TRADE IDEA - First Pacific (142 HK) Stub: Parent Pops, Close the Trade
The old Asian holding company trades are still going strong - producing annualized returns in excess of 20% in many cases. This particular trade is...
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Asia HY Trade Recommendations - May 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for May includes a summary of our recommendations, as well as our high-conviction ideas. We also provide...
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AGM Moya: Indonesian Water Story on Track to Grow in FY19; Trading at 1/3rd of Replacement Cost
On 26/4/19 I attended the Moya Holdings Asia (MHAL SP) AGM in Singapore. The AGM was attended by at least 60 shareholders who queried management on...
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Asia HY Monthly - 2018 Results Overview (Ex-India) - Lucror Analytics
In this month’s “In-Focus” section, we discuss the 2018 results for Asian (ex-India) companies under our coverage, including whether or not they...
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Asia HY Monthly – Asia Ex-India 2018 Results Overview (April 2019)
We noted in February that the proverbial can was being kicked down the road on a number of major issues. Unfortunately, this trend continued in...
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