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今日揀咗六篇新聞及評論：
（一）繼北京話要加入「跨太平洋夥伴全面進展協定」，台灣又話要申請成為會員；
（二）John Bolton 為 The Economist 寫嘅一篇 By Invitation，講佢對 AUKUS 嘅睇法；
（三）習近平拍咗一條片畀聯合國，話會停止境外嘅煤電廠；並且 2060 年會做到碳中和；
（四）China Quarterly 一篇題為 Who Not What 嘅論文，分析中共處理輿論嘅思維同程序；
（五）Foreign Affairs 一篇題為 China's Social Credit Systems is Actually Quite Boring 嘅論文 ；
（六）如何有效學習 from Psyche
全部內容：https://bit.ly/2XBzCEa
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【廣告】由十月起是日精選呢個 feature 就只有付費會員專享；十月前加入，會送多一個月免費迎新優惠。
微軟宣布打算最高再花600億買回自家股票
滿手現金的巨頭，有很多錢可以回購股票，這是一大撐盤力道
🌻本周做的閱讀與功課:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_26.html
這周的功課有些落後. 之後可能會補東西進去. 不過重點就是這兩天的Jackson Hole 會議, 以及下周的非農.
🌻近期整理好的一些財報電話會議內容, 我會陸續放到部落格那邊. 請有興趣的讀者自行去找找. 如果還沒放上, 那就是還在進行中.
🌻Snowflake (SNOW) earnings analysis by Morgan Stanley
這家的熱度很高, 不過我沒有在follow. 下面是Morgan Stanley對於SNOW這次的財報, 所給予的評價. 供有興趣的讀者參考.
Snowflake Delivers a Solid Raise to Go Along With the Beat, as Visibility into Customer Expansion Improves. Another quarter of triple-digit product revenue growth (103% vs. 110% in 1Q22), came in 6% ahead of consensus, enabled by a set of underlying business metrics that remain best-in-class in enterprise software, including: 1) 169% net-revenue retention, which improved from 168% in Q1, 2) 60% YoY growth in total customers and 3) 107% YoY growth in customers spending in excess of $1 million in product revenue. More importantly, for the first time as a public company, management raised guidance in excess of the quarterly beat and ahead of consensus with the high end 3Q/FY22 product revenue guidance coming 5%/3% ahead of consensus. This reflects management's greater visibility into the consumption patterns of large customers – a fact underscored by CFO Mike Scarpelli reiterating expectations for 160%+ net revenue retention for the balance of the year. Furthermore, the company appears to be advancing its position beyond a cloud data warehouse, as evidenced by early traction in new areas including SnowPark (modern data pipelines), security analytics, machine learning and data exchange. The one area of controversy coming out of Q2 results was the sharp deceleration in RPO, which slowed to 122% YoY from 206% the prior quarter. However, we note that RPO growth was negatively impacted by the lapping of longer contract durations and a tough compare from the ~$100 million, 3-year deal with a large customer in the year ago period. Management noted that growth in new annualized contract value accelerated versus 2Q21. Overall, we are encouraged by Snowflake's meaningful beat and raise, and take our PT to $295. However, with shares trading 54x revenue (0.67x rev growth-adjusted), we look for a pull back to generate a better risk/reward profile.
🌻美國很有名的一位"farm-influencer", 鄉村部落客, 專門描述農村&田園的部落客: https://www.instagram.com/hcneeleman/
WSJ前幾天有篇文章, 是講現在的一個美國次文化(鄉村/農村文化farm culture). 加上疫情後, 很多人搬到鄉村或是郊區, 讓這樣的文化更盛行了起來. 相關個股是連鎖零售店Tractor Supply (TSCO)以及鞋店Boot Barn (BOOT).
https://www.wsj.com/articles/instagram-stars-make-farm-life-look-delightfulminus-the-manure-11629733123
Pictures: Tractor Supply內部照片
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- References -
- Ahn, P. (2009). Harisu: South Korean cosmetic media and the paradox of transgendered neoliberal embodiment. Discourse, 31(3), 248-272.
- Arora, S., Singhai, M., & Patel, R. (2011). Gender & Education determinants of individualism — Collectivism: A study of future managers. Indian Journal of Industrial Relations, 47(2), 321-328.
- Berry, C. (2001). Asian values, family values: Film video, and lesbian and gay identities. In Sullivan, G., & Jackson P. (Ed.), Gay and lesbian Asia: Culture, identity, community. (pp. 211-232). Binghamton, NY: Harrington Park Press.
- Bong, Y. D. (2008). The gay rights movement in democratizing Korea. Korean Studies, 32(1), 86-103.
- Cho, J. P. (2009). The wedding banquet revisited: "Contract marriages" between Korean gays and lesbians. Anthropological Quarterly, 82(2), 401-422.
- Choi, J. S. (2014). Korean culture orientation: Daily-life and religious culture volume. Sonamoo Publishing.
- Jang, H. S. (n.d.). Resource center of young women service review (늘푸른 사업 리뷰). Retrieved from http://www.seoul.go.kr/info/organ/center/1318_new/info/review/1253299_13874.html
- Kim, H. Y., & Cho, J. P. (2011). The Korean gay and lesbian movement 1993-2008: from "identity" and "community" to "human rights". South Korean Social Movements: From Democracy to Civil Society, 206-223.
- Kim, Y., & Hahn, S. (2006). Homosexuality in ancient and modern Korea. Culture, Health & Sexuality, 8(1), 59-65.
- Kwak. L. G. (2012, April 25). Who murdered a 19-year old LGBT teen (누가 열아홉살 동성애자를 죽였나). Oh My News. Retrieved from http://www.ohmynews.com/nws_web/view/at_pg.aspx? CNTN_CD=A0001724998
- Lee, J. E. (2006). Beyond pain and protection: Politics of identity and iban girls in Korea. In Khor, D., & Kamano, S. (Ed.), Lesbians in east Asia: Diversity, identities, and resistance. (pp. 49-67). Binghamton, NY: Harrington Park Press.
- Novak, K. (2015). The problem with being gay in South Korea. Retrieved from http://edition.cnn.com/2015/10/18/asia/south-korea-being-gay/
- Park, H., Blenkinsopp, J., Oktem, M., & Omurgonulsen, U. (2008). Cultural orientation and attitudes toward different forms of whistleblowing: A comparison of South Korea, Turkey, and the U.K. Journal of Business Ethics, 82(4), 929-939.
- Seo, D. J. (2001). Mapping the vicissitudes of homosexual identities in South Korea. Journal of Homosexuality, 40, 65-79.
- Song, J. (2014). Living on your own: Single women, rental housing, and post-revolutionary affect in contemporary South Korea. SUNY Press.
- Do Koreans Support LGBTQ+? (Ft. Seoul Queer Parade) | ASIAN BOSS https://youtu.be/p_vsIEs72p8
- Koreans React To K-pop Singer Coming Out As Bisexual [Street Interview] | ASIAN BOSS https://www.youtube.com/watch?v=BKL9VrqLJZE
- Is South Korea's LGBT+ community being scapegoated for COVID-19 spread? https://www.dw.com/en/is-south-koreas-lgbt-community-being-scapegoated-for-covid-19-spread/a-53423958
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quarterly · a.[Z 季度的，按季度的；（盾形紋章）分為四部分的 · adv. 按季度，一季一次地；（盾形紋章）縱橫四分地 · n. 季刊[C] ... ... <看更多>
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