After Near-Miss, Evergrande (3333 HK) Needs a Debt Moratorium
We discuss why a debt moratorium, a standard provision in restructurings, would provide much needed relief and facilitate an orderly restructuring...
499 Views
Morning Views Asia: Central China Securities, Evergrande, Modern Land China
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
230 Views
Evergrande (3333 HK): Probably Hopson's Best Outcome
There is nothing illegal about the sale of assets when a company is insolvent. But any such sale must be at market value. This is probably where...
473 Views
Morning Views Asia: Evergrande, China SCE, Powerlong Commercial Management Holdings
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
246 Views
China Real Estate Association Summoned Key Developers as PBOC Hints Policy Finetuning
We see a short-term opportunity to buy high-quality, low leveraged developers in advance of further calibrated policy support.
352 Views