CNBC quotes Leonard Law on Chinese measures to boost property sector

This “represents another attempt” by the government to absorb the country’s unsold housing inventory, Leonard Law, a senior credit analyst at Lucror A...

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Bloomberg quotes Leonard Law on China's economic stimulus plan

“I think it’s less of an impact for property developers fundamentally, but good news for macro,” said Leonard Law, senior credit analyst at Lucror Ana...

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Bloomberg quotes Lorena Reich on InterCement

While no additional information was provided regarding the sale process, “it appears that there has been progress in the discussions,” Lucror Analytic...

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Bloomberg quotes Josseline Jenssen on gain in Azul shares

“We view this development positively, along with a possible USD 200 mn private capital increase through the entry of an anchor investor,” Lucror Analy...

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Bloomberg quotes Jayanth Kandalam on TalkTalk

Lucror Analytics’ deputy head of Europe research, Jayanth Kandalam, wrote that “we view the development positively, as TalkTalk will now be able to ex...

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Bloomberg quotes Leonard Law on Chinese junk bond declines

China’s junk dollar bonds suffered seven straight days of declines, the longest such stretch since August 2023, after weak home sales data underscored...

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Bloomberg quotes Josseline Jenssen on Azul

On Friday, Lucror Analytics’ Josseline Jenssen downgraded its trade recommendation on the AZUBBZ curve to sell from hold, while revising its credit bi...

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Bloombreg quotes Si Yong Ng on Oriflame

“We have some concerns about the designation of new unrestricted subsidiaries which Oriflame intends to raise financing on,” wrote Si Yong Ng, an ana...

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Bloomberg quotes Josseline Jenssen on GOL

“Weak” results due to a decline in passenger demand and capacity, writes Lucror Analytics’ Josseline Jenssen...

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Bloomberg quotes Josseline Jenssen on Azul

Azul bonds have underperformed in part because of the airline’s dependence on Brazil, according to Josseline Jenssen, an analyst at Lucror Analytics. ...

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Bloomberg quotes Filipe Botelho on Suzano

“Robust” Ebitda growth, boosted by higher volumes for paper, rising prices for pulp, and a stronger USD against the BRL, writes analyst Filipe Botelho...

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Bloomberg quotes Josseline Jenssen on Volcan

Lucror Analytics is recommending clients buy Volcan’s 2026 bond after the company reached an agreement to refinance its bank loan, prompting an upgrad...

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Bloomberg quotes Josseline Jenssen on BRF

Brazilian meat producers BRF SA, Marfrig Global Foods SA and JBS SA trade mixed in Sao Paulo on Friday as the nation halted chicken exports to the Eur...

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