Asia HY Trade Recommendations - June 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for the month of June includes a summary of our recommendations. The report also features relative-value...
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Quiddity M&A: Australia Foreign Investment Reforms
On the 5 June 2020, the Treasury of the Australian Government released a 34-page document titled Foreign investment reforms, outlining the "most...
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Melco Resorts: Well Positioned for Rebound Not yet Baked into the Price
Liquidity first consideration, MLCO's balance sheet strengthened considerably to ride out virus duration comfortably for over one year...
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StubWorld: Is Lawrence Ho Planning To Collapse Melco?
This week in StubWorld ... Lawrence Ho continues to aggressively chip away at Melco International Development (200 HK) and will hold at least a...
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Asia HY Monthly - Takeaways From China's Two Sessions (2020) - Lucror Analytics
From an investor’s perspective, the month of May was dominated by two issues: the likely rate of the post-pandemic economic recovery, and mounting...
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