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2021 High Conviction Ideas
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2021 High Conviction Ideas
High Conviction Ideas going into 2021
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bearish
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Seven & I Holdings
•
03 Jan 2023 19:55
2021 High Conviction Seven & I: Major Headwinds Deflected By The Yen Depreciation, Upside Is Limited
Down more than 34% since June 2022, gas price poses the biggest threat to 7-Eleven’s US business performance. Based on retail fuel prices during...
Oshadhi Kumarasiri
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576 Views
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bullish
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Seven & I Holdings
•
18 Jan 2022 18:50
Time to Get Back Into Our 2021 High Conviction Call Seven & I
After trading range bound for almost seven months, we are expecting a breakout with Seven & I’s revised FY22 guidance which suggests that there...
Oshadhi Kumarasiri
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306 Views
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bullish
•
Air China Ltd (H)
•
22 Dec 2021 08:20
Roundup of 2021 High Conviction: Still Expect Air China (753 HK) To Outperform CSA (1055 HK) In 2022
We maintain our view that Air China is set to outpeform China Southern in 2022, with major driving factors being international traffic, cargo...
Osbert Tang, CFA
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bullish
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Seven & I Holdings
•
08 Oct 2021 17:31
2021 High Conviction: Seven & I Raises Speedway Synergies & India Expansion Could Break The Deadlock
There are many positives to look forward to in the near term as the increase in the Speedway synergies, strong growth in America and the expansion...
Oshadhi Kumarasiri
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611 Views
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bullish
•
Seven & I Holdings
•
04 Jul 2021 23:17
2021 High Conviction Update: Raises Speedway Synergies, But Leaves Enough Room For Future Upside
We remain bullish on Seven & I and maintain our previous target of an additional 50% upside to the current price, as we think that there is still...
Oshadhi Kumarasiri
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