中文翻译
我认为 OE Solutions ($138080.KQ) 作为大型下游玩家收购目标最合理。鉴于其稀缺的 EML/CW 激光器 IP 目前市值仅约 2.15 亿美元，估值荒谬。Source Photonics 或苏州东山精密类型的收购可能会增加更多价值。
· 个股论点
OE Solutions 估值低且IP稀缺，是理想的收购标的。
相关概念： 光子学 Photonics
英文原文
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