“White-haired Stock Guru” Serenity: OE Solutions Could Be One of the Most Reasonable M&A Targets in the Optical Communications Sector

Odaily reports that “White-haired Stock Guru” Serenity 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 enterprises.

Serenity pointed out that the company currently has a market cap of approximately $215 million, yet possesses scarce EML/CW laser intellectual property (IP). He believes that companies such as Source Photonics or Suzhou Dongshan Precision Manufacturing could gain greater strategic value through vertical integration by acquiring OE Solutions.

Serenity noted that given the substantial R&D investment and capital expenditure required for expanding wafer fabs and initial construction, and the fact that OE Solutions itself remains a relatively small optical firm, it holds certain M&A appeal. He also disclosed that he currently holds a position in the company.