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:
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ 内部交易: 2017-01-31,VP, Engineering,Hollmer Shane ,卖出,4560普通股, $3.55
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ 内部交易: 2017-01-31,VP, Discrete Products Group,Wang Janet ,卖出,3425普通股, $3.55
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ 内部交易: 2017-02-17,VP, Worldwide Sales,SPADE THOMAS D ,卖出,4064普通股, $4.32
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ 8-K - Current report Filed: 2017-02-15 AccNo: 0001193125-17-044999 Size: 18 KBItem 1.01: Entry into a Material Definitive AgreementItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certa...
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ 8-K - Current report Filed: 2017-02-14 AccNo: 0001171843-17-000868 Size: 247 KBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2017-02-14 AccNo: 0001144204-17-008210 Size: 46 KB 网页链接
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2017-02-10 AccNo: 0001193125-17-038533 Size: 37 KB 网页链接
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ 内部交易: 2017-02-06,总裁 and CEO,Derhacobian Narbeh ,期权,63696普通股, $0.99
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2017-02-06 AccNo: 0001193125-17-031937 Size: 55 KB 网页链接
$ADESTO TECHNOLOGIES CORP COM USD0.0001(IOTS)$ 美东时间 2017-02-14 盘后 披露财报,预期EPS -0.12 网页链接