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23:49
May 12
Francisco Utsch Gestor, Kiron Capital Market Makers
Totvs cheap, AI fears overblown.
Totvs has been hit by the AI sell-off in software stocks, but its mission-critical ERP systems (with high switching costs, inflation-linked contracts) are not easily disrupted. The acquisition of Links adds synergies, and the company is using AI to improve its own efficiency. At 16x earnings, it is historically cheap and a top pick.
TOTS3.SA 1ST
HIGH

About TOTS3.SA Analyst Coverage

Buzzberg tracks TOTS3.SA across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.