Asia HY Monthly - Indonesian Property Update (2020) - Lucror Analytics
In this month’s “In-Focus” section, we provide an update on the Indonesian real estate sector, including the impact of the ongoing COVID-19...
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Asia HY Trade Recommendations - August 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for the month of August includes a summary of our recommendations, as well as our high-conviction ideas....
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TOWR IJ Placement - Stock Has Had a Good Run but past Deals Haven't Been Great
An undisclosed vendor along with JPM plan to raise around US$200m via selling a 5.5% stake in Sarana Menara Nusantara (TOWR IJ).We had covered the...
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Asia HY Monthly - LARA And Credit Bias Study (2020 Update) - Lucror Analytics
In this month’s “In-Focus” section, we discuss LARA and Credit Bias developments for companies under our coverage over the past few years,...
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Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
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