The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Thai Retail, and Indonesian Staples
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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Japfa Comfeed - Earnings Flash - H1 FY 2020 Results - Lucror Analytics
Japfa Comfeed’s Q2/20 results were worse than we anticipated, with revenue declining and profitability plunging. We had already expected a weak...
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Asia HY Trade Recommendations - July 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for the month of July includes a summary of our recommendations, as well as our high-conviction ideas....
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Shandong Fengxiang IPO Trading - Lack of Over-Allocation Won't Help Post Deal Performance
Shandong Fengxiang (9977 HK) (SF), the second-largest fully integrated white-feathered broiler producer in the PRC, raised US$150m in its Hong Kong...
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Asia HY Monthly - Framework For Discerning Fraud In Asian Companies - Lucror Analytics
Following the recent string of high-profile fraud scandals, from Luckin Coffee in China to Wirecard in Germany, our In-Focus section this month...
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