Added to YB: 2026-05-01
Pitch date: 2026-04-30
138080.KQ [bullish]
OE Solutions Co., Ltd.
Author Info
No bio for this author
Company Info
OE Solutions Co., Ltd. supplies optoelectronic transceiver solutions for broadband wireless and wireline markets.
Market Cap
KRW 449.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-42.46
P/E
-14.38
EV/Sales
7.98
Sector
Communications Equipment
Category
growth
OE Solutions (138080.KQ) looks way too cheap
138080.KQ: InP laser chip+transceiver mfr like $AAOI/$COHR targeting 1.6T/CPO AI apps but at 8x P/S vs peers' 25-30x. 2025 rev +79% YoY to ₩57.4B, Q4 +58% YoY. ₩27B loss on R&D/capex, but positioned for profitability inflection as high-power products scale. Korea 5G-SA mandate+spectrum doubling by end-2026. Design wins w/ tier-1 OEMs. Q1 2026 ER (mid-May) key catalyst. Risk: execution slippage keeps valuation depressed.
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