今天盤前活跳跳的公司
就是即將加入S&P500指數的Match Group(MTCH)
盤前上漲10%左右
這家公司之前我也有跟大家分享過
主要營運的業務就是線上交友平台
包括Tinder、Match.com和Meetic等App都是他家的產品
Tinder在2012年推出,演變至今線上交友、約會愈來愈普及
大家的接受度也愈來愈高了
畢竟我本人曾接觸的交友軟體就是奇摩交友和無名小站
結婚之後交友軟體是什麼我母雞斗啊🤷♀️?!
2020年大家疫情在家沒事做
對於遠距可行之事均有強烈需求
當然交友也是生活中不可或缺的一部分啦
而今年從Tinder出來創立Bumble(BMBL)的女創業家Wolfe Herd
公司創立故事也是精彩,大家可以自行Google一下
與Tinder不同之處是其設計由女性主動發起邀請
是一家更重視女性用戶的交友平台
股價在上市後表現弱勢,但近期也有反彈跡象
Match Group(MTCH)營收與獲利在近幾年都有亮眼表現
股價在歷經九個月的橫盤整理後
加入S&P500指數消息是否能帶領股價突破
大家可以觀察一下搂!
有興趣也可以看我之前寫的文章
最近有蠻多高成長股財報出來之後股價都正常反應
相比於之前財報好,股價跌的情況較多
也更表現成長股在這段時間又重新受到親睞
包括ASAN、CRWD、DOCU等公司也都寫了文章分析
今天也上傳最新、許多讀者問到的Chewy(CHWY)
連結放留言搂
同時也有1部Youtube影片,追蹤數超過14萬的網紅RagaFinance財經台,也在其Youtube影片中提到,成為 RF 鐵粉團的一分子!只需港幣 $40 一個月,即享獨家影片及專屬貼圖優惠! https://www.youtube.com/channel/UCETuQf4lzTrfevoHdSGo8Ew/join 成為一名經人Patreon : https://www.patreon.com/awes...
docu分析 在 貓的成長美股異想世界 Facebook 的精選貼文
🌻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
docu分析 在 曾馨瑩MoMo導演 Facebook 的最讚貼文
關於超前部署:
在台灣疫情最嚴峻的期間,電影「宜蘭在遠方Yilan,a Taste of Home」為我們獨有的家鄉風貌、青年返鄉現象與飲食文化透過影展入圍與世界各國電影競賽,打開了台灣電影與文化在其他國家面前超前部署的姿態。
關於走在台灣的前面:
在日本之後,我們入圍了西班牙、瑞典、非洲、拉脫維亞甚至是土耳其的影展。尤其以“But is it Local? Local Culture and World Heritage” 為主題的土耳其Foca Film Festival 影展。在此影展入圍後,我們的製片人Richard Hsu 根據他在文化界的策展與觀察說了一句「我們的主題,可能還走在台灣的前面⋯⋯」,使Mo意識到,這影展的好消息,不關乎只是電影的事情⋯⋯
關於義大利的影展:
我接下來所分享的這個Andaras Film Festival 十分地慎重與精彩。這個影展在義大利當地非常知名,而義大利也是以重視美食與電影歷史在國際上建立地位的國家。尤其這次的影展,主打著Slow Food 、飲食與文化。我們入圍了以食物為主題的紀錄片競賽項目。可以參考影展網頁與IG,有更詳細的英文資訊 https://www.instagram.com/andarasfilmfestival/
關於影展內容與行程、項目:
主辦單位這次所邀請到的影展評審、貴賓影人,都是在國際間術業有專攻的影評、專業領域的國際記者。當然影展也積極且誠懇地邀請我們劇組參與五天的影展行程,其中包含電影競賽之夜、當地飲食文化與電影、影展之間關係連結的系列演講、展覽、當地專家交流以及Slow Food 晚宴搭配慢食節並結合電影影像專業影人的分享論壇與交流等等。
關於「宜蘭在遠方」的延伸:
「宜蘭在遠方Yilan,a Taste of Home」能夠代表台灣電影與其他國家的電影競賽,真的是非常不可思議的一件事情。這部電影正在世界各國一場接一場的競賽著。疫情阻擋不了電影語言,更讓我們透過這些影展的類型,有了不同的視角與觀察可以做為延伸文化、影像及更多可能性的論述。我想這點我們的製片人徐千捷會有更詳盡的分析。
雖然Mo很遺憾因為疫情的關係卡在台灣,當然也一直積極地在詢問當地是否有華人可以代為出席,真的是非常的扼腕。
曾經有人跟我說,謝謝導演這麼喜歡宜蘭,一直推廣宜蘭。而我誠實的回應「我是因為愛電影」。這部電影能夠在影展中與幾千部全球優秀的電影競賽到最後一關真的是倍感榮幸。能夠站在決賽舞台,願電影自己的聲音與表情能被閱讀,能夠發揮它自己的榮耀所帶來的影響力。
關於電影海報:
如果大家點進去網頁看,可以看見「宜蘭在遠方Yilan,a Taste of Home 」的義大利文版的國際電影海報。我們還有西班牙版本、中文、英文⋯⋯為了因應各國影展語言的電影海報。
關於電影的未來&下一部片:
謝謝所有參與過,以及繼續陪著電影走這趟全球開墾之路的每個夥伴。也歡迎大家給我們建議,讓我們知道,在台灣,後疫情時代,這部電影他還能為台灣做什麼事情。當然,想要找我們團隊再拍攝一部電影,也是很歡迎的!
製片人Producer Richard Hsu 徐千捷
影展海報主視覺Movie Poster design Min Yeh 葉容之
Directed by MoMo Tseng, Hsing-Ying MoMo導演
Special Thanks
Yuchi Lin & 宜蘭時光
正福茶園[Fu Tea] - 極致嚴選.完美呈現
音樂米 Music Rice
docu分析 在 RagaFinance財經台 Youtube 的最讚貼文
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#美股焚化爐 #AMC #高端
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昨天介紹了美股成長股DocuSign(DOCU),因為我認為目前股價表現不錯的成長股,在未來大盤轉穩向上後應有更好的表現有讀者在留言區的問題我覺得很值得跟大家分享: Q:反 ... ... <看更多>
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我目前正在做一個系列介紹一下我今年看好的一些科技股第三集介紹的是DocuSign (Ticker DOCU )如果您對這只股票有什麼看法請在評論區一起討論哦~喜歡的 ... ... <看更多>