TOTO Positioned as a Promising AI Investment Opportunity

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UK: TOTO Ltd. has been identified by UK-based activist investor Palliser Capital as an undervalued artificial intelligence–linked opportunity, driven by its advanced ceramics business, which contributes about 40% of operating profit. While widely known for its high-tech sanitaryware, the company also manufactures ceramic electrostatic blocks used in NAND memory chip production, critical for AI-driven data centres. With rising AI demand and increasing memory chip prices, Palliser expects the division to achieve over 30% revenue growth in the next two years and believes TOTO holds a strong long-term competitive advantage in the semiconductor supply chain.

Source: TOTO