🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 06-18 09:01:57时区推断·⟳ 抓取 06-18 09:04:36·⚡ 决策 06-21 20:53:16 +3d11h·128.0 天前
推特用户呼吁华通电脑出售昆山子公司股权以释放NAV折价
📄 原文Serenity↗ 原文
I agree with Palliser Capital here. As a shareholder, it’s just so stupid how WUS (2316 TW) MC can be ~$1B MC. While th…
不做 WUS.US
代码归一化错误，WUS.US并非华通电脑(2316.TW)，该代码无法交易
不做 2316.TW
仅为推特用户呼吁公司出售资产以释放NAV，无公司官方行动或实质催化剂，台股控股折价为常态，短期无重估动力
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 641 字
I agree with Palliser Capital here.
As a shareholder, it’s just so stupid how WUS (2316 TW) MC can be ~$1B MC.
While they own a 11.26% stake of WUS Kunshan, a $39.3B (¥282B CNY) company…
Which is worth $4.42B pre-tax. Just sell 1/4th or something?
And you get an extra ~$1.1B for PCB growth at the inflection point with AI demand.
Which is more than your current MC pre-tax, purely in cash.
And there’s still $3.3B in assets + markets might revalue your company because of willingness to trim locked up assets.
Nobody is asking you to trim everything, but the NAV disconnect is insanity.
WUS TW management should really reconsider.
As a shareholder, it’s just so stupid how WUS (2316 TW) MC can be ~$1B MC.
While they own a 11.26% stake of WUS Kunshan, a $39.3B (¥282B CNY) company…
Which is worth $4.42B pre-tax. Just sell 1/4th or something?
And you get an extra ~$1.1B for PCB growth at the inflection point with AI demand.
Which is more than your current MC pre-tax, purely in cash.
And there’s still $3.3B in assets + markets might revalue your company because of willingness to trim locked up assets.
Nobody is asking you to trim everything, but the NAV disconnect is insanity.
WUS TW management should really reconsider.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。