Asia HY Trade Book - November 2020 - Lucror Analytics
The Asia HY Trade Book for the month of November includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
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Indonesia Coal Is on Fire; New China Deal to Help in 2021
Indonesia coal is hot right now. Higher coal prices and a new deal with China has pushed coal company bonds above par. But BUMA's bonds still have...
186 Views
The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
199 Views
ABM Investama - Tear Sheet - Lucror Analytics
We view ABM Investama as “High Risk” on the LARA scale, mainly due to the refinancing risk for its USD 350 mn 2022 Notes, which account for most...
232 Views
Asia HY Monthly - Returns And Volatility For Unrated Chinese Issuers (2020) - Lucror Analytics
In this month’s “In-Focus” section, we provide an update to our 2018 analysis of returns and volatility for unrated Chinese issuers. Since our...
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