COLLECTION
2025 High Conviction Ideas

2025 High Conviction Ideas
High Conviction Ideas going into 2025

27
Insights
14.0k
Views
17
Followers
23 Dec 2024 05:55

2025 High Conviction: DFI Retail - Churning Free Cash by Turning the Right Levers

​DFI Retail is overcoming challenges with strategic shifts and cost reductions. With an attractive dividend yield, strong cash flow, and earnings...

Logo
344 Views
Share
20 Dec 2024 16:47

Asian Equities: 2025 High Conviction – Five Themes, Five Top Picks

​2025 may be tricky for Asian equity with "Trump turmoil", slower Fed, strong Dollar. AI boom would help. Ditto China's consumption focus & India's...

Logo
779 Views
Share
bullishBitcoin
19 Dec 2024 11:43

2025 High Conviction: Bitcoin Long - New All-Time Highs on the Horizon

Forecasting Bitcoin’s Next Bull Run: How Global Liquidity, Institutional Demand, and Key Market Cycles Point to a $240K Target by 2025

Logo
175 Views
Share
17 Dec 2024 18:49

2025 High Conviction - Taiwan Semiconductor Manufacturing Co (NYSE: TSM, TPE: 2330)

​TSM is well positioned to ride the AI tailwind as competitors face challenges. Strong revenue growth expected for Q4 2024 and beyond.

Logo
285 Views
Share
bullishDiDi Global
17 Dec 2024 15:35

2025 High Conviction Idea - DIDI Global, Smooth Ride to Higher Profits

Didi Global has become EBITDA positive and is expanding rapidly into Tier 3 cities where it has an technical and market share advantage.  The...

Logo
752 Views
Share
x