The Week that Was in ASEAN@Smartkarma - Indonesia Strategy, Thai Baht, and Liquidity Crunch
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
445 Views
Asia HY Trade Recommendations - July 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for July includes a summary of our recommendations, as well as our high-conviction ideas. We also...
250 Views
CrossASEAN Strategy - Sinister Undertones for Indonesia from the US/China Trade War
The US-China Trade war has sent reverberations through Global Markets and the main focus seems to have been on the impact on the US economy and how...
666 Views
Sritex - Earnings Flash - H1 FY 2019 Results - Lucror Analytics
Sritex’s H1/19 results were sound, as revenue growth (+16% y-o-y) beat expectations. The gross margin also recovered to 21% (FY 2018: 18%), as...
87 Views
Lucror Analytics - Morning Views Asia - 16 Jul 2019
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
110 Views