Jababeka - Tear Sheet - Lucror Analytics
We view Jababeka as “High Risk” on the LARA scale, mainly due to the weak real estate market and the uncertainty associated with the gas-fired...
347 Views
Asia HY Monthly - 2020 In Review And 2021 Outlook - Lucror Analytics
This month, we review the developments of 2020, an extraordinary year from an investor’s perspective, and give our outlook for the year ahead. ...
98 Views
The Christmas Week that Was in ASEAN@Smartkarma - Thai Food Companies, Indonesia Dairy, and KEX TB
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
380 Views
Asia HY Trade Book - December 2020 - Lucror Analytics
The Asia HY Trade Book for the month of December includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
88 Views
The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
248 Views