STM - Diversified chipmaker with years of underperforming the sector. With a valuation and margin structure that is bottom of the league, this could be one of the best potential restructuring stories in global semis. By refocussing on a healthy core (analog, MCUs) and cutting the digital bleeders, STM has ample scope to clean up its act. Will its shareholder structure allow the changes so obviously needed?

STMicro

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