Asia Credit Wrap: Earnings Updates, Coverage Initiations, and Investor Colour

Join us to gain an in-depth analysis of the evolving credit landscape in Asia from our seasoned analysts.

• Uncover Key Insights from Korea and Macau’s Gaming Industry: Discover the latest developments and strategic takeaways from our Korea issuer and investor trip alongside updates on Macau’s dynamic gaming sector. Together, these insights offer a comprehensive view of East Asia’s shifting market landscape.
• Investigate China’s Two Sessions and US Tariff Risks: Explore the macro and credit implications of China’s pivotal legislative meetings and assess the potential impact of US tariffs on South and Southeast Asia. This combined analysis provides a holistic understanding of the geopolitical and economic forces at play.
• Coverage Initiation and Indonesian Mining Challenges: Delve into our new coverage of Cikarang Listrindo and Genting, while also investigating the implications of higher royalties on Indonesian mining. These insights highlight strategic opportunities and risks within the region’s energy and resources sectors.
• FY24 Earnings and Basel IV Rollout in APAC: Analyze fiscal year 2024 earnings updates for non-Japan insurers, Philippine banks, and selected Chinese banks in conjunction with the anticipated effects of Basel IV implementation across Asia-Pacific. This dual focus offers a comprehensive overview of financial performance and regulatory changes.
• Recommendations Re-Rack: Engage in a thorough review of our strategic recommendations as we reassess and optimize approaches to navigating the complexities of global finance.