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...
468 Views
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...
596 Views
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...
803 Views
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...
933 Views
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...
906 Views