["'White-Haired Stock God' Serenity Analyzes Multiple Asian Tech Stocks and NAV Discount Opportunities, Focuses on Targets Like Wistron"] Deep Tide TechFlow reports that on June 20, "White-Haired Stock God" Serenity released a personal investment observation, conducting valuation and shareholding structure analyses on several technology and semiconductor-related companies. The focus was on net asset value (NAV) discounts and growth momentum. Key points include: 1. Wistron is considered one of the most promising targets, with a current market cap of approximately $16.2 billion. Its Q1 revenue grew 144% year-over-year, and it holds about 35.46% equity in Wiwynn, with the implied value of its holdings approximately 0.66 times its market cap. 2. Wiwynn is expected to sustain growth and has become one of Serenity's core observation assets. 3. Priortech holds about 21% equity in Camtek, with the value of its holdings approximately 1.35 times its own market cap, viewed as a semi-controlling structure. 4. GlobalWafers is noted to have a significant NAV discount (market cap of approximately $3.5 billion vs. holding value of about $7.9 billion). 5. Related Korean targets Iljin Holdings and Simmtech Holdings are also noted to have significant NAV discounts, though Serenity remains cautious about Korean corporate governance and valuation realization capabilities. Serenity emphasized that the research is still in progress and no final investment conclusions have been made. However, there is a tendency to further increase the concentration of related holdings on Monday, highlighting that some of these companies possess independent growth potential and NAV revaluation opportunities.