Asia HY Monthly - Macau Gaming Update - Lucror Analytics
In this month’s “In-Focus” section, we provide an update on the Macau gaming sector, including our market outlook, concession renewals and a peer...
60 Views
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...
67 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
186 Views
Chandra Asri - Tear Sheet - Lucror Analytics
We view Chandra Asri Petrochemical (CAP) as “Medium Risk” on the LARA scale. CAP is well-positioned as Indonesia's largest petrochemicals...
318 Views
The Week that Was in ASEAN@Smartkarma - Indonesia's Recovery and the Next Digital Darling
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across SE...
208 Views