Asia Trade Book - September 2024 - Lucror Analytics
The Asia Trade Book for September 2024 includes a summary of our recommendations, as well as our high-conviction ideas. The report also features...
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Weekly Wrap - 20 Sep 2024
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...
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Asia Monthly - August 2024 In Review - Lucror Analytics
In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in August 2024. We also...
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The Week That Was in ASEAN@Smartkarma - GoTo & Baba, Adaro Energy, and Bangkok Dusit Medical
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Adaro Energy (ADRO IJ), Bangkok Dusit Medical Services (BDMS TB), Lippo Karawaci...
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Consumer: Sticking with the Winners Amid Lingering Challenges (OVERWEIGHT)
Amid continued downtrading and limited catalystsin 3Q24, we expect regional elections and social aid to support consumption spending.
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