三季报营收增速只有14% 股价暴跌。资产负债表里面,现金大幅减少,存货大量增加,负债率大幅上升。短期是被市场抛弃了。
目前26倍的估值有点贵,打折的话,15倍估值,买入大概60-70左右。
目前未持有。查看全文
mike1632019-03-19 17:19
$思科(CSCO)$ 在网络通讯领域的统治力真强啊,不过华为在交换机 企业路由器 运营商路由器 三个市场段都全面挑战了思科,也是牛了。
细分市场的$Arista Networks(ANET)$ 在数据中心交换机,$Ubiquiti Networks(UBNT)$ 在企业wifi 领域也是很强大的挑战者。查看全文
mike1632017-02-22 00:43
$Ubiquiti Networks(UBNT)$ 开始买入。 pe 大概是16倍,营收增长速度30%'利润增长速度22% 每下跌6元,加一次。分别在42 36 30加仓。
个人购买了ubnt 的erx路由器,内核是debian,需要什么功能可可以直接通过apt-get安装,非常方便。公司70%以上的人员是研发人员,销售人员极少,因此销售成...查看全文
$Ubiquiti Networks(UBNT)$ 8-K - Current report Filed: 2019-11-08 AccNo: 0001511737-19-000039 Size: 408 KBItem 2.02: Results of Operations and Financial ConditionItem 8.01: Other EventsItem 9.01: Financial Statements and Exhibits 网页链接
$Ubiquiti Networks(UBNT)$ 10-Q - Quarterly report [Sections 13 or 15(d)] Filed: 2019-11-08 AccNo: 0001511737-19-000037 Size: 9 MB 网页链接
$Ubiquiti Networks(UBNT)$ DEF 14A - Other definitive proxy statements Filed: 2019-10-25 AccNo: 0001511737-19-000032 Size: 937 KB 网页链接
$Ubiquiti Networks(UBNT)$ 8-K - Current report Filed: 2019-09-12 AccNo: 0001511737-19-000029 Size: 58 MBItem 1.01: Entry into a Material Definitive AgreementItem 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Regis...
$Ubiquiti Networks(UBNT)$ 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] Filed: 2019-08-21 AccNo: 0001511737-19-000026 Size: 19 MB 网页链接
$Ubiquiti Networks(UBNT)$ 8-K - Current report Filed: 2019-08-20 AccNo: 0001511737-19-000023 Size: 313 KBItem 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal YearItem 8.01: Other EventsItem 9.01: Financial Statements and Exhibits 网页链接
$Ubiquiti Networks(UBNT)$ 25 - Notification of the removal from listing and registration of matured, redeemed or retired securities Filed: 2019-08-19 AccNo: 0001144204-19-040502 Size: 15 KB 网页链接
$Ubiquiti Networks(UBNT)$ 美东时间 2019-08-16 分红: 0.3 网页链接
$Ubiquiti Networks(UBNT)$ CERT - Filed: 2019-08-09 AccNo: 0000876661-19-000831 Size: 61 KB 网页链接
$Ubiquiti Networks(UBNT)$ 8-K - Current report Filed: 2019-08-09 AccNo: 0001511737-19-000017 Size: 515 KBItem 2.02: Results of Operations and Financial ConditionItem 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of ListingItem ...