Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Collections
>
2022 High Conviction Ideas
COLLECTION
2022 High Conviction Ideas
High Conviction Ideas going into 2022
Follow
Share
34
Insights
16.9k
Views
24
Followers
Follow
Share
Regions
Sectors
Verticals
More Filters
Focused
Top Picks Only
Recent
bearish
•
Recruit Holdings
•
19 Dec 2022 23:37
2022 High Conviction Recruit: More Room for Shares to Fall
It is time we review our high conviction short for 2022. Recruit's share price is down more than 42% and with labour markets weakening, we think...
Shifara Samsudeen, ACMA, CGMA
Follow
619 Views
Share
bearish
•
Seven & I Holdings
•
13 Dec 2022 17:13
2021 & 2022 High Conviction Review: Time’s Up For Seven & I But Japan Tobacco Has More Room to Run
With further dividend hikes looking increasingly possible, our 2022 high-conviction call, Japan Tobacco has more room to run this year. However,...
Oshadhi Kumarasiri
Follow
454 Views
Share
bearish
•
Recruit Holdings
•
22 Jun 2022 16:59
2022 High Conviction - Recruit: More Downside Ahead with Normalisation of Recruitment Markets
Recruit Holdings’ shares have declined 44.35% YTD, With weakening earnings, we think there is further downside as earnings started to weaken with...
Shifara Samsudeen, ACMA, CGMA
Follow
604 Views
Share
bullish
•
Abbott Laboratories
•
21 Apr 2022 17:33
Abbott Laboratories (ABT US): 2022 High Conviction Idea 1Q22 Review- COVID Testing Bonanza Continues
Abbott started the year on a strong note, on the back of record high COVID-19 testing revenue. Recovery in elective procedure enhances our...
Tina Banerjee
Follow
495 Views
Share
bullish
•
Japan Tobacco
•
30 Mar 2022 20:39
Japan Tobacco 2022 High Conviction Update: Time to Double Down
With the yen weakening to levels last seen in 2016 and regular price hikes in the range of 8% per annum in the Domestic business, we could expect...
Oshadhi Kumarasiri
Follow
495 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.40.5
x