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Derby County are set to go into administration amid their continued financial problems❗
📉📉📉
The Rams face a possible double-digit points deduction as penalty❗
⚽️⚽️⚽️
Tough times ahead❗
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🌻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
Frank Vogel congrats LeBron's birth day and his double-digit streak reaches 1,000 games
The Denver Nuggets don't care if they win ugly sometimes.
Allen Iverson scored 23 points and Kenyon Martin had 20 points, 12 rebounds and five blocks to lead Denver to a 101-97 victory over the Sacramento Kings on Saturday night.
"You've got to win ugly in this league," Nuggets coach George Karl said. "There's no way you win pretty every night."
John Salmons led the Kings with 25 points, and Beno Udrih added 24 for the Kings, who had a chance to win in the closing seconds despite playing the second of back-to-back games. Francisco Garcia missed a 3-pointer with 1.9 seconds left that would have given Sacramento a 100-99 lead, and then the Kings threw away the ensuing inbounds pass with .7 seconds left.
"I got fouled on that last 3," said Garcia, who finished with 21 points. "I thought (Iverson) hit my hands; that's why I fell."
It wasn't a pretty finish, but it was fitting for this game. The Nuggets couldn't put away Sacramento despite leading by 12 at halftime and 13 early in the third quarter. The Kings kept crawling back, thanks to 26 Denver turnovers.
"The 26 turnovers was kind of crazy," Karl said. "I want play aggressive, I want to play fast, I want to play wild at times, but I don't want to pass the ball crazy."
The last turnover was nearly the most costly. With Denver leading 99-97, Udrih stole Iverson's pass with 8.9 seconds left. Ron Artest drove to the bucket but kicked it out to Garcia for a 3.
"When it is all said and done, we had a chance to win it, and we didn't," Sacramento coach Reggie Theus said.
Anthony Carter was a big reason the Kings didn't win. The guard tied his season high in points with 17, and he kept the Nuggets close with 10 points in the third quarter.
"The opportunity was there," Carter said. "They kept coming off of me. I was trying to shoot the ball, take the ball to the basket and create."
With Carmelo Anthony struggling, Denver needed Carter's offense to enter the fourth quarter down by only one.
"I don't know if we win it without AC and Kenyon playing like they were playing," Karl said. "They had good energy."
The Nuggets led 59-47 at the intermission and increased it to 65-52 before the Kings made a run. Salmons' 3 with 4:38 left in the third cut Denver's lead to 69-68.
Salmons' steal and fast-break bucket, and Udrih's two layup gave Sacramento a 76-71 lead late in the third quarter.
The Nuggets trailed 80-77 early in the fourth when J.R. Smith converted a three-point play to tie it. Carter made a layup, and after a Sacramento turnover, Iverson's layup made it 84-80.
Artest and Udrih hit buckets to tie the game with 7:46 left, but the Nuggets went on an 8-0 run and the Kings were never able to take the lead in the fourth.
"We worked hard to come back and give ourselves a chance to win the game," Udrih said.
Iverson scored 19 in the first half as the Nuggets built a double-digit lead. His tip-in with 8:02 left in the second quarter was part of a 14-2 Nuggets run that gave them the lead.
During that run, he scored on a layup and fed Martin on an alley-oop that made it 50-42.
The Kings stayed with the Nuggets in the first quarter. Salmons had 15 points on 7-for-8 shooting in the first 10 minutes to give Sacramento an early lead. Iverson had 11 points and Anthony had 10 of his 14 to keep the game tied at 34 heading into the second quarter.
Game notes
Nuggets C Marcus Camby had his 6,000th career rebound in the first quarter. ... Nuggets F Eduardo Najera suffered a left knee contusion in the first quarter when he collided with Kings C Spencer Hawes with 2:23 left in the period. He hit a free throw before leaving the game with 6.5 seconds left. He did not return.
Toni Kukoč (pronounced [kukotʃ]; born September 18, 1968) is a retired Croatian professional basketball player. Kukoč was renowned for his versatility and passing ability; although his natural position was small forward, he played all five positions on the court with prowess and demonstrated court vision and an outside shooting touch that were seldom found in players of his height. After a highly successful period in European basketball, Kukoč was one of the first established European stars to play in the National Basketball Association (NBA).
Having been drafted by the NBA's Chicago Bulls in 1990, he continued to play in Europe, until finally reporting to the Bulls in 1993, when the team had just finished its first three-peat and had lost Michael Jordan to retirement. While disappointed at the time that he could not play with Jordan, Toni made his NBA debut on November 5, 1993.[4] although Jordan returned to the Bulls in March 1995.
The 6'11" (2.11 m) Kukoč came off the bench in 1993–94 behind small forward Scottie Pippen and power forward Horace Grant, though Kukoč could play shooting guard and center as well. Kukoč put up a solid rookie campaign, averaging double-digit scoring and earning a berth on the All-Rookie Second Team.
On May 13, 1994, at the end of Game 3 of the Eastern Conference Semifinals, the Bulls and the New York Knicks were tied at 102 with 1.8 seconds left. Bulls coach Phil Jackson designed the last play for rookie Kukoč, with Scottie Pippen charged with inbounding the basketball. Pippen was so angered by Jackson's decision to not let him take the potential game-winner that he refused to leave the bench and re-enter the game when the timeout was over. Kukoč did hit the game-winner, a 23-foot fadeaway jumper at the buzzer, though the Bulls eventually lost the series in 7.
After Grant left in the offseason, Kukoč moved into the starting lineup and finished the 1994–95 season second on the Bulls in scoring, rebounds and assists behind Pippen. Furthermore, Michael Jordan would return to the Bulls in March, granting Kukoč's wish to play alongside him.
For the 1995–96 season, the Bulls were bolstered by both Jordan's return to full form and the offseason acquisition of exceptional rebounder Dennis Rodman. With Pippen still at small forward, coach Phil Jackson saw it best to have Kukoč continue to be a bench player. Kukoč was third on the team in scoring (behind Jordan and Pippen) and was rewarded for his efforts with the NBA Sixth Man of the Year Award. He also assisted the Bulls to a 25-game turnaround and the best record in league history at 72–10, as well as the fourth championship in team history. Kukoč is currently the last player to win the NBA Sixth Man of the Year Award and the NBA title in the same year.
In 1997 and 1998, Kukoč again came off the bench as sixth man as the Bulls won their fifth and sixth NBA titles. Once again, he was the team's third-leading scorer.
In early 1999, the team was broken up, and Kukoč was one of the only players from their championship years that the Bulls retained. In the lockout-shortened 1998-99 season, he led the team in scoring, rebounding, and assists. During the 1999–2000 season as Chicago continued their rebuilding scheme, Kukoč was traded to the Philadelphia 76ers for whom he played briefly before he was soon traded again to the Atlanta Hawks. After a short stint with the Hawks, he finally found himself in a more suitable fit with the Milwaukee Bucks via a third trade.
double digit 在 Double Digit Coaching - Home | Facebook 的美食出口停車場
Forgiveness. I think one of the biggish challenge ladies in triple-digit have is the ability to forgive themselves. Yes you have put yourself in this ... ... <看更多>