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: Longfor Group, Seazen Group, Nickel Industries</li>
<li>UST yields were stable yesterday, with long-end yields rising marginally despite a decent auction of 30Y notes (which stopped through marginally, at 4.773% award vs. the 4.774% when-issued yield).</li>
<li>The yield on the 2Y UST was unchanged at 3.54%, while the yield on the 10Y UST rose 1 bp to 4.16%. Equities were mixed, as tech stocks declined on disappointing earnings from Oracle Corp. The S&amp;P 500 rose 0.2% to 6,901, while the Nasdaq declined 0.3% to 23,594.</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: Longfor Group, Seazen Group, Nickel Industries
UST yields were stable yesterday, with long-end yields rising marginally despite a decent auction of 30Y notes (which stopped through marginally, at 4.773% award vs. the 4.774% when-issued yield).
The yield on the 2Y UST was unchanged at 3.54%, while the yield on the 10Y UST rose 1 bp to 4.16%. Equities were mixed, as tech stocks declined on disappointing earnings from Oracle Corp. The S&amp;P 500 rose 0.2% to 6,901, while the Nasdaq declined 0.3% to 23,594.


<ul>
<li>In today's Morning Views publication we comment on developments of the following high yield issuers: Seazen Group, Cikarang Listrindo, Nickel Industries, China Vanke</li>
<li>UST yields declined 2-5 bps across the curve yesterday, driven by solid demand for a 2Y notes auction even as Fed officials gave differing views over future rate cuts. The UST curve bull flattened, with the yield on the 2Y UST dropping 2 bps to 3.59% while that of the 10Y UST decreased 4 bps to 4.11%.</li>
<li>Equities retreated from record-high levels after Fed Chairman Jerome Powell gave no indications of a rate cut in October during his policy speech. The S&amp;P 500 fell 0.6% to 6,657, while the Nasdaq slumped 0.9% to 22,573.</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: Seazen Group, Cikarang Listrindo, Nickel Industries, China Vanke
UST yields declined 2-5 bps across the curve yesterday, driven by solid demand for a 2Y notes auction even as Fed officials gave differing views over future rate cuts. The UST curve bull flattened, with the yield on the 2Y UST dropping 2 bps to 3.59% while that of the 10Y UST decreased 4 bps to 4.11%.
Equities retreated from record-high levels after Fed Chairman Jerome Powell gave no indications of a rate cut in October during his policy speech. The S&amp;P 500 fell 0.6% to 6,657, while the Nasdaq slumped 0.9% to 22,573.


<ul>
<li>In today's Morning Views publication we comment on developments of the following high yield issuers: Seazen Group, Japfa Comfeed</li>
<li>UST yields declined 1-2 bps yesterday, amid limited macro catalysts and following good demand for an auction of 20Y notes. The yield on the 2Y UST was unchanged at 3.75%, while the yield on the 10Y UST fell 2 bps to 4.29%.</li>
<li>Equities retreated for a second day, driven by broad decreases in tech heavyweights amid concerns over AI profitability. The S&amp;P 500 slid 0.2% to 6,396, while the Nasdaq was down 0.7% at 21,173.</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: Seazen Group, Japfa Comfeed
UST yields declined 1-2 bps yesterday, amid limited macro catalysts and following good demand for an auction of 20Y notes. The yield on the 2Y UST was unchanged at 3.75%, while the yield on the 10Y UST fell 2 bps to 4.29%.
Equities retreated for a second day, driven by broad decreases in tech heavyweights amid concerns over AI profitability. The S&amp;P 500 slid 0.2% to 6,396, while the Nasdaq was down 0.7% at 21,173.


<ul>
<li>In today's Morning Views publication we comment on developments of the following high yield issuers: Seazen Group, Shui On Land, West China Cement</li>
<li>Front-end UST yields continued to decline yesterday, as the market priced in higher expectations for Fed easing, and on the back of a reasonable auction of 5Y notes.</li>
<li>The yield on the 2Y UST fell 4 bps to 3.78%, while that on the 10Y UST was unchanged at 4.29%. Equities hovered near a record high level, with the S&amp;P 500 flat at 6,092, while the Nasdaq rose 0.3% to 19,974.</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: Seazen Group, Shui On Land, West China Cement
Front-end UST yields continued to decline yesterday, as the market priced in higher expectations for Fed easing, and on the back of a reasonable auction of 5Y notes.
The yield on the 2Y UST fell 4 bps to 3.78%, while that on the 10Y UST was unchanged at 4.29%. Equities hovered near a record high level, with the S&amp;P 500 flat at 6,092, while the Nasdaq rose 0.3% to 19,974.


<ul>
<li>In today's Morning Views publication we comment on developments of the following high yield issuers: Seazen Group</li>
<li>The US market was closed for Juneteenth yesterday.</li>
<li>US President Donald Trump has indicated that he will decide whether to attack Iran within the next two weeks, according to White House Press Secretary Karoline Leavitt.</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: Seazen Group
The US market was closed for Juneteenth yesterday.
US President Donald Trump has indicated that he will decide whether to attack Iran within the next two weeks, according to White House Press Secretary Karoline Leavitt.


China

Seazen Holdings Co., Ltd. operates as a real estate development company. The Company develops residential buildings, office buildings, commercial buildings, infrastructure facilities, and more. Seazen Holdings also provides market research, information consulting, and other services.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Seazen Holdings (601155 CH)

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Longfor Group, Seazen Group, Nickel Industries

Lucror Analytics

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Seazen Group, Cikarang Listrindo, Nickel...

Lucror Analytics

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Seazen Group, Japfa Comfeed

Lucror Analytics

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Seazen Group, Shui On Land, West China Cement

Lucror Analytics

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Seazen Group The US market was closed for...

Lucror Analytics

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)