StubWorld: Lock In Profits As Melco's NAV Discount Narrows
If you had set-up Melco - Long Melco and Short MLCO - I'd unwind that trade. I'd be inclined to reverse the stub here - Short Melco and Long MLCO.
399 Views
Morning Views Asia: China Aoyuan Property, Honghua Group, KWG Living Group
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
137 Views
Asia HY Monthly - Chinese Company Liquidation Regime Revisited - Lucror Analytics
In this month’s "In-Focus" section, we provide an update on the liquidation regime for Chinese companies, including the current status of recent...
85 Views
Asia HY Trade Book - June 2021 - Lucror Analytics
The Asia HY Trade Book for the month of June includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
82 Views
Agile Group - Tear Sheet - Lucror Analytics
We view Agile Group as "Medium Risk" on the LARA scale. The company has a strong presence in the Chinese property industry, with a focus on the...
111 Views