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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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Freee 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...
Shifara Samsudeen, ACMA, CGMA
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202 Views
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bullish
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Tencent Music
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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...
Ming Lu
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266 Views
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bullish
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Cross Asset Strategy
•
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...
Cam Hui
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306 Views
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bullish
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Ping An Healthcare and Technology
•
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...
David Blennerhassett
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501 Views
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bearish
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Thematic (Sector/Industry)
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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...
Jim Handy
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