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07 Dec 2021
New Horizons
Sodexo SA (SW:PAR), 0 | BT Group plc (BT.A:LON), 104 | WPP Plc (WPP:LON), 796 | Volvo AB Class B (VOLV.B:OME), 0 | LVMH Moet Hennessy Louis Vuitton SE (MC:PAR), 0 | Tesco PLC (TSCO:LON), 289 | Publicis Groupe SA (PUB:PAR), 0 | Unilever PLC (ULVR:LON), 4,072 | H&M Hennes & Mauritz AB Class B (HM.B:OME), 0 | SAP SE (SAP:ETR), 0 | 3i Group plc (III:LON), 2,836 | STMicroelectronics NV (STMPA:PAR), 0 | Ryanair Holdings Plc (RYA:DUB), 0 | Compass Group PLC (CPG:LON), 2,228 | Travis Perkins plc (TPK:LON), 725 | Industria de Diseno Textil, S.A. (ITX:MCE), 0 | Kingspan Group Plc (KRX:DUB), 0 | Neste Corporation (NESTE:HEL), 0 | Grifols, S.A. Class A (GRF:MCE), 0 | TESLA MOTORS (TSLA:NYSE), 0 | Tesla, Inc. (TSLA:NAS), 0 | Stroeer SE & Co. KGaA (SAX:ETR), 0 | Levi Strauss & Co. Class A (LEVI:NYS), 0 | Adyen NV (ADYEN:AMS), 0 | SIG Group AG (SIGN:SWX), 0 | Grifols, S.A. Class A (0RDU:LON), 0 | H&M Hennes & Mauritz AB Class B (0HBP:LON), 0 | Industria de Diseno Textil, S.A. (0QWI:LON), 0 | Levi Strauss & Co. Class A (0A14:LON), 0 | LVMH Moet Hennessy Louis Vuitton SE (0HAU:LON), 0 | Publicis Groupe SA (0FQI:LON), 0 | Sodexo SA (0J3F:LON), 0 | Volvo AB Class B (0HTP:LON), 0 | Downing Strategic Micro-Cap Investment Trust PLC GBP (DSM:LON), 0 | Unibail-Rodamco-Westfield SE Stapled Secs Cons of 1 Sh Unibail Rodamco + 1 Sh WFD Unib Rod (URWN:MEX), 0
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New Horizons
Sodexo SA (SW:PAR), 0 | BT Group plc (BT.A:LON), 104 | WPP Plc (WPP:LON), 796 | Volvo AB Class B (VOLV.B:OME), 0 | LVMH Moet Hennessy Louis Vuitton SE (MC:PAR), 0 | Tesco PLC (TSCO:LON), 289 | Publicis Groupe SA (PUB:PAR), 0 | Unilever PLC (ULVR:LON), 4,072 | H&M Hennes & Mauritz AB Class B (HM.B:OME), 0 | SAP SE (SAP:ETR), 0 | 3i Group plc (III:LON), 2,836 | STMicroelectronics NV (STMPA:PAR), 0 | Ryanair Holdings Plc (RYA:DUB), 0 | Compass Group PLC (CPG:LON), 2,228 | Travis Perkins plc (TPK:LON), 725 | Industria de Diseno Textil, S.A. (ITX:MCE), 0 | Kingspan Group Plc (KRX:DUB), 0 | Neste Corporation (NESTE:HEL), 0 | Grifols, S.A. Class A (GRF:MCE), 0 | TESLA MOTORS (TSLA:NYSE), 0 | Tesla, Inc. (TSLA:NAS), 0 | Stroeer SE & Co. KGaA (SAX:ETR), 0 | Levi Strauss & Co. Class A (LEVI:NYS), 0 | Adyen NV (ADYEN:AMS), 0 | SIG Group AG (SIGN:SWX), 0 | Grifols, S.A. Class A (0RDU:LON), 0 | H&M Hennes & Mauritz AB Class B (0HBP:LON), 0 | Industria de Diseno Textil, S.A. (0QWI:LON), 0 | Levi Strauss & Co. Class A (0A14:LON), 0 | LVMH Moet Hennessy Louis Vuitton SE (0HAU:LON), 0 | Publicis Groupe SA (0FQI:LON), 0 | Sodexo SA (0J3F:LON), 0 | Volvo AB Class B (0HTP:LON), 0 | Downing Strategic Micro-Cap Investment Trust PLC GBP (DSM:LON), 0 | Unibail-Rodamco-Westfield SE Stapled Secs Cons of 1 Sh Unibail Rodamco + 1 Sh WFD Unib Rod (URWN:MEX), 0
- Published:
07 Dec 2021 -
Author:
Dhillon San SD -
Pages:
186
Today, we host our 23rd Annual Investment Ideas Seminar, virtually. Looking ahead to 2022, our theme is ''New Horizons''; we look beyond the pandemic to explore emerging paths to the future - and how investors can capitalise on them.
We begin the day with our Economic and Strategic Outlook, before covering four key themes for the coming year.
In A World in Motion, we lift the lid on some of the biggest - and some of the freshest - mobility stories. Is Tesla all it''s cracked up to be? Is Lilium a herald of the future of flight? What enticing prospects are shaping up for Neste, for Volvo and for Ryanair?
Second, no ideas conference would be complete without ESG. In a year in which we have massively built out our coverage, we explore some of the key data on ESG fund flows and select some tantalising ESG plays, not least SIG Combibloc, SAP, Levi''s and DSM.
Following our successful coverage of Supply Chain Disruption, we will dig deeper into the story on shipping capacity and explore impacts on names either showing vulnerability or surprising resilience, including Inditex and HandM, Tesco, Kingspan and STMicroelectronics.
Finally, in our fourth and final session, Seeking Alpha, we pick out some of our top sector plays for the coming year, 3i, Adyen, Grifols, LVMH, Stroeer Media, Unilever, plus pair trades Publicis over WPP and Compass over Sodexo and Underperforms BT and URW.