Linklogis Short Sheller Report - Some Merit, Some Plain Drama - Mixed Bag
Linklogis, a technology solution provider for supply chain finance in China raised around US$1bn in its Hong Kong IPO in Apr 21. It was subject of...
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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.
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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,...
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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...
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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...
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