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2022 High Conviction Ideas

2022 High Conviction Ideas
High Conviction Ideas going into 2022

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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...

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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,...

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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...

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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...

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bullishJapan 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...

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