Asia HY Trade Recommendations - July 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for the month of July includes a summary of our recommendations, as well as our high-conviction ideas....
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SHK Properties (16 HK): Plagued by COVID-19 and Political Uncertainty
Unlike many property stocks listed in Hong Kong that have significant mainland Chinese exposures, SHK Properties derives around 80% of its rental...
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Geely (175.HK):Temporary Pause in Momentum, Buy on Weakness!
We believe Geely's share price is lacking positive catalysts in 3Q, which also brings a buying opportunity.In 1H2020E, Geely sold 530k cars, a...
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Asia HY Monthly - Framework For Discerning Fraud In Asian Companies - Lucror Analytics
Following the recent string of high-profile fraud scandals, from Luckin Coffee in China to Wirecard in Germany, our In-Focus section this month...
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China Auto: Recovery Interruption from Extreme Weather and Second Covid-19 Wave
China's auto sales number might be weaker than market expected, due to short term interruptions from extreme weather and second wave of Covid-19....
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