China Onshore Credit: How Has Foreign Investors' Position Changed and What Is the Outlook?
The issuance of onshore bond in China has actually accelerated YTD despite the COVID-19 outbreak, with total issuance increased 25% YoY. In...
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Chailease Holding – Delayed Reaction By ASEAN Should Weigh Heavily On Results Too
* Earnings Under Pressure: Chailease Holding (5871.TT) [Chailease] reported 1Q20 bottom-line profit of TWD 3.9n – declining TWD 63.5 mn (1.6%)...
297 Views
China Onshore Credit: 1Q20 Default Aren't that Bad-Looking, But......
As suggested by the default figure in 1Q20, the credit quality of the onshore bond market seems to be holding up despite a slowdown in economy. The...
529 Views
Car, Inc. – Accident Waiting To Happen?
* Bad Luckin: The shares of Luckin Coffee (LK.US) [Luckin] declined 84% and were suspended as result of Luckin’s announcement that an internal...
435 Views
Smartkarma Originals
China Onshore Convertible Bond Market: A Wealth of Opportunities
This Smartkarma Original is a follow-up to our first Smartkarma Original on China's onshore bond market - Investing into China's Growing Onshore...
803 Views