作者认为OE Solutions因稀缺的EML/CW激光器知识产权和较低的市值，是下游大型企业有吸引力的收购目标，暗示对该股票持看涨态度。
作者认为OE Solutions因稀缺的EML/CW激光器知识产权和较低的市值，是下游大型企业有吸引力的收购目标，暗示对该股票持看涨态度。
“I actually think OE Solutions ($138080.KQ ) makes the most sense as an acquisition target by a large downstream player. Since it’s now trading at a stupid ~$215M MC for scarce EML/CW laser IP. A Source Photonics / Suzhou Dongshan Precision type acquisition might add a lot more value to another company that wants to vertically integrate. Given there’s a lot of expensive R&D and capex required to scale their fabs and buildout ahead + it’s a small optical player. (Disclosure: I do own positions) Just floating the idea out there to other companies.”原帖：X / @aleabitoreddit ↗