COLLECTION
2024 High Conviction Ideas

2024 High Conviction Ideas
High Conviction Ideas going into 2024

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bullishAsahi Intecc
15 Aug 2024 23:27

2024 High Conviction Update: Asahi Intecc (7747 JP)- FY24 Result Tops Guidance; Positive Outlook

Asahi Intecc reported ¥100B revenue for FY24, a significant milestone of the mid-term management plan. Even after excluding Fx, the company sees...

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13 Aug 2024 08:55

2024 High Conviction Update: Innovent (1801.HK) 24Q2 - Valuation Upside Will Be Further Opened Up

​Innovent's revenue growth in 24H1 was commendable. IBI363 has the potential to be blockbuster drug in global markets. Market value to reach above...

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bullishApple
13 Jun 2024 10:13

2024 High Conviction: Apple’s AI Foray & Services to Power Its Journey to USD 4 Trillion Valuation

Apple briefly overtook Microsoft as the most valuable firm measured by market cap. Share prices retreated relative to Microsoft by close of...

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06 Jun 2024 13:42

2024 High Conviction: TSMC (2330 TT) Is Perfectly Poised for Revenue and FCF Growth Acceleration

Given that we have reached the peak of the Capex cycle, along with normalisation in its internal working capital, and with revenue growth set to...

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bearishBILL Holdings
31 May 2024 03:36

2024 High Conviction Update: BILL Holdings, End of the Share Repurchase Program and Customer Churn

Shares of BILL Holdings significantly underperformed due to customer churn, bleak macro environment and continued growth slowdown in a core SMB...

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