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

Credit Analyst, Lucror Analytics

Chuanyi Zhou

Credit Analyst

Credit

Powerlong’s H1/19 results were stable, albeit revenue recognition was weaker than expected. The company’s contracted sales growth was one of the fastest among players in our coverage in H1, supported by more GFA sold and higher ASP. This sets a strong base for revenue recognition for the full year, if the pace of property delivery accelerates in H2. The rising ASP will continue to support the margins. We like Powerlong’s exposure to commercial properties (both build-to-sell and build-to-hold), which support its strong margins and recurring income. The self-hold investment properties can be a source of liquidity if needed, albeit they are capital-intensive and require debt funding. The company has been borrowing extensively to support its expansion.

   Powerlong’s H1/19 results were stable, albeit revenue recognition was weaker than expected. The company’s contracted sales growth was one of the fastest among players in our coverage in H1, supported by more GFA sold and higher ASP. This sets a strong base for revenue recognition for the full year, if the pace of property delivery accelerates in H2. The rising ASP will continue to support the margins.    We like Powerlong’s exposure to commercial properties (both build-to-sell and build-to-hold), which support its strong margins and recurring income. The self-hold investment properties can be a source of liquidity if needed, albeit they are capital-intensive and require debt funding. The company has been borrowing extensively to support its expansion. 

Powerlong - Earnings Flash - H1 FY 2019 Results - Lucror Analytics

Powerlong Real Estate Holdings

Powerlong - Earnings Flash - H1 FY 2019 Results - Lucror Analytics