James Smith

Palliser Capital Founder & Chief Investment Officer
· tracked since Apr 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
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TOTO long -10.2%
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TOTO ×1
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TOTO long 1 month ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d —
Average Return -10.2% Long Return -10.2% Short Return -
Average Return
7d +0.7%
30d -4.4%
90d —
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TOTO PT Surya... PT Surya Toto Indonesia Tbk
Long
Apr 08
$274.00
-10.2%
James Smith identified Toto as a "hidden AI beneficiary" because, within its toilet business, it has semiconductors that create components for semiconductor manufacturing. He believes the market undervalues this AI-related semiconductor division, and the company represents "quite a good investment for us so far with plenty of upside." LONG due to the undervaluation of its AI exposure and potential for a rerating as the market recognizes the value of its semiconductor components. The semiconductor division may not be material to overall profits, or AI-related demand may not meet expectations.
James Smith identified Toto as a "hidden AI beneficiary" because, within its toilet business, it has semiconductors that create components for semiconductor manufacturing. He believes the market undervalues this AI-related semiconductor division, and the company represents "quite a good investment for us so far with plenty of upside." LONG due to the undervaluation of its AI exposure and potential for a rerating as the market recognizes the value of its semiconductor components. The semiconductor division may not be material to overall profits, or AI-related demand may not meet expectations.
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