{"id":20792,"date":"2026-06-15T13:00:00","date_gmt":"2026-06-15T11:00:00","guid":{"rendered":"http:\/\/stocks-future.com\/?guid=ea9292810f7ca821483d8ffe22082bac"},"modified":"2026-06-15T13:00:00","modified_gmt":"2026-06-15T11:00:00","slug":"palliser-capital-publishes-presentation-highlighting-value-opportunity-at-wus-taiwan","status":"publish","type":"post","link":"https:\/\/stocks-future.com\/?p=20792","title":{"rendered":"Palliser Capital Publishes Presentation Highlighting Value Opportunity at WUS Taiwan"},"content":{"rendered":"<ul class=\"bwlistdisc\">\n<li>\n<i>Presentation highlights WUS Taiwan as \u201cThe Most Undervalued AI PCB Player,\u201d underscoring the under-recognised value of its AI-exposed PCB platform and its 11.3% stake in WUS Kunshan<\/i><\/li>\n<li>\n<i>Despite these incredible fundamentals, WUS Taiwan is trading at a substantial discount of over 70% to its net asset value (\u201cNAV\u201d) \u2013 its widest discount in five years<\/i><\/li>\n<\/ul><p>LONDON--(BUSINESS WIRE)--Palliser Capital (\u201cPalliser\u201d), a 4.3% shareholder of WUS Printed Circuit Co., Ltd. (Ticker: 2316 TT) (\u201cWUS Taiwan\u201d or the \u201cCompany\u201d), today published a comprehensive presentation outlining the opportunities available to unlock significant long-term value at WUS Taiwan.<\/p><br\/><a href=\"https:\/\/mms.businesswire.com\/media\/20260615754405\/en\/2830549\/1\/%5BEN%5D_Palliser_-_WUS_Value_Enhancement_Plan_-_vSent.pdf\"><img src=\"https:\/\/mms.businesswire.com\/media\/20260615754405\/en\/2830549\/1\/%5BEN%5D_Palliser_-_WUS_Value_Enhancement_Plan_-_vSent.pdf\" \/><\/a><br\/><a href=\"https:\/\/mms.businesswire.com\/media\/20260615754405\/en\/2830549\/1\/%5BEN%5D_Palliser_-_WUS_Value_Enhancement_Plan_-_vSent.pdf\"><img src=\"https:\/\/mms.businesswire.com\/media\/20260615754405\/en\/2830549\/21\/%5BEN%5D_Palliser_-_WUS_Value_Enhancement_Plan_-_vSent.jpg\" \/><\/a><br\/><a href=\"https:\/\/mms.businesswire.com\/media\/20260615754405\/en\/2830547\/5\/Palliser-logo-blue%404x.jpg\"><img src=\"https:\/\/mms.businesswire.com\/media\/20260615754405\/en\/2830547\/22\/Palliser-logo-blue%404x.jpg\" \/><\/a><br\/><a href=\"https:\/\/mms.businesswire.com\/media\/20260615754405\/en\/2830547\/5\/Palliser-logo-blue%404x.jpg\"><img src=\"https:\/\/mms.businesswire.com\/media\/20260615754405\/en\/2830547\/21\/Palliser-logo-blue%404x.jpg\" \/><\/a><p>\nTo promote market transparency and facilitate engagement with WUS Taiwan senior management, Palliser has made public a detailed presentation titled \u201cMaximising the Value of WUS Taiwan \u2013 The Most Undervalued AI PCB Player\u201d. The presentation sets out Palliser\u2019s assessment of WUS Taiwan\u2019s attractive strategic positioning within the global AI PCB supply chain and the strategic options available to drive a material re-rating of the Company\u2019s valuation.<\/p><p>\nDespite owning a high-quality AI PCB platform and an 11.3% stake in WUS Printed Circuit (Kunshan) (Ticker: 002463 CH) (\u201cWUS Kunshan\u201d) \u2014 a holding that Palliser believes is worth more than three times WUS Taiwan\u2019s current market capitalisation \u2014 WUS Taiwan currently trades at a discount to NAV of over 70%, its widest discount in five years. Based on Palliser\u2019s analysis, even a partial normalisation of WUS Taiwan\u2019s NAV discount toward the level of its closest peer could imply over 169% upside to WUS Taiwan\u2019s current share price, while a broader re-rating of the Company\u2019s valuation multiple toward peer levels could imply over 400% upside.<\/p><p>\nPalliser\u2019s presentation outlines the following highly actionable value enhancement initiatives:<\/p><ul class=\"bwlistdisc\">\n<li>\n<b>Establish an independent Value Enhancement Committee<\/b> comprising a majority of outside directors, supported by independent financial, tax and legal advisors, to conduct a comprehensive strategic review focused on maximising corporate value;<\/li>\n<li>\n<b>Enhance investor communication and disclosure<\/b>, including the provision of comprehensive English-language investor relations materials and quarterly updates aligned with Taiwanese disclosures, to more effectively communicate WUS Taiwan\u2019s turnaround progress, growing AI data centre PCB exposure, and underlying intrinsic value to the market; and<\/li>\n<li>\n<b>Evaluate credible strategic options<\/b>, including potential monetisation of some or all of WUS Taiwan\u2019s 11.3% stake in WUS Kunshan \u2014 with proceeds potentially deployed toward growth capex, R&amp;D and shareholder returns \u2014 as well as a potential privatisation of WUS Taiwan at a fair price to facilitate business optimisation and a future exit at a valuation more reflective of its intrinsic value.<\/li>\n<\/ul><p>\nFull details of the presentation are outlined in the accompanying attachment. <sup>i<\/sup><\/p><p>\n<b>About Palliser Capital\n<br\/><\/b>Palliser is an alternative investment manager that applies a value-oriented, event-driven philosophy to investing across a range of distinct yet complementary strategies on a global basis with a focus on situations where positive change and value enhancement can be achieved through thoughtful, constructive, and long-term engagement with companies and across a range of different stakeholder groups.<\/p><p>\n<sup>i<\/sup> <i>Any and all market data contained or referred to herein is as of close of trading on the Taiwan Stock Exchange on 28 May 2026 unless otherwise stated.<\/i><\/p><br\/> <b>Contacts<\/b> <br\/><p>\nProsek Partners\n<br\/>Brian Schaffer \/ Kiki Tarkhan \/ Forrest Gitlin\n<br\/><a  href=\"mailto:Pro-Palliser@Prosek.com\" rel=\"nofollow\" shape=\"rect\">Pro-Palliser@Prosek.com<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Presentation highlights WUS Taiwan as \u201cThe Most Undervalued AI PCB Player,\u201d underscoring the under-recognised value of its AI-exposed PCB platform and its 11.3% stake in WUS Kunshan<\/p>\n<p>Despite these incredible fundamentals, WUS Taiwan is trading at a s&#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-20792","post","type-post","status-publish","format-standard","hentry","category-infos-businesswire"],"_links":{"self":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/20792","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=20792"}],"version-history":[{"count":1,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/20792\/revisions"}],"predecessor-version":[{"id":20793,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/20792\/revisions\/20793"}],"wp:attachment":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=20792"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=20792"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=20792"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}