Europe HY Trade Book - August 2020 - Lucror Analytics
The Europe HY Trade Book for August 2020 includes a summary of high-conviction trade ideas drawn from our European HY coverage universe, along...
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The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
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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Neptune Orient Lines: Cost Control Confidence
Since our last report ( Neptune Orient Lines: Redemption Ahead of Iceberg ), Neptune Orient Lines (NOL SP)'s NOLSP complex (in SGD) has...
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Neptune Orient Lines: Redemption Ahead of Iceberg
We initiate our coverage on Neptune Orient Lines (NOL SP) (NOL)’s SGD bonds with an OVERWEIGHT recommendation on NOLSP 4.65% 9/20s at 10.5% yield...
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COVID-19 / Oil Shock: Liquidity Analysis Of Europe Corporates - Part 5 (Shipping & Logistics, Metals & Mining) - Lucror Analytics
In our fifth report on the liquidity positions of companies in our European HY coverage universe amid the COVID-19 pandemic and oil shock, we...
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