I agree with Palliser Capital here.
As a shareholder, it’s just so stupid how WUS (2316 TW) MC can be ~$1B MC.
While they own a 11.26% stake of WUS Kunshan, a $39.3B (¥282B CNY) company…
Which is worth $4.42B pre-tax. Just sell 1/4th or something?
And you get an extra ~$1.1B for PCB growth at the inflection point with AI demand.
Which is more than your current MC pre-tax, purely in cash.
And there’s still $3.3B in assets + markets might revalue your company because of willingness to trim locked up assets.
Nobody is asking you to trim everything, but the NAV disconnect is insanity.
WUS TW management should really reconsider.
Cristiano Ronaldo completely lost his head after Arbeloa refused to hand him his usual tap-in 😭
Getting mad because your own teammate scored is absolutely insane. Messi could never. 😭
Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend.
One of the best times in a long time to buy quality.
Ignore the bears.