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

<ul>
<li>In today's Morning Views publication we comment on developments of the following high yield issuers: China Jinmao, ReNew Energy</li>
<li>UST yields climbed 1-2 bps across the curve on Friday, albeit there were no new macro developments. The yield on the 2Y UST rose 1 bp to 3.57%, while that on the 10Y UST was up 2 bps at 4.13%. Equities continued to rally and notched fresh records, with the S&amp;P 500 and Nasdaq up 0.5% and 0.7% at 6,664 and 22,631, respectively.</li>
<li>US President Donald Trump wrote on Truth Social on Friday that he had a “very productive call” with Chinese leader Xi Jinping, including Beijing's approval of a deal on TikTok. Mr Trump added that he would meet Mr Xi at the APEC summit in South Korea (to be held from October 31st to November 1st), and would visit China in early 2026.</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: China Jinmao, ReNew Energy
UST yields climbed 1-2 bps across the curve on Friday, albeit there were no new macro developments. The yield on the 2Y UST rose 1 bp to 3.57%, while that on the 10Y UST was up 2 bps at 4.13%. Equities continued to rally and notched fresh records, with the S&amp;P 500 and Nasdaq up 0.5% and 0.7% at 6,664 and 22,631, respectively.
US President Donald Trump wrote on Truth Social on Friday that he had a “very productive call” with Chinese leader Xi Jinping, including Beijing's approval of a deal on TikTok. Mr Trump added that he would meet Mr Xi at the APEC summit in South Korea (to be held from October 31st to November 1st), and would visit China in early 2026.


<ul>
<li>In today's Morning Views publication we comment on developments of the following high yield issuers: Greentown China, New World Development, Vedanta Resources, ReNew Energy</li>
<li>
<p>In the US, San Francisco Fed President Mary Daly commented that policy needs to remain restrictive until there is more progress on inflation, which she expects will continue declining over time. Ms Daly said: “</p>
</li>
<li>
<p>At this point, policy needs to remain restrictive until, from my vantage point, until I see that we are really continuing to make progress on inflation.” She added that there is “no reason to be discouraged about the progress on inflation today” and it is “just going to take longer than anyone wants”.</p>
</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: Greentown China, New World Development, Vedanta Resources, ReNew Energy

In the US, San Francisco Fed President Mary Daly commented that policy needs to remain restrictive until there is more progress on inflation, which she expects will continue declining over time. Ms Daly said: “


At this point, policy needs to remain restrictive until, from my vantage point, until I see that we are really continuing to make progress on inflation.” She added that there is “no reason to be discouraged about the progress on inflation today” and it is “just going to take longer than anyone wants”.



<ul>
<li>In today's Morning Views publication we comment on developments of the following high yield issuers: Wynn Macau, ReNew Energy, Softbank Group, Vedanta Resources</li>
<li>In the US, October personal income came in above estimates at 0.6% m-o-m (0.3% e / 0.3% p).</li>
<li>Meanwhile, personal spending slowed to 0.4% m-o-m (0.4% e / 0.6% revised p).</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: Wynn Macau, ReNew Energy, Softbank Group, Vedanta Resources
In the US, October personal income came in above estimates at 0.6% m-o-m (0.3% e / 0.3% p).
Meanwhile, personal spending slowed to 0.4% m-o-m (0.4% e / 0.6% revised p).


<ul>
<li>In today's Morning Views publication we comment on developments of the following high yield issuers: China Vanke, Gajah Tunggal, ReNew Energy, Adani Green Energy, Bharti Airtel, UPL Limited</li>
<li>Treasuries fell yesterday, with yields up 1-3 bps across the curve following a soft auction of 20Y notes.</li>
<li>The yield on the 2Y UST rose 3 bps to 4.32%, while that on the 10Y UST was up 1 bp at 4.41%.</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: China Vanke, Gajah Tunggal, ReNew Energy, Adani Green Energy, Bharti Airtel, UPL Limited
Treasuries fell yesterday, with yields up 1-3 bps across the curve following a soft auction of 20Y notes.
The yield on the 2Y UST rose 3 bps to 4.32%, while that on the 10Y UST was up 1 bp at 4.41%.


<ul>
<li>In today's Morning Views publication we comment on developments of the following high yield issuers: Health and Happiness (H&amp;H), Yinson Production, Xiaomi Corp, ReNew Energy</li>
<li>In the US, October housing starts declined 3.1% m-o-m to an annualised 1.31 mn units (-1.5% e / -1.9% revised p), the slowest pace in three months as builders put off projects in the wake of hurricanes Helene and Milton.</li>
<li>Meanwhile, October building permits (a proxy for future construction) eased 0.6% m-o-m to an annualised 1.42 mn units.</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: Health and Happiness (H&amp;H), Yinson Production, Xiaomi Corp, ReNew Energy
In the US, October housing starts declined 3.1% m-o-m to an annualised 1.31 mn units (-1.5% e / -1.9% revised p), the slowest pace in three months as builders put off projects in the wake of hurricanes Helene and Milton.
Meanwhile, October building permits (a proxy for future construction) eased 0.6% m-o-m to an annualised 1.42 mn units.


United States

Renewable Energy Group Inc. produces biofuels and renewable chemicals. The Company develops, distributes, sells, and provides logistics for biodiesel and renewable chemical production. Renewable Energy Group serves companies throughout the United States.

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Renewable Energy Group (REGI US)

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: China Jinmao, ReNew Energy

Lucror Analytics

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Greentown China, New World Development,...

Lucror Analytics

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Wynn Macau, ReNew Energy, Softbank Group,...

Lucror Analytics

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: China Vanke, Gajah Tunggal, ReNew Energy,...

Lucror Analytics

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Health and Happiness (H&H), Yinson Production,...

Lucror Analytics

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