Serenity: OE Solutions is suitable as an acquisition target for a large downstream enterprise, possessing a rare laser IP.
BlockBeats News, June 23rd, Serenity expressed its view that South Korean optical communication company OE Solutions (138080.KQ) is the most suitable acquisition target for a large downstream enterprise. OE Solutions currently has a market value of approximately $215 million and owns a scarce EML/CW laser IP. From a vertical integration perspective, an acquisition similar to an exchange or Suzhou Dongshan Precision could bring more value to companies looking to integrate upstream.
Serenity also stated that OE Solutions, as a small optical communication company, would require substantial expensive R&D investment and capital expenditure to expand its wafer fab capacity and promote development in the future. Therefore, being acquired by a large downstream enterprise may be more reasonable. Serenity disclosed its related holdings and mentioned that this view is only a proposal to other companies.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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