Asia HY Trade Book - October 2020 - Lucror Analytics
The Asia HY Trade Book for the month of October includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
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The NEW Week that Was in ASEAN@Smartkarma - Syariah Banking, XL Axiata, and Telkom's Tower Spinoff
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
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Bank Mandiri Persero (BMRI IJ) - A Plethora of Good News
Bank Mandiri management has revealed better than expected progress on loan restructuring plus a number of other positives including rapidly falling...
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The NEW Week that Was in ASEAN@Smartkarma - Thailand'sToursim Dilemma, Thai Banks, and Wilmar's Stub
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
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Asia HY Monthly - China's Three Red Lines - Lucror Analytics
In this month’s “In-Focus” section, we consider China’s new Three Red Lines leverage guidelines for developers, which have been rolled out on a...
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