MIST Latest Report

Milestone's operating income, although still negative, has narrowed, reflecting positive changes in sales strategy, cost control, and market demand. Compared with its peers, its performance is relatively good, showing a certain market competitiveness.

Opportunities

1. The company's recognition in the high-pixel CMOS image sensor market may support future revenue growth.

2. The continuous growth of non-phone CMOS image sensors in smart cities, smart homes, etc. opens up new market opportunities for the company.

3. With the growth of the global foldable phone market and the new energy vehicle market, Milestone has the opportunity to expand its market share.

4. The company's expansion in the display driver chip market contributes to overall revenue growth and is expected to continue to improve in the future.

Risks

1. Although revenue has improved, the company is still in a loss-making state and needs to be continuously concerned about the improvement of profitability.

2. Exchange rate fluctuations may have a negative impact on the company's financial performance, especially in international trade.

3. Intensified industry competition may lead to a decline in market share and affect profitability.

4. Although R&D investment has not yet been converted into positive operating income in the short term, it may affect the company's cash flow and financial stability in the long term.