$TRANSTECH(09963.HK)'s acquisition has opened up the mainland market and removed legal obstacles, coupled with the industry's AI-driven increase in both volume and price of optical fibers; if the controlling shareholder Futong Group can step up, it might catalyze a revaluation of the fundamentals, so the next few years should be a period of explosive performance. Looking at the current market, although it's at a recent high, it feels like the market maker has full control, with little willingness to pull back. Bought a little today. Marking this.

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