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.

High Yield Experts

Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

Credit

<ul>
<li>In today's Morning Views publication we comment on developments of the following high yield issuers: Medco Energi, Nickel Industries, Pakuwon Jati, UPL Limited</li>
<li>UST yields climbed 1-3 bps across the curve yesterday. This was amid a soft auction for 5Y notes, which tailed by 0.7 bps (the weakest auction result for this tenor since November 2025). The yield on the 2Y UST rose 1 bp to 3.47%, while the yield on the 10Y UST was up 2 bps at 4.05%. Equities rose for a second day, as Nvidia Corp reported strong results that soothed market concerns over AI hyperscaler spending. The S&amp;P 500 and Nasdaq climbed 0.8% and 1.3% to 6,946 and 23,152, respectively.</li>
<li>US Trade Representative Jamieson Greer said President Donald Trump will sign a directive in the coming days to raise global tariffs to 15% “where appropriate”. Mr Greer added that it could take a few months for the administration to re-establish Mr Trump’s tariff regime in ways that uphold existing agreements in the wake of a recent Supreme Court ruling.</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: Medco Energi, Nickel Industries, Pakuwon Jati, UPL Limited
UST yields climbed 1-3 bps across the curve yesterday. This was amid a soft auction for 5Y notes, which tailed by 0.7 bps (the weakest auction result for this tenor since November 2025). The yield on the 2Y UST rose 1 bp to 3.47%, while the yield on the 10Y UST was up 2 bps at 4.05%. Equities rose for a second day, as Nvidia Corp reported strong results that soothed market concerns over AI hyperscaler spending. The S&amp;P 500 and Nasdaq climbed 0.8% and 1.3% to 6,946 and 23,152, respectively.
US Trade Representative Jamieson Greer said President Donald Trump will sign a directive in the coming days to raise global tariffs to 15% “where appropriate”. Mr Greer added that it could take a few months for the administration to re-establish Mr Trump’s tariff regime in ways that uphold existing agreements in the wake of a recent Supreme Court ruling.


MedcoEnergi

Lucror Analytics - Morning Views Asia