WUS TW has seen 3 consecutive limit-ups. The author regrets not taking larger positions, h
WUS TW has seen 3 consecutive limit-ups. The author regrets not taking larger positions, highlighting a NAV arbitrage plus independent growth story with a PCB business and a large stake in WUS Kunshan. An activist investor is pressuring for value unlocking.
“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.”Original post：X / @aleabitoreddit ↗