Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar. 

Lucror Analytics - Morning Views Asia - 21 Aug 2019

In this month’s “In-Focus” section, we provide an update on the Indonesian real estate sector, including the background of the last cycle, sales trends, regulatory actions and expectations. We also comment broadly on the FY 2018 and Q1/19 results of real estate companies under our coverage.

   In this month’s “In-Focus” section, we provide an update on the Indonesian real estate sector, including the background of the last cycle, sales trends, regulatory actions and expectations. We also comment broadly on the FY 2018 and Q1/19 results of real estate companies under our coverage. 

Asia HY Monthly - Indonesian Property Update (2019) - Lucror Analytics

In July, uncertainty for emerging markets was compounded by increasing uncertainty associated with: [1] the trade Sino-US trade war; [2] extension of China deleveraging with slowing growth; [3] confusion at the Fed – see below – regarding the health of the economy and the direction of rates; and, to a lesser degree, [4] the increasing likelihood of a hard Brexit.During its July meeting, the FOMC voted to lower the target range for the Fed funds rate to 2-2.25% "in light of the implications of global developments for the economic outlook as well as muted inflation pressures". Members Esther George and Eric Rosengren voted against the cut, in a rare show of dissent on the committee. Markets were somewhat confused by Fed Chairman Jerome Powell's remarks at the press conference, where he seemingly pivoted from the move being a one-off mid-cycle policy adjustment to admitting that more rate cuts could be expected.

In July, uncertainty for emerging markets was compounded by increasing uncertainty associated with: [1] the trade Sino-US trade war; [2] extension of China deleveraging with slowing growth; [3] confusion at the Fed – see below – regarding the health of the economy and the direction of rates; and, to a lesser degree, [4] the increasing likelihood of a hard Brexit.During its July meeting, the FOMC voted to lower the target range for the Fed funds rate to 2-2.25% "in light of the implications of global developments for the economic outlook as well as muted inflation pressures". Members Esther George and Eric Rosengren voted against the cut, in a rare show of dissent on the committee. Markets were somewhat confused by Fed Chairman Jerome Powell's remarks at the press conference, where he seemingly pivoted from the move being a one-off mid-cycle policy adjustment to admitting that more rate cuts could be expected. 

Asia HY Monthly – Indonesian Property Update (July 2019)

Lucror Analytics - Morning Views Asia - 01 Aug 2019

The Asia HY Trade Recommendations report for July includes a summary of our recommendations, as well as our high-conviction ideas. We also provide relative-value charts and lists of the bonds in the Lucror Asia HY index.

   The Asia HY Trade Recommendations report for July includes a summary of our recommendations, as well as our high-conviction ideas. We also provide relative-value charts and lists of the bonds in the Lucror Asia HY index. 

Asia HY Trade Recommendations - July 2019 - Lucror Analytics

Indonesia

Alam Sutera Realty Tbk is an Indonesia-based integrated property developer focused on residential, commercial, and mixed-use developments, including shopping centers, recreational areas, and hotels. The company's core activities involve the construction and management of these properties, with significant projects in areas like Serpong and Tangerang. It was founded in 1993 and is headquartered in Jakarta, Indonesia.

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Alam Sutera Realty (ASRI IJ)

Lucror Analytics - Morning Views Asia - 21 Aug 2019

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...

Lucror Analytics

Asia HY Monthly - Indonesian Property Update (2019) - Lucror Analytics

In this month’s “In-Focus” section, we provide an update on the Indonesian real estate sector, including the background of the last cycle, sales...

Lucror Analytics

Asia HY Monthly – Indonesian Property Update (July 2019)

In July, uncertainty for emerging markets was compounded by increasing uncertainty associated with: [1] the trade Sino-US trade war; [2] extension...

Lucror Analytics

Lucror Analytics - Morning Views Asia - 01 Aug 2019

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...

Lucror Analytics

Asia HY Trade Recommendations - July 2019 - Lucror Analytics

The Asia HY Trade Recommendations report for July includes a summary of our recommendations, as well as our high-conviction ideas. We also...

Lucror Analytics

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