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2020 High Conviction Ideas
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2020 High Conviction Ideas
High Conviction Ideas going into 2020
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bullish
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CJ Cheiljedang
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15 Jul 2020 13:23
2020 High Conviction: CJ Cheiljedang Revisited
Back in December 2019, we provided our top high conviction in 2020 in an insight called 2020 High Conviction: CJ Cheiljedang - Renewed Focus on...
Douglas Kim
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bullish
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Hoya Corp
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02 Jan 2020 00:26
2020 High Conviction: EUV Mask Blanks, Glass Substrates for HDDs Drive Next Phase of Growth for Hoya
We have been covering Hoya for close to a year and the company’s share price has rallied 71% over the last 12-months to JPY10,450 a share from...
Shifara Samsudeen, ACMA, CGMA
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bullish
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Suruga Bank Ltd
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26 Dec 2019 07:30
2020 High Conviction: Suruga Bank (8358 JP) - Fortune Favours the Brave
We expect the stock price of Suruga Bank Ltd (8358 JP) to significantly outperform the rest of the Japanese banking sector in CY2020. We calculate...
J. Brian Waterhouse
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bullish
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Mercari
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25 Dec 2019 14:15
2020 High Conviction - A Mercarific Holiday Season to All
As we look out to the new year, we review and update one of our very highest conviction calls for the long-term: Mercari. Having followed the name...
Mio Kato
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bullish
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Thematic (Sector/Industry)
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24 Dec 2019 22:59
2020 High Conviction: Memory Chip Makers
2020 will experience a turnaround in semiconductor revenues, especially its most volatile (and largest) sector: memory chips. This turnaround will...
Jim Handy
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911 Views
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