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2024 High Conviction Ideas
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2024 High Conviction Ideas
High Conviction Ideas going into 2024
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bullish
•
Apple
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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...
Mint Finance
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1.1k Views
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bullish
•
Taiwan Semiconductor (TSMC)
•
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...
Wium Malan, CFA
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1.1k Views
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bearish
•
BILL 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...
Andrei Zakharov
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495 Views
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bullish
•
Asahi Intecc
•
20 May 2024 22:32
2024 High Conviction Update: Asahi Intecc (7747 JP)- Q3FY24 Margins Take Hit; Tepid Q4 Expected
Asahi Intecc reports 8% YoY revenue growth in Q3, but higher SG&A expenses dented profitability. Q4FY24 revenue is expected to decline 3% YoY with...
Tina Banerjee
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428 Views
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bullish
•
Cross Asset Strategy
•
05 May 2024 07:35
2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 2
Since we published this piece, The HSI is up 12%, the HSCEI is up 16% and the HSCCI is up 17%. Since January's bottom, when we reiterated BUY,...
Rikki Malik
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813 Views
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