1. 大致研究了S3的业务,说一些我的看法:
1) 下图来自S3的官网,我觉得最能阐述本次S3收购对IOTS的意义:IOTS即将从一家提供定制化design win方案、专注于物联网非易失性存储模块(NVM)生产与销售的硬件公司,演变为能够提供integrated solutio...查看全文
Constantva2018-06-05 09:51
$Adesto科技(IOTS)$ ,一家针对物联网市场推出NVM存储模块的公司,这几天大致看了一下,如下:
1. 物联网设备的市场潜力较大,10-K中提到两个数据,一是到2020年,全球IOT Units installed 将达到25B,年增长率38%;NVM市场在2019年将达到2.7B的规模,年增长25%。
2. 产品 moat及竞争:
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-19-023385 Size: 5 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-19-023386 Size: 5 KB 网页链接
$Adesto科技(IOTS)$ 4/A [Amend] Statement of changes in beneficial ownership of securities Accession Number: 0001567619-19-022730 Size: 5 KB 网页链接
$Adesto科技(IOTS)$ 内部交易: 2019-11-27,VP, Worldwide Sales,SPADE THOMAS D ,卖出,5057普通股, $7.50
$Adesto科技(IOTS)$ 内部交易: 2019-11-27,VP Worldwide Sales, Embed Sys,Lovit Andrew M ,卖出,1633普通股, $7.27
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-19-022457 Size: 4 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-19-022458 Size: 5 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-19-022385 Size: 4 KB 网页链接
$Adesto科技(IOTS)$ 内部交易: 2019-11-25,VP, Worldwide Sales,SPADE THOMAS D ,卖出,4753普通股, $7.38
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-19-022321 Size: 4 KB 网页链接