COLLECTION
2025 High Conviction Ideas

2025 High Conviction Ideas
High Conviction Ideas going into 2025

12
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bullishFreee KK
20 Nov 2024 15:08

2025 High Conviction: Freee KK – Becoming Free From Losses; Significant Upside

Freee has proved that its business model is solid vs Money Forward by beginning to make profits without compromising on growth. freee's shares are...

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bullishTencent Music
18 Nov 2024 15:49

2025 High Conviction: Tencent Music Entertainment (TME) – Music as Promising Future

Our 2024 High Conviction, Meituan, has risen by 87% in one year. We believe the market ignores TME because of its flat revenue, but TME will...

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Ming Lu
258 Views
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18 Nov 2024 08:30

2025 High Conviction Idea: Gold

Gold prices have staged multi-year breakouts in multiple currencies, indicating a long-term bullish outlook. It's also on the verge of staging...

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Cam Hui
301 Views
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15 Nov 2024 13:46

2025 High Conviction: PA Gooddoctor (1833 HK) - The Arb Is To Take The Stock

IF you like PA Gooddoctor, buy here. Or just buy irrespectively. Then either opt for the scrip dividend. Or perhaps take the dividend on 50% of...

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13 Nov 2024 09:09

2025 High Conviction: AI Chip Spend Slows

AI spending is driving strong semiconductor growth today, but see why hyperscale spending, like 2000's Internet Bubble, is approaching an overbuilt...

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Jim Handy
204 Views
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