Asia HY Trade Book - November 2021 - Lucror Analytics
The Asia HY Trade Book for the month of November includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
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The Week That Was in ASEAN@Smartkarma - Indonesia's Rich Media, Mitratel, and Malaysian Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Lippo Karawaci - Earnings Flash - 9M FY 2021 Results - Lucror Analytics
Lippo Karawaci (LPKR) has reported Q3 and 9M/21 results that were much better than expected. Revenue and earnings accelerated, despite COVID-19...
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ASEAN Builder's Scoop (5Nov21)
LREIT hiccups in tenant sales and visitations; CERT timely pivot to logistics sector; PRIME strong reversions; PLIFE new master lease offers long...
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Asia HY Monthly - Chinese Property - Crisis Of Confidence - Lucror Analytics
In this month’s "In-Focus" section, we discuss the crisis of confidence in the Chinese property sector. The current situation was precipitated by...
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