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Executive summary: Summary Geography China Sector Telecommunications Credit rating Caa1/WR (Moody’s/S&P) Report date 11-May-2020 Dr. Peng Telecom & Media Group Company Limited (Dr. Peng) is a guarantor of Dr. Peng Hong Kong Holding Limited, an issuer of USD500m bonds maturing 1st June 2020 (CHEDRP 5.05% 6/20s). This report focuses on the liquidity situation, and the maturity extension request. The company’s credit outlook over the next 12 months remains negative, in our view, given its weakening liquidity and the asset sale which we believe will increase execution ri
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SRI LANKA: Surviving Between a Rock and a Hard Place

( 11 mins read ) SummaryAsset ClassCreditQualityHigh yieldGeographySri LankaSectorSovereignDate24 SEP 2020 Executive Summary In our last report dated 12-May-20, we highlighted the fact that Sri Lanka will not default this year. We also compared Sri Lanka with its closest Asian

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Parkway Pantai: Good Brand with Limited Upside

( 19 mins read ) Summary Asset Class Credit Quality High yield Geography Singapore/ Malaysia Sector Healthcare Credit rating NR Report date 3-AUG-20 We initiate our coverage of Parkway Pantai Limited (Parkway Pantai), a wholly-owned subsidiary of IHH Healthcare Bhd

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Olam International: Cocoa Against COVID

( 27 mins read ) Summary Asset Class Credit Quality High yield Geography Singapore Sector Agricultural Credit rating NR Report date 4-June-2020 Executive Summary  We initiate our coverage of Olam International Limited (Olam), a leading global food and agri-business with

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NEPTUNE ORIENT LINES: Cost Control Confidence

( 12 mins read ) Executive Summary SummaryGeographySingaporeSectorMarineCredit ratingNR/NR (Moody’s/S&P)Report date23-June-20 Since our last report, the NOLSP complex (in SGD) has outperformed as COVID-19 situation improved in many countries as well as the announcement of CMA CGM’s 1Q’20 results on

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My conversation from yesterday with @GPS_UCSD's @UlrikeSchaede
about THE ICONOCLAST is now online!

https://youtu.be/Z3e2aY2yKXc

The Kishi-Abe dynasty continues: Kishi Nobuo's son Nobuchiyo, a reporter at Fuji TV, is leaving his job to become his father's secretary at MOD.

https://news.yahoo.co.jp/articles/576f547f3024b2b7a86b66dafa33bf12f77db0db

China's move to tweak its exchange rate is less about weakening the yuan, and more about the gradual liberalization of the currency, say some market strategists.
@keping https://on.wsj.com/3jyuJ48

Here I discuss the international role of the euro with @Aligarciaherrer https://asiatimes.com/2020/10/politics-not-economics-demands-stronger-role-for-euro/

¿Fue buena la licitación de hoy? Si, fue buena. Pero era totalmente esperable con las expectativas de devaluación por las nubes. ¿Resolvió algún problema de fondo? Ninguno. Se ganó algo de tiempo. Restan ver 2 cosas importantes: % sector público y % que viene del desarme leliqs

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