The NEW Week that Was in ASEAN@Smartkarma - Thailand'sToursim Dilemma, Thai Banks, and Wilmar's Stub
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
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Asia HY Monthly - China's Three Red Lines - Lucror Analytics
In this month’s “In-Focus” section, we consider China’s new Three Red Lines leverage guidelines for developers, which have been rolled out on a...
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Gajah Tunggal - Tear Sheet - Lucror Analytics
We view Gajah Tunggal as “Very High Risk” on the LARA scale. The company has a chequered history, having undergone a number of debt...
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Asia HY Trade Book - September 2020 - Lucror Analytics
The Asia HY Trade Book for the month of September includes a summary of our recommendations, as well as our high-conviction ideas. The report...
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Asia HY Monthly - Indonesian Property Update (2020) - Lucror Analytics
In this month’s “In-Focus” section, we provide an update on the Indonesian real estate sector, including the impact of the ongoing COVID-19...
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