌爆 民調7成認為疫情失控是人禍
    https://newtalk.tw/news/view/2021-05-26/579753
    南投縣政府要自行採購輝瑞疫苗 范雲：跟代理商買出問題是誰負責？
    https://newtalk.tw/news/view/2021-05-27/579831
    范雲問跟陸買疫苗「出事誰負責」 網反嗆病死的34人又要找誰負責？
    https://www.chinatimes.com/realtimenews/20210526006621-260405?chdtv
    Re: [爆卦] 范雲:跟中國代理商買BNT 出事找誰
    https://www.ptt.cc/bbs/Gossiping/M.1622041911.A.8BE.html
    顏若芳 請自行搭飛機過去中國打，慢走不送！
    https://www.facebook.com/100044231449245/posts/322358402581872/?d=n
    柯文哲嗆蔡英文：疫苗不要講空泛數字 逼我自謀生路
    https://udn.com/news/story/122190/5487088
    #

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