November 25, 2020 Lippo Malls Indonesia Retail Trust: Sponsoring the Sponsor Asia, Credit, Investment Strategies Lippo Malls Indonesia Retail Trust, LMRTSP Warut Promboon Summary Geography Indonesia Sector <span style="color: #000000;... Read More...
August 19, 2020 Parkway Pantai: Good Brand with Limited Upside Asia, Credit Parkway Pantai Warut Promboon 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 of which major shareholders include A3-rated Japanese conglomerate Mitsui & Co and Khazanah Nasional Bhd,... Read More...
July 21, 2020 Olam International: Cocoa Against COVID Asia, Credit, Investment Strategies Olam International, OLAM Warut Promboon 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 >30 years of track record, headquartered in Singapore and majority-owned by the Singapore... Read More...
July 21, 2020 NEPTUNE ORIENT LINES: Cost Control Confidence Asia, Credit, Investment Strategies NOLSP, Neptune Orient Lines Warut Promboon 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 5-June.… <a... Read More...
September 24, 2020 SRI LANKA: Surviving Between a Rock and a Hard Place Sri Lanka Warut Promboon 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.… Read the rest ... Read More...
May 11, 2020 Dr. Peng Telecom & Media Group: On Ventilator Sector, TMT, Credit, Investment Strategies CHEDRP, Dr. Peng Warut Promboon Press play to listen <audio class="amazon-ai-player" id="amazon-ai-player"... Read More...
