In today’s briefing:
- PT Nippon Indosari Corpindo (ROTI IJ) – Oven Ready Despite the Wheat Price
- Asia HY Monthly – Oil & Gas Update Following Russia’S Invasion Of Ukraine – Lucror Analytics
- Morning Views Asia: Gajah Tunggal, Times China
PT Nippon Indosari Corpindo (ROTI IJ) – Oven Ready Despite the Wheat Price
- PT Nippon Indosari Corpindo (ROTI IJ) released an impressive set of 1Q2022 results with higher wheat prices being offset by price rises plus greater operational efficiencies.
- Modern trade saw an especially strong recovery in 1Q2022 but general trade also saw good growth and continues to hit record highs.
- PT Nippon Indosari Corpindo (ROTI IJ) management remains optimistic on the outlook for 2022, with guidance for +15% growth in sales together with improving margins.
Asia HY Monthly – Oil & Gas Update Following Russia’S Invasion Of Ukraine – Lucror Analytics
This month, we provide an update on the developments in the Oil & Gas sector following Russia’s invasion of Ukraine.
The Asia Monthly focuses on providing updates on recent events, information on new issues and spread movements, as well as summarising our top picks, and discussing specific areas of interest in the “In-Focus” section. The Asia Monthly is intended to broaden investors’ understanding of the Asian USD high-yield market.
Morning Views Asia: Gajah Tunggal, Times China
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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