ZhongAn Vs. Lemonade: Which One Is a Better Insurtech Bet?
With encouraging signs shown in 2020, ZhongAn Online is preferred to Lemonade, both from the perspectives of the valuation and company development.
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Sky Perfect JSAT - Upside Potential in Space Business (Initiation of Coverage)
Sky Perfect JSAT is better known for its direct broadcast satellite (DBS) video business but the space business represents more value and has been...
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NTT 2022 Consensus Has *almost* Caught Up To Pro-Forma - But It's Still Probably Low
NTT Street Consensus for FY21-23 should have had a jump shift at the end of September last year. It did not. It slowly drifted higher. I expect a...
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Softbank Group - Tear Sheet - Lucror Analytics
We view Softbank Group (SBG) as "Low Risk" on the LARA scale. This is mainly due to the company's low leverage, as measured by LTV (11-16%),...
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Asia HY Trade Book - April 2021 - Lucror Analytics
The Asia HY Trade Book for the month of April includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
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