The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
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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Matahari Department Store (LPPF IJ) - About Turn and Back to the Core
Matahari Department Store (LPPF IJ)'s new CEO Terry O'Connor hosted a conference call for the company's FY19 results yesterday afternoon. The...
370 Views
Mitra Adiperkasa (MAPI IJ) - Oversold Indonesian King of Retail - On the Ground in J-Town
A meeting with Mitra Adiperkasa (MAPI IJ) management in Jakarta last week revealed a relatively upbeat outlook for this leading Indonesian...
380 Views
Morning Views Asia: 361 Degrees International, Future Retail, Glenmark Pharmaceuticals
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
201 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...
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