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 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-2312'>Alam Sutera Realty</a></li><li><a href='#lucror-entity-1909'>China Hongqiao</a></li><li><a href='#lucror-entity-3121'>Lippo Karawaci</a></li><li><a href='#lucror-entity-12763'>Tata Motors ADR</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.Alam Sutera RealtyChina HongqiaoLippo KarawaciTata Motors ADR

Morning Views Asia: Alam Sutera Realty, China Hongqiao, Lippo Karawaci, Tata Motors ADR

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Sony plans to achieve profitability in car camera business by 2026, aiming for 6x growth in the sector.</li><li>Samsung cancels anniversary events to focus on new management plan in response to crisis within the company.</li><li>Taiwan's passive component makers like Yageo and Ample flourish in AI boom, indicating growth potential in semiconductor industry.</li></ul>

Sony plans to achieve profitability in car camera business by 2026, aiming for 6x growth in the sector.Samsung cancels anniversary events to focus on new management plan in response to crisis within the company.Taiwan's passive component makers like Yageo and Ample flourish in AI boom, indicating growth potential in semiconductor industry.

Tech Supply Chain Tracker (13-Jun-2024): Sony aims for profit in car camera biz by 2026.

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/tata-motors-ltd" target="_blank" data-smartkarma-citation="entities:216:1" rel="noopener">Tata Motors Ltd (TTMT IN)</a> and Dollar Industries guided for their upcoming years and expansion strategy.</li>
<li>India's Retail Inflation eases to Lowest Since May 2022, now market is waiting for rate cut.</li>
<li>
<a href="https://www.smartkarma.com/entities/hcl-technologies-ltd" target="_blank" data-smartkarma-citation="entities:20025:1" rel="noopener">HCL Technologies (HCLT IN)</a> to Establish Product Innovation Centre for Olympus in Hyderabad</li>
</ul>



Tata Motors Ltd (TTMT IN) and Dollar Industries guided for their upcoming years and expansion strategy.
India's Retail Inflation eases to Lowest Since May 2022, now market is waiting for rate cut.

HCL Technologies (HCLT IN) to Establish Product Innovation Centre for Olympus in Hyderabad


#13 India Insight: India's Retail Inflation Eases, Tata Motors Guidance, Nestle Royalty, HCL Tech

<ul><li>Samsung chairman kicks off US visit with Verizon, highlighting importance of partnerships for expanding US market presence.</li><li>French tech startups shine at InnoVEX, showcasing innovation and talent in the tech industry at Computex 2024.</li><li>Taiwan chipmakers showcase cutting-edge tech at Computex 2024, while India's EV market shows promise and challenges with Modi's third-term win.</li></ul>

Samsung chairman kicks off US visit with Verizon, highlighting importance of partnerships for expanding US market presence.French tech startups shine at InnoVEX, showcasing innovation and talent in the tech industry at Computex 2024.Taiwan chipmakers showcase cutting-edge tech at Computex 2024, while India's EV market shows promise and challenges with Modi's third-term win.

Tech Supply Chain Tracker (08-Jun-2024): Samsung chairman visits Verizon in US.

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Q4FY24 earnings season saw an overall healthy performance, with wide divergences across sectors and companies</li><li>Aggregate revenue/PAT grew by 6%/22% YoY and 4%/13% QoQ across the HSIE coverage (~226 stocks)</li><li>Further, the 5-year CAGR for annual revenue/PAT between FY19 to FY24 was 11%/17%</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Q4FY24 earnings season saw an overall healthy performance, with wide divergences across sectors and companiesAggregate revenue/PAT grew by 6%/22% YoY and 4%/13% QoQ across the HSIE coverage (~226 stocks)Further, the 5-year CAGR for annual revenue/PAT between FY19 to FY24 was 11%/17%Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Quarterly Flipbook: Strong End to FY24, a Muted FY25 on the Cards

India

Tata Motors Limited manufactures cars and commercial automotive vehicles in India. The Company designs, manufactures and sells heavy commercial, medium commercial and small commercial vehicles including trucks, tankers, vans, buses, ambulances and minibuses. Tata also manufactures small cars and sports utility vehicles.

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Tata Motors DVR (TTMT/A IN)

Morning Views Asia: Alam Sutera Realty, China Hongqiao, Lippo Karawaci, Tata Motors ADR

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

Lucror Analytics

Tech Supply Chain Tracker (13-Jun-2024): Sony aims for profit in car camera biz by 2026.

Sony targets profitability in car camera business by 2026; Samsung delays anniversary events, Canon eyes India's semiconductor market, Taiwan's...

Tech Supply Chain Tracker

#13 India Insight: India's Retail Inflation Eases, Tata Motors Guidance, Nestle Royalty, HCL Tech

Tata Motors and Dollar Industries reveal expansion plans, India's retail inflation drops, HCL Technologies to open innovation center for Olympus...

Sudarshan Bhandari

Tech Supply Chain Tracker (08-Jun-2024): Samsung chairman visits Verizon in US.

Samsung chairman visits Verizon to strengthen partnerships in US market; French tech startups shine at InnoVEX, Taiwan chipmakers impress at...

Tech Supply Chain Tracker

Quarterly Flipbook: Strong End to FY24, a Muted FY25 on the Cards

Q4FY24 earnings season saw an overall healthy performance, with wide divergences across sectors and companies. Aggregate revenue/PAT grew by 6%/22%...

HDFC Securities

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Morning Views Asia: Alam Sutera Realty, China Hongqiao, Lippo Karawaci, Tata Motors ADR

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

Lucror Analytics

Tech Supply Chain Tracker (13-Jun-2024): Sony aims for profit in car camera biz by 2026.

Sony targets profitability in car camera business by 2026; Samsung delays anniversary events, Canon eyes India's semiconductor market, Taiwan's...

Tech Supply Chain Tracker

#13 India Insight: India's Retail Inflation Eases, Tata Motors Guidance, Nestle Royalty, HCL Tech

​Tata Motors and Dollar Industries reveal expansion plans, India's retail inflation drops, HCL Technologies to open innovation center for Olympus...

Sudarshan Bhandari

Tech Supply Chain Tracker (08-Jun-2024): Samsung chairman visits Verizon in US.

Samsung chairman visits Verizon to strengthen partnerships in US market; French tech startups shine at InnoVEX, Taiwan chipmakers impress at...

Tech Supply Chain Tracker

Quarterly Flipbook: Strong End to FY24, a Muted FY25 on the Cards

Q4FY24 earnings season saw an overall healthy performance, with wide divergences across sectors and companies. Aggregate revenue/PAT grew by 6%/22%...

HDFC Securities

Tata Motors and Dollar Industries reveal expansion plans, India's retail inflation drops, HCL Technologies to open innovation center for Olympus...