Softbank – How Does AMD’s Resurgence and Xilinx Deal Impact the Nvidia-Arm Deal?
We consider the implications of AMD's latest CPU and GPU developments, as well as its move to acquire Xilinx on other competitors such as Nvidia...
344 Views
Asian High Yield – A Close Look at Covenants
We take a look at the covenant packages of bonds issued by
345 Views
Asia HY Monthly - China's Three Red Lines - Lucror Analytics
In this month’s “In-Focus” section, we consider China’s new Three Red Lines leverage guidelines for developers, which have been rolled out on a...
124 Views
Asia HY Trade Book - September 2020 - Lucror Analytics
The Asia HY Trade Book for the month of September includes a summary of our recommendations, as well as our high-conviction ideas. The report...
356 Views
Breaking: WeWork Nets $200 Million for China Business
The We Company (WeWork) (WE US) is lucky to get $200 million for its China business, in my view, even though it had been valued at $5 billion back...
405 Views