Lenovo (992 HK): Starting to Look like Fraud. Fair Value HK$3.35 40% Downside
Receivables have grown so much faster than revenue that we worry reported profit is an illusion. Rising receivables leave Lenovo vulnerable to...
298 Views
COVID-19: Impact On Global High Yield - Lucror Analytics
While 2020 began on an optimistic note, sentiment has changed significantly with the outbreak of the COVID-19 coronavirus, which has spread...
447 Views
Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
1.2k Views
My EG (MyEG): A Move to Become Regional Player
Since the beginning of 2018, the company has expanded its business from a Malaysian e-government service provider to a regional e-government...
573 Views
Morning Views Asia: Car Inc, Lenovo, Melco Resorts & Entertainment, Softbank Corp
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
330 Views