關於 pre market ，我們在網路上蒐集到這些相關的討論、資訊與評價

First Time Ordering Pork Online From Terra Farm Vegebox Pre order (OUG) 🍖🍖
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Premium Quality Pork 首選衛生豬肉 ~ Preferred Pork is healthy pork meat without using any antibiotics or beta-agonist. It's cut & vacuum packed to my requirement, so convenient & easy to store in my freezer now. 😉😉
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Good value for money - Lean 瘦肉 - RM20.00/kg (by weight) while Belly 花肉 -- RM28.00/kg (order by weight or by strip) 🐷🐷
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For more deets, can check out Terra Farm FB Group Here:
https://www.facebook.com/groups/316361781832155
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Thanks to my good neighbour for her recommendation! 🙏🏻🙏🏻
.
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Sally Market - OUG
#FollowMeToEatLa
#TerraFarmVegeBox
#porkonline
#orderonline

First Time Ordering Pork Online From Terra Farm Vegebox Pre order (OUG)🍖🍖
.
Premium Quality Pork 首選衛生豬肉 ~ Preferred Pork is healthy pork meat without using any antibiotics or beta-agonist. It's cut & vacuum packed to my requirement, so convenient & easy to store in my freezer now. 😉😉
.
Good value for money - Lean 瘦肉 - RM20.00/kg (by weight) while Belly 花肉 -- RM28.00/kg (order by weight or by strip) 🐷🐷
.
For more deets, can check out Terra Farm FB Group Here:
https://www.facebook.com/groups/316361781832155
.
Thanks to my good neighbour for her recommendation! 🙏🏻🙏🏻
.
.
Sally Market - OUG
#FollowMeToEatLa
#TerraFarmVegeBox
#porkonline
#orderonline

🌻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

ทุกคน คลิปนี้เรามาเปิดห้องนั่งเล่น กับห้องสตูดิโอเล็กที่ติดกันนะคะ สองห้องนี้เราแต่งตามที่คิดไว้ค่อนข้างครบแล้ว และมาอัพเดตเฟอร์นิเจอร์ และของในห้องใหม่ๆ ด้วย ส่วนเฟอร์นิเจอร์ชิ้นเก่าเราใส่รายละเอียดเพิ่มเติมไว้ใต้คลิป หรือถ้าใครยังไม่เคยดูรูมทัวร์ห้องเก่าเรา เราจะใส่ลิงค์รูมทัวร์ไว้อีกครั้งนะคะ {;

~ THANK YOU FOR YOUR SUPPORT. ~

-
Sponsored Product
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ᵕ̈ ↷
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⌂ ROOM TOUR 2020
https://youtu.be/e3sV_XzcBnE
คลิปรูมทัวร์อันเก่าเราอธิบายถึงเฟอร์นิเจอร์และที่มาที่ไป
สำหรับใครที่ยังไม่เคยดู เราฝากคลิปนี้ด้วยนะคะ

P̲R̲ODUCTS
╯
DYSON PURE COOL DP04
⌲ https://bit.ly/3zckNGf

แท่นไม้สีดำ (วางเครื่องกรองอากาศ)
from Shop_Unformed
⌲ https://bit.ly/35BlmvY

โซนนั่งเล่น
Replica Wassily Chair | เก้าอี้หนังสีดำ โครงอลูมิเนียม
⌲ from Lifestyle Furniture
โซฟาสีขาว | ใช้ผ้าขนแกะบุจากร้านแถวบางซื่อนะคะ

Bean Mirror | กระจกบนชั้นวางทีวี
from Goods.Studio
⌲ https://bit.ly/3iCCC8s

Plant Pot | กระถางต้นไม้คอนกรีต
⌲ from JJ Market

Sideboard | ชั้นวางทีวี
from Danish 50
⌲ https://bit.ly/30WlpkA

Coffee Table | โต๊ะกลางสีดำทรงกลม
from Y50
⌲ https://bit.ly/3amIAY6

Folding Trolley | ชั้นวางล้อเลื่อนมุมกาแฟ
from Papaya Studio
⌲ https://bit.ly/2DUSCns
* ส่วนที่มาจาก PAPAYA STUDIO จะเป็นของวินเทจทั้งหมดนะคะ

เครื่องทำกาแฟ
⌲ https://bit.ly/31TEaUG

หลอดไฟเปลี่ยนสีได้
from IKEA
⌲ https://bit.ly/35EaY6v

พรม
from IKEA
⌲ https://bit.ly/3cWfmlE

มู่ลี่พับได้ ไม่ต้องเจาะ
from IKEA
⌲ https://bit.ly/3qeC5yx

-
SET โต๊ะทำงาน
Dining Table | โต๊ะสีขาววงรี
from NAVA Furniture
⌲ https://bit.ly/35CDEgr

Dining Chair (เก้าอี้สีดำกับสีขาว)
from Papaya Studio
⌲ https://bit.ly/2DUSCns

Dining Chair 02 (Cesca Vintage)
from Etsy.com
⌲ https://etsy.me/3wPUh4g

ตู้ใส่รองเท้า
from IKEA
⌲ https://bit.ly/3cWfp0O

โคมไฟตั้งโต๊ะ
from IKEA

Artwork in Black Frame | กรอบรูปอันใหญ่
from Plainish
⌲ https://bit.ly/2DUSFzE

-
ชั้นวางของกระจกในห้องเล็ก
Pre-Order from Container_Black | shipping ที่ไทยผ่าน Seoul2u
⌲ https://bit.ly/3xvElUu

กระจกตั้งพื้นห้องเล็ก
⌲ https://bit.ly/3wIsGlj

PLANTS
ต้นจันทร์แดงทะเล | ลิ้นมังกรเขียว | หลิวลู่ลม | ยูโฟเบีย เฮดิโอทอยเดส

、

?????? & ?????? ?? ??
premiere pro cc
canon eos m50


⋮≡
????????
Vintage Dream - Mathilda June
A Little Higher - Sture Zetterberg
ılıılıılıılıılıılı

Jom buat Dorayaki untuk sarapan. Teksturnya yang gebu, kena pula dengan inti coklat memang sedap! Senang pula tu nak buat.

Resepi Dorayaki Gebu Berintikan Coklat, Pancake Manis Popular Di Jepun

//Bahasa Melayu
--------------------------------------------------------------------------------------------

Resepi Dorayaki Inti Coklat

Bahan-bahan

4 biji telur

80 gm gula kastor

1 sb esen vanila

180 gm tepung kek

1 sb serbuk penaik

4 sb susu segar

Coklat Nutella (secukupnya)


Cara memasak

1. Pecahkan telur di dalam mangkuk. Campurkan bersama gula kastor dan esen vanila.

2. Pukul seketika sehingga gula larut. Kemudian, ayak tepung kek dan serbuk penaik ke dalam campuran tadi.

3. Masukkan susu segar dan gaul sehingga adunan sebati.

4. Biarkan adunan selama 10 minit  sehingga buih-buih kecil terhasil.

5. Sementara itu, panaskan pan pada api sederhana dan tuangkan satu senduk adunan.

6. Biarkan adunan masak seketika hingga keperangan.

7. Terbalikkan supaya permukaan satu lagi masak. Angkat dan ulang step di atas.

8. Sapukan coklat Nutella lalu 'kapitkan' 2 keping pancake dengan kemas.

9. Dorayaki Gebu Berintikan Coklat siap untuk dihidangkan.


//English
--------------------------------------------------------------------------------------------

Fluffy Dorayaki With Chocolate Filling Recipe, Popular Sweet Pancakes in Japan

Let's make Dorayaki for breakfast. The fluffy texture with the chocolate fillings, really delicious! It's also easy to make.

Dorayaki With Chocolate Filling Recipe

Ingredients 

4 nos eggs

80 gm castor sugar

1 tbsp vanilla essence

180 gm cake flour

1 tbsp of baking powder

4 tbsp of fresh milk

Nutella chocolate (as needed)


Cooking methods

1. Crack eggs in a bowl. Then, mix with castor sugar and vanilla essence.

2. Beat for while until the sugar dissolve. Then, sieve cake flour and baking powder into the mixture.

3. Pour in fresh milk and mix well the batter.

4. Let the batter sit for 10 minutes until small bubbles form.

5. Meanwhile, pre-heat the pan at medium heat and pour one scoop of batter on the pan.

6. Let the batter cook and small bubbles form.

7. Flip the pancake and cook the other side. Remove from heat and repeat the steps.

8. Put the Nutella chocolate at the center and cover the top with another pancake.

9. Neatly glue the edge and Dorayaki With Nutella Filling ready to be served.


Nak resepi lagi?
Sertai Rasaflix di https://rasaflix.net

#resepirasaflix #dorayaki #dorayakigebu #Nutellla #Doraemon #kuihdoraemon #kuih #sarapan #resepi #Jepun #kuihsarapan #dorayakisedap #resepimudah #resepisimple
#kisahdunia #rasaflix
#mr_lovva #nntaca #kdboom #fightingrose #aquamarine

For this episode, we demolished a 5KG Christmas Feast in the comfort of my home, courtesy of Cheers! Cheers generously sent a whole host of food straight to my doorstep, a Season’s Miracle Set ($200 net) and a Traditional Roasted Whole Turkey with Truffle Chestnut Stuffing ($83 net). The set serves 4-6 people comfortably while the turkey easily weighed close to 4KG.

Each dish came neatly packed in clear containers and the turkey was foil-wrapped to retain heat and moisture. Conveniently, the sauces (most of the dishes come with one) were packed separately and utensils were provided. It even came with a mixing bowl for the salad and tongs for tossing.

Flavour-wise, all the components were very good, but the standout dishes would be the Christmas Cobb Salad and Roasted Whole Turkey. The salad contained a delicious assortment of protein and greens, including smoked duck and tuna, elevated by the richness and creaminess of the added avocado and the Thousand Island dressing.

The turkey was huge, moist and tender. When I pulled the pieces apart, they dripped with turkey juices that made a luxurious mess on the pan. The bed of vegetables that the turkey came with soaked up all these juices that made them a splendid treat in between the turkey. The stuffing was so meaty and savoury that I initially thought it was sausage, but it was actually a truffle chestnut stuffing.

The Season’s Miracle Set comes with:
1. Christmas Cobb Salad comprising of Turkey Ham, Smoked Duck, Tuna Flakes, Hard-boiled Eggs, Avocado, Sweet Corn, Mixed Nuts, Tangy Thousand Island Aioli
2. Pasta Puttanesca with Olives, Capers, Anchovies and Tomato
3. Truffle Potato Gratin with Herbs and Parmigiano Reggiano
4. Market Seafood Boil with Louisiana Cajun Sauce
5. Roasted Norwegian Salmon Fillet with Aromatics served with Roasted Vegetables and Citrus Dill Butter Sauce
6. Breaded Chicken Roulade, Roasted Shallots with Herbs and Raisin Jus
7. Char-grilled Mediterranean Vegetable Kebab with Dukkah Spice
8. A Festive Dessert Platter containing Assorted French Pastries with Chocolate Eclairs and Berries
9. Choice of Coca-Cola, Iced Lemon Tea or Jasmine Green Tea

Pre-order this set and the Whole Roasted Turkey at any one of these 49 Cheers and FairPrice Xpress outlets: https://bit.ly/CheersDeli

Cheers Facebook - facebook.com/CheersSG/
Cheers Instagram - instagram.com/cheers_sg/

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