Senior Credit Analyst, Lucror Analytics

Tanvi Arora

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.

Lucror Analytics' ESG Scores are based on a 3-tiered scale and are adjusted for Controversies (if applicable). We assess Ontex's ESG as "Strong", in line with its Environmental and Governance scores, while the Social pillar is "Adequate". Controversies are "Immaterial" and Disclosure is "Strong".

Lucror Analytics' ESG Scores are based on a 3-tiered scale and are adjusted for Controversies (if applicable). We assess Ontex's ESG as "Strong", in line with its Environmental and Governance scores, while the Social pillar is "Adequate". Controversies are "Immaterial" and Disclosure is "Strong". 

Leonard Law, CFA

Credit

The Europe HY Trade Book for December 2023 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry.

  The Europe HY Trade Book for December 2023 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry. 

Europe HY Trade Book - December 2023 - Lucror Analytics

The Europe HY Trade Book for October 2023 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry.

  The Europe HY Trade Book for October 2023 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry. 

Europe HY Trade Book - October 2023 - Lucror Analytics

Our H1/23 Assessment and Outlook report is a review of the performance of companies under our coverage in the stated period. Following a brief discussion of macro trends as well as monetary policy and input cost developments, we assess how these companies performed compared to our analysts’ expectations, and examine credit stats trends. We provide overviews of sector developments, as well as summaries of all the companies’ earnings. This includes classifying all the names into either picks or pans, to provide an overview of which companies we are comfortable of investing in a portfolio context. We highlight that both our picks and pans can be names for which we have “Hold” recommendations.

  Our H1/23 Assessment and Outlook report is a review of the performance of companies under our coverage in the stated period. Following a brief discussion of macro trends as well as monetary policy and input cost developments, we assess how these companies performed compared to our analysts’ expectations, and examine credit stats trends. We provide overviews of sector developments, as well as summaries of all the companies’ earnings. This includes classifying all the names into either picks or pans, to provide an overview of which companies we are comfortable of investing in a portfolio context. We highlight that both our picks and pans can be names for which we have “Hold” recommendations. 

Europe HY – H1/23 Assessment And Outlook - Lucror Analytics

The Europe HY Trade Book for August 2023 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry.

  The Europe HY Trade Book for August 2023 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry. 

Europe HY Trade Book - August 2023 - Lucror Analytics

Belgium

Greenyard Foods processes food.  The Company packages and sells frozen vegetables and offers products including simple frozen vegetables and prepared frozen vegetables found in convenience foods.

Colruyt SA retails goods and offers computer and printing services.  The Company retails food and non-food items through Colruyt supermarkets, and Coccinelle, UGA, and Codi Cash supermarkets and cash and carry stores.  It retails toys, baby products, and school supplies through Dreamland stores. Colruyt markets computers and offers programming services.

Lotus Bakeries produces cakes and industrial pastry, waffles and galettes, and caramelized biscuits.  The Company's brands are sold mainly in Belgium, Luxembourg, the Netherlands, France, Germany, the United Kingdom, Austria, the Czech Republic, the United States, and Asia.  Lotus distributes its products through retail, catering, and food services.

Anheuser-Busch InBev SA/NV manufactures alcoholic beverages. The Company produces and distributes beers. Anheuser-Busch InBev serves customers worldwide.

Microbio Co., Ltd. applies symbiotic fermentation technology to develop botanical drug. The Company's products include clinically proven botanical drugs, pharmaceutically active ingredients, and nutrient supplements.

Best World International Limited sources, formulates, brands, and distributes a range of health and lifestyle products under the BWL, Avance, DORS, DR's Secret, and DRs Seager brand names.  The Company also distributes a range of third-party cosmetics and skin care products under the brand C'bon.

Milbon Co., Ltd. manufactures hair care products for beauty salons.  The Company produces chemicals for permanents, hair coloring, shampoos, rinses, and hair growth stimulant products.

Grape King BIO Ltd manufactures and markets beverages, nutrition, pharmaceuticals, syrups, and hair care products.

Cosmecca Korea Co., Ltd. develops and manufactures cosmetics. The Company specializes in research and development of cosmetics. Cosmecca Korea serves customers in Korea.

USANA Health Sciences, Inc. develops, manufactures, and markets nutritionals, personal care, and weight management products.  The Company's products are sold directly to preferred customers and distributors throughout the United States, Canada, Australia, New Zealand, the United Kingdom, and Hong Kong.

TCI Co Ltd develops and produces healthy food, functional beverages and skin care products. The company's products include vegetarian capsule, soft gel capsule or control release particular beverage.

Brother Enterprises Holding Company Limited develops, produces and sells vitamin products and leather chemicals.  The Company's vitamin products include vitamin K3 and vitamin B1 series products. The Company's leather chemicals include chrome powder and leather auxiliaries series products.

Marico Bangladesh Limited manufactures and markets fast moving consumer goods in Bangladesh. The company offers coconut oil, hair nourishment products, edible oils, and male grooming products. It provides coconut oil and value added hair oil products, such as Parachute Advansed Beliphool, Nihar Naturals Shanti Badam Amla, Parachute Advansed Extra Care Enriched Coconut Hair Oil, Parachute Advansed Enriched Hair Oil, and Parachute Advansed Cooling Hair Oil. The company�s hair dye products comprise HairCode, HairCode Active, and HairCode Keshkala; hair serum products include Livon Silky Potion; edible oils include Saffola Active; and male grooming products consist of Set Wet and Set Wet Infinity. It also offers skin care products, such as Parachute Advansed Body Lotion. The company sells its products through its own distribution channels comprising of sales depots located in Gazipur, Chittagong, Bogra, Jessore, and Comilla. Marico Bangladesh Limited was incorporated in 1999 and is based in Dhaka, Bangladesh. Marico Bangladesh Limited operates as a subsidiary of Marico Limited.

Jamieson Wellness Inc., doing business as Jamieson Vitamins, develops, manufactures, and markets natural health products. The Company offers vitamins, minerals, and supplement products, as well as over-the-counter remedies and sports nutrition products. Jamieson Vitamins serves customers worldwide.

Ontex Group NV. produces disposable personal hygiene solutions. The Company's products cater to babies, women and senior adults.

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Ontex Group NV (ONTEX BB)

Ontex - ESG Report - Lucror Analytics

Lucror Analytics' ESG Scores are based on a 3-tiered scale and are adjusted for Controversies (if applicable). We assess Ontex's ESG as "Strong",...

Lucror Analytics

Europe HY Trade Book - December 2023 - Lucror Analytics

The Europe HY Trade Book for December 2023 includes current trade recommendations drawn from our European HY coverage universe, along with...

Lucror Analytics

Europe HY Trade Book - October 2023 - Lucror Analytics

The Europe HY Trade Book for October 2023 includes current trade recommendations drawn from our European HY coverage universe, along with...

Lucror Analytics

Europe HY – H1/23 Assessment And Outlook - Lucror Analytics

Our H1/23 Assessment and Outlook report is a review of the performance of companies under our coverage in the stated period. Following a brief...

Lucror Analytics

Europe HY Trade Book - August 2023 - Lucror Analytics

The Europe HY Trade Book for August 2023 includes current trade recommendations drawn from our European HY coverage universe, along with...

Lucror Analytics

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