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...
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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...
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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...
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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...
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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...
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