Asia HY Trade Recommendations - November 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for November includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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The Week That Was in ASEAN@Smartkarma -Thai Strategy, DBS Fallout, and Indonesia Credit.
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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Asia HY Monthly - Corporate Governance And Corruption In Indonesia - Lucror Analytics
In this month’s “In-Focus” section, we provide an update on recent events in Indonesia that we believe will have an impact on offshore investor...
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Japfa Comfeed - Earnings Flash - 9M FY 2019 Results - Lucror Analytics
Japfa Comfeed’s 9M/19 results were very weak. This highlights the volatile nature of the commoditised industry, which has very short cycles (vs....
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Morning Views Asia: Fosun International, Geo Energy Resources, Japfa Comfeed Indonesia
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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