🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 09:25:03时区推断·⟳ 抓取 10:38:52·⚡ 决策 06-23 10:41:15 +2m23s·126.4 天前
KOL猜测OE Solutions(138080.KS)为潜在收购目标
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I actually think OE Solutions ($138080.KQ ) makes the most sense as an acquisition target by a large downstream player.…
不做 138080.KS
纯KOL收购猜测，无官方或可靠媒体一手来源，且KOL自曝持仓存在抬轿嫌疑，底层并购事件未证实，属噪音与炒作风险。
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I actually think OE Solutions ($138080.KQ
) makes the most sense as an acquisition target by a large downstream player.
Since it’s now trading at a stupid ~$215M MC for scarce EML/CW laser IP.
A Source Photonics / Suzhou Dongshan Precision type acquisition might add a lot more value to another company that wants to vertically integrate.
Given there’s a lot of expensive R&D and capex required to scale their fabs and buildout ahead + it’s a small optical player. (Disclosure: I do own positions)
Just floating the idea out there to other companies.
) makes the most sense as an acquisition target by a large downstream player.
Since it’s now trading at a stupid ~$215M MC for scarce EML/CW laser IP.
A Source Photonics / Suzhou Dongshan Precision type acquisition might add a lot more value to another company that wants to vertically integrate.
Given there’s a lot of expensive R&D and capex required to scale their fabs and buildout ahead + it’s a small optical player. (Disclosure: I do own positions)
Just floating the idea out there to other companies.
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