Japan Mega Banks – Avenue of the Americas
* All That Glitters Isn’t Gold: Structurally, the Megabank American franchises are well-capitalized, have strong credit metrics, and are reliant on...
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Coupang's Impressive Numbers, Are They for Real? And Masa's Dilemma?
Coupang's FY19 financials are officially out. How did they do? Well, they are impressive. The street has anticipated upwards of ₩1.4tril in...
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Coupang - Outstanding 2019 Results
Coupang, the largest e-commerce player in Korea, had outstanding results in 2019, which were released today. Its sales have also been exploding...
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Morning Views Asia: MGM China Holdings, Softbank Group, Tata Steel Ltd
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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Recent GPIF Moves - Rebalancing & ESG
As noted in the last insight about The GPIF's New Policy Mix (and its preceding GPIF Policy Mix Changes Ride to Global Risk Rescue), the GPIF has...
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