In today’s briefing:
- Aneka Gas (AGII IJ) – Out of Thin Air
- Asia HY Monthly – November 2022 – Lucror Analytics
Aneka Gas (AGII IJ) – Out of Thin Air
- Aneka Gas is an interesting concept in that its product literally comes out of thin air given its position as Indonesia’s leading Industrial gas player with a 45% market share.
- The company provides investors with wide-ranging exposure to the Indonesian economy from industry to infrastructure, consumer goods, healthcare, and SME amongst others, which also reduces risk through diversity.
- Aneka Gas 9M2022 numbers reflected a change in revenue mix and demand for medical gas reduces post-COVID and other areas such as industry, retail, and infrastructure started to recover.
Asia HY Monthly – November 2022 – Lucror Analytics
The Asia Monthly focuses on providing updates on recent events, information on new issues and spread movements, as well as summarising our top picks. The Asia Monthly is intended to broaden investors’ understanding of the Asian USD high-yield market.
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