Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X, stating that he believes South Korean optical communications company OE Solutions (138080.KQ) is one of the most reasonable choices among potential acquisition targets for large downstream companies at present.
Serenity pointed out that the company currently has a market capitalization of approximately $215 million but possesses rare EML/CW laser intellectual property (IP). He believes that companies such as Source Photonics or Suzhou Dongshan Precision, if seeking vertical integration, could gain greater strategic value by acquiring OE Solutions.
Serenity stated that, given the substantial R&D investment and capital expenditures required for wafer fab expansion and initial construction—and considering that OE Solutions itself remains a relatively small optical company—it presents a certain degree of M&A appeal. The firm also disclosed that it currently holds a position in the company.