[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

Author:   |    Publish date:

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


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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?



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 )




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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 :)
24/12/2019 12:35 AM

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