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我們在工作中越舒適，我們的生產力就越高。如果我們太冷或太熱，如果我們的燈光太亮或太暗，或者如果空氣品質不理想，我們的工作就會受到影響。這就是擁有 HVAC（供暖、通風、空調）系統如此重要的原因。當然，它需要正常工作以創造理想的內部環境，以實現最大的舒適度和生產力，但它也需要高效以優化其能源消耗。與你的暖通空調一樣重要，它很可能是你建築物中最大的能源消耗者。值得慶幸的是，智慧建築創新和新技術，比以往任何時候，都更加專注於提高 HVAC 系統的效率和降低能耗……
[ 𝐴𝑖𝑟𝑇𝑖𝑡𝑎𝑛™ 𝑋 𝐻𝑎𝑛𝑙𝑖𝑏𝑢𝑏𝑢 𝐵𝑈𝑌 1 𝐹𝑅𝐸𝐸 2 ]
Airsurance
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你们知道买吗？室内空气中所存在的有害微生物及病毒，仍然有机会透过冷气机的制冷过程，在空气中循环散播，威胁健康。按装了AirTitan 纳米二氧化钛涂层由纳米二氧化钛和紫外灯组成的光催化反应涂层，能够破坏并分解空气中病原的蛋白质，提高其杀菌效果。AirTitan适用于冷气空调机，便于各种室内场所使用。被净化的空气，可经由冷气空调系统的流速，分布覆盖范围。无需更换冷气机，便可升级室内空气的安全卫生，以及达到除臭抗菌的作用。❇️
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今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.
在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?
而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?
其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.
而在IPO中, 也有這類的好公司.
Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)
Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.
下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.
也祝福大家找到&培養自己的能力圈, 穩穩獲利.
Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff
No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT
Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX
One of the most glorious things I have seen involving the stock market in ages happened today.
Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?
Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.
Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.
Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.
I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.
Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.
The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.
These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.
I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.
Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.
Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.
I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.
I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.
You did.
PERFORMING A LAB TEST FOR SUBJECT HVAC FOR AUTOMOTIVE WITH SUBJECT CODE BMMA 3543
Student's Name: ILHAM MUDZAFFAR BIN ABD. MUTEK
Matric Number: B091810030
Program: 3BMMA
Section: S2/1
Full Project Details @ http://www.TheBuild.tv/stone-house-project
Pouring concrete in 10 degree weather is challenging to say the least! But we got it done, so I'm one step closer to installing my first pool.
Big thanks to Felipe from BPI Construction & Digger Dave for all their expertise, and willingness to get'er done ??
If you wanna learn more about the products I'm using:
Shipping Container Pool: https://tanglepools.com
HVAC: https://www.trane.com
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古めの欧州車に共通の悩みといえば内装パーツのベタベタ問題。987ボクスターの場合はエアコンのスイッチがベタベタになります。
今回はパーツを交換することによって、これを根本的に修理します。
使用したパーツ
Porsche 997, Cayman, Boxster AC Climate Control HVAC Replacement Switches NEW
https://www.ebay.com/itm/293569739259
次の動画
サーキット用に買ったオンボロホイールを装着【ポルシェボクスター23】
https://youtu.be/gT20mJp3y9k
前回の動画
スキャンツールで愛車の機能が増える!!【コーディング】【ポルシェボクスター21】
https://youtu.be/2iN0Mn9HG9E
ポルシェ ボクスターS
2006年式 走行 11万8,000キロ
エンジン 水冷水平対向6気筒 3.4リットル 295馬力
トランスミッション 6MT
youtubeでは10万円台など激安の輸入車のほうがインパクトがあると思います。
僕も12万円のBMWを買いました。
動画は好評で、BMWを買いましたという人もたくさんいらっしゃって嬉しかったですが
視聴者の方が購入したのは10万円台よりは高額なモデルばかりでした。
安く輸入車を楽しみたいと考えた場合、10万円代というのは逆に怖くて買えない。
ならば、僕もそれなりの金額のモデルを購入したほうが
共感が得られ、視聴者の参考にもなるのではないかと考えました。
当初は100万円くらいで考えていて、ちょっと自分の趣味に流されて
190万円になってしまったのですが、
それでも新車なら軽自動車でももっと高いモデルはあるし、
スポーツカーならスイスポより安いくらいです。
もちろん、購入価格が現実的でも、その後の維持費が高くてはだめなのですが
そこを僕が検証していきます。
ポルシェをゴリ押しするわけではないので、
結局、ポルシェの維持費は高すぎるねってことになるかもしれません。
まーさんガレージのwebサイト
https://ma-g.jp
便利な再生リストとしてご利用ください
●まーさんのツイッター
https://twitter.com/yamada911
まーさん(山田正昭)
好きなものはクルマ、バイク・・・の整備。機械いじりの真似事が好きです。あと、パソコンいじりとかカメラ、マンガ、アニメなども好きです。いわゆるオタクです。
まーさんのチャンネルでは、クルマやバイクを修理したりレストアしたり壊したりする動画を中心にアップしていきます。
#まーさん #ボクスター
0:00 あいさつ
00:31 現状確認
01:07 エアコンコントロールユニットを取り外す
03:19 ユニットを分解する
05:42 スイッチを取り外す
07:24 新しいスイッチを用意
08:38 スイッチを取り付ける
10:56 動作テスト
11:51 完了
12:46 e-bayでの購入方法
What is HVAC? HVAC is an acronym that stands for Heating Ventilation and Air Conditioning. This article will tell you how these systems work and more. ... <看更多>
hvac 在 建華物業AssetPlus Taiwan Limited | Facebook 的美食出口停車場
What is HVAC? HVAC is an acronym that stands for Heating Ventilation and Air Conditioning. This article will tell you how these systems work and more. ... <看更多>