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: 0001209191-20-023508 Size: 5 KB 网页链接
$Adesto科技(IOTS)$ DEFM14A Definitive proxy statement relating to merger or acquisition Accession Number: 0001047469-20-001880 Act: 34 Size: 1 MB 网页链接
$Adesto科技(IOTS)$ 内部交易: 2020-03-24,Chief Strategy Officer,Modi Sohrab ,卖出,7726普通股, $10.32
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-20-021318 Size: 5 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-20-021320 Size: 5 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-20-021315 Size: 5 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-20-021316 Size: 5 KB 网页链接
$Adesto科技(IOTS)$ PREM14A Preliminary proxy statements relating to merger or acquisition Accession Number: 0001047469-20-001532 Act: 34 Size: 1 MB 网页链接
$Adesto科技(IOTS)$ 10-K Annual report [Section 13 and 15(d), not S-K Item 405] Accession Number: 0001558370-20-002795 Act: 34 Size: 16 MB 网页链接
$Adesto科技(IOTS)$ DFAN14A Additional definitive proxy soliciting materials filed by non-management and Rule 14(a)(12) material Accession Number: 0001123292-20-000440 Act: 34 Size: 2 MB 网页链接