Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Constellium, Sunrise, Liberty Global, Pfleiderer, Hapag-Lloyd, Borr Drilling

Liberty Global - ESG Report - Lucror Analytics

TMUS: Model update post CMD

TMUS recently held their Capital Markets Day (CMD) in conjunction with 4Q results. We covered key highlights from the CMD in our note published last week. Long story short, TMUS met or exceeded most of our expectations with their guidance. In this note, we cover changes to our financial estimates and compare them with consensus and guidance. We also share our trend charts for key metrics to put the current quarter in context.

Does the Trump/Kennedy Center Fiasco Portend PSKY's Future?

It now appears that PSKY has a good chance of prevailing in its battle for WBD. We have previously discussed the three phases of that battle; the proxy battle, the antitrust review, and the judicial review. In this note, we discuss a fourth phase; how does the battle for WBD, including this week’s Colbert/Talarico Affair, affect PSKY’s value after the deal closes?