Lucror Analytics - Morning Views Asia - 08 Jan 2019
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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Lucror Analytics - Morning Views Asia - 26 Nov 2018
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
66 Views
Asia HY Monthly - Corporate Governance In Chinese Companies - Lucror Analytics
In this month’s “In-Focus” section, we discuss Corporate Governance in Chinese Companies. Specifically, we highlight: [1] the nascent development...
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Government Intervention in Cement ? Setting Ourselves up for a Monster Short Here !!!!
In the short run, we are seeing government intervention that is very typical of China for cement as well now. As the famed short seller , Jim...
281 Views
West China Cement - Where Do We Go from Here?
Now that the deal of West China Cement Ltd (2233 HK) (WCC) with Anhui Conch Cement Co Ltd H (914 HK) (Conch) is off, is WCC standalone a good...
795 Views