The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Asia HY Monthly - Impact Of COVID-19 On Investment Strategy - Lucror Analytics
The global economic impact of COVID-19 deepened in April, with many countries now expected to see GDP contract in 2020. That said, credit and...
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Asia HY Trade Recommendations - April 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for the month of April includes a summary of our recommendations. The report also features relative-value...
311 Views
Indocement Tunggal Prakarsa (INTP IJ) - High-Quality Recovery Play on GFC Valuations
Indocement Tunggal Prakarsa (INTP IJ) recently released its 1Q2020 cement sales numbers, which reflected a slow start to the year but only a...
337 Views
Asia HY Monthly - COVID-19 And Oil Shock Update (March 2020) - Lucror Analytics
The spread of COVID-19 and, to a lesser degree, the oil price war between Russia and Saudi Arabia overshadowed most other issues in March. These...
312 Views