Asia HY Monthly – Macau Gaming Update (September 2019)
During September, Asian HY investor focus shifted back to the ongoing Sino-US trade war, and away from problems in Argentina and Turkey. Late in...
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Asia HY Trade Recommendations - September 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for September includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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StubWorld: Naspers' Discount Below Look-Through Pre-Spinoff Level
This week in StubWorld ... Heading into an expected bigly index-related sell-off in Prosus (PRX NA) tomorrow, the combination of Prosus and...
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Bellamy Cowed Into Mengniu's Offer?
21 months and counting. That's how long Bellamy's Australia (BAL AU) has been waiting for approval from China's State Administration for Market...
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StubWorld: Further Narrowing in Melco’s NAV Discount Unjustified
This week in StubWorld ... What catalysts are left to be extracted at Melco International Development (200 HK)'s stub level after privatising...
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