Lucror Analytics

Jayanth Kandalam
  • Jayanth Kandalam

Borr Drilling - Earnings Flash - Q4 And FY 2024 Results - Lucror Analy...

Borr Drilling has reported solid Q4 and FY 2024 results, with the full-year adjusted EBITDA margin expanding almost 5 ppts to c. 50% y-o-y. That said, cash-flow development was affected by high capex, which led to a significant increase in gross and net debt. The outlook is one of cautious optimism, although geopolitical risks persist. While liquidity is good, we are concerned about the high debt levels due to the cyclicality of the business, and would prefer that Borr proactively considers redu...

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Peru LNG, MercadoLibre, Embraer, Nemak, Rumo, Orbia, C&W Communications, Gerdau, Vale, Nexa

Jayanth Kandalam ... (+2)
  • Jayanth Kandalam
  • Trung Nguyen

Lucror Analytics - Convertibles Brief

In today's Convertibles Brief publication we comment on developments of the following high yield issuers: Sasol, Lenovo

Felix Fischer ... (+6)
  • Felix Fischer
  • Filipe Botelho
  • Ian Wong
  • Jayanth Kandalam
  • Si Yong Ng
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: TK Elevator, TGS ASA, CABB, Odigeo, Constellium, Asmodee, Sasol, Borr Drilling, Nemak, Victoria, OPmobility (formerly Plastic Omnium), Ithaca Energy, Cirsa, Azelis

Felix Fischer
  • Felix Fischer

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