Asia HY Monthly - Corporate Governance And Corruption In Indonesia - Lucror Analytics
In this month’s “In-Focus” section, we provide an update on recent events in Indonesia that we believe will have an impact on offshore investor...
506 Views
Alam Sutera - Earnings Flash - 9M FY 2019 Results - Lucror Analytics
In our view, Alam Sutera’s 9M/19 results were weak, with materially lower revenues and profit. That said, the soft numbers should not have come as...
434 Views
The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
578 Views
Asia HY Trade Recommendations - October 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for October includes a summary of our recommendations, as well as our high-conviction ideas. We also...
489 Views
Alam Sutera - Tear Sheet - Lucror Analytics
We view Alam Sutera (ASRI) as “High Risk” on the LARA scale, given its asset concentration and cash-flow volatility. The company is highly reliant...
463 Views