Asia HY Monthly - Vulnerability Of Asian Credit Market To External Shocks (2019) - Lucror Analytics
In this month’s “In-Focus” section, we discuss the vulnerability of Asian credits to external shocks, with the threat this year being the...
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The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
579 Views
Last Week in Event SPACE: Chiyoda, Japan Post, BTS, JDI, Renault/Nissan, Nexon, Metro, Merlin, Melco
Last Week in Event SPACE ... The fact that Chiyoda Corp (6366 JP) finished the year with negative equity probably means the displacement of 20% of...
734 Views
StubWorld: A 2019 Review In Charts
A double-dose of StubWorld this week as I summarise the performance of a basket of Holdcos year-to-date. An index of the average NAV discount of a...
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Asia HY Trade Recommendations - June 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for June includes a summary of our recommendations, as well as our high-conviction ideas. We also...
172 Views