Europe HY Trade Book - October 2020 - Lucror Analytics
The Europe HY Trade Book for October 2020 includes high-conviction trade ideas drawn from our European HY coverage universe, along with...
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Japan Telecom Sector: Regulator Policy Changes Address Tactics Not Price
The regulatory is expected to announce policy updates that address how users change to cheaper priced options. Churn could rise but service bundles...
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Last Week in Event SPACE: Evergrande, Link Admin, NTT Docomo, Melifecare, Wipro, Wilmar, Huya/DouYu
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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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...
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Asian High Yield – A Close Look at Covenants
We take a look at the covenant packages of bonds issued by
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