“White-Haired Stock God” Serenity: OE Solutions Could Be One of the Most Reasonable M&A Targets in the Optical Communications Field

Odaily Planet Daily News “White-Haired Stock God” Serenity posted on platform X, stating that they believe South Korean optical communications company OE Solutions (138080.KQ) is currently 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). They believe 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 considering the substantial R&D investment and capital expenditure required for building new wafer fabs and initial construction, and given that OE Solutions itself remains a relatively small-scale optical company, it holds a certain M&A appeal. Serenity also disclosed that they currently hold a position in the company.