Lenovo - Earnings Flash - Q1 FY 2019-20 Results - Lucror Analytics
In our view, Lenovo’s Q1/19-20 results were strong, driven by exceptional growth in the key PC segment, as well as the Mobile segment maintaining...
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Asia HY Monthly - Indonesian Property Update (2019) - Lucror Analytics
In this month’s “In-Focus” section, we provide an update on the Indonesian real estate sector, including the background of the last cycle, sales...
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Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
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Asia HY Trade Recommendations - July 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for July includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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Tencent (700 HK): Decides to Pay Less to Outside Game Distributors
Tencent gave game distributors a new offer which reduces Tencent’s payment from 50% to 30%. We believe most distributors will have to accept the...
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