Asia HY Monthly - COVID-19 And Oil Shock Update (March 2020) - Lucror Analytics
The spread of COVID-19 and, to a lesser degree, the oil price war between Russia and Saudi Arabia overshadowed most other issues in March. These...
482 Views
Morning Views Asia: Binhai Investment, China Jinmao Holdings, CIFI Holdings, Lenovo, Lippo Karawaci
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
309 Views
Huge Short Covering Last Week
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 20 March 2020.Total short...
582 Views
Asia HY Trade Recommendations - March 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for March 2020 includes a summary of our recommendations and high-conviction ideas. We also provide...
420 Views
Lenovo (992 HK): Starting to Look like Fraud. Fair Value HK$3.35 40% Downside
Receivables have grown so much faster than revenue that we worry reported profit is an illusion. Rising receivables leave Lenovo vulnerable to...
445 Views