Asia HY Trade Book - November 2020 - Lucror Analytics
The Asia HY Trade Book for the month of November includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
67 Views
Alam Sutera - Tear Sheet - Lucror Analytics
We view Alam Sutera (ASRI) as “High Risk” on the LARA scale, given its asset concentration, and cash-flow volatility. The company is...
309 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
186 Views
Alam Sutera - Earnings Flash - 9M FY 2020 Results - Lucror Analytics
Alam Sutera’s Q3/20 results were surprisingly weak, as land-lot and housing sales in the quarter were minimal. This was contrary to our previous...
190 Views
Asia HY Monthly - Returns And Volatility For Unrated Chinese Issuers (2020) - Lucror Analytics
In this month’s “In-Focus” section, we provide an update to our 2018 analysis of returns and volatility for unrated Chinese issuers. Since our...
83 Views