Asia Monthly – July 2025 In Review - Lucror Analytics

In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in July 2025. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the top/bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on deve...

Asia Monthly – June 2025 In Review - Lucror Analytics

In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in June 2025. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the top/bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on deve...

Asia Monthly – May 2025 In Review - Lucror Analytics

In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in May 2025. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the top/bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on devel...

Asia Monthly – April 2025 In Review - Lucror Analytics

In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in April 2025. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the top/bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on dev...

Asia Trade Book - April 2025 - Lucror Analytics

The Asia Trade Book for April 2025 includes a summary of our recommendations, as well as our high-conviction ideas. The report also features relative-value charts and lists of the bonds across Asia HY and crossover credits. Please reach out to our analysts to discuss any of these ideas, or other trade recommendations from our Asia coverage.

Asia Monthly – March 2025 In Review - Lucror Analytics

In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in March 2025. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the top/bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on dev...

Asia Monthly – February 2025 In Review - Lucror Analytics

In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in February 2025. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the top/bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on ...

Asia Monthly – January 2025 In Review - Lucror Analytics

In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in January 2025. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the top/bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on d...

Asia Monthly - 2025 Asian Credit Outlook And 2024 In Review - Lucror A...

In our inaugural Asia Monthly for 2025, we share our regional credit outlook for the year, with a focus on China, Macau, India and Indonesia. We also provide a review of 2024, in which we discuss the performance of major Asian credit indices and review UST curve movements for the year. In addition, we provide a recap of major news and macroeconomic releases in December 2024, summarise the Top/Bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well a...

Asia Monthly - November 2024 In Review - Lucror Analytics

In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in November 2024. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the Top/Bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on ...

Asia Trade Book - November 2024 - Lucror Analytics

The Asia Trade Book for November 2024 includes a summary of our recommendations, as well as our high-conviction ideas. The report also features relative-value charts and lists of the bonds across Asia HY and crossover credits. Please reach out to our analysts to discuss any of these ideas, or other trade recommendations from our Asia coverage.

Asia Monthly - October 2024 In Review - Lucror Analytics

In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in October 2024. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the Top/Bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on d...

Powerlong Real Estate Holdings Ltd: 1 director

A director at Powerlong Real Estate Holdings Ltd bought 7,000,000 shares at 0.665HKD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the...

Powerlong - ESG Report - Lucror Analytics

Greater China Daily: Friday, October 25, 2019

KEY HIGHLIGHTS Results TAL Education Group (TAL US/BUY/US$37.79/Target: US$45.00) 2QFY20: Results beat expectations; 3QFY20 revenue guided at 6% above consensus estimate. Update Powerlong Real Estate Holdings (1238 HK/BUY/HK$5.18/Target: HK$6.48) Introduces commercial real estate projects. TRADERS’ CORNER Chow Sang Sang (116 HK): Trading Buy COMEC (317 HK): Trading Buy

Powerlong Real Estate Holdings - Introduces commercial real estate pro...

We attended the reverse roadshow organised by Powerlong. The company introduced its commercial real estate projects in Shaoxing, Hangzhou and Ningbo, and discussed the progress of its projects under construction across the country. The commercial operations could contribute about Rmb2.8b to revenue this year and the hotel segment should contribute Rmb600m. Maintain BUY with a target price of HK$6.48.

Regional Morning Notes - Friday, October 25, 2019

GREATER CHINA Results TAL Education Group (TAL US/BUY/US$37.79/Target: US$45.00): 2QFY20: Results beat expectations; 3QFY20 revenue guided at 6% above consensus estimate. Update Powerlong Real Estate Holdings (1238 HK/BUY/HK$5.18/Target: HK$6.48): Introduces commercial real estate projects. INDONESIA Results Nippon Indosari Corpindo (ROTI IJ/BUY/Rp1,320/Target: Rp1,730): 9M19: Surpasses expectations; upgrade earnings forecasts by 20%. MALAYSIA Results Malaysia Marine and Heavy Engineering Hold...

Property - Desolate land market in early October.

Low-priced transactions in the land market have been occurring more frequently since Sep 19, and the land market is getting gloomier. Since 3Q19, financing has become tighter, and it is more difficult for developers to achieve rapid business expansion. Thus, overall, developers are turning more cautious in land acquisition, which explains the price and volume declines in the land market. Maintain MARKET WEIGHT.

Property - Housing sales volume exceeds expectations.

To ensure sufficient cash flow, accelerating cash collection has become the only goal of property developers against the backdrop of financing restrictions. Based on the last few years, the fourth quarter is the peak period of supply from developers, and also a key period for them to achieve full-year targets. For October, we expect discount promotions to remain a key strategy of developers. Maintain MARKET WEIGHT.

Property - Weekly: Mortgage rates continue to increase in Aug 19

The LPR is an important measure to reduce the real interest rate and will improve the credit environment as well as alleviate the pressure from tightening financing caused by various policies in recent months. But in the short term, developers will have difficulty securing funds to support their financing and mortgages. However, in the long run, mortgage rates will be more market-oriented. Maintain MARKET WEIGHT.