Asia HY Trade Recommendations - March 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for March 2020 includes a summary of our recommendations and high-conviction ideas. We also provide...
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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...
306 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...
450 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...
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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...
581 Views