“White-Haired Stock God” Serenity Reviews Multiple Asian Tech Stocks and NAV Discount Opportunities, Focusing on Targets such as Wistron

Odaily Planet Daily News "White-Haired Stock God" Serenity has released personal investment observations, conducting analysis on the valuation and shareholding structures of multiple tech and semiconductor-related companies, with a primary focus on net asset value (NAV) discounts and growth momentum. The key views include:

1. Wistron is considered one of its most favored targets, with a current market cap of approximately USD 16.2 billion. Q1 revenue grew 144% year-over-year. It holds about 35.46% of WiWynn, and the implied value of this stake is approximately 0.66 times its own market cap.

2. WiWynn is viewed positively for continued growth, making it one of its core observation assets.

3. Priortech holds about 21% of Camtek, with the value of this stake being approximately 1.35 times its own market cap, and is seen as having a holding-company-like structure.

4. GlobalWafers is noted to have a significant NAV discount (market cap of ~USD 3.5 billion vs. stake value of ~USD 7.9 billion).

5. Related Korean targets, Iljin Holdings and Simmtech Holdings, are also noted to have apparent NAV discounts, but Serenity holds a cautious view on Korean corporate governance and value realization capabilities.

Serenity notes that this is still in the research phase and no final investment conclusions have been formed. However, there is a tendency to further increase concentration in related holdings starting Monday, emphasizing that some of these companies possess independent growth capabilities and room for NAV reassessment.