The Week That Was in ASEAN@Smartkarma - Virus Korona, Bank Mandiri, and DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
335 Views
Olam - Tear Sheet - Lucror Analytics
We view Olam as "High Risk" on the LARA scale. This takes into account the risks associated with: [1] the low margins and high volatility that...
425 Views
Asia HY Monthly - Chinese Offshore Bond Defaults - Lucror Analytics
In this month's “In-Focus”, we discuss Chinese offshore bond defaults in 2019. We look at the broader trends as well as select cases, and give our...
283 Views
Asia HY Trade Recommendations - January 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also...
349 Views
The CNY Week That Was in ASEAN@Smartkarma - Thai Retail, Bank Rakyat, and Singapore REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
384 Views