Asia HY Monthly - Chinese Developers' JV Exposure - Lucror Analytics
In this month’s "In-Focus" section, we provide an update on Chinese developers’ JV exposure, including typical structures and the JV exposure of...
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The Week That Was in ASEAN@Smartkarma - Post Pandemic Singapore, Digital Telkom, and the PSE
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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Philippine Stock Exchange (PSE PM) - Solid Foundations for Future Growth
The Philippine Stock Exchange released a strong set of results for 1Q2021 but we see more to come with higher volumes and more IPO activity...
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Asia HY Trade Book - May 2021 - Lucror Analytics
The Asia HY Trade Book for the month of May includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
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ASEAN Builder's Scoop (18May21) - DASIN strategic investment from ARA
DASIN strategic investment from ARA; ECWREIT privatization on the cards?; Apr21 new home sales robust 122% take-up rate; Hmlet down round...
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