Asia HY Monthly - Takeaways From China's Two Sessions (2020) - Lucror Analytics
From an investor’s perspective, the month of May was dominated by two issues: the likely rate of the post-pandemic economic recovery, and mounting...
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China Auto: Buy Thesis Remains Intact, Sales Will Accelerate over the Summer
Share price performance of China auto stocks in the past 2 weeks has been weak. This can be attributed to slower-than-expected increase in auto...
329 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
623 Views
Geely Placement: Raising for Rainy Days, an Index Event
Geely announced a placement to sell 600 million shares around 8 pm, planning to use the proceed for general corporate purposes and working capital....
445 Views
Asia HY Trade Recommendations - May 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for the month of May includes a summary of our recommendations. The report also features relative-value...
285 Views