Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
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Asia HY Monthly - USD Bond Defaults In China - Lucror Analytics
In this month's “In-Focus”, we look at the Chinese offshore bond defaults in 2020. A record 12 issuers defaulted on USD Notes during the year,...
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Asia HY Trade Book - January 2021 - Lucror Analytics
The Asia HY Trade Book for the month of January includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
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A New Partnership Between SK Holdings & Geely for Eco-Friendly Vehicles
According to Maekyung Business Daily, SK Holdings will form a partnership with Geely Auto (175 HK) in developing eco-friendly vehicles
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Geely (175.HK): Time to Take Profit?
Geely share price has rallied 100% since end-Oct, and trading at 24.6x P/E 2021E based on Bloomberg consensus. However, it might still too early...
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