Asia HY Monthly - Macau Gaming Update - Lucror Analytics
In this month’s In-Focus, we provide an update on the Macau gaming sector, including our market outlook, concession renewals and a peer...
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Asia HY Trade Recommendations - September 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for September includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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Lenovo - Tear Sheet - Lucror Analytics
We view Lenovo as “Low Risk” on the LARA scale, mainly due to the business' large size, track record and strong balance sheet. The unrated...
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Asia HY Monthly - Chinese Property Update - Lucror Analytics
In this month’s “In-Focus” section, we provide an update on the Chinese property sector, including trends in contracted sales and operations, as...
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The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
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