Rasa

6 atoms · 跨 3 天 · 首见 2026-05-16 · 最近 2026-05-31

三色: 🟦 fact 4 · 🟥 take 2 · stance ▲0/▼0/◆4

来源: X 6

时态: fresh:6

标签: 好数字:3 · 好信源:1 · 好思考:1 · 好观点:1

叙事 (narrative) (2)

• 2026-05-19 · potential export control consideration
  I was thinking about export controls on Rasa/NCI but that would cause a lot of downstream collateral damage on $IQE, $LITE, etc.
  tags: 好思考 · → daily
• 2026-05-31 · 股价表现与Nippon对比
  how Nippon has been trading vs. Rasa
  tags: 好观点 · → daily

事实 (fact) (4)

• 2026-05-16 · 日本红磷供应商
  NCI and Rasa are key Japanese suppliers of red phosphorus for InP feedstock, or 6N/7N high-purity red phosphorus.
  tags: 好信源 · → daily
• 2026-05-16 · 市盈率
  Rasa at 18
  tags: 好数字 · → daily
  value: qty=18
• 2026-05-16 · 高纯度磷占营收比例
  the high purity stuff is a small % of their revenue
  tags: 好数字 · → daily
  value: qty=小百分比
• 2026-05-16 · 高纯度磷占营业利润比例
  about 5% but 12% operating profit
  tags: 好数字 · → daily
  value: qty=12%

时间轴 (近 20)

• 2026-05-31 · narrative · 股价表现与Nippon对比 · → daily
• 2026-05-19 · narrative · potential export control consideration · → daily
• 2026-05-16 · fact · 日本红磷供应商 · → daily
• 2026-05-16 · fact · 市盈率 · → daily
• 2026-05-16 · fact · 高纯度磷占营收比例 · → daily
• 2026-05-16 · fact · 高纯度磷占营业利润比例 · → daily

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