Asia HY Trade Recommendations - June 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for the month of June includes a summary of our recommendations. The report also features relative-value...
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Ganglong China Property IPO - Rapid Earnings Growth Has Been Putting Balance Sheet Under Stress
Ganglong China Property Group (6968 HK) (GCPG), a real estate developer in the Yangtze River Delta Region with a focus on development and sales of...
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Smartkarma Originals
China Property Management - Sector Deep Dive and Evaluation Framework
The China Property Management Sector is loved by investors for several reasons. The common thesis for investing in this space is : Visible and...
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Morning Views Asia: Central China New Life, CIFI Holdings, Country Garden Holdings Co
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 - Takeaways From China's Two Sessions (2020) - Lucror Analytics
From an investor’s perspective, the month of May was dominated by two issues: the likely rate of the post-pandemic economic recovery, and mounting...
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