From bidets to AI labs: Japan’s hidden innovators should step out and learn to play the hype game
Toto is the “most undervalued and overlooked AI memory beneficiary,” Palliser wrote. Its little-known business of chip parts recently accounted for half its operating profit. Yet, just a page was dedicated to it in the most recent investor presentation, with this limited disclosure leaving its value “effectively hidden from the market,” the fund said.
Post Comment