In today’s briefing:
- Quiddity A/H Premium Weekly (To 22Sep23): Financials & Communications Dominate Flows
- Morning Views Asia: JSW Steel Ltd, Redsun Properties Group Ltd
Quiddity A/H Premium Weekly (To 22Sep23): Financials & Communications Dominate Flows
- The Brand-Spanking New (7 weeks old) A-H Monitor has tables, charts, measures galore to track A/H premium positioning, southbound and northbound positioning in pairs over time, etc.
- We used to do it and brought it back better. There are lots of cool interactive tables, and charts, heat maps, and comparative data. And 47 Trade Recommendations.
- The last 6 weeks (since the start of the new Monitor and Portfolio 7 weeks ago) have seen net portfolio performance of +0.50%, +1.35%, +0.14%, +0.47%, +0.15%, +0.12%.
Morning Views Asia: JSW Steel Ltd, Redsun Properties Group Ltd
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.
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