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外資嗌回水，學子華神話齋，「最重要𠴱個人同唔同意！」Investors who poured billions of dollars into Chinese tutoring start-ups as recently as seven months ago are exploring how to claw back their capital after China introduced sweeping restrictions that will destroy the bulk of the companies’ value.Yuanfudao and Zuoyebang, two high-profile education companies, had a combined valuation of more than $25bn before authorities unveiled a sweeping crackdown on their businesses last month. The pair have raised about $4bn and $3bn respectively from investors including SoftBank’s Vision Fund, Tiger Global, DST Global, Tencent and Singapore’s GIC and Temasek investment funds in recent years.Some of the funds are in talks with advisers to get their capital back from the companies in the wake of the regulatory action, which effectively banned the after-school tutoring sector, according to people familiar with the matter.

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關於the are billions 在股榮 Facebook 的最佳貼文
關於the are billions 在貓的成長美股異想世界 Facebook 的最佳解答
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關於the are billions 在インサイドちゃん -INSIDEChan Sisters- Youtube 的最讚貼文
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the are billions 在股榮 Facebook 的最佳貼文

By 股榮

2021-08-05 18:54:19 有 269 人按讚

外資嗌回水，學子華神話齋，「最重要𠴱個人同唔同意！」

Investors who poured billions of dollars into Chinese tutoring start-ups as recently as seven months ago are exploring how to claw back their capital after China introduced sweeping restrictions that will destroy the bulk of the companies’ value.

Yuanfudao and Zuoyebang, two high-profile education companies, had a combined valuation of more than $25bn before authorities unveiled a sweeping crackdown on their businesses last month. The pair have raised about $4bn and $3bn respectively from investors including SoftBank’s Vision Fund, Tiger Global, DST Global, Tencent and Singapore’s GIC and Temasek investment funds in recent years.

Some of the funds are in talks with advisers to get their capital back from the companies in the wake of the regulatory action, which effectively banned the after-school tutoring sector, according to people familiar with the matter.

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股榮

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Hope for the best but prepare for the worst

the are billions 在貓的成長美股異想世界 Facebook 的最佳解答

By 貓的成長美股異想世界

2021-07-30 11:03:33 有 126 人按讚

今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.

在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?

而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?

其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.

而在IPO中, 也有這類的好公司.

Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)

Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.

下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.

也祝福大家找到&培養自己的能力圈, 穩穩獲利.

Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff

No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT

Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX

One of the most glorious things I have seen involving the stock market in ages happened today.

Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?

Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.

Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.

Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.

I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.

Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.

The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.

These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.

I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.

Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.

Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.

I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.

I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.

You did.

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貓的成長美股異想世界

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旅美Cat談趨勢, 談企業經營管理, 談自己做的[美股, 人生]功課, 也談美國所見所聞. 希望我的內容能夠帶給您知識, 讓您增廣見聞, 讓您有所啟發, 甚至在財富上有成長. 也歡迎大家分享與交流.

the are billions 在管碧玲 (kuanbiling) Facebook 的最佳貼文

By 管碧玲 (kuanbiling)

2021-07-17 09:59:34 有 788 人按讚

張忠謀對半導體供應鏈在地化的致詞引起矚目，我將全文的翻譯，分享給大家：

張忠謀APEC非正式領袖會議致詞全文：（中文在後）

This Informal Retreat has been called to discuss how Asia-Pacific can collaborate to move through the COVID health crisis, and to accelerate the post-COVID economic recovery. Chinese Taipei will address these two topics specifically.
On COVID-19, Chinese Taipei has had an excellent record so far. With a population of 23 million, over the last year and half, and in spite of a recent surge which has now abated, we have had a total of about fifteen thousand infected cases (.07% of the population), and 763 deaths (3 out of one hundred thousand).
We believe that our experience and know-how gained can help other APEC members. We have been, and continue to be willing to help. We have donated masks and other medical supplies to other APEC members in the past and are ready and willing to share our anti-COVID-19 know-how with you.
At the same time, WE NEED HELP! Our vaccination coverage at present is less than 20%. Although the U.S. and Japan have been generous in donating vaccines to us, and our private institutions have succeeded in procuring ten million doses of vaccines, we still need more vaccines, and need them sooner! Most other APEC members need help as well. We must ask for help from the APEC members that possess and produce more vaccines than they themselves need.
On re-vitalizing Post-COVID economy, Chinese Taipei urges free trade among APEC members and in the world, after giving consideration to vital national security needs.
In the past seven decades, free trade has enabled vibrant growth in most APEC economies. Free trade is merely a way in which each APEC economy contributes its own competitive advantage and every APEC member benefits.
Recently, however, we note with concern the tendency to want self-sufficiency or “on-shoring” of semiconductor chips. We must point out that in the past many decades free trade has greatly helped the advance of semiconductor technology. In turn, the ever greater complexity of the technology has caused the supply chain to go “off-shore”.
It would be highly impractical to try to turn back the clock. If it is tried, cost will go up and technology advance may slow. What may happen is that after hundreds of billions and many years have been spent, the result will still be a not-quite-self-sufficient, and high-cost supply chain.
We do recognize national security concerns, and believe that for security applications, a self-sufficient supply chain within one’s own borders is prudent. However, for the much larger civilian market, a supply chain substantially based on free trade system is by far the best approach.
In summary, on COVID-19, Chinese Taipei can help, is ready and willing to help with its know-how, but also needs more vaccines sooner, along with many other APEC members. On Post-COVID economic re-vitalization, Chinese Taipei urges free trade, after giving consideration to vital national security concerns.

（中文翻譯）

此次非正式領袖會議召開的目的是討論亞太地區應如何合作以度過新型冠狀病毒（COVID-19）疫情危機，並加速疫後經濟復甦。中華台北將就這兩個議題表達看法。
面對新型冠狀病毒（COVID-19）疫情，中華台北迄今維持傑出防疫紀錄。我們有兩千三百萬人口，儘管近期疫情曾一度升溫，但目前業已趨緩，在過去超過一年半的時間中，總確診病例數約為一萬五千例（佔總人口0.07%），其中死亡病例數為763例（約為十萬分之三）。
相信我們在過程中得到的經驗與知識能夠協助其他APEC成員。我們持續地願意提供協助。過去我們曾捐贈口罩與其他醫療物資予其他APEC成員，現在也準備好與你們分享我們抗疫的知識。
同時，我們也需要幫助！目前我們的疫苗注射覆蓋率低於20%。雖然美國與日本已慷慨捐贈疫苗，我們的民間機構也已成功採購一千萬劑，我們仍然需要更多數量的疫苗，而且需要儘快取得！其他多數的APEC成員也需要幫助。我們需要向目前擁有並生產超過他們自身所需疫苗數量的APEC成員尋求協助。
針對疫後經濟復甦，中華台北敦促APEC成員，在考慮重要國家安全需求後，彼此間及與全球進行自由貿易。
在過去70年，自由貿易使多數APEC經濟體蓬勃發展。自由貿易僅是各APEC經濟體貢獻自己的競爭優勢，而其他APEC成員藉此受惠的方法。
然而近來，我們很關切要求「境內」半導體晶片自給自足的趨勢。我們必需指出，過去數十年的自由貿易大幅促進半導體技術發展。因此，越趨複雜的技術致使供應鏈走向「境外」。
試圖讓時光倒流是相當不切實際的，如果嘗試讓時光倒流，不僅成本將會提升以及技術的進步可能放緩。在花費了數千億與許多年的時間之後，結果仍將是無法充分自給自足且成本很高的供應鏈。
我們認同國家安全的顧慮確實存在，也相信針對國安應用，在國境內存有一個能夠自給自足的供應鏈是審慎的作法。然而，針對規模大得許多的民間市場，一個基於自由貿易體系的供應鏈是最好的作法。
總結來說，針對新型冠狀病毒（COVID-19）疫情，中華台北能夠協助，我們也願意、並準備好以自身的知識與經驗提供協助，但也和其他許多APEC成員一樣，需要儘快取得更多疫苗。關於疫後經濟復甦，中華台北敦促在考慮關鍵國家安全需求後，應該採取自由貿易。

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管碧玲 (kuanbiling)

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the are billions 在インサイドちゃん -INSIDEChan Sisters- Youtube 的最讚貼文

By インサイドちゃん -INSIDEChan Sisters-

2020-08-31 21:41:33 有 1,334 人看過有 178 人喜歡

最新のゲーム情報をお届けする生番組！

インサイドちゃんMark2が毎週月曜日21時からホットなゲーム情報をゲームファンやVtuberファンの方に向けてYouTubeからお届けしていきますほ！＼＼\\٩( 'ω' )و //／／ﾀﾞﾎ-ｨｯ!!

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インサイドちゃん -INSIDEChan Sisters-

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ゲーム総合情報メディア「インサイド」の公式キャラクター・インサイドちゃん。バーチャルレポーターとしてゲーム業界とバーチャル業界の“イマ”を届けるべく、バーチャルの世界にやってきちゃいました٩( 'ω'( 'ω' )'ω' )و おっとり＆マイペースのMark1（おねちゃん）と、ハチャメチャ＆ゲーム好きのMark2（つーちゃん）の姉妹で活動中！ ◆Twitter インサイドちゃんMark1 / @V_insidechan https://twitter.com/V_insidechan インサイドちゃんMark2 / @V_insidechanMK2 https://twitter.com/V_insidechanMk2 ◆Nimo TV channel インサイドちゃんMark1 / 御姐 https://www.nimo.tv/live/2860990306 インサイドちゃんMark2 / 凸酱 https://www.nimo.tv/live/2479103813 ◆公式サイトインサイド（ https://www.inside-games.jp/ ）・‥…━…‥・‥…━…‥・‥…━…‥・‥…━…‥・‥…━ I’m Inside-chan, the official character of Inside, a game media from Japan! I’m active in sisters of INSIDEChan Mark1 and INSIDEChan Mark2. I have FINALLY come to the virtual world as a virtual reporter and newscaster to deliver you what’s happening in the game industry and virtual industry right now. ٩( 'ω'( 'ω' )'ω' )و I’m gonna try a lot of different things, so it would be great if you could support me! Thanks!!

the are billions 在 Wah!Banana Youtube 的最讚貼文

By Wah!Banana

2020-04-12 18:00:19 有 337,412 人看過有 8,616 人喜歡

We guess...Netflix has never been so important? At least for some of us. Here are 14 shows recommended by us and the trailers are there to help you decide if you want to watch them. ;)

Written by:
Lingyi Xiong @Blingyi
Thomas K @HeyThomasK
Nic Teo @Hargaohunk

Produced by:
Jeanette Yeap @Jeanettoes

Filmed and edited by:
Jason Hau @jasonkokotan
Jaron Boey @Jaron_Boey
Justin Siu @JBSIU

Starring:
Audrey Goh @sparrowonweed
Chrysan Lee @ChrysanLee
Lingyi @Blingyi
Thomas K @HeyThomasK
Jason @Jasonkokotan
Nic Teo @HargaoHunk
Jaron Boey @Jaron_Boey
Justin Siu @JBSIU

Outro Song by MMXJ - www.youtube.com/mmxjofficial

We're on Facebook! http://www.facebook.com/wahbananasg
Twitter/Instagram @wahbananasg

Wah!Banana

About author

Wah!Banana is a trademark under 01 Studio Private Limited and we want to bring a smile to everybody's face, and ours. For business Inquiries: [email protected]

the are billions 在 themblan Youtube 的最佳貼文

By themblan

2019-12-08 02:15:53 有 9 人看過有 0 人喜歡

Today I am talking about how leaks, spoilers, and rumors are hurting gaming for billions of gamers around the planet.

----------------------------

The song in my intro and outro was done by Hyper Potions, and it is called Time Trials. You can check out the full song here: https://youtu.be/mnfNWe-HHsI.

themblan

About author

Nintendo Network ID (NNID): Projus

社群媒體上有些相關的討論：

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