(Mostly) Asia M&A: May 2020 Roundup
For the month of May, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$8bn. Clicking on the company name in...
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First Gen (FGEN PM): KKR's Partial Offer
Valorous Asia Holdings, a KKR vehicle, is seeking up to 9% in First Gen (FGEN PM) via a partial Tender Offer, in a ₱4.8bn-₱7.3bn...
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Holdcos: Charts Amongst The Carnage. Part 2. Hong Kong, Taiwan and ROA
This is the second of two insights which cover the performance of all 566 stubs in my stub monitor, across all countries, and liquidity baskets,...
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Asia HY Monthly - Macau Gaming Update - Lucror Analytics
In this month’s In-Focus, we provide an update on the Macau gaming sector, including our market outlook, concession renewals and a peer...
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Asia HY Trade Recommendations - September 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for September includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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