Serenity (@aleabitoreddit) “Wow, 3 limit ups in a row with WUS TW. Pretty sad I didn't take larger positions”

2026.06.22 01:20

Wow, 3 limit ups in a row with WUS TW. Pretty sad I didn't take larger positions. WUS TW is 1 my 2 NAV arbitrage + independent growth trades. If you want context: WUS TW is a ~$1.12B PCB player with AI DC growth. Their stake in WUS Kunshan is $4.79B (11.4% of 42.04 billion) So basically they're a $1.1B PCB player growing independently, sitting on ~$4.79B worth of another company that looks to IPOed on Hong Kong markets soon. And a successful activist investor in Palliser (with Ajinomoto and Toto), is pressuring them to trim some holdings along with a few others. Seems like a pretty insane disconnect, and I think there's a lot of potential here.

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Serenity@aleabitoreddit

2026.06.18 01:01

I agree with Palliser Capital here. As a shareholder, it’s just so stupid how WUS (2316 TW) MC can be ~$1B MC. While they own a 11.26% stake of WUS Kunshan, a $39.3B (¥282B CNY) company… Which is worth $4.42B pre-tax. Just sell 1/4th or something? And you get an extra ~$1.1B for PCB growth at the inflection point with AI demand. Which is more than your current MC pre-tax, purely in cash. And there’s still $3.3B in assets + markets might revalue your company because of willingness to trim locked up assets. Nobody is asking you to trim everything, but the NAV disconnect is insanity. WUS TW management should really reconsider.

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