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

Odaily Planet Daily News, “White-Haired Stock God” Serenity posted on platform X, stating that he believes 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 capitalization of approximately $215 million, yet possesses scarce EML/CW laser intellectual property (IP). He believes that if companies such as Source Photonics or Suzhou Dongshan Precision Manufacturing seek vertical integration, acquiring OE Solutions could yield higher strategic value.

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