Alhamdulillah. YB Fuziah (Kak Gee) who attended the PH - Minister Tengku Datuk Seri Utama Zafrul meeting today, informed me that MOF is keen to produce a Gender Responsive Budget (GRB) with Environmental, Social and Governance (ESG) elements for the upcoming budget. If truly realised, it would be a positive step towards addressing gender equality, and future proofing Malaysia. She also informed me that Minister DS Tengku Zafrul showed interests in MPI as a tool.
KEADILAN MPs have been working hard on these matters as part of our pre-budget preparations led by Wong Chen.
Thank you very much for the stellar work done, Ale, Wong Chen’s officer - for collating all the written suggestions and recommendations over the many pre-councils between KEADILAN MPs.
Having completed our MPI survey, led by Professor Fatimah Kari & her team, local enumerators and our ground office - culminating in a finalised report on measuring the different dimensions of poverty (six conventional & 3 COVID-19 related) in Permatang Pauh, -it brings me pleasure to have my colleagues champion a more progressive and future proof measurement of poverty & its alleviation in the upcoming Budget and 12th Malaysia Plan.
Our office finalised a few recommendations to the MOF - specifically seeking an MPI centred approach to poverty eradication; and adoption of gender responsive measures in the dispensing of our national budget. The findings through our MPI survey confirmed that women headed households are in deeper financial crisis in comparison to conventional households - with a concerning intergenerational lack of social and educational mobility and increased food poverty amongst children.
As such - our national budget must be responsive to gender - a principle that carries through to the point of implementation. Since MOF limited reps to three from each party; I urged that YB Fuziah be included together with Wong Chen and our SecGen. Kak Gee (YB Fuziah) has been a long time advocate of gender responsive budgeting and together — the three of them also stressed the need for Malaysia to achieve the SDGs - specifically the 5th, in tandem with a more realistic measurement of poverty.
As for me; the task of briefing Minister Dato’ Seri Mustapa Mohamed on our completed MPI survey & our discussion on the key highlights to be raised during our 12th Malaysia Plan RTM session tomorrow night gave me some hope - of a new dawn in poverty eradication - if not necessarily, new politics 😅 Cautiously optimistic, bak kata Uncle Wong Chen.
Much to do - waver, we mustn’t.
Please note we are planning the launch of our MPI report. Join us as the date nears #Parlimen!
同時也有16部Youtube影片,追蹤數超過283萬的網紅bubzbeauty,也在其Youtube影片中提到,Sponsored by iRestore. To find out more about the Hair Growth System, check out: https://glnk.io/88y9/bubzbeauty . If you’ve done your research and a...
「be optimistic」的推薦目錄:
- 關於be optimistic 在 Facebook 的最佳貼文
- 關於be optimistic 在 有錢人想的都一樣 Facebook 的精選貼文
- 關於be optimistic 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於be optimistic 在 bubzbeauty Youtube 的最讚貼文
- 關於be optimistic 在 Bubzvlogz Youtube 的精選貼文
- 關於be optimistic 在 Crappy Blogger Youtube 的精選貼文
- 關於be optimistic 在 Robert Downey Jr - “Choose to be optimistic, it feels better.” 的評價
- 關於be optimistic 在 Reasons To Be Optimistic About The Future - YouTube 的評價
be optimistic 在 有錢人想的都一樣 Facebook 的精選貼文
哈佛大學推薦:20種快樂的方法
1. Be grateful.
學會感恩。
2. Choose your friends wisely.
明智的選擇朋友。
3. Cultivate compassion.
培養同情心。
4. Keep learning.
不斷學習。
5. Become a problem solver.
學會解決問題。
6. Do what you love.
做你愛做的事情。
7. Live in the present.
活在當下。
8. Laugh often.
經常微笑。
9. Practice forgiveness.
學會原諒。
10. Say thanks often.
常說謝謝。
11. Create deeper connections.
學會深交。
12. Keep your agreement.
信守承諾。
13. Meditate.
反思、冥想。
14. Focus on what you’re doing.
關注你在做的事情。
15. Be optimistic.
樂觀。
16. Love unconditionally.
無條件付出愛。
17. Don’t give up.
永不放棄。
18. Do your best and then let go.
盡力而為,然後隨緣。
19. Take care of yourself.
照顧好自己。
20. Give back.
感恩圖報。
be optimistic 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
be optimistic 在 bubzbeauty Youtube 的最讚貼文
Sponsored by iRestore.
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Hello everyone! How are you all?
After almost half a year, I’m so delighted to finally get my hair done again. Oh to sit on a salon chair for hours again. I figured it would be an opportunity to do a hair reveal alongside with my 8 month tummy tuck update.
My tummy tuck was definitely one of the best things I did last year. The scarring will take time to fade and while I’m optimistic that it will lighten and smooth out more, I have happily accepted I will always have a scar that will run hip to hip. The best thing about my tummy tuck is definitely the muscle repair.
I forgot to mention that sometimes when I lay on my tummy (especially left side), I do feel a little tugging in the tummy region. Never painful or too uncomfortable but I do feel the stretch so then I will change sleeping position. I will hopefully make a final tummy tuck scar update several months later.
As for my new hair, I LOVE IT!!! I feel so light and fresh with the shorter hair. I feel like I could definitely go even shorter next time. It’s basically a blunt lob with ash balayage if this helps.
As much as I adore my partner, please understand even though he is very excited to trial the hair growth system, he is still a very private person. Nonetheless, I hope it was a delight to catch him for the first and probably last time on this channel heh.
New video coming soon!
Have an amazing day everyone.
All my love,
Lindy xo
Music by kelsat - Exhale - https://thmatc.co/?l=E0810290
Music by JEN Z - Falling to Your Knees - https://thmatc.co/?l=CA9B600B
Music by Mr. Chase - Calling Home - https://thmatc.co/?l=11ECCADF
![post-title](https://i.ytimg.com/vi/q0KKtjyobvc/hqdefault.jpg)
be optimistic 在 Bubzvlogz Youtube 的精選貼文
HAPPY NEW YEAR!
This is our last vlog of 2020. Can you believe it? As strange as this year has been, thankfully it has flown by for our little family. This was the year I wore a mask more than I wore a bra. It was also the year I saw my postman more than my own family and friends. Still, I am thankful for my loved ones being healthy and well. I know everybody is sick of 2020 and hopes the New Year will be better. I am optimistic about the future but honestly, I'm just taking it one day at a time and celebrating little wins. I read a quote that says 2021 shouldn't be looked at as some magical year. Instead, we must also take ownership of our actions, change our habits to support our growth and make health and happiness a priority. Here's to not only GOING through 2021 but GROWING through it!!
Wishing you a SAFE HEALTHY AND HAPPY NEW YEAR. May your bowel movements always be smooth and regular.
All my love,
Bubz xo
Music by Fiji Blue - Butterflies - https://thmatc.co/?l=46147060
'Shine' and 'The Lights Ahead' by MJ Lee: https://mjleedot.com/
![post-title](https://i.ytimg.com/vi/LbnhYuc0CnU/hqdefault.jpg)
be optimistic 在 Crappy Blogger Youtube 的精選貼文
For more follow at
Facebook: https://www.facebook.com/crappyblogger/
Instagram: https://www.instagram.com/crappyblogger_/
Blog: www.crappyblogger.com
Psyched Blog: https://www.crappyblogger.com/search/label/Psyched
1. You are who you think you are
Yes! Don't wait for somebody to come and tell you that "You're perfect and you're the most beautiful person in this world". Tell yourself that "you're perfect and you're the most beautiful person in this world". Coach your own self and emotions. When you're sad pat yourself and tell "Don't worry you have yourself to make you feel better". With this, you will feel more optimistic about yourself and you will start to trust your own will.
2. Compete with none other than you!
Just because somebody is in a better place compared to you that doesn't make them any better and you to be any lesser. So focus on yourself and create some aims for you. Reach your goals one by one and in no time you will be in a far way better place than you're now. So the only person you should be competing is you.
3. Give the muscles in your body some work
Move some muscles so your body can feel refreshed and rejuvenated. It also helps to boost your mood to make you feel like you can move a mountain. Don't feel better even after moving a few muscles? It's time to enter a gym or try a few good sports like badminton or swimming.
![post-title](https://i.ytimg.com/vi/5PnjHXr4nlo/hqdefault.jpg)
be optimistic 在 Reasons To Be Optimistic About The Future - YouTube 的推薦與評價
![影片讀取中](/images/youtube.png)
As we head through hard times things can seem rather bleak, but there's lots of amazing and beneficial technologies on the horizon. ... <看更多>
be optimistic 在 Robert Downey Jr - “Choose to be optimistic, it feels better.” 的推薦與評價
Choose to be optimistic, it feels better.” - Dalai Lama XIV. ... Does it count to be optimistic in a pessimistic way? O.o. 10 年 举报. ... <看更多>