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...
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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...
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Sritex (SRIL): Undervalued with More Products and B2C
Expand when your peers retreat. That is what Sri Rejeki Isman (SRIL IJ)
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The Week that Was in ASEAN@Smartkarma - Indonesian Dairy, Bank Central Asia, and Thai Picks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
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Sritex - Tear Sheet - Lucror Analytics
We view Sritex as “High Risk” on the LARA scale. The company is small compared to global peers, and has pursued a debt-funded expansion since its...
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