WUS TW连续三个涨停。作者后悔没有重仓，指出这是一个NAV套利加独立增长的故事，拥有PCB业务和WUS昆山的大量股权。一位积极投资者正施压释放价值。
WUS TW连续三个涨停。作者后悔没有重仓，指出这是一个NAV套利加独立增长的故事，拥有PCB业务和WUS昆山的大量股权。一位积极投资者正施压释放价值。
“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.”原帖：X / @aleabitoreddit ↗