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[12Invest] - 我要投资

Author: 12investpublic   |   Latest post: Mon, 6 Apr 2020, 9:39 AM

 

[12Invest] 我要投资 - 我们对Inari 股价大跌的浅见

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Ok,故事是这样子的~ Inari 的最大客户分别是Broadcom 跟Osram 两位大哥。



现在,Broadcom 突然宣布说他们要把旗下的RF Division (FBars)出售,这样Inari

就出问题了
...



                             Image may contain: text
 



1. Broadcom 出售这个segment 后,新的买家是否会继续要Inari 做自己的supplier?



还是,他们自己已经有RF Chip manufacturing 的公司?



那么,是否意味着Inari 失去最大客户?(至少损失30% 营业额)



第二个消息,苹果  ”可能” 会收购FBars 业务,这个更死 ...




2. 苹果如果有技术生产后,还会找Inari 吗?我觉得很难啦!



再加上,一家叫Qorvo Inc. 的公司据报道已经研发出了比Broadcom 更好的产品,好在

Broadcom 在今年 6 月跟苹果签署了延长supply 合约高达两年,不然的话..



总结来说,我觉得Inari 短期内不会受太大的影响,而且这种deal 也要半年 - 一年才完

成,重点就在于,Inari 可以像Huawei 老板一样,自救吗?



想要捞低的朋友,必须先考虑潜在的风险哦!

 

大家想知道是什么令版主开始价值投资之旅吗?其实是attend 了2016 年的

个活动,链接在下面,大家可以考虑去哦!真的非常值得!(2019 肯定


undervalued 的投资 )



链接:https://home.valueinvestingsummit.com/12invest

 

想第一时间看我们的分析吗!


马上加入我们的Telegram 频道 -->  https://t.me/public12invest <--

 

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费),跟组员以及版主一起学习!留言#12INVEST 我们就会PM 你小

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#INARI
#APPLE
#BROADCOM
#QUOVO
#12INVEST

Disclaimer:

All the views and opinions expressed in our post are for education and informational purposes only and it should not be considered as professional financial investment advices or buy/sell recommendations. We strongly encourage you to do your own research and take independent financial advice from a professional before you proceed to invest.

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Labels: INARI

Related Stocks

Chart Stock Name Last Change Volume 
INARI 1.29 +0.06 (4.88%) 3,563,900 

  Patrick13 likes this.
 
daytraders Waste your money to join this kind of groups? Haha. Nonsense article. Once profit inari announced, price will move up a lot. Management very confident on it.
22/12/2019 9:14 AM
12investpublic very insightful comment no wonder you're a daytrader :)
thanks
24/12/2019 12:35 AM


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