The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Chandra Asri - Earnings Flash - Q1 FY 2020 Results - Lucror Analytics
Chandra Asri’s Q1/20 results were much weaker than expected, owing to a sharp drop in demand and petrochemical spreads. Revenues took a hit while...
338 Views
Asia HY Monthly - Takeaways From China's Two Sessions (2020) - Lucror Analytics
From an investor’s perspective, the month of May was dominated by two issues: the likely rate of the post-pandemic economic recovery, and mounting...
406 Views
Asia HY Trade Recommendations - May 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for the month of May includes a summary of our recommendations. The report also features relative-value...
407 Views
Asia HY Monthly - Impact Of COVID-19 On Investment Strategy - Lucror Analytics
The global economic impact of COVID-19 deepened in April, with many countries now expected to see GDP contract in 2020. That said, credit and...
418 Views