The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
314 Views
First Pacific - Earnings Flash - FY 2019 Results - Lucror Analytics
In our view, First Pacific’s FY 2019 results were reasonable, with continuedآ revenue growth and stable (albeitآ slightly lower y-oy)...
335 Views
Asia HY Trade Recommendations - March 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for March 2020 includes a summary of our recommendations and high-conviction ideas. We also provide...
268 Views
COVID-19: Impact On Global High Yield - Lucror Analytics
While 2020 began on an optimistic note, sentiment has changed significantly with the outbreak of the COVID-19 coronavirus, which has spread...
444 Views
Asia HY Monthly - Chinese Offshore Bond Defaults - Lucror Analytics
In this month's “In-Focus”, we discuss Chinese offshore bond defaults in 2019. We look at the broader trends as well as select cases, and give our...
278 Views