Morning Views Asia: Adani Green Energy, Japfa Comfeed Indonesia, Medco Energi, Pakuwon Jati
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
386 Views
Morning Views Asia: China Hongqiao, Greentown China, Medco Energi, Yankuang Energy Group
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
335 Views
Medco Energi - Earnings Flash - FY 2023 Results - Lucror Analytics
Medco Energi's FY 2023 numbers were acceptable in our view. The top line and margins softened, weighed down by reduced oil & gas (O&G)...
541 Views
The Week That Was in ASEAN@Smartkarma - Ultrajaya's Recovery, MAPI's Regional, and Semen Indonesia.
The past week saw insights on Ultrajaya Milk (ULTJ IJ), Mitra Adiperkasa (MAPI IJ), PT Nippon Indosari Corpindo (ROTI IJ), Bukalapak.com (BUKA IJ),...
474 Views
Equity Strategy - Looking into potential late-cycle plays in commodity sectors
Looking into potential late-cycle plays in commodity sectorsAs metal prices are likely entering a ‘late-cycle’ phase. we see copper’s outlook as...
366 Views