Asia HY Monthly - Macau Gaming Update - Lucror Analytics
In this month’s “In-Focus” section, we provide an update on the Macau gaming sector, including our market outlook, concession renewals and a peer...
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ABM Investama - Earnings Flash - 9M FY 2020 Results - Lucror Analytics
ABM Investama’s 9M/20 results remained soft, due to the challenging operating environment. However, the numbers were generally better than those...
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Asia HY Trade Book - November 2020 - Lucror Analytics
The Asia HY Trade Book for the month of November includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
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Indonesia Coal Is on Fire; New China Deal to Help in 2021
Indonesia coal is hot right now. Higher coal prices and a new deal with China has pushed coal company bonds above par. But BUMA's bonds still have...
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ABM Investama - Tear Sheet - Lucror Analytics
We view ABM Investama as “High Risk” on the LARA scale, mainly due to the refinancing risk for its USD 350 mn 2022 Notes, which account for most...
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