Trung Nguyen

1 month ago | smartkarma.com | Leonard Law |Trung Nguyen |Trung Nguyễn |Leandro Gubler

In today’s briefing:Perusahaan Listrik (PLN) – Tear Sheet – Lucror AnalyticsLucror Analytics – Morning Views AsiaVista Energy 4Q24: Solid Expectations Despite Short-Term Cost HeadwindsPerusahaan Listrik (PLN) – Tear Sheet – Lucror AnalyticsWe view Perusahaan Listrik Negara (PLN) as “Low Risk” on our LARA scale, primarily driven by the company’s strategic importance to Indonesia and SOE status (100% owned by the government).

Jan 24, 2025 | smartkarma.com | Trung Nguyen |Trung Nguyễn |Leandro Gubler

In today’s briefing:Lucror Analytics – Morning Views AsiaEM Spreads – Weekly News & ViewsLucror Analytics – Morning Views AsiaIn today’s Morning Views publication we comment on developments of the following high yield issuers: Bharti Airtel, SK Hynix, Adani Green Energy, Wynn Macau, New World DevelopmentIn the US, initial jobless claims for the week ended January 18th rose slightly to 223 k (220 k e / 217 k p).

Jan 24, 2025 | smartkarma.com | Sanghyun Park |William Keating |Trung Nguyen |Trung Nguyễn

In today’s briefing:Converting Samsung Life’s Samsung Electronics Stake to Long-Term Holdings: Clearing up the ConfusionStargate. It’s Not All About You Microsoft. Or You Either ElonTech Supply Chain Tracker (25-Jan-2025): HTC and VIA’s future?

Jan 15, 2025 | smartkarma.com | Leonard Law |Trung Nguyen |Trung Nguyễn

In today’s briefing:Health And Happiness – Event Flash – Launches Tender Offer And Concurrent Notes IssuanceLucror Analytics – Morning Views AsiaJSW Steel – ESG ReportHealth And Happiness – Event Flash – Launches Tender Offer And Concurrent Notes IssuanceHealth and Happiness’ (H&H) proposed tender offer and new notes issuance will extend its debt maturity profile and alleviate debt repayment pressure in FY 2026.

Jan 13, 2025 | smartkarma.com | Trung Nguyen |Trung Nguyễn |Leonard Law

In today’s briefing:Vinhomes – New Issue Assessment – Lucror AnalyticsLucror Analytics – Morning Views AsiaVinhomes – New Issue Assessment – Lucror AnalyticsVinhomes launched a roadshow last week to market its debut USD 144A/RegS five-year bullet notes. The notes are expected to be rated B1 by Moody’s and BB- by Fitch, in line with the issuer rating. The proceeds will be used mainly for debt refinancing and capex.