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2022 High Conviction Ideas
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2022 High Conviction Ideas
High Conviction Ideas going into 2022
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bearish
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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
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617 Views
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bearish
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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
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452 Views
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bearish
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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
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600 Views
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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
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495 Views
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bullish
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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
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495 Views
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