$纳峰科技(MZH.SI)$ $Nanofilm
TA wise, some fun numbers/price points to watch
- 4.444, Fib x0.786: break it, for a big run-up; any time now?
- 5.555, Fib x0.500: I see this as the next target; possible?
Business update summary, 10/2021
Great! You got to see potential...business peak in Q4 and 2022, consistent with market expectation.
- 3C customers, peak shifted to Q4, spill over to 2022; keyword: substantial growth
- Revenue diversification: other key customers, 33% to 39%
- Nano production: started MASS production in micro-lens array
- IEBC: substantial growth, equipment for factory expansion, customers and Sydrongen
- Sydrogen: pilot production; big potential
- M&A: Miller Technologies, 10-years as supplier, should be good!
精彩评论
$纳峰科技(MZH.SI)$ ...上周，该公司解决了与acustomer的纠纷，收回了近500万美元，并表示这将对今年的未婚夫业绩产生积极影响。好极了！
换位思考，这一金额约为去年净利润的10%。
这条消息的好处是，该公司还同意与对方继续合作。听起来像是双喜临门。