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José Mourinho celebrated his 1️⃣0️⃣0️⃣0️⃣th game as a professional manager with a winning goal in stoppage time from El Shaarawy which took AS Roma to the top of Serie A❗
⭐⭐⭐
🏟 1️⃣0️⃣0️⃣0️⃣ matches
✅ 6️⃣4️⃣0️⃣ wins
🤝 1️⃣9️⃣8️⃣ draws
❌ 1️⃣6️⃣2️⃣ losses
🏆 2️⃣5️⃣ trophies
⏳ 6️⃣4️⃣% win rate
⚡⚡⚡
The Special One❗
🌻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
【LPL賽前分析】2021世界賽資格賽 RNG vs WE
－RNG戰隊在季後賽第三輪表現不如預期輸給了LNG，經過一段時間的調整，這場比賽已無退路，勢必得捍衛自己的世界賽資格以及榮譽。
－RNG戰隊有Cryin、GALA和Wei這樣的選手，推測在比賽前期雙方可能就會發生激烈碰撞，我們都知道RNG打野選手Wei在野區的侵略性極強，時常入侵野區利用對手發生失誤獲得優勢，因此眾多分析師都認為RNG取得首殺的可能性較高。
－談完打野選手Wei，上路選手Xiaohu便是RNG的不安定因素，Xiaohu夏季賽的表現起起落落眾所皆知，但每當Xiaohu取得一定優勢即可帶起整支隊伍的節奏。一旦上路Xiaohu穩住對線期，輔助選手Ming就能夠向上路輪轉對首個預示者發起進攻，因此RNG戰隊的首要策略無非是保證上路Xiaohu的發育。
－反觀WE戰隊可能會著重在下半區的資源掠奪，從數據上來看，WE戰隊在獲得第一條小龍的勝率來到60%，比起與RNG爭奪預示者所帶來的風險，可能會更樂意以小龍做交換。
－相比之下，RNG戰隊的協調性和節奏性更好，當獲得相當程度的領先時，基本上是不給任何機會的。在季後賽中兩度以三比零橫掃了WE戰隊，我們認為RNG戰隊在這場對戰中取勝的機率較高。
A Perfect Send Off
RNG vs WE
Match Time: Sep 3rd 9:30am CEST / 0:30am PDT
RNG previously lost against LNG in the third round of LPL playoffs. Now, they’re back after licking their wounds, ready to defend their reputation and qualify for Worlds.
When the team has star power players like Cryin, GALA, and Wei, you can be sure to expect fiery aggression right from the get-go. Since, their jungler Wei is widely known for his ability to spot the chink in armor and capitalize on his opposing team’s misplays, our analysts all agree that the odds for First Blood are definitely in RNG’s favor here.
Besides Wei, RNG’s X-factor is their top laner Xiaohu. Xiaohu may have lots of ups and downs, admittedly, but when he delivers, he delivers by carrying the whole team. Once he stabilized his lane, expect the team’s support Ming to rotate up for the first Rift Herald. This has been the go-to strategy for RNG this season.
While this is happening, team WE will look to steal the first dragon buff. After all, they have a 60% win rate on this objective and are very comfortable with contending the dragon the pit if need be.
We’ve all seen how coordinated and rhythmic RNG can be. When they are in the lead, they seem nearly unstoppable. Going against a team like WE, recently swept 3-0 in the playoffs for the second time, we can hardly imagine RNG not being the clear winner here. Bet in favor of them getting the Baron if you’re looking to grow your crypto in preparation for Worlds.
♦預測推薦：
比分預測：RNG 3:1 WE
首殺預測：RNG
首塔預測：RNG
小龍預測：WE
預示者預測：RNG
巴龍預測：RNG
立即參加預測：http://djesports.io/
DJ Esports電競 Discord頻道：https://discord.gg/djesportsx
As the meta in Pokemon GO Battle master league changes, I too would have to adapt to get better in using different Pokemon. However, in the video, I decide to use the exact same team which I was using in the last episode as it has served me really well.
Join me as I travel, eat and play Pokémon GO the way a local trainer would in their own country and city. Visiting one country and one city at at time through Pokémon GO.
Subscribe if you would like to watch my Pokémon GO travel adventure as I visit different countries, cities and communities, https://tinyurl.com/y65jruw2
Social:
Instagram: https://www.instagram.com/brandontan91/
TWITTER: https://twitter.com/brandontan91
Pokémon is Copyright Gamefreak, Nintendo and The Pokémon Company 2001-2016
All images and names owned and trademarked by Nintendo, Niantic, The Pokémon Company, and Gamefreak are property of their respective owners.
As the battles get tougher, it’s time for me to use an unconventional team which many people ain’t talking about. With the combination of these 3 Pokemon, they serve a really good purpose.
Join me as I travel, eat and play Pokémon GO the way a local trainer would in their own country and city. Visiting one country and one city at at time through Pokémon GO.
Subscribe if you would like to watch my Pokémon GO travel adventure as I visit different countries, cities and communities, https://tinyurl.com/y65jruw2
Social:
Instagram: https://www.instagram.com/brandontan91/
TWITTER: https://twitter.com/brandontan91
Pokémon is Copyright Gamefreak, Nintendo and The Pokémon Company 2001-2016
All images and names owned and trademarked by Nintendo, Niantic, The Pokémon Company, and Gamefreak are property of their respective owners.
Hearthstone ไทย เด็คใหม่ไต่แรงค์
รายการเด็คเด็ด เจ็ดดาว รายการที่จะรีวิวและอธิบายเด็คฮาร์ทสโตนให้ท่านผู้ชมทุกท่านได้ตัดสินใจเลือกเด็คเล่น
Hearthstone ไทย
Hearthstone เด็คใหม่ เด็คเก่ง
Hearthstone สอนเล่น
เด็คถูก
Midrange hunter
เด็คไต่แรงค์
Facebook : https://www.facebook.com/Warakit17
Code deck
### free to play
# Class: Hunter
# Format: Standard
# Year of the Raven
#
# 2x (1) Dire Mole
# 2x (1) Jeweled Macaw
# 2x (1) Springpaw
# 2x (2) Crackling Razormaw
# 2x (2) Dire Wolf Alpha
# 2x (2) Headhunter's Hatchet
# 2x (2) Scavenging Hyena
# 2x (3) Animal Companion
# 2x (3) Bearshark
# 2x (3) Kill Command
# 1x (3) Ornery Tortoise
# 2x (3) Unleash the Hounds
# 2x (4) Flanking Strike
# 2x (4) Houndmaster
# 1x (5) Baited Arrow
# 2x (5) Fungalmancer
#
AAECAR8CoooD5IoDDqgCtQPZB+sH2wmBConDAo7DAtfNAt3SAtHhAovlAqCFA7CLAwA=
#
Highest Win Rate Champions // EACH LANE. Mobile uploads · Mar 27 · Facebook for Android ·. View Full Size · Mobalytics and 6 others like this. Loading. ... <看更多>
top win rate 在 Top 10 Highest Win Rates in League of Legends History 的美食出口停車場
Top 10 Lowest Win Rates : https://youtu.be/uPenzNoq97E▻▻ Top 5 Buffs Meant to Be Nerfs: https://youtu.be/PQdaQXup6A4➥ Subscribe: ... ... <看更多>