🐦 推特SerenityV1 · 实盘观望把握 3/10
北京时间·🕒 发布 04-11 20:59:14时区推断·⟳ 抓取 06-03 20:38:07回填·⚡ 决策 06-17 08:13:53·132.5 天前
KOL分享持仓：类比Ajinomoto ABF涨价逻辑，看好AXTI作为半导体关键材料的重估潜力
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Holy ****, I really hope Ajinomoto doesn’t give into these activist shareholders. WSJ finally broke older news that: “P…
观望 AXTI.US
AXTI无直接新催化剂，仅为KOL基于Ajinomoto ABF涨价事件的类比持仓分享；且底层事件被指为older news，类比炒作时效性弱、缺乏独立edge。观望等待ABF涨价实质性落地带动板块共振，或AXTI自身出现activist/涨价信号再介入。
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Holy ****, I really hope Ajinomoto doesn’t give into these activist shareholders.
WSJ finally broke older news that:
“Palliser Takes Stake in Ajinomoto, Urges 30%+ ABF Price Increase” (major chokepoint)
Yeah, I did the same with $AXTI … but that’s US/China so it’s okay.
There’s a reason why nobody copied that same playbook for Japanese companies.
Trying to change Japanese culture with Western hedge fund predatory price hikes is not encouraged.
WSJ finally broke older news that:
“Palliser Takes Stake in Ajinomoto, Urges 30%+ ABF Price Increase” (major chokepoint)
Yeah, I did the same with $AXTI … but that’s US/China so it’s okay.
There’s a reason why nobody copied that same playbook for Japanese companies.
Trying to change Japanese culture with Western hedge fund predatory price hikes is not encouraged.
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