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2025 High Conviction Ideas
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2025 High Conviction Ideas
High Conviction Ideas going into 2025
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bullish
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Aster DM Healthcare Ltd
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05 Nov 2024 00:58
2025 High Conviction: Aster DM Healthcare Ltd (ASTERDM IN)- Focus on India Augurs Well
Aster DM Healthcare reported EBITDA margin of 21.4% in Q2FY25 vs. 6.8% in Q2FY24. Margin expansion is expected to continue over the next 2-3...
Tina Banerjee
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bullish
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Bank Mandiri Persero
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04 Nov 2024 10:56
2025 High Conviction - BMRI Strong Loan Growth at 2x Industry, Better Fees and Lower Costs/Assets
BMRI is taking market share of loans, growing strongly, with no worsening in credit metrics. Slightly lower NIM is offset by higher fees, and also...
Daniel Tabbush
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