Senior Credit Analyst, Lucror Analytics

Trung Nguyen

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

Key subsidiary Vedanta Ltd has posted weak Q3 FY 2018-19 results. In addition, the company filing disclosed the acquisition by a subsidiary of an interest in Anglo American from a family trust. Vedanta Ltd's share price fell precipitously following the disclosure. We now revise our LAGA to "Weak" from "Moderate", and change our recommendation to "Hold" the VEDLN curve from "Buy". Charles Macgregor, Head of Asia .

   Key subsidiary Vedanta Ltd has posted weak Q3 FY 2018-19 results. In addition, the company filing disclosed the acquisition by a subsidiary of an interest in Anglo American from a family trust. Vedanta Ltd's share price fell precipitously following the disclosure.    We now revise our LAGA to "Weak" from "Moderate", and change our recommendation to "Hold" the VEDLN curve from "Buy".    Charles Macgregor, Head of Asia . 

Vedanta Resources - Event Flash - Cairn Buys Investment From Related Party - Lucror Analytics

Leonard Law, CFA

The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also provide relative-value charts and lists of the bonds in the Lucror Asia HY index.

   The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also provide relative-value charts and lists of the bonds in the Lucror Asia HY index. 

Asia HY Trade Recommendations - January 2019 - Lucror Analytics

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.

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. 

Lucror Analytics - Morning Views Asia - 22 Jan 2019

Lucror Analytics - Morning Views Asia - 09 Jan 2019

<h2>2018 in Review</h2>The year turned out to be a very poor one for investors in general, and for emerging-market investors in particular. Going into 2018, the outlook for the Treasury yield curve was mixed. One view was that reasonable growth, rising inflation, Fed rate hikes and a balance-sheet reduction would lead to higher long-term rates. Another was that the yield curve would continue to flatten if the Fed were to raise rates faster than expected with inflation still below the 2% target. As it turns out, both were correct, with rates increasing and the curve flattening.

2018 in ReviewThe year turned out to be a very poor one for investors in general, and for emerging-market investors in particular. Going into 2018, the outlook for the Treasury yield curve was mixed. One view was that reasonable growth, rising inflation, Fed rate hikes and a balance-sheet reduction would lead to higher long-term rates. Another was that the yield curve would continue to flatten if the Fed were to raise rates faster than expected with inflation still below the 2% target. As it turns out, both were correct, with rates increasing and the curve flattening.

Lucror Asia HY Monthly – 2019 Asian HY Outlook (December 2018)

India

Vedanta Resources Limited operates as a diversified natural resource company. The Company extracts and process zinc, lead, aluminum, iron ore, copper, and silver, as well as focuses on oil and natural gas. Vedanta Resources serves clients worldwide.

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Vedanta Resources (VED LN)

Asia HY Trade Recommendations - January 2019 - Lucror Analytics

The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also...

Lucror Analytics

Lucror Analytics - Morning Views Asia - 22 Jan 2019

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

Lucror Analytics

Lucror Analytics - Morning Views Asia - 09 Jan 2019

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

Lucror Analytics

Lucror Asia HY Monthly – 2019 Asian HY Outlook (December 2018)

2018 in ReviewThe year turned out to be a very poor one for investors in general, and for emerging-market investors in particular. Going into 2018,...

Lucror Analytics

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Vedanta Resources - Event Flash - Cairn Buys Investment From Related Party - Lucror Analytics

Key subsidiary Vedanta Ltd has posted weak Q3 FY 2018-19 results. In addition, the company filing disclosed the acquisition by a subsidiary of an...

Lucror Analytics

Asia HY Trade Recommendations - January 2019 - Lucror Analytics

The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also...

Lucror Analytics

Lucror Analytics - Morning Views Asia - 22 Jan 2019

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

Lucror Analytics

Lucror Analytics - Morning Views Asia - 09 Jan 2019

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

Lucror Analytics

Lucror Asia HY Monthly – 2019 Asian HY Outlook (December 2018)

2018 in ReviewThe year turned out to be a very poor one for investors in general, and for emerging-market investors in particular. Going into 2018,...

Lucror Analytics