Asia HY Monthly - 2019 In Review And 2020 Outlook - Lucror Analytics
This month, we look at the developments of 2019, and in the “In-Focus” section, we discuss the outlook for Asian HY in 2020. The Asia Monthly...
413 Views
The Christmas Week That Was in ASEAN@Smartkarma - Jiwasraya Insolvency, Thai Retail, and Astra Intl.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
553 Views
Kawasan Industri Jababeka (KIJA IJ) - Full of Eastern Promise?
Kawasan Industri Jababeka (KIJA IJ) was caught by surprise in a rather mysterious and well-orchestrated corporate raid of sorts at its last AGM at...
822 Views
Asia HY Trade Recommendations - December 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for December includes a summary of our recommendations, as well as our high-conviction ideas. We also...
765 Views
Jababeka - Tear Sheet - Lucror Analytics
We view Jababeka as “High Risk” on the LARA scale, mainly due to the weak real estate market, the uncertainty of the gas-fired power plant (almost...
383 Views