Now on Sale
https://takaya.zaiko.io/e/hanayuishi2021
Live streaming from Konkai-Komyoji Temple in Kyoto
Saturday, October 30, 2021
15:30 Start on fine weather
17:30 Start on rainy weather
Archive video will be available on Zaiko until 23:59, Wednesday 2/11/2021. (You can watch as many times as you want during this period)
NOTICE: *In case of raining, the performance starts at 17:30. You will receive an email from Zaiko if the time is changed on the day.
【Tickets】
2250yen (including 250yen for handling fee)
Available on Zaiko from 1 Oct (Fri) 10:00 - 3 Nov 21:00 (JST)
*You will need to register for a ZAIKO account to purchase tickets.
【Before Watch】
Register and watch guide
https://www.youtube.com/watch?v=BwDzQxC8vlE
☆Please refer to the support page on the ZAIKO website for information on how to watch the show and detailed settings.
https://zaiko.io/support
ーーーーーーーーーーーーーーーーーーーーーー
Tohru Yamasaki
President of T2Generation
Organizer of “TSUKENOKAI”. Tsukeuchi (tsuke percussionist) for Kabuki.Born in Kojima, Kurashiki City, Okayama Pref. on 28 February, 1969. Blood Type: B
1989: Joined in LIFE SOGOBUTAI Co.,Ltd. (formerly known as LIFE Bijutsusha Ltd.) located in Takamatsu City, Kagawa Pref. Autumn 1990: Moved to Tokyo.October 1992: Joined in Pacific Art Center Inc. after working freelance. Assigned to SHINBASHI ENBUJO (theater) to start a career as a tsukeuchi (tsuke percussionist). Since then, engaged in Kabuki performances in and outof Japan. August 2020: Resigned from Pacific Art Center Inc. Established T2Generation to start supporting cultural activities through tsukeuchi performance. Based on the career, trying various performances of art and culture by collaborating with others from different fields.
WEBT2Generation https://t-yamasaki.wixsite.com/t2generation
TSUKENOKAI https://t-yamasaki.wixsite.com/tsukenokai
HANAYUISHI TAKAYA
TAKAYA, as known as HANAYUISHI, is an artist based inkyoto who combines floristry with art and fashion to create one-of-a kind headdresses. Takaya has invented and developed a technique of tying living plants like flowers.vegetables.fruits.twigs.plants and even taxidermy into hairs to make highly unique and ethereal works - as he describes as a “unity of human and nature.”
Takaya creates his works on the spot,choosing flowers to with cloth or personality of the person. It is an intuitive and spontaneous work that it is almost impossible to plan the design ahead since flowers are living things every bloom is different.every stems has its own line.There is beauty of working with living plants as opposed to dried plants - as if Takaya intensifies the energy of the living plants.the result of his stylings are so vibrant and memorable.
Takaya shows his work through photography and live performance.
Performances are often held in unique locations like Buddhis temples and museums in throughout Japan and Sweden. He has been featured in numerous publications and broadcasts around the world, including Daily Telegraph, Glamour Italia, Holland Herald, and NHK World TV.
Takaya also collaborates with Yumi Katsura, a well-known bridal fashion designer for Yumi Katsura Grand Collection.
http://www.takaya
KONKAI-KOMYOJI TEMPLE
https://www.kurodani.jp/en/
同時也有1719部Youtube影片,追蹤數超過9,110的網紅ひねちノート。,也在其Youtube影片中提到,いつも動画を観ていただきありがとうございます! 今回はひねちが選ぶ夏のおすすめコーディネート4選です!! イチオシアイテム+PAGEBOYの新作アイテムをご紹介しています! お楽しみに! ご紹介したアイテムは下記STAFF BOARDのページからもご購入いただけます! ぜひチェックしてみてね! ...
「play board」的推薦目錄:
- 關於play board 在 Facebook 的精選貼文
- 關於play board 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於play board 在 Farung Familia Facebook 的最佳解答
- 關於play board 在 ひねちノート。 Youtube 的最讚貼文
- 關於play board 在 粒方不插電 Youtube 的最佳貼文
- 關於play board 在 YTD Youtube 的最佳解答
- 關於play board 在 Top Youtube channels:PLAYBOARD 的評價
- 關於play board 在 PLAYBOARD YouTube網紅頻道詳情與完整數據分析報告 的評價
- 關於play board 在 PLAY BOARD GAMES-PTT/DCARD討論與高評價商品 - 飛比價格 的評價
- 關於play board 在 PLAY BOARD GAMES-PTT/DCARD討論與高評價商品 - 飛比價格 的評價
- 關於play board 在 Peek-a-boo DIY board - Shelterness - Pinterest 的評價
play board 在 貓的成長美股異想世界 Facebook 的最佳貼文
🌻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
play board 在 Farung Familia Facebook 的最佳解答
น้องเจมมี่ลูกคุณแม่นิ้งมาหาที่บ้านค่ะ เราเลยมาเล่นของเล่นใหม่ล่าสุดกันที่คุณแม่เราสองคนออกแบบ ทำสื่อการเรียนรู้ขึ้นมาใหม่ ให้เราคุ้นเคยตัวอักษร และยังได้เล่นตัว magnetic อีก 😍😍
สนุกสนาน ตื่นตาตื่นใจ แต่แฝงด้วยการเรียนรู้หลักวิทยาศาสตร์
เสริมสร้างความรู้ พื้นฐานความเข้าใจ หลักวิทยาศาสตร์ให้ลูกตั้งแต่วันนี้ เพราะหมวด Science, Technology, Engineering, and Mathematics เป็นสิ่งสำคัญ กับกิจกรรมชุดแม่เหล็กที่เราออกแบบมาให้เล่นได้หลายแบบ ทั้งสามารถวางบนชั้นของเล่น หรือในแบบ Sensory Play
อุปกรณ์ในเซทครบครันทั้ง
📍Magnetic ward
📍Bingo bag
📍Magnetic lower case letter
📍Magnetic ring
📍Magnetic board with ABC letter
พิเศษ Bottle และอุปกรณ์กิจกรรมเพื่อการศึกษา
ชุดโต้ะเก้าอี้ไซส์เด็กเล็กของเรา ที่ยกไปไหนมาไหนก็สะดวกมากๆๆๆ คุณแม่ๆ ไม่ต้องพึ่งคุณพ่อเลย
#FarungFamilia #KwangFarung #BabyRayaAraya #SensoryPlay
play board 在 ひねちノート。 Youtube 的最讚貼文
いつも動画を観ていただきありがとうございます!
今回はひねちが選ぶ夏のおすすめコーディネート4選です!!
イチオシアイテム+PAGEBOYの新作アイテムをご紹介しています!
お楽しみに!
ご紹介したアイテムは下記STAFF BOARDのページからもご購入いただけます!
ぜひチェックしてみてね!
■アソートシアーBIGSH
https://bit.ly/3xp1Qit
■ネオボヘミアンSSシャツ
https://bit.ly/3hKYcc8
■ジャガードニットビスチェ
https://bit.ly/3jZUIW3
■【WEB先行予約】ロングジレジャケット
https://bit.ly/3wrBLhy
#PAGEBOY #SS #ひねちのーと
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毎週金曜配信!
ひねちノート。
色んな事をやっていこうと思っています!
やってほしい事などたくさんコメント頂けると嬉しいです★
チャンネル登録も宜しくお願いします!!
<SNS>
▶instagram
https://www.instagram.com/hinechi_pageboy/
▶wear
https://wear.jp/pageboy_hinechi/
▶️STAFF BOARD(Hinechi)
https://bit.ly/38nN6Vc
<PAGEBOY公式オンラインショップ>
https://bit.ly/3eWOQY2
play board 在 粒方不插電 Youtube 的最佳貼文
遊戲代購: https://docs.google.com/forms/d/e/1FAIpQLSdLlStq1vrx8kucSh0qk7QzR_RmZHWN8STbN5Kxv6DBkLl-9w/viewform
影片來源:
https://youtu.be/K9yKro9O6Xg
🎲看更多精彩桌遊影片🎲
逆統戰:呱吉議員扮演中共!重策乳滑遊戲
https://www.youtube.com/watch?v=z6RIFohZ7mY&t=405s
拉斯維加斯豪華版:不用出國也能享受賭城氛圍
https://www.youtube.com/watch?v=b4nAozfq97E
麓雁之戰:超越狼人殺的究級嘴砲遊戲
https://www.youtube.com/watch?v=ENYFkE8GWz4&t=858s
哥吉拉東京衝突:成為哥吉拉電影中的怪獸,來場終極大亂鬥!
https://www.youtube.com/watch?v=zos-2HrI99A
復仇女神號:電影感破表的異形桌遊
https://www.youtube.com/watch?v=mEG1wz6R0ok&t=1426s
戰壕:模型超精美的戰鎚系列遊戲
https://www.youtube.com/watch?v=JjtCU0irITI&t=148s
推理事件簿 騎士信條1400 :體驗中世紀偵探燒腦解謎
https://www.youtube.com/watch?v=VAUEbWAoOnU&t=17s
The Menace Among Us:Among Us桌遊版!太空狼人殺
https://www.youtube.com/watch?v=6eV5ZWZTxCM&t=270s
歡迎回到地下城:奇幻主題的賭徒桌遊
https://www.youtube.com/watch?v=hmKL8Rgr-IQ&t=454s
心靈共感:2020首推超歡樂派對桌遊
https://www.youtube.com/watch?v=XuWJZeDC73M&t=284s
忙碌廚房:Overcooked! 煮過頭的桌遊版
https://www.youtube.com/watch?v=ThoV7uh2M6g&t=241s
克蘇魯:死亡湮滅:AKB妹子暴打克蘇魯邪神
https://www.youtube.com/watch?v=DIHYcrvhtpc&t=1010s
高塔神廟:進階版疊疊樂
https://www.youtube.com/watch?v=h7agqsF7f_w&t=20s
靈光同線:考驗彼此默契的爆賣款桌遊
https://www.youtube.com/watch?v=NlCbj6CyqVY&t=768s
💻 本期素材取自以下影片:
Rainbow Six Siege E3 2014 Gameplay World Premiere [US]
https://www.youtube.com/watch?v=6wlvYh0h63k&t=138s
By Ubisoft
Rainbow Six Siege: The Hammer and the Scalpel | CGI Trailer | Ubisoft [NA]
https://www.youtube.com/watch?v=C61bhu8eI3o
By Ubisoft North America
6: Siege The Board Game - Official Trailer!
https://www.youtube.com/watch?v=FQyg0wY0HYg
By Mythic Games
6: Siege Review - Inspired by Tom Clancy's Rainbow Six - With @Quackalope
https://www.youtube.com/watch?v=fUi_H5MOB7Y
By BoardGameCo
How to Play 6: Siege – The Board Game
https://www.youtube.com/watch?v=K9yKro9O6Xg
By Nerdist
play board 在 YTD Youtube 的最佳解答
คงไม่ต้องสาธยายอะไรมากครับ เพราะข้อมูลทั้งหมดอยู่ในคลิปหมดแล้วครับ
ช่อง Animation 3D Channel (ปัจจุบันเข้าปิดช่องหนีไปแล้วครับ) 555+ อย่างฮา
https://www.youtube.com/c/PWSChannel
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ช่องใหม่ของเค้า (Brooke Play Game)
https://www.youtube.com/channel/UCR24MEIAWS0AS6deDOcl8Pw
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Facebook ของผมครับ ฝากเข้าไปกดไลค์กันเยอะๆด้วยนะครับ สามารถเข้าไปพูดคุยและติดต่อสอบถามได้ครับ
https://www.facebook.com/YT-593585434125784
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สำหรับใครที่อยากจะโดเนทให้ช่องของผม สามารถโดเนทได้ลิงค์ด้านล่างนี้เลยนะครับ
https://tmstreamlabs.cupco.de/YTD
ขอบคุณสำหรับการโดเนทครับ...
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ลิงค์ดาวน์โหลดเกมส์ GTA
https://www.youtube.com/watch?v=Txzke8m6bRk
https://www.youtube.com/watch?v=1wjhtLlLzTM
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คอมพิวเตอร์ "สเปคคอมของผม" (My PC Spec)
- CPU : Intel Core I5 6400 @ 2.70 GHz
- Mainboard : ASUS B150M-A DDR4
- Ram : 16GB/Kingston (KVR21N15D8/16)
- Graphic Card : NVIDIA GeForce GTX 1050 (2GB)
- Power Supply : Corsair VS450 450W
- Hard Disk 1 : GALAX GAMER SSD 120GB
- Hard Disk 2 : HDD WD Blue 1TB , HDD Seagate 2TB , HDD WD Purple 3TB
- Sound Card : ASUS XONAR DX/XD/A/6A
- DVD Drive : ASUS DRW-24D5M
- Case : Leader Case Cubic
- Operating System : Windows 7 Ultimate 64-bit
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อุปกรณ์คอมพิวเตอร์ (Computer Equipment)
- Mouse 1 : Neolution E-Sport Xtreme Gaming Mouse
- Mouse 2 : COUGAR 700M
- Mouse 3 : Oker Corded Mini Optical
- Keyboard 1 : MD Tech X-ergonomic Gaming Keyboard
- Keyboard 2 : COUGAR VANTAR Scissor Gaming Keyboard
- Mouse Pad 1 : Razer Goliathus Speed Cosmic Edition
- Mouse Pad 2 : Neolution E-Sport Logo Edition Control
- Headset 1 : Samsung Small Talk Head Phone
- Headset 2 : OKER SM-880
- Joy Stick : OKER Joystick USB
- Speaker : Microlab Just Listen Multimedia Speakers B55
- Microphone 1 : Condenser BM-800 Microphone
- Microphone 2 : Razer Seiren
- Microphone Accessory : Phantom Power 48v
- USB Sound Card : Elit USB Sound Adapter External USB 2.0 Virtual 7.1 Channel
- Webcam Camera : Signo WC-207
- Monitor : Samsung SyncMaster S24B150
- The Lamp : HATASHI MT-800
- External Harddisk : WD External Harddisk 1TB
- Flash Drive : Apotop 16GB
- Game Capture Card : Elgato HD60S+
- Memory Card : Kingston Memory Card Micro SD 64G
- Green Screen : Green Future Board
- Computer Desk : Plywood Computer Desk
- Computer Chair : E-Sport MAX Gaming Chair
- Joystick Mobile : Joy Dobe Ti-465
- Glasses : Kazzia & Japan KJ-2234
- Sunglasses : KT kT OPTIC P9867 C4 5318-141
______________________________________________________________________________________________
อินเทอร์เน็ต (Internet)
-- Internet : True
- Internet Speed : Download 500 Mbps
- Internet Speed : Upload 500 Mbps
______________________________________________________________________________________________
โทรศัพท์ (Phone)
- Samsung Galaxy J7 Prime
______________________________________________________________________________________________
เครื่องเกมคอนโซล (Game Console)
-- Sony :
- PlayStation 1 (PS1)
- PlayStation 2 (PS2)
- PlayStation 3 (PS3)
- PlayStation 4 (PS4)
- PlayStation 5 (PS5)
"ผมมีครบทุกเครื่อง"
______________________________________________________________________________________________
โทรทัศน์ (TV)
- Sony
- Aconatic
- Samsung
______________________________________________________________________________________________
กล้องถ่ายรูป (Camera)
- Canon
______________________________________________________________________________________________
แท็กเนื้อหา
#GTASanAndreas #GTASan #GTASA #GTA #YTD #YTDC #YYTD #Yootoodotcom #YTDCYootoodotcom #YTDGTA #YTDGTASan #YTDGTASA #YTDGTASanAndreas
______________________________________________________________________________________________
ส่วนเนื้อหา
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