In today’s briefing:
- Lucror Analytics – Convertibles Brief: Lenovo (992 HK)
- Lucror Analytics – Morning Views Asia
Lucror Analytics – Convertibles Brief: Lenovo (992 HK)
- In today’s Convertibles Brief publication we comment on developments of the following high yield issuers: Lenovo
- Credit markets widened on Friday, with the iTraxx X-Over increasing 8 bps to 304 bps.
- European bourses declined 0.1-1.3%, except for the IBEX 35 (+1.0%). In the US, the S&P 500 and Nasdaq fell 1.3% and 2.2%, respectively.
Lucror Analytics – Morning Views Asia
- In today’s Morning Views publication we comment on developments of the following high yield issuers: Gajah Tunggal, Lenovo
- In the US, advance retail sales came in slightly above expectations at 0.4% m-o-m in October (0.3% e / 0.8% revised p), driven by higher auto sales. In addition, retail sales growth for September was revised upwards to 0.8% (from 0.4%). Retail sales excluding auto expanded 0.1% m-o-m (0.3% e / 1.0% revised p).
- Separately, industrial production fell 0.3% m-o-m in October (-0.4% e / -0.5% revised p), owing to the Boeing machinist strike and lingering impact from hurricanes Milton and Helene.
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