TO TOTO PT Surya Toto Indonesia Tbk Loading... : Bullish and Bearish Analyst Opinions

The tweet humorously summarizes three unrelated corporate anecdotes—TOTO's health-sensing toilet, Korean lawmakers criticizing chip profits, and Ford's UEV platform—without offering any market-moving analysis or directional views.

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.

Palliser Capital's thesis that TOTO's semiconductor materials business (half of operating profit) is undervalued and undisclosed could unlock significant upside (55% target) if the company improves di

Japanese toilet maker Toto's ceramics technology is being used to manufacture bleeding-edge AI memory chips. The market is inefficiently pricing the company as a toilet manufacturer ($7B valuation) rather than a critical AI supply chain vendor ($60B market opportunity). Long obscure AI supply chain beneficiaries. The AI application of their ceramics turns out to be niche or low-margin.