Softbank Corp – A Simple Suga PM Telco Trade
The Nikkei has highlighted potential risks to Japan’s telcos if Chief Cabinet Minister Yoshihide Suga becomes Japan’s next prime minister as is now...
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Asia HY Monthly - Indonesian Property Update (2020) - Lucror Analytics
In this month’s “In-Focus” section, we provide an update on the Indonesian real estate sector, including the impact of the ongoing COVID-19...
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Softbank & Kioxia "Replacement Trades" Iffy. Buy NTT Vs Docomo Instead
Friday saw the announcement of a large offering by Softbank Group (9984 JP) of Softbank Corp (9434 JP) shares. The dynamics of the offering itself...
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Asia HY Trade Recommendations - August 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for the month of August includes a summary of our recommendations, as well as our high-conviction ideas....
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Morning Views Asia: Future Retail, Medco Energi, Softbank Group
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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