Asia HY Trade Recommendations - February 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for February includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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Asia HY Monthly - Agency Ratings For Asian Issuers - Lucror Analytics
In this month’s “In-Focus” section, we look at agency ratings for Asian issuers. The Asia Monthly focuses on providing updates on recent events,...
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Indonesian Telcos: Mobile Pricing Should Continue to Recover. Telkom Remains Our Top Pick
Over the past three years, an aggressive price war has pushed Indonesian data prices down 80% to unsustainable levels. With the exception of India,...
720 Views
Asia HY Trade Recommendations - January 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also...
187 Views
Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.
Looking at the telco space for Emerging Asean markets in 2019, we see a number of key themes. Revenue trends are likely to worsen in Thailand and...
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