· 个股论点
涉及标的： $WUS
哇，WUS TW 连续三个涨停。很遗憾我没有加大仓位。WUS TW 是我 1 个 NAV 套利 + 独立增长交易。如果需要背景：WUS TW 是一家市值约 11.2 亿美元的 PCB 玩家，拥有 AI 数据中心增长。他们持有的 WUS Kunshan 股权价值 47.9 亿美元（占 420.4 亿的 11.4%）。所以基本上他们是一家独立增长的 11 亿美元 PCB 公司，持有另一家看起来即将在港股 IPO 的公司约 47.9 亿美元的股权。而且，Palliser（与 Ajinomoto 和 Toto 一起）的成功激进投资者正在施压他们削减部分持仓。这似乎是一个相当疯狂的脱节，我认为这里有很大的潜力。
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.