Asia HY Trade Recommendations - January 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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Matahari Department Store - "The King Is Dead, Long Live the King?" - On the Ground in J-Town
There is a body of opinion out there that suggests that the Pt Matahari Department Store (LPPF IJ) model is broken and it should be forever...
906 Views
Asia HY Monthly - Corporate Governance In Chinese Companies - Lucror Analytics
In this month’s “In-Focus” section, we discuss Corporate Governance in Chinese Companies. Specifically, we highlight: [1] the nascent development...
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Notes from the Silk Road: Xtep Int'l Holdings (1368 HK)
Regaining race pace, after a stumbleXtep International Holdings (1368 HK) has exposure to three themes. The first is the emergence of domestic...
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361 Degrees - A New Placement?
On the 27th September, five weeks after the release of its 2017 interim results, the substantial shareholders placed out 150mn (7.5% of issued...
219 Views