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 Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.In this Insight:<ol><li><a href='/entities/vedanta-resources-ltd' target='_blank' rel='noopener'>Vedanta Resources</a></li><li><a href='/entities/tata-steel-ltd' target='_blank' rel='noopener'>Tata Steel Ltd</a></li><li><a href='/entities/jsw-steel-ltd' target='_blank' rel='noopener'>JSW Steel Ltd</a></li><li><a href='/entities/china-jinmao-holdings-group' target='_blank' rel='noopener'>China Jinmao Holdings</a></li><li><a href='/entities/geely-automobile-holdings-ltd' target='_blank' rel='noopener'>Geely Auto</a></li></ol>and more...

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.In this Insight:Vedanta ResourcesTata Steel LtdJSW Steel LtdChina Jinmao HoldingsGeely Autoand more...

Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

Macroeconomics

<ul>
<li>Weekly new home sales for a group of 15 major cities to the week ending Sep 24, continue to show deterioration in aggregate (YTD y/y, 4-week y/y, 52-week y/y) </li>
<li>But some cities, including Beijing and Shanghai, saw a jump in new home sales reported for the last week (based on the underlying data from CREIS)</li>
<li>This is likely the first signs of impact from the latest policy easing measures that now start showing in the data</li>
</ul>


Weekly new home sales for a group of 15 major cities to the week ending Sep 24, continue to show deterioration in aggregate (YTD y/y, 4-week y/y, 52-week y/y) 
But some cities, including Beijing and Shanghai, saw a jump in new home sales reported for the last week (based on the underlying data from CREIS)
This is likely the first signs of impact from the latest policy easing measures that now start showing in the data


China Property - First Signs Of Improvement In Some Cities (Weekly New Home Sales To Sep 24)

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.In this Insight:<ol><li><a href='/entities/china-jinmao-holdings-group' target='_blank' rel='noopener'>China Jinmao Holdings</a></li><li><a href='/entities/greentown-china-holdings' target='_blank' rel='noopener'>Greentown China</a></li><li><a href='/entities/china-vanke-co-ltd' target='_blank' rel='noopener'>China Vanke </a></li><li><a href='/entities/first-pacific-co-ltd' target='_blank' rel='noopener'>First Pacific Co</a></li><li><a href='/entities/jsw-infrastructure' target='_blank' rel='noopener'>JSW Infrastructure</a></li></ol>and more...

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.In this Insight:China Jinmao HoldingsGreentown ChinaChina Vanke First Pacific CoJSW Infrastructureand more...

<ul>
<li>We hosted a Real Estate Foresight Webinar on Sep 20, with our latest take on China's housing markets after the recent policy easing wave</li>
<li>Can we see the impact of the policy easing? How much of further stimulus to expect? What will be the 'next normal' for new home sales after the downturn?</li>
<li>A quick poll of the participants (experienced professionals in China property) showed a 100% consensus that more easing will be needed to trigger a rebound in new home sales</li>
</ul>


We hosted a Real Estate Foresight Webinar on Sep 20, with our latest take on China's housing markets after the recent policy easing wave
Can we see the impact of the policy easing? How much of further stimulus to expect? What will be the 'next normal' for new home sales after the downturn?
A quick poll of the participants (experienced professionals in China property) showed a 100% consensus that more easing will be needed to trigger a rebound in new home sales


China Housing - And The Sum Of All Tiers [Webinar Presentation Video]

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.<ul><li><a href='#lucror-entity-7845'>Road King Infrastructure</a></li></ul>

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.Road King Infrastructure

Morning Views Asia: Road King Infrastructure

China

Longfor Properties Co. Ltd. operates in the property development, property investment and property management businesses in China.

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

Longfor Properties (960 HK)

Weekly Wrap - 29 Sep 2023

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...

Lucror Analytics

China Property - First Signs Of Improvement In Some Cities (Weekly New Home Sales To Sep 24)

China Property: First signs of the impact of policy easing in some cities where new home sales jumped in the week to Sep 24, though in aggregate...

Robert Ciemniak

Weekly Wrap - 22 Sep 2023

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...

Lucror Analytics

China Housing - And The Sum Of All Tiers [Webinar Presentation Video]

Real Estate Foresight hosted a webinar on Sep 20, with our latest take on China's housing markets after the recent policy-easing wave. Watch the...

Robert Ciemniak

Morning Views Asia: Road King Infrastructure

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

Lucror Analytics

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)