🟢 [E1231] Activist Palliser Capital deck on Toto Ltd (5332 JP) calling it 'The Most Undervalued and Overlooked AI Memory Beneficiary'. Toto's ceramic manufacturing expertise makes it dominant supplier of electrostatic chucks for advanced memory manufacturing. Palliser founded by James Smith (former Elliott HK head) specializes in Japanese/Korean names with average 40% returns post-campaign.