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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Morning Views Asia: Adaro Energy, Medco Energi, Meituan
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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Adaro Energy (ADRO IJ) - The Sustainable Leap
Adaro Energy (ADRO IJ) has announced that it intends to spin off its thermal coal-related assets under Adaro Andalan Indonesia, allowing it to...
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Medco Energi International (MEDC IJ) - No Surprises in FY24-25 Guidance
During the Capital Market Day event, MEDC unveils flat O&G production target, with a 10% growth in power sales from Ijen Geothermal in FY25.
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The CrossASEAN Week That Was in ASEAN@Smartkarma - Erajaya, Jardine Matheson, and Philippines Picks
The past week saw insights on Erajaya Swasembada (ERAA IJ), Jardine Matheson Holdings (JM SP), and a shortlist of high-conviction buys in the...
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