TRADE IDEA - First Pacific Stub (142 HK): Round Two with Catalysts
At the end of May, I closed my trade on First Pacific Co (142 HK) with a 5.33% return on gross notional over roughly six months, equating to...
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SMC Pursues A Ready-Mixed Fortune With Holcim
First rumoured back in late January - although arguably the sale was in the cross-hairs after LafargeHolcim Ltd (LHN SW) divested Holcim Indonesia...
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Asia HY Monthly - LARA And Credit Bias Study - Lucror Analytics
In this month’s “In-Focus” section, we discuss LARA and Credit Bias developments over the past few years for companies under our coverage,...
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The Week that Was in ASEAN@Smartkarma - SE Asian Brewers, Malaysian Telcos, and DBS &Trade
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
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Last Week in Event SPACE: Renault/Fiat, Tokyo Electron, Vocus, Sanyo Chem, Glow Energy, PCCW
Last Week in Event SPACE ... No mangalores, but it is difficult to understand how Jean-Dominique Senard would agree to an implied number which...
702 Views