The Week That Was in ASEAN@Smartkarma - Indonesian Property, OLAM, and Digital Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Geo Energy: Indonesian Coal Market Beneficiary Trading at Distressed Multiple
GEO has run 70% YTD but has lagged US-listed coal peers such as Consol and Peabody which are up respectively 345% and 606% YTD. We expect a violent...
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Morning Views Asia: Geo Energy Resources, Guangzhou R&F Properties, Lippo Karawaci
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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Geo Energy Fires Up as Coal Prices Climb
More than a decade ago, Indonesian entrepreneur Charles Antonny Melati pivoted from property and manufacturing into coal, after...
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Asia HY Monthly - Chinese Variable Interest Entities - Lucror Analytics
In this month’s "In-Focus" section, we discuss variable interest entities (VIEs) in China, including recent developments in China and the US that...
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