Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023
Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.
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Sunpower: 2023 China Re-Opening Stock, but CB Conversion Uncertainty Needs To Be Resolved
Sunpower is down -43% YTD and needs a resolution in its Convertible Bonds by April 2023 before any re-rating can start. Once that is achieved the...
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Sunpower Group (SPWG SP): A purer play on clean energy going forward
The disposal of the M&S business for RMB2.29bn has been completed, with two tranches of special dividend of S$0.1406 a share and S$0.1006 a...
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Sunpower: Full Steam Ahead with GI; 84% Upside to 1.18 SGD Fair Value
Sunpower is now a 100% GI business post its divestment of the M&S business. Investors were rewarded with 0.2359 SGD in dividends and should now...
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(Non-SGX Report) Sunpower Group Ltd: Awaiting New Catalysts
Non- SGX Report: These equity research reports are not written by the SGX. SGX supports the distribution of the research reports by external...
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