Lucror Analytics

Tanvi Arora
  • Tanvi Arora

CBR Fashion - Earnings Flash - FY 2025 Results - Lucror Analytics

CBR Fashion has delivered resilient FY 2025 numbers, with net leverage remaining at a comfortable level (2.8x) despite shareholder payouts. The FY 2026 outlook is slightly cautious, clouded by uncertainty over freight rates due to the ongoing geopolitical situation in the Middle East, along with subdued consumer demand. That said, despite the headwinds, we believe that the company has a good ability to churn positive FCF, which should enable it to keep net leverage below 3x this year. In our vie...

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: Arcos Dorados, PRIO, Marfrig (MBRF), Minerva, Avianca, Liberty Puerto Rico, Tupy

Felix Fischer ... (+5)
  • Felix Fischer
  • Jayanth Kandalam
  • Peter Low
  • 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: evoke, CBR Fashion, Assemblin Caverion, Synthomer, Premier Foods, Allwyn (formerly Sazka)

Leonard Law ... (+2)
  • Leonard Law
  • Trung Nguyen

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: China Jinmao, AAC Technologies

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: Frontera Energy, CSN, Minerva, BRF, Marfrig (MBRF), Alpek

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