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:
$Adesto科技(IOTS)$ 8-K - Current report Filed: 2017-11-08 AccNo: 0001171843-17-006755 Size: 246 KBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接
$Adesto科技(IOTS)$ 内部交易: 2017-11-01,VP, Engineering,Hollmer Shane ,卖出,3912普通股, $7.70
$Adesto科技(IOTS)$ 内部交易: 2017-11-01,VP, Discrete Products Group,Wang Janet ,卖出,2937普通股, $7.70
$Adesto科技(IOTS)$ 美东时间 2017-11-08 盘后 披露财报,预期EPS -0.01 网页链接
$Adesto科技(IOTS)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2017-10-26 AccNo: 0001193125-17-321370 Size: 46 KB 网页链接
$Adesto科技(IOTS)$ 8-K - Current report Filed: 2017-10-05 AccNo: 0001193125-17-304664 Size: 63 KBItem 1.01: Entry into a Material Definitive AgreementItem 9.01: Financial Statements and Exhibits 网页链接
$Adesto科技(IOTS)$ 8-K - Current report Filed: 2017-10-05 AccNo: 0001193125-17-304664 Size: 63 KBItem 1.01: Entry into a Material Definitive AgreementItem 9.01: Financial Statements and Exhibits 网页链接
$Adesto科技(IOTS)$ 8-K - Current report Filed: 2017-10-05 AccNo: 0001171843-17-005945 Size: 15 KBItem 8.01: Other EventsItem 9.01: Financial Statements and Exhibits 网页链接
$Adesto科技(IOTS)$ 内部交易: 2017-08-17,CTO,Intrater Gideon D ,卖出,2500普通股, $6.50
$Adesto科技(IOTS)$ 内部交易: 2017-08-17,VP, Business Development,Naveh Ishai ,卖出,21706普通股, $6.32