HK Connect Ideas: Eight Weeks of Inflows, Sinoma, Sino Biopharm, Meituan/Xiaomi (2019-07-05)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
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Asia HY Monthly - Vulnerability Of Asian Credit Market To External Shocks (2019) - Lucror Analytics
In this month’s “In-Focus” section, we discuss the vulnerability of Asian credits to external shocks, with the threat this year being the...
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Screening the Silk Road:Â Q3-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
In January 2019, we re-examined the divide between value and growth stocks, citing expectation of a reversal to value based on historical data and...
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Asia HY Trade Recommendations - June 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for June includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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Lucror Analytics - Morning Views Asia - 11 Jun 2019
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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