Asia HY Trade Recommendations - January 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also...
187 Views
Quiddity Weekly H/A: Spread & Southbound Monitor - Going Into Year End
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
707 Views
Discover HK Connect: Mainlanders Are Buying Shandong Gold, Tingyi, YiChang HEC (2018-12-10)
In our Discover HK Connect series, we will help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
433 Views
Asia HY Monthly - Corporate Governance In Chinese Companies - Lucror Analytics
In this month’s “In-Focus” section, we discuss Corporate Governance in Chinese Companies. Specifically, we highlight: [1] the nascent development...
198 Views
China Water Affairs - New Issue Assessment - Lucror Analytics
We view CWA as “Medium Risk” on the LARA scale. The Tranfer-Own-Operate business is stable, with steady cash inflows and direct tariff access from...
167 Views