Asia HY Monthly - LARA And Credit Bias Study - Lucror Analytics
In this month’s “In-Focus” section, we discuss LARA and Credit Bias developments over the past few years for companies under our coverage,...
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China Housing: Highlights From the 'Baywatch' Report On The Greater Bay Area (GBA)
Following on from our original note on the Guangdong - Hong Kong - Macau Greater Bay Area (GBA) from the day of the blueprint announcement on...
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Asia HY Trade Recommendations - May 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for May includes a summary of our recommendations, as well as our high-conviction ideas. We also provide...
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China Evergrande: The Case of Rising Leverage and Lower Margins
Having paid dividends of RMB 27.7bn in 2018, noteholders must have been relieved when Evergrande Real Estate Group (3333 HK) (“Evergrande” or the...
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China Housing: Volumes Growth Up, Land Sales Down, Prices Up (April NBS Data)
A commentary on the latest official data on China housing markets from the National Bureau of Statistics (NBS) released today and yesterday. Price...
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